Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OPAD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | First American Financial Corp | 5.1M | $3.4M | 0.0% | 165.207% | 0.91% |
| 2 | Kemnay Advisory Services Inc. | 1.4M | $904K | 0.0% | 44.518% | 0.15% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $762K | — | 37.554% | 0.00% |
| 4 | BlackRock, Inc. | 639K | $419K | +4.9% | 20.616% | 0.00% |
| 5 | BRYN MAWR TRUST Co | 595K | $390K | 0.0% | 19.209% | 0.01% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 355K | $233K | +86.4% | 11.463% | 0.00% |
| 7 | CITADEL ADVISORS LLC | 312K | $205K | — | 10.083% | 0.00% |
| 8 | Shay Capital LLC | 270K | $177K | -24.9% | 8.708% | 0.02% |
| 9 | UBS Group AG | 202K | $132K | +186.6% | 6.514% | 0.00% |
| 10 | XTX Topco Ltd | 157K | $103K | +203.1% | 5.055% | 0.00% |
| 11 | MORGAN STANLEY | 151K | $99K | +86.2% | 4.879% | 0.00% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 136K | $89K | — | 4.386% | 0.00% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 131K | $86K | -23.2% | 4.235% | 0.00% |
| 14 | IEQ CAPITAL, LLC | 78K | $51K | 0.0% | 2.524% | 0.00% |
| 15 | STATE STREET CORP | 63K | $42K | 0.0% | 2.047% | 0.00% |
| 16 | MONOGRAPH WEALTH ADVISORS, LLC | 60K | $39K | 0.0% | 1.921% | 0.00% |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 45K | $30K | +78.7% | 1.465% | 0.00% |
| 18 | NORTHERN TRUST CORP | 35K | $23K | 0.0% | 1.139% | 0.00% |
| 19 | MARSHALL WACE, LLP | 35K | $23K | -94.5% | 1.130% | 0.00% |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 35K | $23K | -78.9% | 1.127% | 0.00% |
| 21 | BARCLAYS PLC | 33K | $22K | 0.0% | 1.076% | 0.00% |
| 22 | SIMPLEX TRADING, LLC | 30K | $19K | — | 0.956% | 0.00% |
| 23 | Pathstone Holdings, LLC | 26K | $17K | 0.0% | 0.843% | 0.00% |
| 24 | Cerity Partners LLC | 24K | $16K | -16.3% | 0.768% | 0.00% |
| 25 | JustInvest LLC | 13K | $9K | — | 0.424% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OPAD — a direct measure of their conviction.
Filings activity in OPAD during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new OPAD position in Q1 2026
Institutions that fully closed their OPAD position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 36 | 28% | 47.47% | 53.34 pp | $7M | 53% |
| Q4 2025 | 50 | +32% | 100.81% | 99.18 pp | $15M | 70% |
| Q3 2025 | 38 | 7.3% | 199.99% | +142.13 pp | $52M | +486% |
| Q2 2025 | 41 | 28% | 57.86% | 59.82 pp | $9M | 51% |
| Q1 2025 | 57 | +7.5% | 117.68% | 80.05 pp | $18M | 40% |
| Q4 2024 | 53 | +3.9% | 197.73% | 2.26 pp | $30M | 25% |
| Q3 2024 | 51 | +11% | 199.99% | +0.00 pp | $40M | 2.0% |
| Q2 2024 | 46 | — | 199.99% | — | $41M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OPAD stock.
Based on Q1 2026 13F filings, institutional ownership of Offerpad Solutions Inc. stands at 47.5%, held across 36 reporting institutions.
First American Financial Corp is the largest reported institutional holder of OPAD, with approximately 5,119,314 shares worth $0.00B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of OPAD, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for OPAD is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in OPAD during Q1 2026, while 22 fully exited. 6 added to existing positions and 21 trimmed.
OPAD institutional ownership fell by 53.34 percentage points quarter-over-quarter, with a net change of -14 holders.
The top 10 institutions account for 91.7% of all reported 13F value in OPAD, and the top 25 account for 99.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.