AXXCESS WEALTH MANAGEMENT, LLC

Position in LPRO — Open Lending Corp

CIK 1911056 CARLSBAD, CA

Position in LPRO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,097,124

+$656,158 QoQ

Shares Held

352,773

0.0% QoQ

Ownership

0.298%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#39

of 148 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $33,778,679 across 5 Credit Services names. LPRO ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	60,408	$20,725,380
2	MA	Mastercard Inc	15,631	$8,028,081
3	AXP	American Express Co	7,600	$2,570,700
4	COF	Capital One Financial Corp	6,766	$1,357,394
5	LPRO	Open Lending Corp This page	352,773	$1,097,124

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,097,124	352,773	0.0%	Shares	Sole	2026-07-28
2026-03-31	$440,966	352,773	0.0%	Shares	Sole	2026-04-29
2025-12-31	$546,798	352,773	0.0%	Shares	Sole	2026-02-19
2025-09-30	$744,351	352,773	0.0%	Shares	Sole	2025-11-07
2025-06-30	$684,379	352,773	0.0%	Shares	Sole	2025-07-28
2025-03-31	$973,653	352,773	0.0%	Shares	Sole	2025-04-30
2024-12-31	$2,106,054	352,773	0.0%	Shares	Sole	2025-02-10
2024-09-30	$2,158,970	352,773	0.0%	Shares	Sole	2024-11-04
2024-06-30	$1,968,473	352,773	0.0%	Shares	Sole	2024-08-09
2024-03-31	$2,208,358	352,773	0.0%	Shares	Sole	2024-05-14
2023-12-31	$3,002,098	352,773	0.0%	Shares	Sole	2024-02-06
2023-09-30	$2,582,298	352,773	-0.3%	Shares	Sole	2023-11-14
2023-06-30	$3,719,205	353,873	0.0%	Shares	Sole	2023-08-08
2023-03-31	$2,491,265	353,873	0.0%	Shares	Sole	2023-05-03
2022-12-31	$2,388,642	353,873	0.0%	Shares	Sole	2023-02-16
2022-09-30	$2,845,138	353,873	0.0%	Shares	Sole	2022-11-14
2022-06-30	$3,620,120	353,873	0.0%	Shares	Sole	2022-08-11
2022-03-31	$6,691,738	353,873	0.0%	Shares	Sole	2022-08-11
2021-12-31	$7,955,065	353,873	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.