SW
LPRO

SlateStone Wealth’s Open Lending Corp LPRO Stock Holding History

SlateStone Wealth’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
Q3 		– Sell
-26,669
Closed -$52K – 300
2025
Q2 		$52K Sell
26,669
-2,172
-8% -$3.51K ﹤0.01% 284
2025
Q1 		$80K Buy
28,841
+12,667
+78% +$63K 0.01% 277
2024
Q4 		$97K Buy
16,174
+1,228
+8% +$7.35K 0.01% 281
2024
Q3 		$91K Buy
14,946
+2,480
+20% +$14.3K 0.01% 283
2024
Q2 		$70K Buy
+12,466
New +$71.7K 0.01% 277

Other funds holding LPRO

TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

SlateStone Wealth's LPRO Position: Q3 2025 in Review

SlateStone Wealth sold out of Open Lending Corp (LPRO) in Q3 2025, closing a stake of 26,669 shares — an estimated $52K sold.

SlateStone Wealth first reported a position in LPRO in Q2 2024 and held it in 5 quarters. The position peaked at $97K in Q4 2024. 144 funds tracked by Wall St. Rank hold LPRO as of Q3 2025.

  • SlateStone Wealth reported no remaining Open Lending Corp position as of Q3 2025 after selling out during the quarter.
  • SlateStone Wealth sold 26,669 Open Lending Corp shares in Q3 2025, an estimated $52K.
  • SlateStone Wealth first reported a position in Open Lending Corp in Q2 2024 and held it in 5 quarters.
  • SlateStone Wealth's Open Lending Corp position peaked at $97K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held Open Lending Corp as of Q3 2025.

Based on SlateStone Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.