Position in OPEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$45,981
+$5,585 QoQ
Shares Held
9,825
+41.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 25.44529262086514.ToString("F0")%
Shared 0.ToString("F0")%
None 74.55470737913485.ToString("F0")%
Common Shares in OPEN Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Allworth Financial LP holds $1,617,945 across 21 Real Estate Services names. OPEN ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
7,739 | $1,048,324 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
715 | $217,588 | |
| 3 | CSGP |
Costar Group, Inc.
|
3,556 | $143,449 | |
| 4 | BEKE |
KE Holdings Inc.
|
3,230 | $48,353 | |
| 5 | OPEN |
Opendoor Technologies Inc.
This page
|
9,825 | $45,981 | |
| 6 | COMP |
Compass, Inc.
|
3,856 | $28,187 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
528 | $14,039 | |
| 8 | FSV |
FirstService Corp
|
97 | $13,477 |
All Filings in OPEN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,981 | 9,825 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,396 | 6,929 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $48,887 | 6,134 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,972 | 3,700 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,774 | 3,700 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,400 | 4,625 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $19,534 | 9,767 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,511 | 4,626 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $15,262 | 5,037 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $22,041 | 4,920 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $13,588 | 5,147 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $20,502 | 5,100 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,740 | 4,966 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,843 | 4,175 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $13,988 | 4,498 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,865 | 4,430 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $38,492 | 4,450 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $50,404 | 3,450 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $63,643 | 3,100 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $35,460 | 2,000 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $27,547 | 1,300 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $13,638 | 600 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||