Open Lending CORP (LPRO) 13F Positioning & Ownership Changes (Q2 2026)

LPRO ranks #3670 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LPRO is a top-conviction position for True Wind Capital Management, L.P. — at 10.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LPRO belongs to BlackRock, Inc., but the position matters far more to True Wind Capital Management, L.P., who has 10.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Cliff Asness has added to its LPRO position for two straight quarters, increasing it by $1.9M to reach $3.2M today.

Fidelity has trimmed its LPRO position for two straight quarters, cutting it by $268.5K while still holding $17.4K.

LPRO is down 0% today, but institutions show net buying of $58.9M this quarter — a divergence between today's price move and the underlying institutional flow.

LPRO reported a net loss of $5.3M over the trailing twelve months.

• Not yet profitable — net loss of $5.3M over the trailing twelve months
• Revenue grew 405.4% year over year
• Net income improved year over year, from -$139.5M to -$5.3M
• Operating cash flow was negative, using $3.2M in cash
• Current ratio of 4.52x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.16x equity — a highly leveraged balance sheet worth noting