OFFERPAD SOLUTIONS INC
COM CL A · CUSIP 67623L307
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $0.55.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 43 |
| Q3 2023 | 34 |
| Q4 2023 | 38 |
| Q1 2024 | 45 |
| Q2 2024 | 47 |
| Q3 2024 | 51 |
| Q4 2024 | 53 |
| Q1 2025 | 57 |
| Q2 2025 | 44 |
| Q3 2025 | 38 |
| Q4 2025 | 50 |
| Q1 2026 | 38 |
| Q2 2026 | 2 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 25 | 15 |
| Q4 2024 | 26 | 12 |
| Q1 2025 | 20 | 19 |
| Q2 2025 | 18 | 34 |
| Q3 2025 | 20 | 24 |
| Q4 2025 | 30 | 16 |
| Q1 2026 | 13 | 31 |
| Q2 2026 | 0 | 37 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $10.4m | $4.4m | 0.43 |
| Q4 2025 | $2.1m | $293.7k | 0.14 |
| Q1 2026 | $504.0k | $63.9k | 0.13 |
| Q2 2026 | $0 | $0 | — |
Biggest buyers
| None |
Biggest sellers
| First American Financial Corp | Sold out | -5.1m |
| Kingsbury Capital Investment Advisors LLC | Sold out | -2.1m |
| Kemnay Advisory Services Inc. | Sold out | -1.4m |
| VANGUARD CAPITAL MANAGEMENT LLC | Sold out | -1.2m |
| BlackRock, Inc. | Sold out | -638.8k |
| Wilmington Savings Fund Society, FSB | Sold out | -595.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Sold out | -355.2k |
| Shay Capital LLC | Sold out | -269.8k |
| UBS Group AG | Sold out | -201.9k |
| XTX Topco Ltd | Sold out | -156.6k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: CITADEL ADVISORS LLC (4.2%, 2026-01-21), DAVIDSON KEMPNER CAPITAL MANAGEMENT LP (4.4%, 2026-01-16)
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MONOGRAPH WEALTH ADVISORS, LLC 0.00% of their portfolio | 59.5k $32.2k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 139 $691 | Reduced -33.2k |