Osaic Holdings

Osaic Holdings’s Hippo Holdings HIPO Stock Holding History

Osaic Holdings’s Portfolio HIPO Stock Details HIPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$351K	Sell	13,484 -124	-0.9%	-$3.53K	﹤0.01%	3681
2025 Q4	$409K	Buy	13,608 +13,261	+3,822%	+$443K	﹤0.01%	3515
2025 Q3	$12.4K	Buy	347 +1	+0.3%	+$31	﹤0.01%	6231
2025 Q2	$9.66K	Buy	346 +6	+2%	+$148	﹤0.01%	6172
2025 Q1	$8.69K	Sell	340 -29	-8%	-$805	﹤0.01%	5865
2024 Q4	$9.88K	Buy	369 +59	+19%	+$1.45K	﹤0.01%	5814
2024 Q3	$5.23K	Sell	310 -130	-30%	-$2.34K	﹤0.01%	6168
2024 Q2	$7.56K	Buy	440 +190	+76%	+$3.6K	﹤0.01%	5953
2024 Q1	$4.57K	Sell	250 -220	-47%	-$2.71K	﹤0.01%	6129
2023 Q4	$4.29K	Sell	470 -80	-15%	-$664	﹤0.01%	6230
2023 Q3	$4.38K	Buy	550 +100	+22%	+$1.26K	﹤0.01%	6333
2023 Q2	$7.44K	Hold	450	–	–	﹤0.01%	6117
2023 Q1	$7.3K	Hold	450	–	–	﹤0.01%	6151
2022 Q4	$6K	Sell	450 -350	-44%	-$5.25K	﹤0.01%	6196
2022 Q3	$15K	Buy	800 +204	+34%	+$4.51K	﹤0.01%	5786
2022 Q2	$13K	Buy	+596	New	+$22K	﹤0.01%	5899
2022 Q1	–	Sell	-580	Closed	-$41K	–	7337
2021 Q4	$41K	Buy	+580	New	+$54.1K	﹤0.01%	5281

Other funds holding HIPO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bond Capital Management San Francisco, California $110M AUM 16.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westerly Capital Management San Francisco, California $324M AUM 42.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stoic Point Capital Management Palo Alto, California $102M AUM