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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $2.64. Options: 19 managers hold calls ($25.5m notional), 24 hold puts ($15.6m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 324 |
| Q4 2022 | 291 |
| Q1 2023 | 300 |
| Q2 2023 | 299 |
| Q3 2023 | 304 |
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 |
| Q3 2023 | 138 | 131 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $31.6m | $4.9m | 0.15 |
| Q1 2023 | $9.9m | $4.9m | 0.49 |
| Q2 2023 | $34.7m | $33.7m | 0.97 |
| Q3 2023 | $25.5m | $15.6m | 0.61 |
Biggest buyers
| RENAISSANCE TECHNOLOGIES LLC | Added | +9.0m |
| GOLDMAN SACHS GROUP INC | Added | +6.1m |
| DIMENSIONAL FUND ADVISORS LP | Added | +5.4m |
| VANGUARD GROUP INC | Added | +5.4m |
| AMERICAN CENTURY COMPANIES INC | Added | +4.8m |
| TWO SIGMA ADVISERS, LP | Added | +2.2m |
| JANE STREET GROUP, LLC | Added | +2.2m |
| TWO SIGMA INVESTMENTS, LP | Added | +2.1m |
| Nuveen Asset Management, LLC | Added | +1.8m |
| TUDOR INVESTMENT CORP ET AL | New | +1.7m |
Biggest sellers
| DEUTSCHE BANK AG\ | Reduced | -12.2m |
| Slate Path Capital LP | Reduced | -11.6m |
| Sylebra Capital Ltd | Reduced | -6.7m |
| Broad Peak Investment Holdings Ltd. | Sold out | -5.6m |
| BIT Capital GmbH | Reduced | -4.5m |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP | Sold out | -3.3m |
| Point72 Asset Management, L.P. | Reduced | -3.0m |
| FIRST TRUST ADVISORS LP | Reduced | -2.8m |
| BlackRock Inc. | Reduced | -2.7m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.0m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.4m2.4m shares |
| CITADEL ADVISORS LLC | Reduced | $5.6m2.1m shares |
| JANE STREET GROUP, LLC | Added | $2.6m1.0m shares |
| SIMPLEX TRADING, LLC | Added | $2.5m957.1k shares |
| GTS SECURITIES LLC | New | $2.1m802.7k shares |
| BIT Capital GmbH | Unchanged | $1.3m500.0k shares |
| GROUP ONE TRADING LLC | Reduced | $1.2m436.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $823.4k311.9k shares |
| IMC-Chicago, LLC | Added | $794.1k300.8k shares |
| CITIGROUP INC | New | $689.6k261.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $4.1m1.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.8m669.1k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $1.4m513.4k shares |
| SIMPLEX TRADING, LLC | Added | $1.3m504.8k shares |
| JANE STREET GROUP, LLC | Added | $1.0m384.8k shares |
| GTS SECURITIES LLC | New | $717.3k271.7k shares |
| CITIGROUP INC | New | $700.1k265.2k shares |
| GROUP ONE TRADING LLC | Added | $646.3k244.8k shares |
| PEAK6 Investments LLC | New | $646.3k244.8k shares |
| IMC-Chicago, LLC | Reduced | $605.9k229.5k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2023 | 0 | — | 5 | $9.5m | $9.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-28 | Meyer Megan D. President, Sell Direct & Svcs. | Sold plan | $12.0k4.8k shares |
| 2023-09-19 | Schwartz Christina Officer | Sold plan | $27.0k8.5k shares |
| 2023-09-15 | WHEELER CARRIE Chief Executive Officer | Sold plan | $2.0m613.3k shares |
| 2023-09-15 | Schaub Sydney Chief Legal Officer | Sold plan | $852.1k263.0k shares |
| 2023-09-15 | Meyer Megan D. President, Sell Direct & Svcs. | Sold plan | $212.9k65.7k shares |
| 2023-09-15 | Schwartz Christina Officer | Sold plan | $62.5k19.3k shares |
| 2023-09-14 | Meyer Megan D. President, Sell Direct & Svcs. | Sold plan | $308.5k88.1k shares |
| 2023-09-11 | Wu Eric Chung-Wei Director | Sold plan | $1.9m500.0k shares |
| 2023-09-05 | Schwartz Christina Officer | Sold plan | $97.9k25.2k shares |
| 2023-08-15 | Wu Eric Chung-Wei Director | Sold plan | $175.3k51.3k shares |
| 2023-08-09 | Wu Eric Chung-Wei Director | Sold plan | $1.7m500.0k shares |
| 2023-07-17 | Meyer Megan D. President, Sell Direct & Svcs. | Sold | $172.2k39.6k shares |
| 2023-07-17 | Schwartz Christina Officer | Sold | $28.2k6.5k shares |
| 2023-07-10 | Wu Eric Chung-Wei Director | Sold plan | $1.9m500.0k 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 79.8m $210.8m | Added +5.4m |
| BlackRock Inc. 0.00% of their portfolio | 46.5m $122.6m | Reduced -2.7m |
| RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio | 26.8m $70.8m | Added +9.0m |
| Sylebra Capital Ltd 3.66% of their portfolio | 26.1m $68.8m | Reduced -6.7m |
| SYLEBRA CAPITAL LLC 3.66% of their portfolio | 26.1m $68.8m | First filing |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 13.2m $34.8m | Reduced -2.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 12.9m $34.0m | Added +967.0k |
| STATE STREET CORP 0.00% of their portfolio | 12.8m $33.8m | Added +196.3k |
| GGV Capital LLC 37.10% of their portfolio | 12.8m $33.7m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 11.4m $30.1m | Added +5.4m |
| TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio | 10.2m $27.0m | Added +2.1m |
| Slate Path Capital LP 0.71% of their portfolio | 9.6m $25.4m | Reduced -11.6m |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 8.5m $22.6m | Reduced -1.8m |
| MORGAN STANLEY 0.00% of their portfolio | 7.9m $20.8m | Added +755.4k |
| IEQ CAPITAL, LLC 0.41% of their portfolio | 7.7m $20.3m | Reduced -173.9k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 7.5m $19.8m | Added +4.8m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 7.2m $19.1m | Added +6.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 6.3m $16.7m | Reduced -403.9k |
| GENERAL ATLANTIC, L.P. 0.26% of their portfolio | 6.3m $16.7m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 5.1m $13.4m | Reduced -119.8k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 5.1m $13.4m | Added +2.2m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 4.9m $13.0m | Added +439.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 4.7m $12.3m | Reduced -264.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 4.2m $11.1m | Reduced -2.0m |
| NVP ASSOCIATES, LLC 9.90% of their portfolio | 4.2m $11.1m | Unchanged |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 3.1m $8.2m | Added +1.8m |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 2.7m $7.2m | Added +2.2m |
| Bank of New York Mellon Corp 0.00% of their portfolio | 2.1m $5.6m | Added +88.5k |
| Invesco Ltd. 0.00% of their portfolio | 2.0m $5.4m | Reduced -86.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 1.7m $4.6m | Reduced -12.2m |
| GROUP ONE TRADING LLC 0.18% of their portfolio | 1.7m $4.6m | Added +1.4m |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 1.7m $4.5m | New |
| CITIGROUP INC 0.01% of their portfolio | 1.6m $4.3m | Reduced -180.1k |
| Duquesne Family Office LLC 0.15% of their portfolio | 1.5m $4.1m | Unchanged |
| Gotham Asset Management, LLC 0.08% of their portfolio | 1.5m $4.0m | Reduced -167.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 1.4m $3.8m | Added +919.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.4m $3.6m | Reduced -217.2k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 1.4m $3.6m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3m $3.3m | Added +45.9k |
| Swiss National Bank 0.00% of their portfolio | 1.1m $3.0m | Added +21.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 975.3k $2.6m | Added +906.0k |
| CAZ INVESTMENTS LP 6.97% of their portfolio | 932.5k $2.5m | Reduced -50.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 872.3k $2.3m | Added +26.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 753.2k $2.0m | New |
| Numerai GP LLC 0.64% of their portfolio | 731.3k $1.9m | New |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 670.8k $1.8m | New |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 663.6k $1.8m | Reduced -3.0m |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 644.5k $1.7m | Reduced -15.4k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 634.1k $1.7m | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 622.7k $1.6m | Reduced -100.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 613.8k $1.6m | Reduced -131.4k |
| Quantbot Technologies LP 0.11% of their portfolio | 601.4k $1.6m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 588.4k $1.6m | Added +221.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 579.3k $1.5m | Reduced -54.6k |
| HRT FINANCIAL LP 0.02% of their portfolio | 565.7k $1.5m | New |
| Legal & General Group Plc 0.00% of their portfolio | 541.5k $1.4m | Reduced -5.2k |
| SIGNATUREFD, LLC 0.04% of their portfolio | 537.3k $1.4m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 518.9k $1.4m | Reduced -1.2m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 475.3k $1.3m | Reduced -315.5k |
| Cresset Asset Management, LLC 0.01% of their portfolio | 473.9k $1.3m | Added +252.6k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 471.5k $1.2m | Added +349.6k |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 468.8k $1.2m | Added +133.5k |
| Bayesian Capital Management, LP 0.14% of their portfolio | 453.5k $1.2m | New |
| UBS Group AG 0.00% of their portfolio | 408.9k $1.1m | Added +164.4k |
| Temasek Holdings (Private) Ltd 0.01% of their portfolio | 350.6k $925.5k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 311.2k $821.7k | New |
| MetLife Investment Management, LLC 0.01% of their portfolio | 289.6k $764.7k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 286.8k $757.2k | Added +62.7k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 272.5k $719.4k | Added +9.7k |
| BARCLAYS PLC 0.00% of their portfolio | 259.1k $684.0k | Reduced -33.1k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 254.0k $669.4k | Added +192 |
| Baader Bank Aktiengesellschaft 0.06% of their portfolio | 250.0k $660.0k | New |
| Perpetual Ltd 0.00% of their portfolio | 248.3k $342.7k | Reduced -1.0m |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 238.9k $630.6k | Added +16.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 217.3k $573.6k | Reduced -974.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 216.2k $570.7k | Reduced -8.2k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 209.5k $553.1k | Reduced -28.8k |
| Capula Management Ltd 0.04% of their portfolio | 208.1k $549.4k | Not comparable |
| FMR LLC 0.00% of their portfolio | 205.6k $542.7k | Added +96.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 200.7k $529.7k | Added +788 |
| Amundi 0.00% of their portfolio | 187.8k $452.6k | Added +3.8k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.06% of their portfolio | 185.8k $490.5k | Reduced -20.4k |
| BRIGHTON JONES LLC 0.02% of their portfolio | 183.7k $485.1k | Added +32.4k |
| MYDA Advisors LLC 0.18% of their portfolio | 180.0k $475.2k | Added +80.0k |
| Valmark Advisers, Inc. 0.01% of their portfolio | 175.4k $463.0k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 175.4k $463.0k | Added +161.1k |
| BIT Capital GmbH 0.06% of their portfolio | 161.3k $425.9k | Reduced -4.5m |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 160.7k $424.3k | New |
| PROFUND ADVISORS LLC 0.02% of their portfolio | 158.5k $418.5k | Reduced -49.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 155.8k $411.4k | Added +810 |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 147.8k $390.1k | Added +3.4k |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 144.5k $381.0k | Added +132.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 140.0k $369.6k | Reduced -115.5k |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD 0.05% of their portfolio | 137.0k $361.6k | Reduced -154.5k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 135.9k $358.8k | Added +6.9k |
| PEAK6 Investments LLC 0.02% of their portfolio | 134.3k $354.6k | New |
| LPL Financial LLC 0.00% of their portfolio | 130.1k $343.6k | Added +97.6k |
| Founders Fund Growth Management, LLC 0.90% of their portfolio | 125.0k $330.0k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 124.6k $328.4k | Added +121.9k |
| TORONTO DOMINION BANK 0.00% of their portfolio | 124.2k $327.8k | Reduced -178.3k |