Sector: consumerreal-estate
Conviction from: NASDAQSerenity
Opendoor Technologies operates an online platform that buys, renovates, and resells residential homes (iBuying), giving consumers a digital, on-demand way to sell and purchase houses.
3 tracked filer(s) hold this · 1 opened, 1 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 35 — mean of 3 scored holder(s) · buyers (new/add) avg 36. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-05-12 | Nejatian Kasra | director+officer | 100,000 | $487,800 | Form 4 |
1 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2025-12-26 | Cleo Fields LA06 | SELL | $1,001 - $15,000 | PTR |
Bullish · 3 mention(s), 1 personal-position post(s) · first 2025-09-22 · last 2025-10-25
“Hmm, looked into it more. While the Allosaurus pattern is promising, for $HPP, triple rate cut doesn't really affect leasing too much compared to home sales like $Z or $OPEN. It usually encourages hiring but we got the H1-B drama, which isn't helpful either.
They have a lot of debt, 85.4% of the debt is fixed so it doesn't really benefit from rate cuts like companies that use floating interest do…” post →
All 3 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2025-10-25 | @jeanli28 @itsthesquonky The moment it’s disclosed like $OPEN it’s probably run up too much.
Its not a good buy signal, people should be making their own decisions before any major run up, so its not something to be celebrating, especially Jane street lol → · 3 likes · 3,756 views |
| 2025-09-25 | @taleino93 add $OPEN, $MU + $OKLO weeklies, and SPY 0DTE if we wanted to follow the WSB crowd.
I'm 80% convinced Citadel and others just want retail to lose money there.
But yeah your basket also is pretty promising. I need to bookmark this to see how well it performs next yr. → · 2 likes · 2,766 views |
| 2025-09-22 | Hmm, looked into it more. While the Allosaurus pattern is promising, for $HPP, triple rate cut doesn't really affect leasing too much compared to home sales like $Z or $OPEN. It usually encourages hiring but we got the H1-B drama, which isn't helpful either.
They have a lot of debt, 85.4% of the de… → · 1 likes · 1,331 views |