Advisory Research’s Openlane OPLN Stock Holding History

Advisory Research’s Portfolio OPLN Stock Details OPLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$43.3M	Sell	1,269,466 -264,091	-17%	-$9.8M	4.59%	3
2026 Q2	$63.2M	Buy	1,533,557 +251,945	+20%	+$8.81M	6.31%	2
2026 Q1	$37.4M	Buy	1,281,612 +148,257	+13%	+$4.28M	4.59%	2
2025 Q4	$33.8M	Buy	1,133,355 +115,724	+11%	+$3.13M	4.24%	2
2025 Q3	$29.3M	Buy	1,017,631 +178,400	+21%	+$4.86M	3.85%	2
2025 Q2	$20.5M	Buy	839,231 +27,725	+3%	+$586K	3.15%	6
2025 Q1	$15.6M	Buy	811,506 +319,495	+65%	+$6.6M	2.76%	8
2024 Q4	$9.8M	Buy	+492,011	New	+$9.07M	1.62%	21
2020 Q1	–	Sell	-1,051,320	Closed	-$22.9M	–	319
2019 Q4	$22.9M	Buy	1,051,320 +390,815	+59%	+$8.91M	1.05%	39
2019 Q3	$16.2M	Buy	660,505 +36,980	+6%	+$947K	0.78%	50
2019 Q2	$15.6M	Sell	623,525 -1,032,890	-62%	-$22.2M	0.31%	87
2019 Q1	$32.2M	Buy	1,656,415 +1,628,410	+5,815%	+$30.7M	0.62%	40
2018 Q4	$506K	Buy	+28,005	New	+$581K	0.01%	293

Other funds holding OPLN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Advisory Research's OPLN Position: Q3 2026 in Review

Advisory Research reduced its Openlane (OPLN) stake by 17% in Q3 2026, selling an estimated $9.8M and leaving 1,269,466 shares worth $43.3M. The position accounts for 4.59% of the portfolio, ranked #3.

Advisory Research first reported a position in OPLN in Q4 2018 and has held it in 13 quarters since. The position peaked at $63.2M in Q2 2026. 211 funds tracked by Wall St. Rank hold OPLN as of Q3 2026.

Advisory Research held 1,269,466 shares of Openlane worth $43.3M as of Q3 2026.
Advisory Research sold 264,091 Openlane shares in Q3 2026, an estimated $9.8M.
Openlane made up 4.59% of Advisory Research's portfolio in Q3 2026, its #3 holding.
Advisory Research first reported a position in Openlane in Q4 2018 and has held it in 13 quarters since.
Advisory Research's Openlane position peaked at $63.2M in Q2 2026.
211 funds tracked by Wall St. Rank held Openlane as of Q3 2026.

Based on Advisory Research's 13F filing for Q3 2026, filed 12 Nov 2026.