Lido Advisors
OPLN

Lido Advisors’s Openlane OPLN Stock Holding History

Lido Advisors’s Portfolio OPLN Stock Details OPLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$549K Buy
13,318
+421
+3% +$14.7K ﹤0.01% 1423
2026
Q1 		$376K Buy
12,897
+1,614
+14% +$46.6K ﹤0.01% 1454
2025
Q4 		$327K Buy
11,283
+303
+3% +$8.2K ﹤0.01% 1516
2025
Q3 		$316K Buy
10,980
+245
+2% +$6.68K ﹤0.01% 1460
2025
Q2 		$262K Sell
10,735
-3,891
-27% -$82.2K ﹤0.01% 1401
2025
Q1 		$282K Sell
14,626
-432
-3% -$8.92K ﹤0.01% 1241
2024
Q4 		$299K Buy
15,058
+3,870
+35% +$71.4K ﹤0.01% 1214
2024
Q3 		$189K Buy
+11,188
New +$192K ﹤0.01% 1353

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Lido Advisors's OPLN Position: Q2 2026 in Review

Lido Advisors increased its Openlane (OPLN) stake by 3.3% in Q2 2026, buying an estimated $14.7K and bringing the position to 13,318 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Lido Advisors first reported a position in OPLN in Q3 2024 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • Lido Advisors held 13,318 shares of Openlane worth $549K as of Q2 2026.
  • Lido Advisors bought 421 Openlane shares in Q2 2026, an estimated $14.7K.
  • Openlane made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1423 holding.
  • Lido Advisors first reported a position in Openlane in Q3 2024 and has held it in 8 quarters since.
  • 201 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.