AF
LPRO

Allworth Financial’s Open Lending Corp LPRO Stock Holding History

Allworth Financial’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6K Buy
1,284
+685
+114% +$1.08K ﹤0.01% 4420
2025
Q4 		$929 Sell
599
-234
-28% -$415 ﹤0.01% 4381
2025
Q3 		$1.76K Buy
833
+16
+2% +$36 ﹤0.01% 4065
2025
Q2 		$1.58K Buy
+817
New +$1.32K ﹤0.01% 3804
2024
Q2 		– Sell
-20
Closed -$126 – 3760
2024
Q1 		$126 Hold
20
– – ﹤0.01% 3497
2023
Q4 		$171 Sell
20
-154
-89% -$1.04K ﹤0.01% 3299
2023
Q3 		$1.27K Buy
174
+17
+11% +$156 ﹤0.01% 2743
2023
Q2 		$1.65K Sell
157
-1,736
-92% -$15.3K ﹤0.01% 2560
2023
Q1 		$13.3K Sell
1,893
-82
-4% -$639 ﹤0.01% 1687
2022
Q4 		$13.3K Buy
+1,975
New +$13.9K ﹤0.01% 1590

Other funds holding LPRO

TWCM
True Wind Capital Management San Francisco, California $200M AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $228M AUM 5.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return