Marathon Asset Management 13F: Cuts OPLN Stake by $1.4M

On October 26, 2026, Marathon Asset Management trimmed its position in OPENLANE, Inc. (OPLN) by 42,196 shares, leaving it with a total of 451,917 shares. The reduction is valued at approximately $1.44 million, according to the fund's latest Form 13F filing with the SEC.

OPLN OPENLANE, Inc.

$37.44 ▲ +28.18% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Marathon Asset Management's OPENLANE Position

Marathon Asset Management's stake in OPENLANE decreased from 494,113 shares to 451,917 shares, a change of 42,196 shares. This represents an 8.5% reduction in their position. The total reported value of this position is now about $15.4 million.

Where OPENLANE Fits in Marathon's Portfolio

OPENLANE accounts for 1.22% of Marathon Asset Management's overall portfolio, ranking 28th among its 76 reported positions.

Other Institutional Activity in OPENLANE

Hawk Ridge Capital Management, LP holds 4,967,144 shares of OPENLANE, valued at about $186 million. Bank of Montreal reduced its stake by 1,631,464 shares, now holding 4,784,044 shares worth approximately $179 million. Meanwhile, Neuberger Berman Group, LLC added 223,961 shares, bringing its total to 3,745,361 shares valued at about $140 million.

OPENLANE, Inc. Stock Down 1.6%

As of October 27, 2026, OPENLANE shares traded recently around $37.44. The stock is positioned for potential growth, with a revenue growth of 15.1% year-over-year, although no event-day closing price is available for context.

Recent Earnings

OPENLANE reported trailing twelve-month revenue of approximately $2.08 billion, but it has a negative EPS of -$0.85. The next earnings report is scheduled for November 4, 2026, which will provide further insights into the company's performance.

Insider Buying and Selling at OPENLANE, Inc.

Recently, several insiders made trades in OPENLANE. On May 14, 2026, Officer William Clyde Mitchell sold 6,500 shares at an average price of $36.04, totaling about $234,260. Additionally, Chief Executive Officer Peter Kelly bought 14,830 shares on August 24, 2026, for approximately $499,999 at an average price of $33.72.

Analysts Set New Price Targets

On July 9, 2026, B of A Securities maintained a Neutral rating on OPENLANE with a price target of $44. On July 22, Barclays also maintained an Overweight rating, raising its target to $46, and then further increased it to $49 on August 6, 2026. The current consensus among analysts suggests a strong outlook for the stock, with a mean price target above recent trading levels.

About OPENLANE

OPENLANE, Inc. operates a digital marketplace for wholesale used vehicles across the U.S., Canada, and Europe. The company has two main segments: Marketplace and Finance, providing a comprehensive platform for vehicle transactions. This position in the market is crucial as it prepares for upcoming earnings reports that could impact its stock performance.

Bottom Line

Investors should watch for OPENLANE's upcoming earnings report on November 4, 2026, which may shed light on its financial health. The reduction by Marathon Asset Management indicates some repositioning, but the overall interest from other institutional investors suggests ongoing confidence in the company's future.