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Alluvial Capital Management's investment thesis on Green Dot Corporation ($GDOT) — Q2 2026 | Buyside Digest

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$GDOTNASDAQGreen Dot Corporation

NEUTRAL

Alluvial Capital Management—GDOT

Fund Letter

Q2 2026

Published August 13, 2026

View Fund Profile

$13.51USD

+1.4% vs last month

$13.53Pitched

-0.1% since pitch

Market Cap$760.7M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Alluvial Fund returned 4.9% in Q2 2026 and 8.3% year-to-date, underperforming small-cap and micro-cap benchmarks experiencing a momentum-driven surge in AI and semiconductor stocks with valuations the manager finds incomprehensible. The portfolio consists...

— Dave Waters

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