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 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	$9.76M	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Research's OPLN Position: Q1 2026 in Review

Advisory Research increased its Openlane (OPLN) stake by 13% in Q1 2026, buying an estimated $4.28M and bringing the position to 1,281,612 shares worth $37.4M. The position accounts for 4.59% of the portfolio, ranked #2.

Advisory Research first reported a position in OPLN in Q4 2018 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.

Advisory Research held 1,281,612 shares of Openlane worth $37.4M as of Q1 2026.
Advisory Research bought 148,257 Openlane shares in Q1 2026, an estimated $4.28M.
Openlane made up 4.59% of Advisory Research's portfolio in Q1 2026, its #2 holding.
Advisory Research first reported a position in Openlane in Q4 2018 and has held it in 11 quarters since.
299 funds tracked by Wall St. Rank held Openlane as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.