OF
CRDO icon

Optimize Financial’s Credo Technology Group CRDO Stock Holding History

Optimize Financial’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,970
Closed -$1.43M – 337
2025
Q4 		$1.43M Buy
9,970
+140
+1% +$21.5K 0.72% 26
2025
Q3 		$1.43M Buy
+9,830
New +$1.2M 0.75% 31

Other funds holding CRDO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Optimize Financial's CRDO Position: Q1 2026 in Review

Optimize Financial sold out of Credo Technology Group (CRDO) in Q1 2026, closing a stake of 9,970 shares — an estimated $1.43M sold.

Optimize Financial first reported a position in CRDO in Q3 2025 and held it in 2 quarters. The position peaked at $1.43M in Q4 2025. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

  • Optimize Financial reported no remaining Credo Technology Group position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 9,970 Credo Technology Group shares in Q1 2026, an estimated $1.43M.
  • Optimize Financial first reported a position in Credo Technology Group in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Credo Technology Group position peaked at $1.43M in Q4 2025.
  • 709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.