Prelude Capital Management’s CorVel CRVL Stock Holding History

Prelude Capital Management’s Portfolio CRVL Stock Details CRVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,028	Closed	-$273K	–	1280
2025 Q4	$273K	Buy	+4,028	New	+$292K	0.02%	842
2017 Q3	–	Sell	-900	Closed	-$14K	–	1678
2017 Q2	$14K	Hold	900	–	–	﹤0.01%	1332
2017 Q1	$13K	Hold	900	–	–	﹤0.01%	1330
2016 Q4	$11K	Hold	900	–	–	﹤0.01%	1370
2016 Q3	$12K	Sell	900 -300	-25%	-$4.16K	﹤0.01%	1407
2016 Q2	$17K	Buy	+1,200	New	+$18K	﹤0.01%	1319
2016 Q1	–	Sell	-600	Closed	-$9K	–	1312
2015 Q4	$9K	Sell	600 -5,100	-89%	-$62.7K	﹤0.01%	1265
2015 Q3	$61K	Buy	5,700 +4,800	+533%	+$51.6K	0.01%	992
2015 Q2	$10K	Sell	900 -2,700	-75%	-$31.4K	﹤0.01%	1562
2015 Q1	$41K	Buy	+3,600	New	+$42K	0.01%	1409
2014 Q4	–	Sell	-5,400	Closed	-$61K	–	1954
2014 Q3	$61K	Buy	+5,400	New	+$72.8K	0.01%	1319
2014 Q2	–	Sell	-3,690	Closed	-$61K	–	1957
2014 Q1	$61K	Buy	+3,690	New	+$59.1K	0.01%	1219
2013 Q4	–	Sell	-3,000	Closed	-$37K	–	1659
2013 Q3	$37K	Buy	+3,000	New	+$33.8K	0.01%	993

Other funds holding CRVL

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Kayne Anderson Rudnick Investment Management

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Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors

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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return