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 ($5.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $1.60. Options: 12 managers hold calls ($10.1m notional), 15 hold puts ($11.7m).
Trends to Q4 2024
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 |
| Q4 2023 | 311 |
| Q1 2024 | 303 |
| Q2 2024 | 294 |
| Q3 2024 | 294 |
| Q4 2024 | 288 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 143 | 127 |
| Q2 2023 | 149 | 123 |
| Q3 2023 | 138 | 131 |
| Q4 2023 | 133 | 138 |
| Q1 2024 | 145 | 138 |
| Q2 2024 | 135 | 137 |
| Q3 2024 | 138 | 125 |
| Q4 2024 | 111 | 140 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $20.3m | $14.3m | 0.70 |
| Q2 2024 | $9.5m | $8.8m | 0.92 |
| Q3 2024 | $11.7m | $13.4m | 1.14 |
| Q4 2024 | $10.1m | $11.7m | 1.15 |
Biggest buyers
| TWO SIGMA INVESTMENTS, LP | Added | +7.9m |
| T. Rowe Price Investment Management, Inc. | Added | +6.3m |
| UBS Group AG | Added | +4.6m |
| TWO SIGMA ADVISERS, LP | Added | +3.0m |
| GOLDMAN SACHS GROUP INC | Added | +2.7m |
| Balyasny Asset Management L.P. | Added | +2.6m |
| BlackRock, Inc. | Added | +1.5m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +1.3m |
| NORTHERN TRUST CORP | Added | +844.8k |
| SG Americas Securities, LLC | Added | +799.7k |
Biggest sellers
| SYLEBRA CAPITAL LLC | Reduced | -19.1m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -5.4m |
| GGV Capital LLC | Reduced | -4.2m |
| JPMORGAN CHASE & CO | Reduced | -3.5m |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -2.3m |
| MORGAN STANLEY | Reduced | -1.5m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.4m |
| GROUP ONE TRADING LLC | Reduced | -1.3m |
| MARSHALL WACE, LLP | Sold out | -1.2m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.2m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.3m2.0m shares |
| SIMPLEX TRADING, LLC | Added | $2.7m1.7m shares |
| IMC-Chicago, LLC | Added | $1.7m1.0m shares |
| GROUP ONE TRADING LLC | Added | $1.2m747.0k shares |
| WOLVERINE TRADING, LLC | Added | $706.6k438.9k shares |
| JANE STREET GROUP, LLC | Reduced | $198.4k124.0k shares |
| CITADEL ADVISORS LLC | Reduced | $136.5k85.3k shares |
| Walleye Trading LLC | Added | $109.4k68.4k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Unchanged | $80.0k50.0k shares |
| Squarepoint Ops LLC | New | $65.9k41.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $2.0m1.3m shares |
| SIMPLEX TRADING, LLC | Added | $1.9m1.2m shares |
| GROUP ONE TRADING LLC | Added | $1.6m1.0m shares |
| Beach Point Capital Management LP | New | $1.4m900.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m762.2k shares |
| IMC-Chicago, LLC | Reduced | $916.3k572.7k shares |
| JANE STREET GROUP, LLC | Added | $675.2k422.0k shares |
| Squarepoint Ops LLC | New | $649.4k405.9k shares |
| Balyasny Asset Management L.P. | Reduced | $396.2k247.6k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Unchanged | $289.3k180.8k 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 Q4 2024
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 |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 4 | $3.0m | — |
| Q2 2023 | 0 | — | 4 | $25.3m | $25.2m |
| Q3 2023 | 0 | — | 5 | $9.5m | $9.3m |
| Q4 2023 | 0 | — | 5 | $5.4m | $5.4m |
| Q1 2024 | 0 | — | 5 | $2.5m | $2.4m |
| Q2 2024 | 0 | — | 4 | $2.0m | $2.0m |
| Q3 2024 | 0 | — | 4 | $2.3m | $1.9m |
| Q4 2024 | 0 | — | 4 | $1.5m | $1.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-17 | Schaub Sydney Chief Legal Officer | Sold plan | $1.1k557 shares |
| 2024-12-16 | WHEELER CARRIE Chief Executive Officer | Sold plan | $1.0m552.4k shares |
| 2024-12-16 | Schaub Sydney Chief Legal Officer | Sold plan | $140.6k74.8k shares |
| 2024-12-03 | Schaub Sydney Chief Legal Officer | Sold plan | $33.4k15.7k shares |
| 2024-10-15 | Meyer Megan D. President, Sell Direct & Svcs. | Sold | $219.7k115.0k shares |
| 2024-10-15 | Schaub Sydney Chief Legal Officer | Sold | $32.4k16.9k shares |
| 2024-10-15 | Schwartz Christina Officer | Sold | $30.6k16.0k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 85.8m $137.3m | Reduced -249.7k |
| BlackRock, Inc. 0.00% of their portfolio | 52.7m $84.4m | Added +1.5m |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 17.9m $28.6m | Added +6.3m |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 17.7m $28.3m | Reduced -1.4m |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 17.6m $28.1m | Reduced -975.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 16.1m $25.8m | Added +197.7k |
| MORGAN STANLEY 0.00% of their portfolio | 15.2m $24.3m | Reduced -1.5m |
| STATE STREET CORP 0.00% of their portfolio | 14.8m $23.7m | Added +526.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 11.0m $17.6m | Added +1.3m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 9.8m $15.7m | Added +2.7m |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 8.3m $13.3m | Added +7.9m |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 7.8m $12.4m | Reduced -5.4m |
| IEQ CAPITAL, LLC 0.11% of their portfolio | 7.3m $11.7m | Added +1.1k |
| a16z Capital Management, L.L.C. 1.33% of their portfolio | 6.2m $9.9m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 6.2m $9.9m | Added +844.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.20% of their portfolio | 5.5m $8.7m | Reduced -2.3m |
| UBS Group AG 0.00% of their portfolio | 4.9m $7.9m | Added +4.6m |
| GGV Capital LLC 6.13% of their portfolio | 4.4m $7.0m | Reduced -4.2m |
| NVP ASSOCIATES, LLC 3.59% of their portfolio | 4.2m $6.7m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 3.8m $6.1m | Reduced -1.2m |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 3.3m $5.3m | Added +3.0m |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 3.2m $5.1m | Added +331.5k |
| Empowered Funds, LLC 0.07% of their portfolio | 3.1m $5.0m | Added +153.0k |
| Verition Fund Management LLC 0.02% of their portfolio | 2.7m $4.3m | Reduced -347.6k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 2.7m $4.3m | Added +2.6m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.5m $4.1m | Reduced -3.5m |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 2.2m $3.6m | Reduced -19.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 2.0m $3.1m | Reduced -68.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.9m $3.0m | Reduced -64.3k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 1.7m $2.7m | Reduced -15.5k |
| SYLEBRA CAPITAL LLC 0.10% of their portfolio | 1.7m $2.7m | Reduced -19.1m |
| GROUP ONE TRADING LLC 0.09% of their portfolio | 1.6m $2.6m | Reduced -1.3m |
| BARCLAYS PLC 0.00% of their portfolio | 1.2m $1.9m | Added +149.4k |
| Swiss National Bank 0.00% of their portfolio | 1.2m $1.9m | Added +27.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 945.5k $1.5m | Added +118.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 933.7k $1.5m | Added +7.2k |
| CAZ INVESTMENTS LP 2.14% of their portfolio | 932.5k $1.5m | Reduced -932.5k |
| SG Americas Securities, LLC 0.01% of their portfolio | 850.0k $1.4m | Added +799.7k |
| Quadrature Capital Ltd 0.02% of their portfolio | 775.7k $1.2m | Added +70.0k |
| FMR LLC 0.00% of their portfolio | 768.5k $1.2m | Added +53.0k |
| Temasek Holdings (Private) Ltd 0.00% of their portfolio | 701.7k $1.1m | Added +175.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 693.1k $1.1m | Reduced -1.2m |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 682.6k $1.1m | Added +624.4k |
| Legal & General Group Plc 0.00% of their portfolio | 650.6k $1.0m | Added +27.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 641.5k $1.0m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 618.1k $989.0k | Reduced -1.1m |
| Invesco Ltd. 0.00% of their portfolio | 603.9k $966.3k | Added +24.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 594.2k $950.7k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 591.6k $947.0k | Added +122.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 561.2k $898.0k | Added +2.7k |
| SIGNATUREFD, LLC 0.02% of their portfolio | 532.1k $851.4k | Added +217.4k |
| Jefferies Financial Group Inc. 0.01% of their portfolio | 523.5k $837.6k | New |
| Altshuler Shaham Ltd 0.03% of their portfolio | 500.0k $800.0k | Added +410.0k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 490.0k $783.9k | Reduced -559.7k |
| EntryPoint Capital, LLC 0.32% of their portfolio | 470.6k $753.0k | New |
| MANGROVE PARTNERS IM, LLC 0.08% of their portfolio | 457.3k $731.7k | Added +340.9k |
| NATIXIS 0.00% of their portfolio | 453.5k $725.6k | New |
| NWAM LLC 0.04% of their portfolio | 421.0k $673.6k | Added +29.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 420.8k $673.3k | Reduced -764.5k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 386.5k $618.5k | Added +25.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 367.6k $588.2k | Added +3.5k |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 361.0k $577.5k | Added +99.7k |
| Scientech Research LLC 0.16% of their portfolio | 358.8k $574.0k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 334.9k $535.9k | Reduced -6.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 320.7k $513.1k | Reduced -5.5k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 313.2k $501.1k | Reduced -18.2k |
| Cerity Partners LLC 0.00% of their portfolio | 312.5k $502.5k | Reduced -3.8k |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 283.2k $453.0k | Reduced -512.6k |
| IMC-Chicago, LLC 0.01% of their portfolio | 273.9k $438.3k | Reduced -60.6k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 251.0k $400.3k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 226.4k $362.2k | First filing |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 203.8k $326.1k | New |
| LPL Financial LLC 0.00% of their portfolio | 200.7k $321.1k | Reduced -8.3k |
| Handelsbanken Fonder AB 0.00% of their portfolio | 194.0k $310.0k | Added +58.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 186.4k $298.2k | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 183.7k $293.9k | Reduced -16.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 183.6k $293.8k | Reduced -317.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 180.8k $289.4k | Reduced -22.7k |
| Compound Planning, Inc. 0.01% of their portfolio | 179.0k $286.5k | Reduced -24.0k |
| HARBOR CAPITAL ADVISORS, INC. 0.01% of their portfolio | 177.4k $284.0k | Reduced -32.7k |
| ProShare Advisors LLC 0.00% of their portfolio | 177.4k $283.8k | Added +60.3k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 173.3k $277.3k | Added +4.1k |
| Walleye Trading LLC 0.01% of their portfolio | 165.0k $264.0k | Reduced -103.3k |
| DRW Securities, LLC 0.02% of their portfolio | 160.5k $256.8k | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 155.8k $249.3k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 150.2k $240.0k | Added +43.1k |
| BRIGHTON JONES LLC 0.01% of their portfolio | 145.6k $232.9k | Reduced -106 |
| Chico Wealth RIA 0.19% of their portfolio | 137.4k $219.8k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 134.1k $214.6k | First filing |
| Marex Group Ltd 0.00% of their portfolio | 130.4k $208.7k | Reduced -24.8k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 126.4k $202.2k | Added +84.4k |
| Founders Fund Growth Management, LLC 100.00% of their portfolio | 125.0k $200.0k | Unchanged |
| Wilmington Savings Fund Society, FSB 0.00% of their portfolio | 124.0k $198.4k | Added +28.0k |
| STRS OHIO 0.00% of their portfolio | 115.9k $185.4k | Unchanged |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 114.3k $182.9k | First filing |
| Keebeck Wealth Management 0.03% of their portfolio | 108.7k $174.0k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 108.4k $173.5k | Added +10.5k |
| TWIN PEAKS WEALTH ADVISORS, LLC 0.07% of their portfolio | 107.0k $171.2k | Reduced -24.5k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 106.4k $170.3k | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 106.4k $170.2k | Reduced -135 |