Southpoint Capital Advisors’s Porch Group PRCH Stock Holding History

Southpoint Capital Advisors’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
2022 Q3	–	Sell	-1,500,000	Closed	-$3.84M	–	47
2022 Q2	$3.84M	Sell	1,500,000 -3,250,000	-68%	-$13.4M	0.11%	43
2022 Q1	$33M	Sell	4,750,000 -2,250,000	-32%	-$20.8M	0.64%	37
2021 Q4	$109M	Buy	7,000,000 +100,000	+1%	+$1.93M	2.09%	21
2021 Q3	$122M	Buy	6,900,000 +1,400,000	+25%	+$26.3M	2.6%	20
2021 Q2	$106M	Buy	5,500,000 +1,700,000	+45%	+$28M	1.84%	25
2021 Q1	$67.3M	Buy	+3,800,000	New	+$67.5M	1.08%	32

Other funds holding PRCH

GIM

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Southpoint Capital Advisors's PRCH Position: Q3 2022 in Review

Southpoint Capital Advisors sold out of Porch Group (PRCH) in Q3 2022, closing a stake of 1,500,000 shares — an estimated $3.84M sold.

Southpoint Capital Advisors first reported a position in PRCH in Q1 2021 and held it in 6 quarters. The position peaked at $122M in Q3 2021. 124 funds tracked by Wall St. Rank hold PRCH as of Q3 2022.

Southpoint Capital Advisors reported no remaining Porch Group position as of Q3 2022 after selling out during the quarter.
Southpoint Capital Advisors sold 1,500,000 Porch Group shares in Q3 2022, an estimated $3.84M.
Southpoint Capital Advisors first reported a position in Porch Group in Q1 2021 and held it in 6 quarters.
Southpoint Capital Advisors's Porch Group position peaked at $122M in Q3 2021.
124 funds tracked by Wall St. Rank held Porch Group as of Q3 2022.

Based on Southpoint Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.