Form 13-F position report

HIPPO HLDGS INC

Reported by WESTERLY CAPITAL MANAGEMENT LLC

HIPO CUSIP 433539202 Manager CIK 0001546172

Reported 500,000 shares, up 80,000 (19.0%) from the prior quarter.

Reported value 3.1%; share count 19.0% vs. the prior quarter.

Added
% of reported 13F value 3.54% This manager · Q1 2026
Shares 500,000 Quarter-end amount reported
Reported value $13,030,000 Fair value at quarter end
Consecutive quarters held 15 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-09-30 3811000
2022-12-31 3250400
2023-03-31 4706700
2023-06-30 5206950
2023-09-30 3076420
2023-12-31 5946240
2024-03-31 14981400
2024-06-30 8921610
2024-09-30 9739760
2024-12-31 9750036
2025-03-31 6390000
2025-06-30 9105180
2025-09-30 12222080
2025-12-31 12633600
2026-03-31 13030000
2026-06-30 18227700

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarterly reported position history for HIPPO HLDGS INC held by WESTERLY CAPITAL MANAGEMENT LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 645,000 +145,000 (29.0%) 3.36% $18,227,700 2026-08-14
Q1 2026 Added 500,000 +80,000 (19.0%) 3.54% $13,030,000 2026-05-15
Q4 2025 Added 420,000 +82,000 (24.3%) 2.77% $12,633,600 2026-02-17
Q3 2025 Added 338,000 +12,000 (3.7%) 3.83% $12,222,080 2025-11-14
Q2 2025 Added 326,000 +76,000 (30.4%) 3.38% $9,105,180 2025-08-14
Q1 2025 Reduced 250,000 -114,215 (-31.4%) 2.76% $6,390,000 2025-05-15
Q4 2024 Reduced 364,215 -212,785 (-36.9%) 4.5% $9,750,036 2025-02-14
Q3 2024 Added 577,000 +58,000 (11.2%) 5.47% $9,739,760 2024-11-14
Q2 2024 Reduced 519,000 -301,000 (-36.7%) 4.44% $8,921,610 2024-08-14
Q1 2024 Added 820,000 +168,000 (25.8%) 5.68% $14,981,400 2024-05-15
Q4 2023 Added 652,000 +266,000 (68.9%) 2.94% $5,946,240 2024-02-14
Q3 2023 Added 386,000 +71,000 (22.5%) 2.17% $3,076,420 2023-11-14
Q2 2023 Added 315,000 +25,000 (8.6%) 2.74% $5,206,950 2023-08-14
Q1 2023 Added 290,000 +51,000 (21.3%) 3.37% $4,706,700 2023-05-15
Q4 2022 Added 239,000 +33,328 (16.2%) 2.56% $3,250,400 2023-02-14
Q3 2022 New 205,672 +205,672 (0.0%) 3.41% $3,811,000 2022-11-14

Who else reported the position

152 managers reported HIPPO HLDGS INC for Q1 2026.

Managers reporting HIPPO HLDGS INC in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 1,271,773 -7,043 < 0.01% $33,142,391 7 qtrs
Bond Capital Management LP Unchanged 1,200,128 0 28.5% $31,275,336 15 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 862,409 +862,409 < 0.01% $22,474,379 1 qtr
Hood River Capital Management LLC Added 608,259 +89,883 0.16% $15,851,230 4 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 566,490 +9,424 < 0.01% $14,766,193 15 qtrs
WESTERLY CAPITAL MANAGEMENT LLC This report Added 500,000 +80,000 3.54% $13,030,000 15 qtrs
STATE STREET CORPORATION Added 406,619 +4,364 < 0.01% $10,596,491 15 qtrs
BANCO BILBAO VIZCAYA ARGENTARIA S A Unchanged 403,590 0 0.07% $10,517,220 15 qtrs
DIMENSIONAL FUND ADVISORS LP Added 394,907 +29,993 < 0.01% $10,290,937 8 qtrs
Stoic Point Capital Management LLC Added 251,116 +2,100 6.37% $6,544,083 2 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
COM NEW

Voting authority reported

Sole
500,000
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.