Mike Alfred’s Opendoor OPEN Stock Holding History

Mike Alfred’s Portfolio OPEN Stock Details OPEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.9M	Buy	4,735,000 +3,064,801	+183%	+$14.7M	10.36%	4
2026 Q1	$7.82M	Buy	1,670,199 +1,645,199	+6,581%	+$8.86M	5.08%	4
2025 Q4	$146K	Buy	+25,000	New	+$179K	0.08%	20

Other funds holding OPEN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Lennar Corp Miami, Florida $63.2M AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mike Alfred's OPEN Position: Q2 2026 in Review

Mike Alfred increased its Opendoor (OPEN) stake by 183% in Q2 2026, buying an estimated $14.7M and bringing the position to 4,735,000 shares worth $21.9M. The position accounts for 10.36% of the portfolio, ranked #4.

Mike Alfred first reported a position in OPEN in Q4 2025 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold OPEN as of Q2 2026.

Mike Alfred held 4,735,000 shares of Opendoor worth $21.9M as of Q2 2026.
Mike Alfred bought 3,064,801 Opendoor shares in Q2 2026, an estimated $14.7M.
Opendoor made up 10.36% of Mike Alfred's portfolio in Q2 2026, its #4 holding.
Mike Alfred first reported a position in Opendoor in Q4 2025 and has held it in 3 quarters since.
390 funds tracked by Wall St. Rank held Opendoor as of Q2 2026.

Based on Alpine Fox Capital's 13F filing for Q2 2026, filed 14 Aug 2026.