OF
LINE

Optimize Financial’s Lineage Inc LINE Stock Holding History

Optimize Financial’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,704
Closed -$335K – 455
2025
Q2 		$335K Sell
7,704
-54
-0.7% -$2.61K 0.21% 152
2025
Q1 		$455K Buy
7,758
+2,125
+38% +$124K 0.33% 95
2024
Q4 		$330K Buy
+5,633
New +$383K 0.25% 123

Other funds holding LINE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's LINE Position: Q3 2025 in Review

Optimize Financial sold out of Lineage Inc (LINE) in Q3 2025, closing a stake of 7,704 shares — an estimated $335K sold.

Optimize Financial first reported a position in LINE in Q4 2024 and held it in 3 quarters. The position peaked at $455K in Q1 2025. 242 funds tracked by Wall St. Rank hold LINE as of Q3 2025.

  • Optimize Financial reported no remaining Lineage Inc position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 7,704 Lineage Inc shares in Q3 2025, an estimated $335K.
  • Optimize Financial first reported a position in Lineage Inc in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Lineage Inc position peaked at $455K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Lineage Inc as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.