Porch Group, Inc.: which funds bought and sold

Institutions that bought and sold Porch Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 117 institutions that filed 13F reports for both quarters added to or opened positions in Porch Group, and 85 cut or closed them. Together they added a net 502K shares, +0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.0M shares (+21.3%); index fund managers were net buyers of 1.7M shares (+7.7%). 37 opened a new position and 29 sold out entirely.

Bought, Q2 2026 117 institutions, 37 of them new holders Sold, Q2 2026 85 institutions, 29 of them sold out

Net change, all compared +502K shares (+0.6%)

Net change, active managers +4.0M shares (+21.3%), 25 bought, 14 sold

Buyers versus sellers

institutions compared, 225

117 bought 23 85 sold

Active managers and hedge funds 25 bought · 14 sold · +4.0M

Index fund managers 10 bought · 1 sold · +1.7M

Other institutions 82 bought · 70 sold · −5.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Divisadero Street Capital Management, LP	+2.1M New position	2.1M	$31.7M
Frontier Capital Management Co LLC Active manager	+1.5M New position	1.5M	$23.3M
Driehaus Capital Management LLC Active manager	+1.4M +182.1%	2.1M	$32.3M
FMR LLC Active manager	+1.2M +6264.8%	1.2M	$17.8M
Silvercrest Asset Management Group LLC	+1.0M New position	1.0M	$15.7M
D. E. Shaw & Co., Inc. Hedge fund	+928K +21.3%	5.3M	$79.6M
T. Rowe Price Investment Management, Inc. Active manager	+669K New position	669K	$10.1M
Blackrock, Inc. Index funds	+641K +8.1%	8.6M	$129M
Pembroke Management, Ltd	+553K +203.8%	824K	$12.4M
Arrowstreet Capital, Limited Partnership Hedge fund	+500K +353.2%	641K	$9.6M
UBS Group AG	+383K +36.8%	1.4M	$21.4M
Josh Arnold Investment Consultant, LLC	+379K New position	379K	$5.7M
Natixis	+377K +508.8%	451K	$6.8M
G2 Investment Partners Management LLC	+376K +104.3%	736K	$11.1M
Geode Capital Management, LLC Index funds	+347K +15.3%	2.6M	$39.4M
Portolan Capital Management, LLC	+312K +14.5%	2.5M	$36.9M
Ashford Capital Management Inc	+280K +40.2%	976K	$14.7M
Jpmorgan Chase & Co	+274K +44.6%	887K	$13M
Gilder Gagnon Howe & Co LLC Active manager	+207K +5.0%	4.4M	$65.9M
Vanguard Portfolio Management LLC Index funds	+174K +8.0%	2.3M	$35.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Frontier Capital Management Co LLC Active manager	+1.5M New position	1.5M	$23.3M
Driehaus Capital Management LLC Active manager	+1.4M +182.1%	2.1M	$32.3M
FMR LLC Active manager	+1.2M +6264.8%	1.2M	$17.8M
D. E. Shaw & Co., Inc. Hedge fund	+928K +21.3%	5.3M	$79.6M
T. Rowe Price Investment Management, Inc. Active manager	+669K New position	669K	$10.1M
Arrowstreet Capital, Limited Partnership Hedge fund	+500K +353.2%	641K	$9.6M
Gilder Gagnon Howe & Co LLC Active manager	+207K +5.0%	4.4M	$65.9M
Los Angeles Capital Management LLC Active manager	+144K +119243.8%	144K	$2.2M
Boothbay Fund Management, LLC Hedge fund	+110K +125.0%	197K	$3M
Wellington Management Group LLP Active manager	+70K +5.7%	1.3M	$19.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Gc Wealth Management Ria, LLC	−4.1M Sold out	0	—
Jefferies Financial Group Inc.	−2.4M −98.9%	27K	$406,892
Park West Asset Management LLC Hedge fund	−1.6M −30.6%	3.5M	$53.2M
Hennessy Advisors Inc	−1.4M Sold out	0	—
Jane Street Group, LLC	−586K −89.4%	70K	$1M
Morgan Stanley	−514K −72.5%	195K	$2.9M
Trexquant Investment LP Hedge fund	−371K Sold out	0	—
Wells Fargo & Company	−360K −66.4%	182K	$2.7M
HRT Financial LP	−356K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−339K −57.1%	255K	$3.8M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−285K −76.1%	90K	$1.3M
Granahan Investment Management, LLC	−281K −2.2%	12.4M	$186M
Panagora Asset Management Inc Active manager	−254K −69.7%	111K	$1.7M
K2 Principal Fund, L.P.	−252K Sold out	0	—
Bank Of America Corp	−236K −64.9%	128K	$1.9M
Clearstead Advisors, LLC	−178K −100.0%	2	$31
Goldman Sachs Group Inc	−162K −4.8%	3.2M	$48.5M
Gsa Capital Partners LLP	−162K Sold out	0	—
Zweig-Dimenna Associates LLC	−146K −17.4%	694K	$10.4M
Balyasny Asset Management L.P. Hedge fund	−136K −81.6%	31K	$463,367

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Park West Asset Management LLC Hedge fund	−1.6M −30.6%	3.5M	$53.2M
Trexquant Investment LP Hedge fund	−371K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−339K −57.1%	255K	$3.8M
Panagora Asset Management Inc Active manager	−254K −69.7%	111K	$1.7M
Balyasny Asset Management L.P. Hedge fund	−136K −81.6%	31K	$463,367
Algert Global LLC Hedge fund	−109K Sold out	0	—
Citadel Advisors LLC Hedge fund	−103K −63.0%	60K	$907,559
Exoduspoint Capital Management, LP Hedge fund	−89K Sold out	0	—
Centiva Capital, LP Hedge fund	−21K −31.7%	45K	$677,748
AQR Capital Management LLC Hedge fund	−16K −7.2%	209K	$3.1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Divisadero Street Capital Management, LP	2.1M	$31.7M
Frontier Capital Management Co LLCActive manager	1.5M	$23.3M
Silvercrest Asset Management Group LLC	1.0M	$15.7M
T. Rowe Price Investment Management, Inc.Active manager	669K	$10.1M
Josh Arnold Investment Consultant, LLC	379K	$5.7M
Fifth Third Bancorp	132K	$2M
Gatepass Capital, LLC	130K	$2M
SG Americas Securities, LLC	80K	$1.2M
Point72 Asset Management, L.P.Hedge fund	65K	$983,195
Quantbot Technologies LPHedge fund	37K	$559,383

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Gc Wealth Management Ria, LLC	4.1M	$29.2M
Hennessy Advisors Inc	1.4M	$10M
Trexquant Investment LPHedge fund	371K	$2.7M
HRT Financial LP	356K	$2.6M
K2 Principal Fund, L.P.	252K	$1.8M
Gsa Capital Partners LLP	162K	$1.2M
First Trust Advisors LP	134K	$963,181
Algert Global LLCHedge fund	109K	$783,036
Zazove Associates LLC	106K	$758,916
Exoduspoint Capital Management, LPHedge fund	89K	$637,556

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 200
Ten largest holders: 56.7%
Index fund managers: 26.5%
Active managers and hedge funds: 26.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	25	14	9	5	+4.0M	+21.3%
Index fund managers	10	1	1	0	+1.7M	+7.7%
Other institutions	82	70	27	24	−5.1M	−11.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Porch Group.

Only managers that filed a holdings report for both quarters are compared (225 here). 8 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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