13FPulse
OP

OPEN OPENDOOR TECHNOLOGIES INC

2026Q2 · CUSIP 683712103 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
387
Institutions that reported holding it to the SEC
Net increase in holders
+28
Last quarter 359 → now 387
How unusual is that
Top 20%
Stronger buying than 88% of US stocks
What the filings say, in one paragraph

387 funds held OPEN at the end of 2026Q2, up 28 from the quarter before. That is stronger buying than 88.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $3.3B(YoY -37.2%), return on equity is -166.4%. OPEN has had 7 buying rushes in its history, and the price moved -14.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q1: holders=178 2021Q2: holders=237 2021Q3: holders=302 2021Q4: holders=336 2022Q1: holders=324 2022Q2: holders=321 2022Q3: holders=325 2022Q4: holders=291 2023Q1: holders=298 2023Q2: holders=296 2023Q3: holders=302 2023Q4: holders=311 2024Q1: holders=303 2024Q2: holders=290 2024Q3: holders=295 2024Q4: holders=286 2025Q1: holders=274 2025Q2: holders=240 2025Q3: holders=327 2025Q4: holders=359 2026Q1: holders=359 2026Q2: holders=387 -87 -43.5 +0 +43.5 +87 160284407 21Q121Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q4 Top 20% -0.9% -5.4%
2025Q3 Top 5% -22.6% -40.7%
2021Q4 Top 20% -19.3% -39.0%
2021Q3 Top 1% in the market -33.0% -49.5%
2021Q2 Top 5% +31.2% +48.7%
2021Q1 Top 10% +17.1% -0.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
159
Change in large funds
+25
Total value they hold
$2.6B
Funds buying for the first time
101
Funds that sold out entirely
73
Price change that quarter
-29.0%
Funds holding puts (bearish)
11
Funds holding calls (bullish)
25

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-1.89
EPS YoY
Revenue (TTM)
$3.3B
Revenue YoY
-37.2%
Net margin
-46.7%
ROE
-166.4%
Debt ratio
69.1%
FCF (TTM)
-$474M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.09 2021-12-31: EPS -0.31 2022-03-31: EPS 0.04 2022-06-30: EPS -0.09 2022-09-30: EPS -1.47 2022-12-31: EPS -0.64 2023-03-31: EPS -0.16 2023-06-30: EPS 0.03 2023-09-30: EPS -0.16 2023-12-31: EPS -0.13 2024-03-31: EPS -0.16 2024-06-30: EPS -0.13 2024-09-30: EPS -0.11 2024-12-31: EPS -0.16 2025-03-31: EPS -0.12 2025-06-30: EPS -0.04 2025-09-30: EPS -0.12 2025-12-31: EPS -1.42 2026-03-31: EPS -0.18 2026-06-30: EPS -0.17 0B 2.6B 5.2B $B -1.62 -0.79 0.04 2019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-3.6B-725M2.2B 2020202120222023202420252026
Latest quarter $-250M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.