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PORCH · 13F 机构持仓分析
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PORCH

PORCH GROUP INCPRCH
持有机构数
203
机构合计市值 (Q2 2026)
$13.24亿
机构合计股数 (Q2 2026)
8,811.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,708.7万股
125 · 44 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,589.6万股
87 · 33 清仓 · ≈
⚖️ 净额
+119.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$13.24亿
持有机构数
203
新买入
44
加仓
81
减仓
54
清仓
33
持股不变
24
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Granahan 投资管理Granahan Investment Management, LLC
6.64%4.4%#1$1.86亿1,239.4万股$9,088.0万1,267.5万股-28.1万股-2.22%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#88$1.29亿857.7万股$5,689.8万793.6万股+64.1万股+8.08%加仓
D.E.肖D. E. Shaw & Co., Inc.
0.04%0.02%#40$7,955.2万528.9万股$3,127.4万436.2万股+92.8万股+21.27%加仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#95$6,780.7万450.8万股$3,116.7万434.7万股+16.2万股+3.72%加仓
吉尔德·加尼翁·豪GILDER GAGNON HOWE & CO LLC
0.68%0.36%#17$6,590.5万438.2万股$2,993.4万417.5万股+20.7万股+4.96%加仓
Park West Asset Management LLC
3.62%3.2%#3$5,319.4万353.7万股$3,654.7万509.7万股-156.0万股-30.61%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#71$4,846.0万322.2万股$2,426.2万338.4万股-16.2万股-4.78%减仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#87$3,943.3万262.1万股$1,630.9万227.4万股+34.7万股+15.28%加仓
道富集团STATE STREET CORP
<0.01%<0.01%#101$3,732.2万248.2万股$1,655.5万230.9万股+17.3万股+7.47%加仓
Portolan 资本管理Portolan Capital Management, LLC
1.38%0.82%#8$3,694.5万245.6万股$1,537.9万214.5万股+31.2万股+14.53%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#93$3,520.7万234.1万股$1,553.6万216.7万股+17.4万股+8.03%加仓
Driehaus资本管理DRIEHAUS CAPITAL MANAGEMENT LLC
0.19%0.04%#29$3,227.6万214.6万股$545.4万76.1万股+138.5万股+182.14%加仓
Divisadero Street 资本管理Divisadero Street Capital Management, LP
0.72%#16$3,167.0万210.6万股$00股+210.6万股新买入
维度基金顾问DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#69$2,504.8万166.6万股$1,104.0万154.0万股+12.6万股+8.15%加仓
Frontier资本管理FRONTIER CAPITAL MANAGEMENT CO LLC
0.22%#27$2,327.4万154.7万股$00股+154.7万股新买入
木星资产管理Jupiter Topco LLC
0.01%#58$2,197.9万146.1万股$00股+146.1万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#82$2,140.9万142.3万股$746.2万104.1万股+38.3万股+36.78%加仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#74$1,950.8万129.7万股$879.7万122.7万股+7.0万股+5.72%加仓
富达投资FMR LLC
<0.01%<0.01%#116$1,781.4万118.4万股$13.3万1.9万股+116.6万股+6,264.84%加仓
Silvercrest资产管理集团SILVERCREST ASSET MANAGEMENT GROUP LLC
0.1%#32$1,568.2万104.3万股$00股+104.3万股新买入
Parallax波动顾问Parallax Volatility Advisers, L.P.
0.02%0.02%#47$1,342.3万89.3万股$636.3万88.8万股+5,000股+0.56%加仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#94$1,305.2万86.8万股$628.6万87.7万股-8,907股-1.02%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#118$1,295.6万88.7万股$423.5万61.4万股+27.4万股+44.60%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#91$1,278.2万85.0万股$518.1万72.3万股+12.7万股+17.61%加仓
G2 Investment Partners Management LLC
2.02%0.64%#6$1,107.0万73.6万股$258.3万36.0万股+37.6万股+104.31%加仓
ASHFORD CAPITAL MANAGEMENT INC
1.24%0.62%#9$1,044.3万69.6万股$499.2万69.6万股00.00%持仓不变
Zweig-DiMenna Associates LLC
0.95%0.83%#13$1,043.4万69.4万股$601.9万84.0万股-14.6万股-17.36%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#86$1,021.4万67.9万股$486.1万67.8万股+1,219股+0.18%加仓
景顺Invesco Ltd.
<0.01%<0.01%#115$1,009.7万67.1万股$482.5万67.3万股-1,678股-0.25%减仓
Beartown Capital Management, LLC
4.43%2.23%#2$1,007.7万67.0万股$466.1万65.0万股+2.0万股+3.08%加仓
普信投资管理T. Rowe Price Investment Management, Inc.
0.01%#63$1,005.6万66.9万股$00股+66.9万股新买入
MOODY NATIONAL BANK TRUST DIVISION
0.82%0.45%#14$990.9万65.9万股$471.2万65.7万股+1,700股+0.26%加仓
AYAL Capital Advisors Ltd
2.64%1.37%#5$975.8万64.9万股$506.7万70.7万股-5.8万股-8.18%减仓
箭街资本ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#70$964.5万64.1万股$101.5万14.2万股+50.0万股+353.20%加仓
THOMPSON SIEGEL & WALMSLEY LLC
0.17%0.08%#30$958.3万63.7万股$472.3万65.9万股-2.2万股-3.27%减仓
ArrowMark Colorado Holdings LLC
0.29%0.09%#25$698.0万46.4万股$328.2万45.8万股+6,333股+1.38%加仓
法国外贸银行(Natixis)NATIXIS
0.03%<0.01%#45$678.5万45.1万股$53.1万7.4万股+37.7万股+508.77%加仓
Pembroke Management, LTD
0.97%0.28%#12$619.4万41.2万股$194.4万27.1万股+14.1万股+51.92%加仓
HARBOR CAPITAL ADVISORS, INC.
0.42%0.29%#23$616.2万41.0万股$363.8万50.7万股-9.8万股-19.26%减仓
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
3.59%#4$570.1万37.9万股$00股+37.9万股新买入
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#106$560.8万37.3万股$224.0万31.2万股+6.0万股+19.36%加仓
GLOBEFLEX CAPITAL L P
0.66%0.37%#18$514.9万34.2万股$245.5万34.2万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#128$428.3万28.5万股$272.7万38.0万股-9.6万股-25.13%减仓
阿尔法浪潮全球Alpha Wave Global, LP
0.07%0.23%#35$422.1万28.1万股$184.3万25.7万股+2.4万股+9.19%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#145$413.8万27.5万股$151.9万21.2万股+6.3万股+29.87%加仓
Schneider Downs Wealth Management Advisors, LP
0.39%0.22%#24$412.4万27.4万股$196.6万27.4万股00.00%持仓不变
罗素投资集团Russell Investments Group, Ltd.
<0.01%<0.01%#78$409.3万27.2万股$140.6万19.6万股+7.6万股+38.76%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#81$383.0万25.5万股$425.6万59.4万股-33.9万股-57.09%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#146$373.0万24.8万股$531.7万74.2万股-49.4万股-66.55%减仓
纽文Nuveen, LLC
<0.01%<0.01%#112$339.4万22.6万股$133.5万18.6万股+4.0万股+21.24%加仓

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