CPA
LPRO

Capital Performance Advisors’s Open Lending Corp LPRO Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-9
Closed -$55 – 1572
2024
Q3 		$55 Buy
+9
New +$52 ﹤0.01% 2786

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Capital Performance Advisors's LPRO Position: Q4 2024 in Review

Capital Performance Advisors sold out of Open Lending Corp (LPRO) in Q4 2024, closing a stake of 9 shares — an estimated $55 sold.

Capital Performance Advisors first reported a position in LPRO in Q3 2024 and held it in 1 quarter. The position peaked at $55 in Q3 2024. 132 funds tracked by Wall St. Rank hold LPRO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Open Lending Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 9 Open Lending Corp shares in Q4 2024, an estimated $55.
  • Capital Performance Advisors first reported a position in Open Lending Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Open Lending Corp position peaked at $55 in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Open Lending Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.