Axxcess Wealth Management’s Open Lending Corp LPRO Stock Holding History

Axxcess Wealth Management’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	$441K	Hold	352,773	–	–	0.01%	310
2025 Q4	$547K	Hold	352,773	–	–	0.01%	675
2025 Q3	$744K	Hold	352,773	–	–	0.02%	520
2025 Q2	$684K	Hold	352,773	–	–	0.02%	519
2025 Q1	$974K	Hold	352,773	–	–	0.03%	400
2024 Q4	$2.11M	Hold	352,773	–	–	0.05%	260
2024 Q3	$2.16M	Hold	352,773	–	–	0.05%	248
2024 Q2	$1.97M	Hold	352,773	–	–	0.05%	253
2024 Q1	$2.21M	Hold	352,773	–	–	0.06%	235
2023 Q4	$3M	Hold	352,773	–	–	0.09%	184
2023 Q3	$2.58M	Sell	352,773 -1,100	-0.3%	-$10.1K	0.09%	168
2023 Q2	$3.72M	Hold	353,873	–	–	0.27%	81
2023 Q1	$2.49M	Hold	353,873	–	–	0.2%	112
2022 Q4	$2.39M	Hold	353,873	–	–	0.2%	110
2022 Q3	$2.85M	Hold	353,873	–	–	0.29%	80
2022 Q2	$3.62M	Hold	353,873	–	–	0.36%	67
2022 Q1	$6.69M	Hold	353,873	–	–	0.53%	38
2021 Q4	$7.96M	Buy	+353,873	New	+$10M	0.6%	31

Other funds holding LPRO

True Wind Capital Management San Francisco, California $200M AUM 30.56% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

Palogic Value Management Dallas, Texas $228M AUM 5.37% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

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