HIPONYSEFire, Marine & Casualty InsuranceFiscal year ends December 31
Hippo Holdings Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$35.50+0.22 (+0.62%)
Close on Oct 19, 2026
- Market cap
- $942.60M
- P/E (TTM)
- 7.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
44.1%
12M of 26M shares
Institutional holders
137
24 new, 12 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 20 sales
Net sold $2.11M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| The Lennar Foundation, Inc. | 2,071,997 | 8.00% | 13G (passive) | Feb 17, 2026 |
| BlackRock, Inc. | 1,486,548 | 5.70% | 13G (passive) | Jun 30, 2026 |
| Akin Thomas B | 1,479,262 | 5.80% | 13G (passive) amendment | Feb 12, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HIPO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,498,306 | 5.68% | $42.34M | +226,533 | 0.00% |
| Bond Capital Management, LP | 1,054,035 | 3.99% | $29.79M | −146,093 | 9.76% |
| Hood River Capital Management LLC | 901,429 | 3.42% | $25.47M | +293,170 | 0.18% |
| Vanguard Capital Management LLC | 898,021 | 3.40% | $25.38M | +35,612 | 0.00% |
| Geode Capital Management, LLC | 646,908 | 2.45% | $18.29M | +80,418 | 0.00% |
| Westerly Capital Management, LLC | 645,000 | 2.44% | $18.23M | +145,000 | 3.36% |
| State Street Corp | 443,716 | 1.68% | $12.54M | +37,097 | 0.00% |
| Dimensional Fund Advisors LP | 423,959 | 1.61% | $11.98M | +29,052 | 0.00% |
| Banco Bilbao Vizcaya Argentaria, S.A. | 403,590 | 1.53% | $11.41M | – | 0.07% |
| Morgan Stanley | 287,803 | 1.09% | $8.13M | +67,728 | 0.00% |
| Stoic Point Capital Management LLC | 263,616 | 1.00% | $7.45M | +12,500 | 6.18% |
| Vanguard Portfolio Management LLC | 239,837 | 0.91% | $6.78M | +15,491 | 0.00% |
| Northern Trust Corp | 205,285 | 0.78% | $5.80M | +29,884 | 0.00% |
| Sei Investments Co | 193,187 | 0.73% | $5.46M | +31,747 | 0.00% |
| Lakewood Capital Management, LP | 190,000 | 0.72% | $5.37M | – | 0.28% |
| Jacobs Levy Equity Management, Inc | 186,553 | 0.71% | $5.27M | −36,795 | 0.02% |
| Charles Schwab Investment Management Inc | 181,458 | 0.69% | $5.13M | +17,612 | 0.00% |
| RBF Capital, LLC | 180,000 | 0.68% | $5.09M | – | 0.21% |
| Nuveen, LLC | 172,568 | 0.65% | $4.88M | +37,373 | 0.00% |
| Goldman Sachs Group Inc | 150,106 | 0.57% | $4.24M | +25,768 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 137 | 12M | 44.1% | 24 / 58 | 28 / 12 | 2M | 1M |
| Q1 2026 | 128 | 11M | 40.2% | 17 / 42 | 48 / 24 | 2M | 1M |
| Q4 2025 | 138 | 11M | 41.3% | 27 / 64 | 26 / 13 | 2M | 1M |
| Q3 2025 | 124 | 10M | 38.2% | 31 / 36 | 38 / 16 | 1M | 1M |
| Q2 2025 | 109 | 9M | 35.7% | 21 / 32 | 36 / 20 | 2M | 1M |
| Q1 2025 | 108 | 9M | 33.6% | 25 / 33 | 33 / 11 | 1M | 1M |
| Q4 2024 | 96 | 9M | 33.2% | 20 / 37 | 21 / 11 | 1M | 1M |
| Q3 2024 | 88 | 9M | 34.6% | 14 / 30 | 15 / 5 | 2M | 0M |
| Q2 2024 | 80 | 9M | 32.9% | 15 / 32 | 16 / 16 | 1M | 1M |
| Q1 2024 | 81 | 8M | 32.2% | 14 / 27 | 22 / 14 | 1M | 0M |
| Q4 2023 | 81 | 8M | 30.3% | 19 / 32 | 11 / 15 | 2M | 1M |
| Q3 2023 | 77 | 7M | 27.0% | 13 / 17 | 25 / 8 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HIPO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 626,610 | 2.37% | $17.71M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 526,457 | 1.99% | $14.88M | 0.02% | Jun 30, 2026 |
| Hood River New Opportunities Fund | 294,544 | 1.12% | $8.32M | 0.66% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 250,553 | 0.95% | $7.08M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 208,373 | 0.79% | $6.55M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 193,663 | 0.73% | $5.47M | 0.04% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 118,414 | 0.45% | $3.35M | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 109,074 | 0.41% | $2.82M | 0.01% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 99,211 | 0.38% | $2.57M | 0.01% | May 31, 2026 |
| U.S. Small Cap Portfolio | 96,330 | 0.37% | $3.03M | 0.02% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 91,817 | 0.35% | $2.38M | 0.01% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 84,873 | 0.32% | $2.67M | 0.02% | Jul 31, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 76,613 | 0.29% | $2.17M | 0.07% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 64,574 | 0.24% | $1.67M | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 63,780 | 0.24% | $1.80M | 0.12% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Richard McCathron | Chief Executive Officer, Director | 567,132 | 2.15% | Sep 11, 2026 |
| Assaf Wand | Executive Chairman BoD, Director | 1,158,081 | 4.39% | Apr 3, 2025 |
| Laura Boettcher | Chief Operating Officer | 71,441 | 0.27% | Aug 18, 2026 |
| Guy Zeltser | Chief Financial Officer | 116,618 | 0.44% | Aug 18, 2026 |
| Torben Ostergaard | CEO Spinnaker | 61,824 | 0.23% | Aug 18, 2026 |
| Michael Stienstra | GM & Chief Insurance, HHIP | 89,901 | 0.34% | Aug 18, 2026 |
| Anirudh Badia | Chief Accounting Officer | 102,315 | 0.39% | Nov 8, 2024 |
| Stewart Ellis | Director | 136,790 | 0.52% | Aug 19, 2026 |
| Susan Claire Holliday | Director | 7,310 | 0.03% | Jun 4, 2026 |
| Lori Dickerson Fouche | Director | 26,623 | 0.10% | Jun 4, 2026 |
| Hugh R. Frater | Director | 69,677 | 0.26% | Jun 4, 2026 |
| Laura J. Hay | Director | 7,310 | 0.03% | Jun 4, 2026 |
| John Drake Nichols | Director | 66,563 | 0.25% | Jun 4, 2026 |
| Eric Feder | Director | 26,815 | 0.10% | Jun 4, 2026 |
| Sam Landman | Director | 29,080 | 0.11% | Jun 4, 2026 |
| Mark Schaaf | Director | 16,103 | 0.06% | Jun 4, 2026 |
| Sandra S. Wijnberg | Director | 26,495 | 0.10% | Jun 4, 2026 |
| Corp /New/ Lennar | – | 29,339,123 | 111.18% | Jul 3, 2025 |
| Len X, LLC | – | – | – | Jul 3, 2025 |
| Len FW Investor, LLC | – | 2,476,418 | 9.38% | Jul 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard McCathron Chief Executive Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −5,000 | $32.23 | $161.15K | 567,132 |
| Torben Ostergaard CEO Spinnaker | Aug 17, 2026 | Sale(10b5-1 plan) | −1,169 | $33.00 | $38.58K | 61,824 |
| Stewart Ellis Director | Aug 15, 2026 | Award | +5,350 | $33.04 | $176.76K | 126,455 |
| Michael Stienstra GM & Chief Insurance, HHIP | Aug 15, 2026 | Tax withholding | −1,259 | $32.83 | $41.33K | 89,901 |
| Guy Zeltser Chief Financial Officer | Aug 15, 2026 | Tax withholding | −3,945 | $32.83 | $129.51K | 116,618 |
| Laura Boettcher Chief Operating Officer | Aug 15, 2026 | Tax withholding | −1,586 | $32.83 | $52.07K | 71,381 |
| Torben Ostergaard CEO Spinnaker | Aug 15, 2026 | Tax withholding | −1,340 | $32.83 | $43.99K | 62,993 |
| Richard McCathron Chief Executive Officer, Director | Aug 15, 2026 | Tax withholding | −8,301 | $32.83 | $272.52K | 572,132 |
| Richard McCathron Chief Executive Officer, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −5,000 | $32.00 | $160.00K | 580,433 |
| Guy Zeltser Chief Financial Officer | Jul 28, 2026 | Sale(10b5-1 plan) | −1,669 | $30.98 | $51.71K | 120,563 |
| Richard McCathron Chief Executive Officer, Director | Jul 9, 2026 | Sale(10b5-1 plan) | −5,000 | $28.53 | $142.65K | 585,433 |
| Laura Boettcher Chief Operating Officer | Jun 10, 2026 | Award | +11,674 | – | – | 72,967 |
| Richard McCathron Chief Executive Officer, Director | Jun 9, 2026 | Sale(10b5-1 plan) | −5,000 | $25.00 | $125.00K | 590,433 |
| Stewart Ellis Director | Jun 3, 2026 | Award | +4,820 | – | – | 121,105 |
| Sam Landman Director | Jun 2, 2026 | Award | +4,808 | – | – | 29,080 |
| Sam Landman Director | Jun 2, 2026 | Award | +4,738 | $25.40 | $120.35K | 24,272 |
| Lori Dickerson Fouche Director | Jun 2, 2026 | Award | +4,808 | – | – | 26,623 |
| Lori Dickerson Fouche Director | Jun 2, 2026 | Award | +4,738 | $25.40 | $120.35K | 21,815 |
| Mark Schaaf Director | Jun 2, 2026 | Award | +4,738 | $25.40 | $120.35K | 16,103 |
| Mark Schaaf Director | Jun 2, 2026 | Award | +4,808 | – | – | 20,911 |
| Sandra S. Wijnberg Director | Jun 2, 2026 | Award | +4,738 | $25.40 | $120.35K | 21,815 |
| Sandra S. Wijnberg Director | Jun 2, 2026 | Award | +4,808 | – | – | 26,623 |
| Laura J. Hay Director | Jun 2, 2026 | Award | +4,808 | – | – | 7,310 |
| Laura J. Hay Director | Jun 2, 2026 | Award | +2,502 | $25.40 | $63.55K | 2,502 |
| Susan Claire Holliday Director | Jun 2, 2026 | Award | +4,808 | – | – | 7,310 |
| Susan Claire Holliday Director | Jun 2, 2026 | Award | +2,502 | $25.40 | $63.55K | 2,502 |
| Hugh R. Frater Director | Jun 2, 2026 | Award | +4,808 | – | – | 26,623 |
| Hugh R. Frater Director | Jun 2, 2026 | Award | +4,738 | $25.40 | $120.35K | 21,815 |
| Eric Feder Director | Jun 2, 2026 | Award | +4,738 | $25.40 | $120.35K | 21,815 |
| John Drake Nichols Director | Jun 2, 2026 | Award | +4,738 | $25.40 | $120.35K | 16,563 |
| John Drake Nichols Director | Jun 2, 2026 | Award | +4,808 | – | – | 21,371 |
| Michael Stienstra GM & Chief Insurance, HHIP | May 15, 2026 | Tax withholding | −1,259 | $26.41 | $33.25K | 91,160 |
| Torben Ostergaard CEO Spinnaker | May 15, 2026 | Tax withholding | −1,340 | $26.41 | $35.39K | 64,333 |
| Torben Ostergaard CEO Spinnaker | May 15, 2026 | Sale(10b5-1 plan) | −3,667 | $26.10 | $95.71K | 65,673 |
| Richard McCathron Chief Executive Officer, Director | May 15, 2026 | Tax withholding | −8,779 | $26.41 | $231.85K | 595,433 |
| Guy Zeltser Chief Financial Officer | May 15, 2026 | Tax withholding | −4,169 | $26.41 | $110.10K | 122,232 |
| Guy Zeltser Chief Financial Officer | May 14, 2026 | Award | +743 | $22.72 | $16.88K | 126,401 |
| Richard McCathron Chief Executive Officer, Director | May 11, 2026 | Sale(10b5-1 plan) | −5,000 | $27.10 | $135.50K | 604,212 |
| Torben Ostergaard CEO Spinnaker | Apr 27, 2026 | Tax withholding | −1,438 | $28.21 | $40.57K | 69,340 |
| Guy Zeltser Chief Financial Officer | Apr 27, 2026 | Tax withholding | −1,091 | $28.21 | $30.78K | 125,658 |
| Michael Stienstra GM & Chief Insurance, HHIP | Apr 27, 2026 | Tax withholding | −794 | $28.21 | $22.40K | 92,419 |
| Richard McCathron Chief Executive Officer, Director | Apr 27, 2026 | Tax withholding | −1,438 | $28.21 | $40.57K | 609,212 |
| Richard McCathron Chief Executive Officer, Director | Apr 9, 2026 | Sale(10b5-1 plan) | −5,000 | $26.05 | $130.25K | 610,650 |
| Richard McCathron Chief Executive Officer, Director | Mar 9, 2026 | Sale(10b5-1 plan) | −5,000 | $25.86 | $129.30K | 615,650 |
| Richard McCathron Chief Executive Officer, Director | Mar 3, 2026 | Award | +113,719 | – | – | 544,837 |
| Richard McCathron Chief Executive Officer, Director | Mar 3, 2026 | Award | +75,813 | – | – | 620,650 |
| Michael Stienstra GM & Chief Insurance, HHIP | Mar 2, 2026 | Award | +9,874 | – | – | 93,213 |
| Michael Stienstra GM & Chief Insurance, HHIP | Mar 2, 2026 | Award | +14,810 | – | – | 83,339 |
| Torben Ostergaard CEO Spinnaker | Mar 2, 2026 | Award | +9,874 | – | – | 70,778 |
| Torben Ostergaard CEO Spinnaker | Mar 2, 2026 | Award | +14,810 | – | – | 60,904 |
| Guy Zeltser Chief Financial Officer | Mar 2, 2026 | Award | +24,683 | – | – | 126,749 |
| Guy Zeltser Chief Financial Officer | Mar 2, 2026 | Award | +37,024 | – | – | 102,066 |
| Torben Ostergaard CEO Spinnaker | Feb 25, 2026 | Sale(10b5-1 plan) | −600 | $30.44 | $18.26K | 46,094 |
| Torben Ostergaard CEO Spinnaker | Feb 17, 2026 | Sale(10b5-1 plan) | −6,105 | $28.57 | $174.42K | 46,694 |
| Richard McCathron Chief Executive Officer, Director | Feb 15, 2026 | Tax withholding | −11,586 | $28.59 | $331.24K | 431,118 |
| Guy Zeltser Chief Financial Officer | Feb 15, 2026 | Tax withholding | −4,483 | $28.59 | $128.17K | 65,042 |
| Michael Stienstra GM & Chief Insurance, HHIP | Feb 15, 2026 | Tax withholding | −2,752 | $28.59 | $78.68K | 68,529 |
| Torben Ostergaard CEO Spinnaker | Feb 15, 2026 | Tax withholding | −2,408 | $28.59 | $68.84K | 52,799 |
| Richard McCathron Chief Executive Officer, Director | Feb 9, 2026 | Sale(10b5-1 plan) | −5,000 | $29.14 | $145.70K | 442,704 |
| Richard McCathron Chief Executive Officer, Director | Jan 9, 2026 | Sale(10b5-1 plan) | −5,000 | $31.52 | $157.60K | 447,704 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ostergaard Torben Officer | Oct 15, 2026 | 1,169 | $40.20K | Oct 15, 2026 | Restricted Stock Units |
| McCathron Richard Officer | Oct 9, 2026 | 5,000 | $170.90K | Oct 9, 2026 | Restricted Stock Units |
| McCathron Richard Officer | Sep 9, 2026 | 5,000 | $161.15K | Sep 9, 2026 | Restricted Stock Units |
| Ostergaard Torben Officer | Aug 17, 2026 | 1,169 | $38.62K | Aug 17, 2026 | Restricted Stock Units |
| McCathron Richard Officer | Aug 10, 2026 | 5,000 | $160.00K | Aug 10, 2026 | Restricted Stock Units |
| Zeltser Guy Officer | Jul 28, 2026 | 1,669 | $48.65K | Jul 28, 2026 | Restricted Stock Units |
| McCathron Richard Officer | Jul 9, 2026 | 5,000 | $142.65K | Jul 9, 2026 | Restricted Stock Units |
| McCathron Richard Officer | Jun 9, 2026 | 5,000 | $125.00K | Jun 9, 2026 | Restricted Stock Units |
| Ostergaard Torben Officer | May 15, 2026 | 2,714 | $72.55K | May 15, 2026 | Restricted Stock Units |
| McCathron Richard Officer | May 11, 2026 | 5,000 | $135.50K | May 11, 2026 | Restricted Stock Units |
| McCathron Richard Officer | Apr 9, 2026 | 5,000 | $130.25K | Apr 9, 2026 | Restricted Stock Units |
| McCathron Richard Officer | Mar 9, 2026 | 5,000 | $129.30K | Mar 9, 2026 | Restricted Stock Units |
| Ostergaard Torben Officer | Feb 25, 2026 | 1,553 | $44.80K | Feb 25, 2026 | Restricted Stock Units |
| Ostergaard Torben Officer | Feb 17, 2026 | 6,105 | $172.53K | Feb 17, 2026 | Restricted Stock Units |
| McCathron Richard Officer | Feb 9, 2026 | 5,000 | $145.70K | Feb 9, 2026 | Restricted Stock Units |