BTI
LPRO

Blue Trust Inc’s Open Lending Corp LPRO Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-62
Closed -$131 – 2653
2025
Q3 		$131 Hold
62
– – ﹤0.01% 2529
2025
Q2 		$120 Hold
62
– – ﹤0.01% 2402
2025
Q1 		$171 Hold
62
– – ﹤0.01% 2430
2024
Q4 		$370 Sell
62
-10,438
-99% -$62.5K ﹤0.01% 2347
2024
Q3 		$58.6K Buy
10,500
+7,093
+208% +$40.8K ﹤0.01% 1502
2024
Q2 		$21.3K Buy
+3,407
New +$19.6K ﹤0.01% 1631
2024
Q1 		– Sell
-1,036
Closed -$8K – 2500
2023
Q4 		$8K Buy
+1,036
New +$6.97K ﹤0.01% 1665
2023
Q2 		– Sell
-869
Closed -$5K – 2317
2023
Q1 		$5K Buy
869
+766
+744% +$5.96K ﹤0.01% 1790
2022
Q4 		$1K Buy
+103
New +$725 ﹤0.01% 2082
2022
Q3 		– Sell
-10
Closed – – 2224
2022
Q2 		$0 Buy
+10
New +$134 ﹤0.01% 1952

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
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 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
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $228M AUM 5.37% 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