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	0.53%	17

Other funds holding LPRO

True Wind Capital Management San Francisco, California $200M AUM 30.56% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return

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

LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return

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

Palogic Value Management Dallas, Texas $228M AUM 5.37% 1-Year Est. Return

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

Geode Capital Management

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