Osaic Holdings

Osaic Holdings’s Porch Group PRCH Stock Holding History

Osaic Holdings’s Portfolio PRCH Stock Details PRCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.4K	Sell	4,934 -2,305	-32%	-$18.4K	﹤0.01%	5467
2025 Q4	$66.1K	Buy	7,239 +3,440	+91%	+$41.4K	﹤0.01%	5041
2025 Q3	$64.6K	Buy	3,799 +2,962	+354%	+$45.4K	﹤0.01%	5138
2025 Q2	$9.87K	Buy	+837	New	+$7.19K	﹤0.01%	6154
2024 Q3	–	Sell	-40	Closed	-$60	–	7521
2024 Q2	$60	Sell	40 -2,980	-99%	-$8.3K	﹤0.01%	7293
2024 Q1	$13K	Buy	3,020 +3,000	+15,000%	+$8.94K	﹤0.01%	5608
2023 Q4	$61	Sell	20 -2,320	-99%	-$3.26K	﹤0.01%	7152
2023 Q3	$1.88K	Sell	2,340 -9,408	-80%	-$9.89K	﹤0.01%	6650
2023 Q2	$16.2K	Buy	11,748 +2,376	+25%	+$2.88K	﹤0.01%	5701
2023 Q1	$13.4K	Sell	9,372 -1,205	-11%	-$2.85K	﹤0.01%	5803
2022 Q4	$20K	Buy	10,577 +1,415	+15%	+$2.5K	﹤0.01%	5574
2022 Q3	$20K	Buy	9,162 +3,741	+69%	+$9.06K	﹤0.01%	5590
2022 Q2	$13K	Buy	5,421 +1,422	+36%	+$5.88K	﹤0.01%	5911
2022 Q1	$28K	Buy	3,999 +1,293	+48%	+$11.9K	﹤0.01%	5472
2021 Q4	$42K	Sell	2,706 -1,697	-39%	-$32.7K	﹤0.01%	5266
2021 Q3	$77K	Sell	4,403 -77,551	-95%	-$1.46M	﹤0.01%	4760
2021 Q2	$1.58M	Buy	81,954 +77,135	+1,601%	+$1.27M	﹤0.01%	1928
2021 Q1	$85K	Buy	+4,819	New	+$85.6K	﹤0.01%	4485

Other funds holding PRCH

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

Park West Asset Management San Francisco, California $1.13B AUM 47.25% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $2.42B AUM 11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

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