Cypress Point Wealth Management’s Open Lending Corp LPRO Stock Holding History

Cypress Point Wealth Management’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
2024 Q3	–	Sell	-107,000	Closed	-$597K	–	76
2024 Q2	$597K	Hold	107,000	–	–	0.28%	49
2024 Q1	$670K	Hold	107,000	–	–	0.34%	48
2023 Q4	$911K	Hold	107,000	–	–	0.68%	33
2023 Q3	$783K	Hold	107,000	–	–	0.69%	32
2023 Q2	$1.12M	Hold	107,000	–	–	1.2%	21
2023 Q1	$753K	Hold	107,000	–	–	1.06%	22
2022 Q4	$722K	Hold	107,000	–	–	1.13%	24
2022 Q3	$860K	Hold	107,000	–	–	1.6%	17
2022 Q2	$1.09M	Hold	107,000	–	–	1.92%	14
2022 Q1	$2.02M	Buy	107,000 +2,500	+2%	+$48K	2.06%	16
2021 Q4	$2.35M	Hold	104,500	–	–	2.18%	12
2021 Q3	$3.77M	Hold	104,500	–	–	2.69%	7
2021 Q2	$4.5M	Buy	104,500 +500	+0.5%	+$19.2K	3.2%	6
2021 Q1	$3.68M	Sell	104,000 -1,000	-1%	-$37.7K	3.83%	3
2020 Q4	$3.67M	Buy	+105,000	New	+$3.05M	5.58%	1

Other funds holding LPRO

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

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

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

Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

EVR Research Richmond, Virginia $176M AUM 41.5% 1-Year Est. Return