Vault-13

PORCH GROUP INC PRCH 9 05.15.30

DEBT 9.000% 5/1 · PRIV PLACEMENT · CUSIP 733245AD6

9 institutional holders +2 vs Q1 2026
$115.9mprincipal reported held*
$170.1mreported value*
2 new 2 added 3 reduced 0 sold out net sold ≈ $2.9m

* 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. Holder counts are more reliable.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q2 25: 8Q3 25: 9Q4 25: 9Q1 26: 7Q2 26: 99Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20258
Q3 20259
Q4 20259
Q1 20267
Q2 20269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 25: 6 bought or addedQ3 25: 5 cut or sold outQ3 25Q4 25: 4 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 4 cut or sold outQ1 26Q2 26: 4 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202565
Q4 202546
Q1 202634
Q2 202643

Biggest buyers

ADVENT CAPITAL MANAGEMENT /DE/ Added +14,522,000+14.5m
MILLENNIUM MANAGEMENT LLC New +6,253,000+6.3m
Parallax Volatility Advisers, L.P. New +2,000,000+2.0m
Context Capital Management, LLC Added +980,000+980.0k

Biggest sellers

SUSQUEHANNA ADVISORS GROUP, INC. Reduced -18,735,000-18.7m
DeepCurrents Investment Group LLC Reduced -6,020,000-6.0m
SILVERBACK ASSET MANAGEMENT LLC Reduced -1,000,000-1.0m

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Context Capital Management, LLC 1.39% of their portfolio LAJOLLA, CA 47,480,00047.5m $68.9m $68.9m 1.39% Added +980.0k +980,000
2 SUSQUEHANNA ADVISORS GROUP, INC. 0.77% of their portfolio BALA CYNWYD, PA 19,415,00019.4m $28.1m $28.1m 0.77% Reduced -18.7m -18,735,000
3 ADVENT CAPITAL MANAGEMENT /DE/ 0.59% of their portfolio NEW YORK, NY 17,672,00017.7m $25.8m $25.8m 0.59% Added +14.5m +14,522,000
4 SILVERBACK ASSET MANAGEMENT LLC 3.20% of their portfolio DURHAM, NC 17,500,00017.5m $25.3m $25.3m 3.20% Reduced -1.0m -1,000,000
5 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 6,253,0006.3m $9.1m $9.1m 0.01% New
6 CAPSTONE INVESTMENT ADVISORS, LLC 0.04% of their portfolio NEW YORK, NY 3,750,0003.8m $5.4m $5.4m 0.04% Unchanged
7 Parallax Volatility Advisers, L.P. 0.11% of their portfolio San Francisco, CA 2,000,0002.0m $2.9m $2.9m 0.11% New
8 DeepCurrents Investment Group LLC 0.09% of their portfolio NEW YORK, NY 1,830,0001.8m $2.7m $2.7m 0.09% Reduced -6.0m -6,020,000
9 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 13,50013.5k $2.0m $2.0m 0.00% Unchanged