MORGAN STANLEY

Position in OPRT — Oportun Financial Corp

CIK 895421 NEW YORK, NY

Position in OPRT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$580,092

-$1,256,741 QoQ

Shares Held

125,834

-63.8% QoQ

Ownership

0.275%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $29,929,368,799 across 48 Credit Services names. OPRT ranks #38 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	45,979,950	$13,896,980,076
2	MA	Mastercard Inc	15,162,577	$7,576,133,212
3	AXP	American Express Co	12,808,752	$3,874,391,297
4	COF	Capital One Financial Corp	8,930,350	$1,629,163,740
5	AFRM	Affirm Holdings, Inc.	21,715,982	$995,026,289
6	PYPL	PayPal Holdings, Inc.	11,420,175	$516,534,506
7	SOFI	SoFi Technologies, Inc.	21,258,767	$337,589,212
8	SYF	Synchrony Financial	4,561,764	$310,291,177

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$580,092	125,834	-63.8%	Shares	Defined	2026-05-15
2025-12-31	$1,836,833	347,228	+12.2%	Shares	Defined	2026-05-27
2025-09-30	$1,910,007	309,564	+37.1%	Shares	Defined	2026-05-27
2025-06-30	$1,616,568	225,778	+20.0%	Shares	Defined	2025-08-15
2025-03-31	$1,032,896	188,142	+189.8%	Shares	Defined	2025-05-15
2024-12-31	$251,861	64,913	+1.4%	Shares	Defined	2025-05-15
2024-09-30	$179,875	64,013	-75.7%	Shares	Defined	2025-05-14
2024-06-30	$763,299	263,207	-25.9%	Shares	Defined	2025-05-14
2024-03-31	$863,549	355,371	-8.0%	Shares	Defined	2024-10-17
2023-12-31	$1,510,239	386,251	+21.6%	Shares	Defined	2024-08-16
2023-09-30	$2,292,571	317,531	+50.1%	Shares	Defined	2023-11-15
2023-06-30	$1,262,938	211,548	-7.1%	Shares	Defined	2023-08-14
2023-03-31	$879,146	227,759	-15.7%	Shares	Defined	2023-05-15
2022-12-31	$1,488,744	270,190	-71.0%	Shares	Defined	2023-02-14
2022-09-30	$4,075,900	932,701	+253.1%	Shares	Defined	2022-11-14
2022-06-30	$2,184,650	264,166	+84.0%	Shares	Defined	2022-10-27
2022-03-31	$2,061,434	143,554	-13.8%	Shares	Defined	2022-10-27
2021-12-31	$3,372,230	166,530	+60.5%	Shares	Defined	2022-02-14
2021-09-30	$2,597,112	103,760	+86.3%	Shares	Defined	2021-11-15
2021-06-30	$1,115,669	55,700	+348.8%	Shares	Defined	2021-08-23
2021-03-31	$257,031	12,411	-15.2%	Shares	Defined	2021-05-17
2020-12-31	$283,499	14,636	+748.0%	Shares	Defined	2021-02-16
2020-09-30	$20,349	1,726	-96.4%	Shares	Defined	2020-11-13
2020-06-30	$638,076	47,476	+8128.1%	Shares	Defined	2020-08-14
2020-03-31	$6,086	577	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.