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Equibles

MORGAN STANLEY

Position in OPRT — Oportun Financial Corp

CIK 895421 NEW YORK, NY
Back to OPRT Full portfolio

Position in OPRT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$508,986
-$71,106 QoQ
Shares Held
89,140
-29.2% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 132 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 93% Shared 0% None 7%

Common Shares in OPRT Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $33,711,043,823 across 50 Credit Services names. OPRT ranks #38 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
 45,960,354 $15,768,537,842
2 MA
Mastercard Inc
 15,001,503 $7,704,771,929
3 AXP
American Express Co
 13,121,109 $4,438,215,113
4 AFRM
Affirm Holdings, Inc.
 23,000,269 $1,875,671,929
5 COF
Capital One Financial Corp
 8,768,807 $1,759,198,050
6 PYPL
PayPal Holdings, Inc.
 10,324,704 $445,820,708
7 SYF
Synchrony Financial
 4,633,326 $352,364,433
8 SOFI
SoFi Technologies, Inc.
 19,521,442 $350,019,448

All Filings in OPRT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $508,986 89,140
2026-03-31 $580,092 125,834
2025-12-31 $1,836,833 347,228
2025-09-30 $1,910,007 309,564
2025-06-30 $1,616,568 225,778
2025-03-31 $1,032,896 188,142
2024-12-31 $251,861 64,913
2024-09-30 $179,875 64,013
2024-06-30 $763,299 263,207
2024-03-31 $863,549 355,371
2023-12-31 $1,510,239 386,251
2023-09-30 $2,292,571 317,531
2023-06-30 $1,262,938 211,548
2023-03-31 $879,146 227,759
2022-12-31 $1,488,744 270,190
2022-09-30 $4,075,900 932,701
2022-06-30 $2,184,650 264,166
2022-03-31 $2,061,434 143,554
2021-12-31 $3,372,230 166,530
2021-09-30 $2,597,112 103,760
2021-06-30 $1,115,669 55,700
2021-03-31 $257,031 12,411
2020-12-31 $283,499 14,636
2020-09-30 $20,349 1,726
2020-06-30 $638,076 47,476
2020-03-31 $6,086 577