Capstone Investment Advisors’s Openlane OPLN Stock Holding History

Capstone Investment Advisors’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	$634K	Buy	+21,740	New	+$628K	﹤0.01%	1035
2025 Q4	–	Sell	-18,510	Closed	-$533K	–	1845
2025 Q3	$533K	Buy	+18,510	New	+$504K	﹤0.01%	1333
2024 Q1	–	Sell	-14,949	Closed	-$221K	–	2444
2023 Q4	$221K	Buy	+14,949	New	+$217K	﹤0.01%	1736
2017 Q3	–	Sell	-96,961	Closed	-$1.54M	–	647
2017 Q2	$1.54M	Buy	+96,961	New	+$1.58M	0.04%	277
2016 Q3	–	Sell	-45,440	Closed	-$717K	–	831
2016 Q2	$717K	Buy	+45,440	New	+$680K	0.01%	413
2015 Q4	–	Sell	-23,778	Closed	-$319K	–	512
2015 Q3	$319K	Buy	+23,778	New	+$338K	0.01%	330

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

Capstone Investment Advisors's OPLN Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Openlane (OPLN) in Q1 2026: 21,740 shares worth $634K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in OPLN as recently as Q3 2025.

Capstone Investment Advisors first reported a position in OPLN in Q3 2015 and has held it in 6 quarters since. The position peaked at $1.54M in Q2 2017. 299 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.

Capstone Investment Advisors held 21,740 shares of Openlane worth $634K as of Q1 2026.
Openlane was a new Capstone Investment Advisors position in Q1 2026.
Openlane made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1035 holding.
Capstone Investment Advisors first reported a position in Openlane in Q3 2015 and has held it in 6 quarters since.
Capstone Investment Advisors's Openlane position peaked at $1.54M in Q2 2017.
299 funds tracked by Wall St. Rank held Openlane as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.