PVM
LPRO

Palogic Value Management’s Open Lending Corp LPRO Stock Holding History

Palogic Value Management’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 		$5.68M Buy
4,543,612
+223,512
+5% +$353K 2.49% 8
2025
Q4 		$6.7M Buy
4,320,100
+284,623
+7% +$505K 2.88% 6
2025
Q3 		$8.51M Sell
4,035,477
-1,864,523
-32% -$4.21M 3.61% 3
2025
Q2 		$11.4M Buy
5,900,000
+4,807,323
+440% +$7.77M 4.82% 1
2025
Q1 		$3.02M Buy
1,092,677
+374,629
+52% +$1.86M 1.33% 22
2024
Q4 		$4.29M Sell
718,048
-6,952
-1% -$41.6K 1.71% 12
2024
Q3 		$4.44M Buy
725,000
+173,800
+32% +$1M 1.77% 12
2024
Q2 		$3.08M Buy
551,200
+75,905
+16% +$436K 1.3% 22
2024
Q1 		$2.98M Buy
475,295
+75,295
+19% +$555K 1.29% 23
2023
Q4 		$3.4M Buy
400,000
+180,000
+82% +$1.21M 1.51% 17
2023
Q3 		$1.61M Buy
220,000
+50,000
+29% +$457K 0.8% 47
2023
Q2 		$1.79M Sell
170,000
-130,000
-43% -$1.15M 0.84% 44
2023
Q1 		$2.11M Hold
300,000
– – 1.03% 26
2022
Q4 		$2.02M Buy
+300,000
New +$2.11M 1.06% 27

Other funds holding LPRO

TWCM
True Wind Capital Management San Francisco, California $200M AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
WCA
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return