Custos Family Office’s Open Lending Corp LPRO Stock Holding History

Custos Family Office’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
2025 Q4	$40.1K	Hold	25,876	–	–	0.03%	59
2025 Q3	$54.6K	Hold	25,876	–	–	0.03%	63
2025 Q2	$50.2K	Hold	25,876	–	–	0.02%	71
2025 Q1	$71.4K	Hold	25,876	–	–	0.03%	67
2024 Q4	$154K	Hold	25,876	–	–	0.05%	70
2024 Q3	$158K	Hold	25,876	–	–	0.06%	55
2024 Q2	$144K	Hold	25,876	–	–	0.06%	54
2024 Q1	$162K	Hold	25,876	–	–	0.08%	45
2023 Q4	$220K	Hold	25,876	–	–	0.11%	43
2023 Q3	$189K	Hold	25,876	–	–	0.13%	39
2023 Q2	$272K	Hold	25,876	–	–	0.18%	35
2023 Q1	$182K	Hold	25,876	–	–	0.13%	38
2022 Q4	$175K	Hold	25,876	–	–	0.14%	37
2022 Q3	$208K	Hold	25,876	–	–	0.2%	23
2022 Q2	$265K	Hold	25,876	–	–	0.24%	18
2022 Q1	$489K	Hold	25,876	–	–	0.4%	15
2021 Q4	$582K	Buy	+25,876	New	+$733K	0.52%	17

Other funds holding LPRO

TWCM

True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Custos Family Office's LPRO Position: Q4 2025 in Review

Custos Family Office held its Open Lending Corp (LPRO) position steady in Q4 2025 at 25,876 shares worth $40.1K. The position accounts for 0.03% of the portfolio, ranked #59.

Custos Family Office first reported a position in LPRO in Q4 2021 and has held it in 17 quarters since. The position peaked at $582K in Q4 2021. 138 funds tracked by Wall St. Rank hold LPRO as of Q4 2025.

Custos Family Office held 25,876 shares of Open Lending Corp worth $40.1K as of Q4 2025.
Custos Family Office left its Open Lending Corp share count unchanged in Q4 2025.
Open Lending Corp made up 0.03% of Custos Family Office's portfolio in Q4 2025, its #59 holding.
Custos Family Office first reported a position in Open Lending Corp in Q4 2021 and has held it in 17 quarters since.
Custos Family Office's Open Lending Corp position peaked at $582K in Q4 2021.
138 funds tracked by Wall St. Rank held Open Lending Corp as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.