Opendoor Technologies Inc. · Brief

Next report

4 days

Nov 5 · after closeest.Q3 FY26

Expected move

±11.1%implied · report alone

1.602.00

straddle ±15.8%

spot 1.80exp Nov 6ATM strike 2ATM straddle 0.33IV 137%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26±12.0%▼−8.74%×0.73

quarterimplied−15%0+15%realized×

Q2 FY26±12.0%▼−8.74%×0.73

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 5 report · est.

Bull2

4tracked funds holding OPENN-PORT · Aug 31 '26

398managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2

0.18%of VANGUARD REAL ESTATE INDEX FUND assets, largest tracked fund weightN-PORT · Jul 31 '26

7 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

OPEN report session

No linked exposure.

Oct 22impliedImplied move: ±14.9% into Nov 5 earnings (Oct 22 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.