Position in OPRT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$17,563,694
-$3,263,924 QoQ
Shares Held
3,809,912
-3.2% QoQ
Ownership
8.33%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OPRT Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $2,129,848,757 across 21 Credit Services names. OPRT ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,098,891 | $936,608,815 | |
| 2 | MA |
Mastercard Inc
|
1,467,749 | $733,375,464 | |
| 3 | COF |
Capital One Financial Corp
|
1,242,552 | $226,678,761 | |
| 4 | AXP |
American Express Co
|
362,978 | $109,793,584 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
444,393 | $33,280,590 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
137,228 | $25,798,864 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
447,622 | $20,510,040 | |
| 8 | OPRT |
Oportun Financial Corp
This page
|
3,809,912 | $17,563,694 |
All Filings in OPRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,563,694 | 3,809,912 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,827,618 | 3,937,168 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $24,292,326 | 3,937,168 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $28,190,122 | 3,937,168 | Shares | Defined | 2025-08-25 | |
| 2023-09-30 | $131,222 | 18,175 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $108,504 | 18,175 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $62,284 | 16,136 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $90,832 | 16,485 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $81,845 | 18,729 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $157,204 | 19,009 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $292,900 | 20,397 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $425,169 | 20,996 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $527,707 | 21,083 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $350,724 | 17,510 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $366,359 | 17,690 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $344,146 | 17,767 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $209,472 | 17,767 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $188,707 | 17,887 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||