Rise Advisors’s Openlane OPLN Stock Holding History

Rise 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
2025 Q4	–	Sell	-450	Closed	-$13K	–	790
2025 Q3	$13K	Hold	450	–	–	﹤0.01%	850
2025 Q2	$11K	Hold	450	–	–	﹤0.01%	940
2025 Q1	$8.68K	Buy	+450	New	+$9.29K	﹤0.01%	1075

Other funds holding OPLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Rise Advisors's OPLN Position: Q4 2025 in Review

Rise Advisors sold out of Openlane (OPLN) in Q4 2025, closing a stake of 450 shares — an estimated $13K sold.

Rise Advisors first reported a position in OPLN in Q1 2025 and held it in 3 quarters. The position peaked at $13K in Q3 2025. 299 funds tracked by Wall St. Rank hold OPLN as of Q4 2025.

Rise Advisors reported no remaining Openlane position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 450 Openlane shares in Q4 2025, an estimated $13K.
Rise Advisors first reported a position in Openlane in Q1 2025 and held it in 3 quarters.
Rise Advisors's Openlane position peaked at $13K in Q3 2025.
299 funds tracked by Wall St. Rank held Openlane as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.