Josh Arnold Investment Consultant’s Open Lending Corp LPRO Stock Holding History

Josh Arnold Investment Consultant’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
2025 Q2	–	Sell	-155,000	Closed	-$428K	–	20
2025 Q1	$428K	Buy	+155,000	New	+$770K	0.36%	16
2024 Q4	–	Sell	-150,000	Closed	-$918K	–	20
2024 Q3	$918K	Buy	150,000 +10,000	+7%	+$57.6K	0.75%	9
2024 Q2	$781K	Buy	+140,000	New	+$805K	0.66%	11
2024 Q1	–	Sell	-85,000	Closed	-$723K	–	19
2023 Q4	$723K	Sell	85,000 -15,000	-15%	-$101K	0.69%	10
2023 Q3	$711K	Hold	100,000	–	–	0.74%	11
2023 Q2	$1.05M	Sell	100,000 -20,000	-17%	-$177K	1.02%	8
2023 Q1	$845K	Sell	120,000 -6,300	-5%	-$49.1K	1%	6
2022 Q4	$853K	Buy	126,300 +56,299	+80%	+$396K	1.25%	5
2022 Q3	$563K	Buy	70,001 +14,000	+25%	+$141K	0.76%	6
2022 Q2	$573K	Buy	+56,001	New	+$750K	0.74%	9

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

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

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

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

Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return

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

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

Geode Capital Management

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