IFP Advisors’s Open Lending Corp LPRO Stock Holding History

IFP 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	$741	Sell	593 -494	-45%	-$781	﹤0.01%	4313
2025 Q4	$1.69K	Sell	1,087 -219	-17%	-$389	﹤0.01%	3897
2025 Q3	$2.76K	Sell	1,306 -19	-1%	-$43	﹤0.01%	3563
2025 Q2	$2.57K	Buy	+1,325	New	+$2.14K	﹤0.01%	3781
2025 Q1	–	Hold	0	–	–	–	3836
2024 Q4	–	Hold	0	–	–	–	3672
2023 Q4	–	Sell	-106	Closed	-$776	–	3217
2023 Q3	$776	Hold	106	–	–	﹤0.01%	3048
2023 Q2	$1.11K	Hold	106	–	–	﹤0.01%	3058
2023 Q1	$1.37K	Hold	106	–	–	﹤0.01%	3013
2022 Q4	$1K	Sell	106 -232	-69%	-$1.63K	﹤0.01%	4394
2022 Q3	$5K	Buy	338 +38	+13%	+$384	﹤0.01%	4037
2022 Q2	$4K	Hold	300	–	–	﹤0.01%	3898
2022 Q1	$4K	Hold	300	–	–	﹤0.01%	3897
2021 Q4	$7K	Buy	+300	New	+$8.5K	﹤0.01%	2356
2021 Q3	–	Hold	0	–	–	–	4117
2021 Q2	–	Hold	0	–	–	–	3847
2021 Q1	–	Hold	0	–	–	–	3770
2020 Q4	–	Hold	0	–	–	–	3610
2020 Q3	–	Hold	0	–	–	–	3485

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