Gilbert & Cook’s Open Lending Corp LPRO Stock Holding History

Gilbert & Cook’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	$58K	Hold	46,396	–	–	0.01%	220
2025 Q4	$71.9K	Hold	46,396	–	–	0.01%	220
2025 Q3	$97.9K	Hold	46,396	–	–	0.01%	209
2025 Q2	$90K	Buy	46,396 +12,975	+39%	+$21K	0.01%	205
2025 Q1	$92.2K	Hold	33,421	–	–	0.01%	202
2024 Q4	$200K	Hold	33,421	–	–	0.03%	197
2024 Q3	$205K	Buy	+33,421	New	+$192K	0.03%	210
2023 Q4	–	Sell	-12,539	Closed	-$91.8K	–	224
2023 Q3	$91.8K	Buy	+12,539	New	+$115K	0.01%	213

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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