PORCH GROUP INC PRCH
COM · Common Stock · CUSIP 733245104
American software company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($98.4k this quarter). Holder counts are more reliable. Shares outstanding: 131.8m as of 2026-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $15.02. Options: 8 managers hold calls ($10.3m notional), 8 hold puts ($15.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 125 |
| Q4 2022 | 112 |
| Q1 2023 | 100 |
| Q2 2023 | 96 |
| Q3 2023 | 77 |
| Q4 2023 | 96 |
| Q1 2024 | 117 |
| Q2 2024 | 113 |
| Q3 2024 | 100 |
| Q4 2024 | 125 |
| Q1 2025 | 147 |
| Q2 2025 | 156 |
| Q3 2025 | 196 |
| Q4 2025 | 196 |
| Q1 2026 | 192 |
| Q2 2026 | 200 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 47 | 57 |
| Q4 2024 | 81 | 40 |
| Q1 2025 | 86 | 53 |
| Q2 2025 | 95 | 71 |
| Q3 2025 | 124 | 64 |
| Q4 2025 | 100 | 94 |
| Q1 2026 | 102 | 96 |
| Q2 2026 | 117 | 85 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $15.0m | $16.3m | 1.09 |
| Q4 2025 | $8.2m | $11.0m | 1.34 |
| Q1 2026 | $3.6m | $7.1m | 2.00 |
| Q2 2026 | $10.3m | $15.1m | 1.46 |
Biggest buyers
| Divisadero Street Capital Management, LP | New | +2.1m |
| FRONTIER CAPITAL MANAGEMENT CO LLC | New | +1.5m |
| Driehaus Capital Management LLC | Added | +1.4m |
| FMR LLC | Added | +1.2m |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | New | +1.0m |
| D. E. Shaw & Co., Inc. | Added | +927.6k |
| T. Rowe Price Investment Management, Inc. | New | +668.6k |
| BlackRock, Inc. | Added | +641.2k |
| Pembroke Management, LTD | Added | +552.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +499.8k |
Biggest sellers
| GC Wealth Management RIA, LLC | Sold out | -4.1m |
| Jefferies Financial Group Inc. | Reduced | -2.4m |
| Park West Asset Management LLC | Reduced | -1.6m |
| HENNESSY ADVISORS INC | Sold out | -1.4m |
| JANE STREET GROUP, LLC | Reduced | -585.7k |
| MORGAN STANLEY | Reduced | -514.4k |
| Trexquant Investment LP | Sold out | -371.4k |
| WELLS FARGO & COMPANY/MN | Reduced | -359.6k |
| HRT FINANCIAL LP | Sold out | -355.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -338.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.1m203.7k shares |
| CITADEL ADVISORS LLC | Added | $2.9m191.8k shares |
| JANE STREET GROUP, LLC | Added | $2.4m160.7k shares |
| IMC-Chicago, LLC | Added | $1.0m67.0k shares |
| GROUP ONE TRADING LLC | Added | $562.5k37.4k shares |
| SIG BROKERAGE, LP | Unchanged | $150.4k10.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $144.4k9.6k shares |
| Walleye Capital LLC | New | $117.3k7.8k shares |
Biggest puts
| Parallax Volatility Advisers, L.P. | Added | $13.0m867.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $857.3k57.0k shares |
| CITADEL ADVISORS LLC | Reduced | $490.3k32.6k shares |
| IMC-Chicago, LLC | New | $269.2k17.9k shares |
| JANE STREET GROUP, LLC | Added | $266.2k17.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $130.8k8.7k shares |
| GROUP ONE TRADING LLC | Reduced | $82.7k5.5k shares |
| Walleye Capital LLC | New | $1.5k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Ehrlichman Matt
13D · may seek influence
-0.8 pts · filed 2026-05-27
Stated purposeOther than as previously reported or reported below, Mr. Ehrlichman does not have any plan or proposal that would relate to or would results in (a) the acquisition by any person of additional securities of the Issuer, or the disposition of securities of the Issuer; (b) an extraordinary corporate transaction, such as a merger, reorganization or liquidation, involving the issuer or any of its subsidiaries; (c) a sale or transfer of a material amount of assets of the Issuer or of any of its subsidiaries; (d) any change in the present board of directors or management of the Issuer, including any plans or proposals to change the number or term of directors or to fill any existing vacancies on the board; (e) any material change in the present capitalization or dividend policy of the Issuer; (f) … Full filing |
21.0% |
| Granahan Investment Management, LLC 13G · institution +1.8 pts · filed 2025-12-05 | 11.0% |
| BlackRock, Inc. 13G · institution +2.0 pts · filed 2026-07-29 | 7.2% |
Fell to 5% or below in the last year: Park West Asset Management LLC (4.8%, 2026-06-16), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $224.6k | $224.6k |
| Q1 2025 | 0 | — | 2 | $1.5m | $1.5m |
| Q2 2025 | 0 | — | 4 | $4.9m | $4.9m |
| Q3 2025 | 0 | — | 4 | $3.0m | $2.0m |
| Q4 2025 | 0 | — | 1 | $553.1k | $341.6k |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 3 | $22.2m | $302.4k |
| Q3 2026 | 0 | — | 3 | $2.2m | $2.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-14 | Neagle Matthew Chief Operating Officer | Sold plan | $823.0k50.0k shares |
| 2026-09-14 | Reierson Amanda L Director | Sold plan | $545.4k33.1k shares |
| 2026-08-05 | Tabak Shawn CHIEF FINANCIAL OFFICER | Sold plan | $405.2k25.0k shares |
| 2026-07-02 | Tabak Shawn CHIEF FINANCIAL OFFICER | Sold plan | $403.2k25.0k shares |
| 2026-06-02 | Tabak Shawn CHIEF FINANCIAL OFFICER | Sold | $42.9k3.9k shares |
| 2026-05-26 | Tabak Shawn CHIEF FINANCIAL OFFICER | Sold plan | $302.4k30.0k shares |
| 2026-05-20 | Ehrlichman Matt CEO, CHAIRMAN AND FOUNDER, director | Sold | $1.2m120.4k shares |
| 2026-05-20 | Neagle Matthew Chief Operating Officer | Sold | $609.7k62.3k shares |
| 2026-05-20 | Tabak Shawn CHIEF FINANCIAL OFFICER | Sold | $106.4k10.9k shares |
| 2026-05-15 | Ehrlichman Matt CEO, CHAIRMAN AND FOUNDER, director | Sold | $1.2m115.8k shares |
| 2026-05-15 | Neagle Matthew Chief Operating Officer | Sold | $620.2k60.0k shares |
| 2026-05-15 | Tabak Shawn CHIEF FINANCIAL OFFICER | Sold | $108.2k10.5k shares |
| 2026-05-12 | Ehrlichman Matt CEO, CHAIRMAN AND FOUNDER, director | Sold | $1.3m122.9k shares |
| 2026-05-12 | Neagle Matthew Chief Operating Officer | Sold | $669.6k63.6k shares |
| 2026-05-12 | Tabak Shawn CHIEF FINANCIAL OFFICER | Sold | $116.8k11.1k shares |
| 2026-05-08 | Ehrlichman Matt CEO, CHAIRMAN AND FOUNDER, director | Sold | $1.3m116.3k shares |
| 2026-05-08 | Neagle Matthew Chief Operating Officer | Sold | $669.9k60.2k shares |
| 2026-05-08 | Tabak Shawn CHIEF FINANCIAL OFFICER | Sold | $116.9k10.5k shares |
| 2026-05-05 | Ehrlichman Matt CEO, CHAIRMAN AND FOUNDER, director | Sold | $1.2m117.4k shares |
| 2026-05-05 | Neagle Matthew Chief Operating Officer | Sold | $634.2k60.8k shares |
| 2026-05-05 | Tabak Shawn CHIEF FINANCIAL OFFICER | Sold | $110.7k10.6k shares |
| 2026-05-01 | Ehrlichman Matt CEO, CHAIRMAN AND FOUNDER, director | Sold | $1.2m124.1k shares |
| 2026-05-01 | Neagle Matthew Chief Operating Officer | Sold | $629.2k64.3k shares |
| 2026-05-01 | Tabak Shawn CHIEF FINANCIAL OFFICER | Sold | $109.8k11.2k shares |
| 2026-04-28 | Ehrlichman Matt CEO, CHAIRMAN AND FOUNDER, director | Sold | $937.9k115.6k shares |
| 2026-04-28 | Neagle Matthew Chief Operating Officer | Sold | $485.8k59.9k shares |
| 2026-04-28 | Tabak Shawn CHIEF FINANCIAL OFFICER | Sold | $84.8k10.5k shares |
| 2026-04-24 | Ehrlichman Matt CEO, CHAIRMAN AND FOUNDER, director | Sold | $948.6k123.5k shares |
| 2026-04-24 | Neagle Matthew Chief Operating Officer | Sold | $491.4k64.0k shares |
| 2026-04-24 | Tabak Shawn CHIEF FINANCIAL OFFICER | Sold | $60.5k7.9k shares |
The latest 30 of 47 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Granahan Investment Management, LLC 6.64% of their portfolio | 12.4m $186.4m | Reduced -281.3k |
| BlackRock, Inc. 0.00% of their portfolio | 8.6m $129.0m | Added +641.2k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 5.3m $79.6m | Added +927.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.5m $67.8m | Added +161.6k |
| GILDER GAGNON HOWE & CO LLC 0.68% of their portfolio | 4.4m $65.9m | Added +207.1k |
| Park West Asset Management LLC 3.64% of their portfolio | 3.5m $53.2m | Reduced -1.6m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.2m $48.5m | Reduced -161.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.6m $39.4m | Added +347.4k |
| STATE STREET CORP 0.00% of their portfolio | 2.5m $37.3m | Added +172.5k |
| Portolan Capital Management, LLC 1.38% of their portfolio | 2.5m $36.9m | Added +311.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 2.3m $35.2m | Added +174.0k |
| Driehaus Capital Management LLC 0.19% of their portfolio | 2.1m $32.3m | Added +1.4m |
| Divisadero Street Capital Management, LP 0.74% of their portfolio | 2.1m $31.7m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.7m $25.0m | Added +125.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.22% of their portfolio | 1.5m $23.3m | New |
| Jupiter Topco LLC 0.01% of their portfolio | 1.5m $22.0m | First filing |
| UBS Group AG 0.00% of their portfolio | 1.4m $21.4m | Added +382.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.3m $19.5m | Added +70.1k |
| FMR LLC 0.00% of their portfolio | 1.2m $17.8m | Added +1.2m |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.10% of their portfolio | 1.0m $15.7m | New |
| ASHFORD CAPITAL MANAGEMENT INC 1.57% of their portfolio | 976.3k $14.7m | Added +280.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 887.4k $13.0m | Added +273.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 867.8k $13.1m | Reduced -8.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 849.9k $12.8m | Added +127.2k |
| Pembroke Management, LTD 0.88% of their portfolio | 823.7k $12.4m | Added +552.6k |
| G2 Investment Partners Management LLC 2.02% of their portfolio | 736.0k $11.1m | Added +375.8k |
| Zweig-DiMenna Associates LLC 0.95% of their portfolio | 693.7k $10.4m | Reduced -145.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 679.1k $10.2m | Added +1.2k |
| Invesco Ltd. 0.00% of their portfolio | 671.3k $10.1m | Reduced -1.7k |
| Beartown Capital Management, LLC 4.47% of their portfolio | 670.0k $10.1m | Added +20.0k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 668.6k $10.1m | New |
| MOODY NATIONAL BANK TRUST DIVISION 0.82% of their portfolio | 658.9k $9.9m | Added +1.7k |
| AYAL Capital Advisors Ltd 5.00% of their portfolio | 648.8k $9.8m | Reduced -57.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 641.3k $9.6m | Added +499.8k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.17% of their portfolio | 637.2k $9.6m | Reduced -21.5k |
| ArrowMark Colorado Holdings LLC 0.29% of their portfolio | 464.1k $7.0m | Added +6.3k |
| NATIXIS 0.03% of their portfolio | 451.1k $6.8m | Added +377.0k |
| HARBOR CAPITAL ADVISORS, INC. 0.42% of their portfolio | 409.7k $6.2m | Reduced -97.7k |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3.59% of their portfolio | 379.0k $5.7m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 372.9k $5.6m | Added +60.5k |
| GLOBEFLEX CAPITAL L P 0.66% of their portfolio | 342.4k $5.1m | Unchanged |
| Alpha Wave Global, LP 0.07% of their portfolio | 280.7k $4.2m | Added +23.6k |
| Schneider Downs Wealth Management Advisors, LP 0.39% of their portfolio | 274.2k $4.1m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 272.2k $4.1m | Added +76.0k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 254.7k $3.8m | Reduced -338.9k |
| Nuveen, LLC 0.00% of their portfolio | 225.7k $3.4m | Added +39.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 209.3k $3.1m | Reduced -16.2k |
| Viewpoint Capital Management LLC 1.53% of their portfolio | 199.2k $3.0m | Reduced -1.1k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.06% of their portfolio | 197.4k $3.0m | Added +109.7k |
| MORGAN STANLEY 0.00% of their portfolio | 195.4k $2.9m | Reduced -514.4k |
| Panoramic Capital, LLC 1.23% of their portfolio | 189.9k $2.9m | Reduced -80.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio | 189.6k $2.9m | Reduced -3.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 182.2k $2.7m | Reduced -359.6k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 176.8k $2.7m | Added +126.2k |
| Swiss National Bank 0.00% of their portfolio | 162.0k $2.4m | Reduced -3.0k |
| Diametric Capital, LP 0.24% of their portfolio | 150.0k $2.3m | Added +14.2k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 144.4k $2.2m | Added +144.3k |
| Quantinno Capital Management LP 0.00% of their portfolio | 136.2k $2.0m | Added +62.2k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 131.7k $2.0m | New |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio | 131.0k $2.0m | Added +11.9k |
| GatePass Capital, LLC 0.75% of their portfolio | 130.0k $2.0m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 127.7k $1.9m | Reduced -236.3k |
| AE Wealth Management LLC 0.01% of their portfolio | 126.5k $1.9m | Added +1.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 125.0k $1.9m | Added +23.5k |
| Concurrent Investment Advisors, LLC 0.01% of their portfolio | 116.7k $1.8m | Added +10.8k |
| IRONWOOD INVESTMENT MANAGEMENT LLC 0.58% of their portfolio | 111.6k $1.7m | Added +3.7k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 110.6k $1.7m | Reduced -254.4k |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 108.2k $1.6m | Reduced -7.1k |
| Veradace Capital Management LLC 1.25% of their portfolio | 105.4k $1.6m | Reduced -5.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 100.4k $1.5m | Added +29.8k |
| BRIGHTON JONES LLC 0.03% of their portfolio | 100.4k $1.5m | Added +344 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 94.8k $679.8k | Added +14.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 90.3k $1.4m | Reduced -313 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 89.6k $1.3m | Reduced -284.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 89.0k $1.3m | Added +5.0k |
| RAM Investment Partners, LLC 0.19% of their portfolio | 80.9k $1.2m | Reduced -5.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.00% of their portfolio | 80.8k $1.2m | Added +6.5k |
| SG Americas Securities, LLC 0.00% of their portfolio | 80.5k $1.2m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 80.2k $1.2m | Added +13.9k |
| Corient Private Wealth LP 0.00% of their portfolio | 71.2k $1.1m | Added +60.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 70.6k $1.1m | Added +21.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 69.6k $1.0m | Reduced -585.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 67.3k $1.0m | Added +8.4k |
| Ares Systematic Credit Ltd 0.60% of their portfolio | 65.4k $983.5k | Reduced -12.8k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 65.4k $983.2k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 60.3k $907.6k | Reduced -102.7k |
| Legal & General Group Plc 0.00% of their portfolio | 60.1k $903.6k | Added +6.4k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 59.5k $894.3k | Unchanged |
| Covestor Ltd 0.51% of their portfolio | 59.1k $889.0k | Added +4.1k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 57.5k $864.7k | Added +5.0k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.03% of their portfolio | 56.3k $847.0k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 54.4k $817.5k | Added +13.4k |
| Werba Rubin Papier Wealth Management 0.10% of their portfolio | 53.7k $807.8k | Unchanged |
| SIMPLEX TRADING, LLC 0.02% of their portfolio | 50.9k $765.6k | Added +44.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 50.3k $756.6k | Added +1.8k |
| Potomac Capital Management, Inc. 0.55% of their portfolio | 50.0k $752.0k | Reduced -11.5k |
| CITIGROUP INC 0.00% of their portfolio | 48.0k $722.3k | Added +40.7k |
| Boston Partners 0.00% of their portfolio | 47.2k $709.5k | Added +3.2k |
| Centiva Capital, LP 0.02% of their portfolio | 45.1k $677.7k | Reduced -20.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 44.9k $675.7k | Added +3.2k |