BMSSC
LPRO

B. Metzler seel. Sohn & Co’s Open Lending Corp LPRO Stock Holding History

B. Metzler seel. Sohn & Co’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
2025
Q2 		– Sell
-117,563
Closed -$324K – 744
2025
Q1 		$324K Sell
117,563
-46,797
-28% -$233K ﹤0.01% 682
2024
Q4 		$981K Sell
164,360
-24,102
-13% -$144K 0.01% 538
2024
Q3 		$1.15M Hold
188,462
– – 0.01% 520
2024
Q2 		$1.05M Hold
188,462
– – 0.01% 515
2024
Q1 		$1.18M Buy
188,462
+4,830
+3% +$35.6K 0.01% 494
2023
Q4 		$1.56M Buy
183,632
+45,846
+33% +$309K 0.02% 413
2023
Q3 		$1.01M Sell
137,786
-137,786
-50% -$1.26M 0.02% 459
2023
Q2 		$2.9M Buy
275,572
+137,786
+100% +$1.22M 0.04% 301
2023
Q1 		$970K Hold
137,786
– – 0.02% 445
2022
Q4 		$930K Buy
137,786
+35,315
+34% +$249K 0.02% 444
2022
Q3 		$824K Buy
102,471
+756
+0.7% +$7.63K 0.02% 459
2022
Q2 		$1.04M Buy
101,715
+10,425
+11% +$140K 0.02% 430
2022
Q1 		$1.73M Buy
91,290
+6,986
+8% +$134K 0.02% 366
2021
Q4 		$1.92M Sell
84,304
-3,743
-4% -$106K 0.03% 333
2021
Q3 		$3.18M Buy
88,047
+10,109
+13% +$387K 0.05% 234
2021
Q2 		$3.36M Buy
77,938
+12,055
+18% +$463K 0.05% 214
2021
Q1 		$2.33M Buy
65,883
+6,655
+11% +$251K 0.04% 270
2020
Q4 		$1.99M Buy
+59,228
New +$1.72M 0.04% 273

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
PVM
Palogic Value Management Dallas, Texas $228M AUM 5.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return