RFP
OPLN

Root Financial Partners’s Openlane OPLN Stock Holding History

Root Financial Partners’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 		– Sell
-352
Closed -$10.3K – 1868
2026
Q1 		$10.3K Buy
352
+121
+52% +$3.49K ﹤0.01% 1675
2025
Q4 		$6.88K Buy
231
+39
+20% +$1.05K ﹤0.01% 1654
2025
Q3 		$5.53K Buy
+192
New +$5.23K ﹤0.01% 1689

Other funds holding OPLN

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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

Root Financial Partners's OPLN Position: Q2 2026 in Review

Root Financial Partners sold out of Openlane (OPLN) in Q2 2026, closing a stake of 352 shares — an estimated $10.3K sold.

Root Financial Partners first reported a position in OPLN in Q3 2025 and held it in 3 quarters. The position peaked at $10.3K in Q1 2026. 201 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

  • Root Financial Partners reported no remaining Openlane position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 352 Openlane shares in Q2 2026, an estimated $10.3K.
  • Root Financial Partners first reported a position in Openlane in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Openlane position peaked at $10.3K in Q1 2026.
  • 201 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.