INTECH INVESTMENT MANAGEMENT LLC
Position in OPRT — Oportun Financial Corp
CIK 1086318
WEST PALM BEACH, FL
Position in OPRT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$49,953
-$40,553 QoQ
Shares Held
10,836
-36.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPRT Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026INTECH INVESTMENT MANAGEMENT LLC holds $138,077,501 across 26 Credit Services names. OPRT ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
116,945 | $35,373,523 | |
| 2 | MA |
Mastercard Inc
|
50,924 | $25,444,685 | |
| 3 | V |
Visa Inc.
|
43,926 | $13,276,193 | |
| 4 | ALLY |
Ally Financial Inc.
|
259,269 | $10,171,122 | |
| 5 | COF |
Capital One Financial Corp
|
51,689 | $9,429,623 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
559,247 | $8,880,841 | |
| 7 | SYF |
Synchrony Financial
|
114,342 | $7,777,542 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
63,173 | $4,731,025 |
All Filings in OPRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,953 | 10,836 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $90,506 | 17,109 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $105,562 | 17,109 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $109,447 | 15,286 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||