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Equibles

SEI INVESTMENTS CO

Position in OPRT — Oportun Financial Corp

CIK 350894 OAKS, PA
Back to OPRT Full portfolio

Position in OPRT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$160,342
+$30,889 QoQ
Shares Held
28,081
0.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 132 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in OPRT Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

SEI INVESTMENTS CO holds $2,062,133,630 across 34 Credit Services names. OPRT ranks #31 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
 1,908,127 $654,659,291
2 MA
Mastercard Inc
 969,206 $497,784,200
3 COF
Capital One Financial Corp
 1,185,218 $237,778,434
4 FCFS
FirstCash Holdings, Inc.
 830,066 $179,559,875
5 AFRM
Affirm Holdings, Inc.
 1,705,507 $139,084,095
6 AXP
American Express Co
 261,572 $88,476,728
7 ALLY
Ally Financial Inc.
 1,639,457 $75,333,048
8 SYF
Synchrony Financial
 930,085 $70,732,963

All Filings in OPRT

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $160,342 28,081
2026-03-31 $129,453 28,081
2025-12-31 $148,547 28,081
2023-09-30 $279,925 38,771
2023-06-30 $231,462 38,771
2023-03-31 $150,786 39,064
2022-12-31 $232,924 42,273
2022-09-30 $247,559 56,650
2022-06-30 $200,448 24,238
2022-03-31 $294,379 20,500
2021-12-31 $408,118 20,154
2021-09-30 $545,253 21,784
2021-06-30 $423,333 21,135
2021-03-31 $342,212 16,524
2020-12-31 $294,559 15,207
2020-09-30 $141,480 12,000
2020-06-30 $161,280 12,000