Morton Capital Management LLC/CA

Position in GDOT — Green Dot Corp

CIK 2002628 CALABASAS, CA

Position in GDOT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$242,450

+$41,096 QoQ

Shares Held

17,946

0.0% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#97

of 160 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Morton Capital Management LLC/CA holds $2,547,840 across 4 Credit Services names. GDOT ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,702	$1,613,209
2	MA	Mastercard Inc	898	$461,212
3	GDOT	Green Dot Corp This page	17,946	$242,450
4	PYPL	PayPal Holdings, Inc.	5,349	$230,969

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,450	17,946	0.0%	Shares	Sole	2026-07-23
2026-03-31	$201,354	17,946	0.0%	Shares	Sole	2026-04-21
2025-12-31	$229,888	17,946	0.0%	Shares	Sole	2026-02-03
2025-09-30	$241,014	17,946	0.0%	Shares	Sole	2025-10-24
2025-06-30	$193,457	17,946	0.0%	Shares	Sole	2025-07-23
2025-03-31	$151,464	17,946	0.0%	Shares	Sole	2025-04-17
2024-12-31	$190,945	17,946	0.0%	Shares	Sole	2025-01-15
2024-09-30	$210,147	17,946	0.0%	Shares	Sole	2024-10-09
2024-06-30	$169,589	17,946	0.0%	Shares	Sole	2024-07-12
2024-03-31	$167,436	17,946	0.0%	Shares	Sole	2024-04-12
2023-12-31	$177,665	17,946	-18.1%	Shares	Sole	2024-01-18
2023-09-30	$305,150	21,906	0.0%	Shares	Sole	2023-12-05
2023-06-30	$410,518	21,906	0.0%	Shares	Sole	2023-12-05
2023-03-31	$376,345	21,906	0.0%	Shares	Sole	2023-12-05
2022-12-31	$346,552	21,906	-21.5%	Shares	Sole	2023-12-05
2022-09-30	$529,655	27,906	-3.5%	Shares	Sole	2023-12-05
2022-06-30	$725,829	28,906	-2.4%	Shares	Sole	2023-12-05
2022-03-31	$814,232	29,630	0.0%	Shares	Sole	2023-12-05
2021-12-31	$1,073,791	29,630	—	Shares	Sole	2023-12-05
No filing history on record for this holder in this stock.