Ownership history in Viewpoint Capital Management LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Viewpoint Capital Management LLC reported a position in PORCH GROUP INC (PRCH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Viewpoint Capital Management LLC outperformed the S&P 500 by +176.9% annually on this PRCH position. Timing score: 67% (8/12 decisions correct). Average cost basis: $2.58. Maximum drawdown during holding period: β68.8%.
π₯ Exceptional β beat the S&P 500 by 176.9% per year on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 12 add/trim decisions correct
Best entry: $0.80 (2023 Q3) Β· Worst: $16.78 (2025 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
11 adds Β· 2 trims. Bought during 4 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Viewpoint Capital Management LLC has been actively increasing its PRCH allocation β a bullish signal from insiders.
Currently 0.82% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size