CA
LPRO

Clearstead Advisors’s Open Lending Corp LPRO Stock Holding History

Clearstead 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
2026
Q2 		$60 Buy
+19
New +$39 ﹤0.01% 3451
2025
Q4 		– Sell
-2,662
Closed -$5.62K – 3046
2025
Q3 		$5.62K Hold
2,662
– – ﹤0.01% 2113
2025
Q2 		$5.17K Buy
+2,662
New +$4.3K ﹤0.01% 2103
2021
Q4 		– Sell
-254
Closed -$9K – 1367
2021
Q3 		$9K Buy
+254
New +$9.71K ﹤0.01% 957

Other funds holding LPRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 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
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return

Clearstead Advisors's LPRO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Open Lending Corp (LPRO) in Q2 2026: 19 shares worth $60. The stake represents ﹤0.01% of the portfolio and ranks #3451 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LPRO as recently as Q3 2025.

Clearstead Advisors first reported a position in LPRO in Q3 2021 and has held it in 4 quarters since. The position peaked at $9K in Q3 2021. 150 funds tracked by Wall St. Rank hold LPRO as of Q2 2026.

  • Clearstead Advisors held 19 shares of Open Lending Corp worth $60 as of Q2 2026.
  • Open Lending Corp was a new Clearstead Advisors position in Q2 2026.
  • Open Lending Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3451 holding.
  • Clearstead Advisors first reported a position in Open Lending Corp in Q3 2021 and has held it in 4 quarters since.
  • Clearstead Advisors's Open Lending Corp position peaked at $9K in Q3 2021.
  • 150 funds tracked by Wall St. Rank held Open Lending Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.