OCM
CHYM

Osterweis Capital Management’s Chime Financial CHYM Stock Holding History

Osterweis Capital Management’s Portfolio CHYM Stock Details CHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.38M Sell
164,890
-40,160
-20% -$780K 0.16% 91
2026
Q1 		$3.84M Sell
205,050
-217,300
-51% -$4.93M 0.2% 82
2025
Q4 		$10.6M Buy
422,350
+231,160
+121% +$4.91M 0.45% 62
2025
Q3 		$3.86M Buy
+191,190
New +$5.43M 0.17% 83

Other funds holding CHYM

GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
MVM
Menlo Ventures Management Menlo Park, California $357M AUM
AM
Aspect Management Palo Alto, California $244M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FVM
Forerunner Ventures Management San Francisco, California $164M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Osterweis Capital Management's CHYM Position: Q2 2026 in Review

Osterweis Capital Management reduced its Chime Financial (CHYM) stake by 20% in Q2 2026, selling an estimated $780K and leaving 164,890 shares worth $3.38M. The position accounts for 0.16% of the portfolio, ranked #91.

Osterweis Capital Management first reported a position in CHYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.6M in Q4 2025. 267 funds tracked by Wall St. Rank hold CHYM as of Q2 2026.

  • Osterweis Capital Management held 164,890 shares of Chime Financial worth $3.38M as of Q2 2026.
  • Osterweis Capital Management sold 40,160 Chime Financial shares in Q2 2026, an estimated $780K.
  • Chime Financial made up 0.16% of Osterweis Capital Management's portfolio in Q2 2026, its #91 holding.
  • Osterweis Capital Management first reported a position in Chime Financial in Q3 2025 and has held it in 4 quarters since.
  • Osterweis Capital Management's Chime Financial position peaked at $10.6M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Chime Financial as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.