CWM, LLC

Position in OPRT — Oportun Financial Corp

CIK 1535847 OMAHA, NE

Position in OPRT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$82,408

+$82,155 QoQ

Shares Held

17,876

+37141.7% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $182,069,370 across 40 Credit Services names. OPRT ranks #24 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	269,729	$81,522,892
2	MA	Mastercard Inc	85,759	$42,850,341
3	COF	Capital One Financial Corp	84,912	$15,490,496
4	AXP	American Express Co	40,121	$12,135,800
5	PYPL	PayPal Holdings, Inc.	177,245	$8,016,791
6	SYF	Synchrony Financial	96,644	$6,573,724
7	OMF	OneMain Holdings, Inc.	58,751	$3,142,590
8	ALLY	Ally Financial Inc.	62,935	$2,468,940

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$82,408	17,876	+37141.7%	Shares	Sole	2026-05-14
2025-12-31	$253	48	-32.4%	Shares	Sole	2026-01-26
2025-09-30	$438	71	-94.3%	Shares	Sole	2025-10-15
2023-03-31	$4,832	1,252	0.0%	Shares	Sole	2023-05-01
2022-12-31	$6,898	1,252	0.0%	Shares	Sole	2023-02-01
2022-09-30	$5,471	1,252	+189.1%	Shares	Sole	2022-10-27
2022-06-30	$3,580	433	+71.8%	Shares	Sole	2022-07-28
2022-03-31	$3,618	252	+157.1%	Shares	Sole	2022-04-21
2021-12-31	$1,984	98	0.0%	Shares	Sole	2022-01-31
2021-06-30	$1,962	98	0.0%	Shares	Sole	2021-09-15
2021-03-31	$2,029	98	0.0%	Shares	Sole	2021-09-15
2020-12-31	$1,898	98	0.0%	Shares	Sole	2021-09-15
2020-09-30	$1,155	98	0.0%	Shares	Sole	2021-09-15
2020-06-30	$1,317	98	0.0%	Shares	Sole	2021-09-15
2020-03-31	$1,033	98	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.