EWA
LPRO

EverSource Wealth Advisors’s Open Lending Corp LPRO Stock Holding History

EverSource Wealth 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
Q1 		$4.43K Sell
3,547
-84
-2% -$133 ﹤0.01% 3323
2025
Q4 		$5.63K Sell
3,631
-902
-20% -$1.6K ﹤0.01% 3082
2025
Q3 		$9.56K Sell
4,533
-215
-5% -$486 ﹤0.01% 2846
2025
Q2 		$9.21K Buy
4,748
+4,242
+838% +$6.85K ﹤0.01% 2864
2025
Q1 		$1.4K Buy
506
+446
+743% +$2.22K ﹤0.01% 3095
2024
Q4 		$359 Sell
60
-13
-18% -$78 ﹤0.01% 3296
2024
Q3 		$447 Hold
73
– – ﹤0.01% 2895
2024
Q2 		$460 Buy
73
+43
+143% +$247 ﹤0.01% 2911
2024
Q1 		$153 Buy
+30
New +$221 ﹤0.01% 2810
2023
Q4 		– Sell
-2,310
Closed -$16.9K – 2706
2023
Q3 		$16.9K Sell
2,310
-1,087
-32% -$9.94K ﹤0.01% 1190
2023
Q2 		$35.7K Hold
3,397
– – ﹤0.01% 963
2023
Q1 		$23.9K Sell
3,397
-850
-20% -$6.62K ﹤0.01% 1011
2022
Q4 		$28.7K Buy
4,247
+3,776
+802% +$26.6K ﹤0.01% 958
2022
Q3 		$4K Buy
+471
New +$4.76K ﹤0.01% 1452

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