Bailard’s Openlane OPLN Stock Holding History

Bailard’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	$816K	Buy	28,000 +4,900	+21%	+$141K	0.02%	369
2025 Q4	$688K	Buy	+23,100	New	+$625K	0.02%	408
2024 Q3	–	Sell	-39,300	Closed	-$652K	–	770
2024 Q2	$652K	Sell	39,300 -3,300	-8%	-$56.6K	0.02%	392
2024 Q1	$737K	Buy	+42,600	New	+$640K	0.02%	362
2022 Q3	–	Sell	-11,700	Closed	-$173K	–	712
2022 Q2	$173K	Buy	+11,700	New	+$183K	0.01%	623
2018 Q3	–	Sell	-113,846	Closed	-$2.36M	–	548
2018 Q2	$2.36M	Sell	113,846 -991	-0.9%	-$20.2K	0.14%	151
2018 Q1	$2.36M	Buy	114,837 +911	+0.8%	+$18.4K	0.15%	151
2017 Q4	$2.18M	Buy	113,926 +502	+0.4%	+$9.3K	0.14%	166
2017 Q3	$2.05M	Sell	113,424 -1,717	-1%	-$28.3K	0.16%	133
2017 Q2	$1.83M	Buy	115,141 +581	+0.5%	+$9.46K	0.15%	135
2017 Q1	$1.89M	Sell	114,560 -951	-0.8%	-$16.2K	0.16%	133
2016 Q4	$1.86M	Buy	115,511 +4,336	+4%	+$69.2K	0.17%	129
2016 Q3	$1.82M	Buy	111,175 +4,517	+4%	+$72.1K	0.17%	124
2016 Q2	$1.69M	Buy	+106,658	New	+$1.6M	0.2%	121

Other funds holding OPLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bailard's OPLN Position: Q1 2026 in Review

Bailard increased its Openlane (OPLN) stake by 21% in Q1 2026, buying an estimated $141K and bringing the position to 28,000 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #369.

Bailard first reported a position in OPLN in Q2 2016 and has held it in 14 quarters since. The position peaked at $2.36M in Q2 2018. 298 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.

Bailard held 28,000 shares of Openlane worth $816K as of Q1 2026.
Bailard bought 4,900 Openlane shares in Q1 2026, an estimated $141K.
Openlane made up 0.02% of Bailard's portfolio in Q1 2026, its #369 holding.
Bailard first reported a position in Openlane in Q2 2016 and has held it in 14 quarters since.
Bailard's Openlane position peaked at $2.36M in Q2 2018.
298 funds tracked by Wall St. Rank held Openlane as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.