OPENDOOR TECHNOLOGIES INC OPEN
COM · Common Stock · CUSIP 683712103 · ISIN US6837121036
American real estate company
- SectorReal estate
- IndustryReal Estate Agents & Managers (For Others)
- HeadquartersTempe, AZ
- Founded2014
- Websiteopendoor.com
- FilingsSEC EDGAR
* 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 ($373.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.00. Options: 21 managers hold calls ($34.7m notional), 23 hold puts ($33.7m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 324 |
| Q4 2022 | 291 |
| Q1 2023 | 300 |
| Q2 2023 | 299 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 125 | 175 |
| Q1 2023 | 143 | 127 |
| Q2 2023 | 149 | 123 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $81.0m | $57.4m | 0.71 |
| Q4 2022 | $31.6m | $4.9m | 0.15 |
| Q1 2023 | $9.9m | $4.9m | 0.49 |
| Q2 2023 | $34.7m | $33.7m | 0.97 |
Biggest buyers
| BlackRock Inc. | Added | +23.9m |
| VANGUARD GROUP INC | Added | +6.5m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +6.1m |
| Broad Peak Investment Holdings Ltd. | New | +5.6m |
| DIMENSIONAL FUND ADVISORS LP | Added | +5.1m |
| MILLENNIUM MANAGEMENT LLC | Added | +4.0m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +3.9m |
| NORTHERN TRUST CORP | Added | +3.1m |
| STATE STREET CORP | Added | +2.9m |
| AMERICAN CENTURY COMPANIES INC | Added | +2.7m |
Biggest sellers
| NATIONAL BANK OF CANADA /FI/ | Reduced | -9.1m |
| GOLDMAN SACHS GROUP INC | Reduced | -8.0m |
| CITADEL ADVISORS LLC | Reduced | -7.1m |
| BARCLAYS PLC | Reduced | -4.9m |
| Slate Path Capital LP | Reduced | -3.4m |
| IEQ CAPITAL, LLC | Reduced | -2.8m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.9m |
| JANE STREET GROUP, LLC | Reduced | -1.8m |
| HRT FINANCIAL LP | Sold out | -1.5m |
| MARSHALL WACE, LLP | Sold out | -1.2m |
Biggest calls
| CITADEL ADVISORS LLC | Added | $11.3m2.8m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.4m1.6m shares |
| JANE STREET GROUP, LLC | Added | $3.9m982.2k shares |
| SIMPLEX TRADING, LLC | Added | $3.6m886.0k shares |
| BIT Capital GmbH | Unchanged | $2.0m500.0k shares |
| WOLVERINE TRADING, LLC | Added | $1.9m455.7k shares |
| GROUP ONE TRADING LLC | Added | $1.8m436.5k shares |
| IMC-Chicago, LLC | Added | $1.0m251.1k shares |
| BANK OF MONTREAL /CAN/ | Unchanged | $659.2k160.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $492.4k122.5k shares |
Biggest puts
| Balyasny Asset Management L.P. | New | $16.9m4.2m shares |
| CITADEL ADVISORS LLC | Reduced | $5.5m1.4m shares |
| MILLENNIUM MANAGEMENT LLC | New | $2.1m514.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.4m348.4k shares |
| IMC-Chicago, LLC | New | $1.4m337.7k shares |
| READYSTATE ASSET MANAGEMENT LP | New | $1.0m250.0k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $873.5k217.3k shares |
| SIMPLEX TRADING, LLC | Added | $873.0k217.2k shares |
| WOLVERINE TRADING, LLC | Added | $758.9k186.0k shares |
| JANE STREET GROUP, LLC | Added | $727.2k180.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution +1.3 pts · filed 2026-08-13 | 11.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.3% |
| BlackRock, Inc. 13G · institution +5.4 pts · filed 2026-07-29 | 7.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), D. E. SHAW & CO, L.P. (2.2%, 2026-02-17), JANE STREET GROUP, LLC (3.0%, 2026-02-04), GOLDMAN SACHS GROUP INC (0.3%, 2026-01-30)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $2.0m | 3 | $109.8m | — |
| Q1 2022 | 0 | — | 3 | $591.3k | — |
| Q2 2022 | 0 | — | 4 | $4.2m | — |
| Q3 2022 | 0 | — | 4 | $3.0m | — |
| Q4 2022 | 0 | — | 6 | $11.3m | — |
| Q1 2023 | 0 | — | 4 | $3.0m | — |
| Q2 2023 | 0 | — | 4 | $25.3m | $25.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-15 | WHEELER CARRIE Chief Executive Officer | Sold plan | $1.7m598.9k shares |
| 2023-06-15 | Meyer Megan D. President, Sell Direct & Svcs. | Sold | $132.0k46.3k shares |
| 2023-06-15 | Schwartz Christina Officer | Sold plan | $63.6k22.3k shares |
| 2023-06-09 | Wu Eric Chung-Wei Director | Sold plan | $1.3m500.0k shares |
| 2023-06-08 | Wu Eric Chung-Wei Director | Sold plan | $3.6m1.5m shares |
| 2023-06-07 | Wu Eric Chung-Wei Director | Sold plan | $3.6m1.5m shares |
| 2023-06-06 | Wu Eric Chung-Wei Director | Sold plan | $3.6m1.5m shares |
| 2023-06-05 | Wu Eric Chung-Wei Director | Sold plan | $3.5m1.5m shares |
| 2023-06-02 | Wu Eric Chung-Wei Director | Sold plan | $3.8m1.5m shares |
| 2023-06-01 | Wu Eric Chung-Wei Director | Sold plan | $3.9m1.5m shares |
| 2023-05-15 | Wu Eric Chung-Wei Director | Sold plan | $95.2k49.1k shares |
| 2023-04-18 | Schwartz Christina Officer | Sold plan | $5.7k3.5k shares |
| 2023-04-17 | Schwartz Christina Officer | Sold plan | $24.4k14.5k shares |
| 2023-04-03 | Schwartz Christina Officer | Sold plan | $10.9k6.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 74.5m $299.4m | Added +6.5m |
| BlackRock Inc. 0.01% of their portfolio | 49.2m $197.7m | Added +23.9m |
| Sylebra Capital Ltd 5.40% of their portfolio | 32.7m $131.6m | Reduced -801.6k |
| Slate Path Capital LP 3.11% of their portfolio | 21.2m $85.1m | Reduced -3.4m |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 17.8m $71.5m | Added +6.1m |
| FIRST TRUST ADVISORS LP 0.07% of their portfolio | 16.0m $64.3m | Added +2.2m |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 13.9m $55.9m | Added +385.8k |
| GGV Capital LLC 35.21% of their portfolio | 12.8m $51.3m | Reduced -155.7k |
| STATE STREET CORP 0.00% of their portfolio | 12.6m $50.7m | Added +2.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 11.9m $47.9m | Added +3.9m |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 10.4m $41.7m | Reduced -506.6k |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 8.2m $32.8m | Added +1.2m |
| IEQ CAPITAL, LLC 0.64% of their portfolio | 7.9m $31.6m | Reduced -2.8m |
| MORGAN STANLEY 0.00% of their portfolio | 7.1m $28.6m | Added +134.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 6.7m $27.1m | Added +2.0m |
| GENERAL ATLANTIC, L.P. 0.40% of their portfolio | 6.3m $25.4m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 6.2m $25.0m | Added +4.0m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 6.0m $24.1m | Added +5.1m |
| Broad Peak Investment Holdings Ltd. 3.06% of their portfolio | 5.6m $22.6m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 5.2m $20.9m | Added +3.1m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 4.9m $19.8m | Added +2.2m |
| BIT Capital GmbH 2.18% of their portfolio | 4.7m $18.7m | Added +243.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 4.5m $18.1m | Added +525.1k |
| NVP ASSOCIATES, LLC 14.69% of their portfolio | 4.2m $16.8m | Unchanged |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 3.6m $14.7m | Added +1.9m |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP 10.99% of their portfolio | 3.3m $13.5m | Unchanged |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 2.9m $11.5m | Added +1.5m |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 2.8m $11.1m | Added +2.7m |
| Invesco Ltd. 0.00% of their portfolio | 2.1m $8.6m | Reduced -504.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 2.0m $8.1m | Added +712.6k |
| CITIGROUP INC 0.01% of their portfolio | 1.8m $7.2m | Added +400.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.7m $3.0m | Unchanged |
| Gotham Asset Management, LLC 0.15% of their portfolio | 1.7m $6.8m | Added +371.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.6m $6.4m | Added +378.0k |
| Duquesne Family Office LLC 0.22% of their portfolio | 1.5m $6.2m | Unchanged |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 1.3m $5.3m | Reduced -116.2k |
| Perpetual Ltd 0.01% of their portfolio | 1.2m $1.7m | Added +562.6k |
| Kinetic Partners Management, LP 0.50% of their portfolio | 1.2m $4.9m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2m $4.9m | Added +801.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 1.2m $4.8m | Added +1.1m |
| Swiss National Bank 0.00% of their portfolio | 1.1m $4.5m | Added +229.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.1m $4.3m | Reduced -8.0m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 1.0m $4.1m | Reduced -71.6k |
| CAZ INVESTMENTS LP 10.91% of their portfolio | 982.5k $4.0m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 845.6k $3.4m | Added +356.1k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 845.2k $3.4m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 790.8k $3.2m | Reduced -247.6k |
| CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 0.98% of their portfolio | 778.1k $3.1m | Added +2.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 745.2k $3.0m | Reduced -1.9m |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 722.7k $2.9m | Added +242.0k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 0.15% of their portfolio | 722.6k $2.9m | Reduced -496.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 659.9k $2.7m | Added +448.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 634.0k $2.5m | Reduced -20.1k |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 601.7k $2.4m | Added +100.0k |
| Legal & General Group Plc 0.00% of their portfolio | 546.6k $2.2m | Added +149.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 545.3k $2.2m | Reduced -1.8m |
| SIGNATUREFD, LLC 0.06% of their portfolio | 537.3k $2.2m | Reduced -2.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 512.5k $2.1m | New |
| Sachem Head Capital Management LP 0.09% of their portfolio | 485.0k $1.9m | Unchanged |
| GROUP ONE TRADING LLC 0.06% of their portfolio | 377.3k $1.5m | Added +100.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 367.0k $1.5m | Reduced -1.2k |
| Temasek Holdings (Private) Ltd 0.01% of their portfolio | 350.6k $1.4m | Unchanged |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 335.3k $1.3m | New |
| TORONTO DOMINION BANK 0.00% of their portfolio | 302.5k $1.2m | Added +159.0k |
| BARCLAYS PLC 0.00% of their portfolio | 292.2k $1.2m | Reduced -4.9m |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD 0.13% of their portfolio | 291.5k $1.2m | Reduced -23.1k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 289.6k $1.2m | Added +274.8k |
| SVB WEALTH LLC 0.02% of their portfolio | 270.3k $1.1m | Reduced -4.4k |
| Walleye Capital LLC 0.02% of their portfolio | 267.2k $1.1m | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 262.8k $1.1m | Added +257.5k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 257.6k $1.0m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 255.5k $1.0m | Added +231.8k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 253.8k $1.0m | Added +69.1k |
| UBS Group AG 0.00% of their portfolio | 244.5k $982.9k | Added +133.5k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 238.4k $958.2k | Reduced -90.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 224.4k $901.9k | Added +186.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 224.1k $900.8k | Added +185.9k |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 222.0k $892.5k | New |
| Cresset Asset Management, LLC 0.01% of their portfolio | 221.3k $889.6k | Added +180.4k |
| Oak Thistle LLC 0.45% of their portfolio | 212.8k $855.5k | New |
| PROFUND ADVISORS LLC 0.04% of their portfolio | 208.0k $836.1k | Reduced -14.6k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.09% of their portfolio | 206.2k $829.0k | New |
| Financial Architects, Inc 0.12% of their portfolio | 200.0k $804.0k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 199.9k $803.5k | Reduced -256.9k |
| XTX Topco Ltd 0.14% of their portfolio | 194.2k $780.6k | Reduced -252.4k |
| Skandinaviska Enskilda Banken AB (publ) 0.00% of their portfolio | 185.2k $744.0k | Reduced -106.5k |
| Amundi 0.00% of their portfolio | 184.0k $787.5k | Reduced -57.7k |
| Valmark Advisers, Inc. 0.01% of their portfolio | 175.4k $705.1k | Unchanged |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 169.5k $681.4k | Added +11.9k |
| PINEBRIDGE INVESTMENTS, L.P. 0.01% of their portfolio | 168.2k $676.1k | Reduced -471.0k |
| WOLVERINE TRADING, LLC 0.01% of their portfolio | 157.1k $641.0k | Added +91.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 155.0k $623.2k | Reduced -301.7k |
| BRIGHTON JONES LLC 0.03% of their portfolio | 151.3k $608.3k | Unchanged |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 144.4k $580.4k | Added +24.9k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio | 135.2k $543.5k | Added +95.2k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 129.0k $518.6k | Reduced -7.0k |
| Ethic Inc. 0.02% of their portfolio | 126.8k $509.7k | Reduced -5.4k |
| Founders Fund Growth Management, LLC 1.79% of their portfolio | 125.0k $502.5k | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 121.9k $490.0k | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 116.2k $467.0k | Reduced -119.7k |