Carson Wealth (CWM LLC)
LPRO

Carson Wealth (CWM LLC)’s Open Lending Corp LPRO Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$90.7K Buy
72,522
+5,544
+8% +$8.77K ﹤0.01% 3354
2025
Q4 		$104K Sell
66,978
-20,330
-23% -$36.1K ﹤0.01% 3033
2025
Q3 		$184K Sell
87,308
-7,514
-8% -$17K ﹤0.01% 2513
2025
Q2 		$184K Buy
94,822
+91,840
+3,080% +$148K ﹤0.01% 2245
2025
Q1 		$8K Buy
2,982
+2,152
+259% +$10.7K ﹤0.01% 4221
2024
Q4 		$5K Buy
830
+86
+12% +$515 ﹤0.01% 4217
2024
Q3 		$5K Buy
744
+258
+53% +$1.49K ﹤0.01% 4108
2024
Q2 		$3K Buy
486
+467
+2,458% +$2.69K ﹤0.01% 4084
2024
Q1 		$0 Buy
+19
New +$140 ﹤0.01% 4545
2023
Q4 		– Sell
-3,938
Closed -$29K – 4351
2023
Q3 		$29K Buy
3,938
+134
+4% +$1.23K ﹤0.01% 2430
2023
Q2 		$40K Buy
3,804
+1
+0% +$9 ﹤0.01% 2138
2023
Q1 		$27K Sell
3,803
-269
-7% -$2.1K ﹤0.01% 2294
2022
Q4 		$27K Buy
4,072
+3,986
+4,635% +$28.1K ﹤0.01% 2156
2022
Q3 		$1K Sell
86
-393
-82% -$3.97K ﹤0.01% 3690
2022
Q2 		$5K Buy
479
+269
+128% +$3.6K ﹤0.01% 2987
2022
Q1 		$4K Buy
210
+193
+1,135% +$3.7K ﹤0.01% 2939
2021
Q4 		$0 Buy
+17
New +$482 ﹤0.01% 3586

Other funds holding LPRO

TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LPRO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Open Lending Corp (LPRO) stake by 8.3% in Q1 2026, buying an estimated $8.77K and bringing the position to 72,522 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

Carson Wealth (CWM LLC) first reported a position in LPRO in Q4 2021 and has held it in 17 quarters since. The position peaked at $184K in Q3 2025. 141 funds tracked by Wall St. Rank hold LPRO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 72,522 shares of Open Lending Corp worth $90.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,544 Open Lending Corp shares in Q1 2026, an estimated $8.77K.
  • Open Lending Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3354 holding.
  • Carson Wealth (CWM LLC) first reported a position in Open Lending Corp in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Open Lending Corp position peaked at $184K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Open Lending Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.