Brown Advisory’s Openlane OPLN Stock Holding History

Brown Advisory’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	$63.2M	Sell	2,167,305 -848,969	-28%	-$24.5M	0.1%	150
2025 Q4	$89.8M	Sell	3,016,274 -187,317	-6%	-$5.07M	0.13%	126
2025 Q3	$92.2M	Buy	3,203,591 +540,802	+20%	+$14.7M	0.12%	130
2025 Q2	$65.1M	Buy	2,662,789 +124,312	+5%	+$2.63M	0.09%	161
2025 Q1	$48.9M	Buy	2,538,477 +323,696	+15%	+$6.68M	0.07%	186
2024 Q4	$43.9M	Buy	+2,214,781	New	+$40.8M	0.06%	233
2024 Q1	–	Sell	-24,414	Closed	-$362K	–	1271
2023 Q4	$362K	Buy	+24,414	New	+$355K	﹤0.01%	1009
2022 Q1	–	Sell	-14,566	Closed	-$228K	–	1180
2021 Q4	$228K	Buy	+14,566	New	+$223K	﹤0.01%	1137
2020 Q3	–	Sell	-14,818	Closed	-$204K	–	985
2020 Q2	$204K	Sell	14,818 -478,267	-97%	-$6.56M	﹤0.01%	889
2020 Q1	$5.92M	Sell	493,085 -700,414	-59%	-$13.7M	0.02%	349
2019 Q4	$26M	Buy	1,193,499 +24,515	+2%	+$559K	0.07%	220
2019 Q3	$28.7M	Buy	1,168,984 +1,083,939	+1,275%	+$27.8M	0.08%	192
2019 Q2	$2.13M	Sell	85,045 -214,761	-72%	-$4.63M	0.01%	513
2019 Q1	$5.82M	Buy	299,806 +156,134	+109%	+$2.94M	0.02%	433
2018 Q4	$2.6M	Buy	143,672 +36,174	+34%	+$750K	0.01%	536
2018 Q3	$2.43M	Buy	107,498 +9,752	+10%	+$225K	0.01%	600
2018 Q2	$2.03M	Buy	97,746 +43,384	+80%	+$884K	0.01%	619
2018 Q1	$1.11M	Buy	54,362 +13,356	+33%	+$269K	﹤0.01%	628
2017 Q4	$784K	Buy	41,006 +977	+2%	+$18.1K	﹤0.01%	750
2017 Q3	$723K	Buy	40,029 +6,740	+20%	+$111K	﹤0.01%	742
2017 Q2	$529K	Buy	33,289 +961	+3%	+$15.6K	﹤0.01%	834
2017 Q1	$535K	Buy	32,328 +6,761	+26%	+$115K	﹤0.01%	791
2016 Q4	$412K	Buy	25,567 +45	+0.2%	+$718	﹤0.01%	844
2016 Q3	$417K	Hold	25,522	–	–	﹤0.01%	804
2016 Q2	$403K	Buy	25,522 +53	+0.2%	+$793	﹤0.01%	794
2016 Q1	$368K	Buy	25,469 +190	+0.8%	+$2.52K	﹤0.01%	786
2015 Q4	$355K	Sell	25,279 -243	-1%	-$3.44K	﹤0.01%	759
2015 Q3	$343K	Buy	25,522 +7,688	+43%	+$109K	﹤0.01%	764
2015 Q2	$252K	Sell	17,834 -7,630	-30%	-$109K	﹤0.01%	764
2015 Q1	$365K	Buy	25,464 +265	+1%	+$3.59K	﹤0.01%	771
2014 Q4	$330K	Buy	25,199 +1,056	+4%	+$12.8K	﹤0.01%	781
2014 Q3	$262K	Sell	24,143 -6,108	-20%	-$69.8K	﹤0.01%	830
2014 Q2	$365K	Buy	30,251 +1,321	+5%	+$15.3K	﹤0.01%	750
2014 Q1	$332K	Hold	28,930	–	–	﹤0.01%	761
2013 Q4	$324K	Sell	28,930 -12,946	-31%	-$141K	﹤0.01%	735
2013 Q3	$447K	Sell	41,876 -4,951	-11%	-$49.4K	﹤0.01%	643
2013 Q2	$405K	Buy	+46,827	New	+$396K	﹤0.01%	633

Other funds holding OPLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory's OPLN Position: Q1 2026 in Review

Brown Advisory reduced its Openlane (OPLN) stake by 28% in Q1 2026, selling an estimated $24.5M and leaving 2,167,305 shares worth $63.2M. The position accounts for 0.1% of the portfolio, ranked #150.

Brown Advisory first reported a position in OPLN in Q2 2013 and has held it in 37 quarters since. The position peaked at $92.2M in Q3 2025. 299 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.

Brown Advisory held 2,167,305 shares of Openlane worth $63.2M as of Q1 2026.
Brown Advisory sold 848,969 Openlane shares in Q1 2026, an estimated $24.5M.
Openlane made up 0.1% of Brown Advisory's portfolio in Q1 2026, its #150 holding.
Brown Advisory first reported a position in Openlane in Q2 2013 and has held it in 37 quarters since.
Brown Advisory's Openlane position peaked at $92.2M in Q3 2025.
299 funds tracked by Wall St. Rank held Openlane as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.