PS
LPRO

Principal Securities’s Open Lending Corp LPRO Stock Holding History

Principal Securities’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
Q4 		– Sell
-51
Closed -$108 – 2610
2025
Q3 		$108 Buy
+51
New +$115 ﹤0.01% 3689
2024
Q4 		– Sell
-184
Closed -$1.13K – 3593
2024
Q3 		$1.13K Sell
184
-9
-5% -$52 ﹤0.01% 3107
2024
Q2 		$1.08K Sell
193
-5
-3% -$29 ﹤0.01% 3054
2024
Q1 		$1.24K Buy
198
+82
+71% +$605 ﹤0.01% 2993
2023
Q4 		$987 Buy
+116
New +$781 ﹤0.01% 2959

Other funds holding LPRO

TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Securities's LPRO Position: Q4 2025 in Review

Principal Securities sold out of Open Lending Corp (LPRO) in Q4 2025, closing a stake of 51 shares — an estimated $108 sold.

Principal Securities first reported a position in LPRO in Q4 2023 and held it in 5 quarters. The position peaked at $1.24K in Q1 2024. 138 funds tracked by Wall St. Rank hold LPRO as of Q4 2025.

  • Principal Securities reported no remaining Open Lending Corp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 51 Open Lending Corp shares in Q4 2025, an estimated $108.
  • Principal Securities first reported a position in Open Lending Corp in Q4 2023 and held it in 5 quarters.
  • Principal Securities's Open Lending Corp position peaked at $1.24K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held Open Lending Corp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.