13FPulse
OP

OPLN OPENLANE INC

2026Q2 · CUSIP 48238T109 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
347
Institutions that reported holding it to the SEC
Net increase in holders
+52
Last quarter 295 → now 347
How unusual is that
Top 5%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

347 funds held OPLN at the end of 2026Q2, up 52 from the quarter before. That is stronger buying than 95.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.1B(YoY +11.8%), return on equity is 12.8%. OPLN has had 13 buying rushes in its history, and the price moved +2.8% 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 Consumer sector.

How many funds owned it, quarter by quarter

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

2013Q3: holders=191 2013Q4: holders=205 2014Q1: holders=212 2014Q2: holders=214 2014Q3: holders=207 2014Q4: holders=234 2015Q1: holders=234 2015Q2: holders=234 2015Q3: holders=239 2015Q4: holders=262 2016Q1: holders=251 2016Q2: holders=281 2016Q3: holders=274 2016Q4: holders=285 2017Q1: holders=284 2017Q2: holders=298 2017Q3: holders=304 2017Q4: holders=344 2018Q1: holders=354 2018Q2: holders=367 2018Q3: holders=379 2018Q4: holders=395 2019Q1: holders=402 2019Q2: holders=342 2019Q3: holders=360 2019Q4: holders=353 2020Q1: holders=304 2020Q2: holders=289 2020Q3: holders=294 2020Q4: holders=279 2021Q1: holders=261 2021Q2: holders=253 2021Q3: holders=247 2021Q4: holders=243 2022Q1: holders=229 2022Q2: holders=214 2022Q3: holders=216 2022Q4: holders=214 2023Q1: holders=197 2023Q2: holders=205 2023Q3: holders=199 2023Q4: holders=236 2024Q1: holders=230 2024Q2: holders=226 2024Q3: holders=228 2024Q4: holders=248 2025Q1: holders=257 2025Q2: holders=273 2025Q3: holders=289 2025Q4: holders=299 2026Q1: holders=295 2026Q2: holders=347 -60 -30 +0 +30 +60 171297423 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2025Q2 Top 20% +1.0% -9.4%
2023Q4 Top 20% +21.7% +23.4%
2019Q3 Top 10% -0.2% +3.7%
2018Q4 Top 20% -2.1% +1.7%
2018Q3 Top 20% -18.2% -15.5%
2018Q2 Top 20% -5.7% -8.1%
2017Q4 Top 20% +6.2% +4.1%

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
172
Change in large funds
+22
Total value they hold
$4.4B
Funds buying for the first time
88
Funds that sold out entirely
36
Price change that quarter
+0.0%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
5

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)
$-0.85
EPS YoY
-214.9%
Revenue (TTM)
$2.1B
Revenue YoY
+11.8%
Net margin
9.7%
ROE
12.8%
Debt ratio
68.6%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.10 2021-12-31: EPS 0.04 2022-03-31: EPS -0.09 2022-06-30: EPS 1.28 2022-09-30: EPS -0.15 2022-12-31: EPS 0.21 2023-03-31: EPS 0.01 2023-06-30: EPS -1.87 2023-09-30: EPS 0.01 2023-12-31: EPS 0.02 2024-03-31: EPS 0.05 2024-06-30: EPS 0.00 2024-09-30: EPS 0.12 2024-12-31: EPS 0.29 2025-03-31: EPS 0.18 2025-06-30: EPS 0.15 2025-09-30: EPS 0.25 2025-12-31: EPS -1.77 2026-03-31: EPS 0.35 2026-06-30: EPS 0.32 0M 478M 957M $M -2.06 -0.32 1.41 201720182019202020212022202320242025202606/26 Revenue EPS

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

P/E (TTM) over time
4Y median 38 10 118 226 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-129M86M301M 20162017201820192020202120222023202420252026
Latest quarter $147M (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.