EFG
LPRO

Ethos Financial Group’s Open Lending Corp LPRO Stock Holding History

Ethos Financial Group’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 		$5.37M Hold
3,464,754
– – 0.39% 57
2025
Q4 		$5.37M Sell
3,464,754
-565
-0% -$1K 0.4% 58
2025
Q3 		$7.31M Sell
3,465,319
-102,404
-3% -$231K 0.57% 47
2025
Q2 		$6.92M Buy
3,567,723
+618,952
+21% +$1,000K 0.6% 49
2025
Q1 		$8.14M Buy
+2,948,771
New +$14.7M 0.78% 34

Other funds holding LPRO

TWCM
True Wind Capital Management San Francisco, California $200M AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.88B AUM 115.74% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $228M AUM 5.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return