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OPRT · Oportun Financial Corp

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$5.68 -0.06 (-1.05%)
Market Cap
$262.54M
Shares
45.74M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 127
Total Value: $160,951,067
Total Shares: 34,891,163
Showing 1–100 of 131 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 126 13F filers
Top Holder
10.9%
Jun 2023 → Mar 2026 · range 10.8% – 16.6%
of institutional value
Top 5
43.7%
Jun 2023 → Mar 2026 · range 37.0% – 50.5%
of institutional value
Top 10
62.3%
Jun 2023 → Mar 2026 · range 54.6% – 73.6%
of institutional value
HHI
515
Jun 2023 → Mar 2026 · range 449 – 707
Broadly held
Showing 100 of 131
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega NEUBERGER BERMAN GROUP LLC $17,563,694 10.91% 3,809,912
Small Forager Capital Management, LLC $15,497,556 9.63% 3,361,726
Mega BlackRock, Inc. $14,188,010 8.82% 3,077,660
Small FINDELL CAPITAL MANAGEMENT LLC $12,669,663 7.87% 2,748,300
Mega MILLENNIUM MANAGEMENT LLC $10,387,169 6.45% 2,253,182
Mega VANGUARD CAPITAL MANAGEMENT LLC $7,507,283 4.66% 1,628,478
Mid Long Focus Capital Management, LLC $6,987,731 4.34% 1,515,777
Mega DIMENSIONAL FUND ADVISORS LP $6,287,061 3.91% 1,363,788
Small Simcoe Capital LLC $4,620,469 2.87% 1,002,271
Mega TWO SIGMA INVESTMENTS, LP $4,433,165 2.75% 961,641
Mega GEODE CAPITAL MANAGEMENT, LLC $4,373,976 2.72% 948,802
Mid BOOTHBAY FUND MANAGEMENT, LLC $3,961,506 2.46% 859,329
Mega GOLDMAN SACHS GROUP INC $3,772,301 2.34% 818,287
Mega STATE STREET CORP $3,468,218 2.15% 752,325
Small Meros Investment Management, LP $3,348,634 2.08% 726,385
Mega AQR CAPITAL MANAGEMENT LLC $3,175,535 1.97% 688,837
Mid SEGALL BRYANT & HAMILL, LLC $2,880,387 1.79% 624,813
Large MACKENZIE FINANCIAL CORP $2,250,767 1.40% 488,236
Mega AMERICAN CENTURY COMPANIES INC $2,078,787 1.29% 450,930
Small Summa Corp. $1,829,091 1.14% 396,766
Small CANNELL CAPITAL LLC $1,718,133 1.07% 372,697
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,540,307 0.96% 334,123
Large Trexquant Investment LP $1,537,753 0.96% 333,569
Mega NORTHERN TRUST CORP Bank $1,357,929 0.84% 294,562
Large LAZARD ASSET MANAGEMENT LLC $1,267,602 0.79% 274,968
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,196,225 0.74% 259,485
Small Berger Financial Group, Inc $1,122,880 0.70% 243,575
Mega Bank of New York Mellon Corp Bank $975,589 0.61% 211,625
Small Arbiter Partners Capital Management LLC $885,608 0.55% 192,106
Large Empowered Funds, LLC $870,921 0.54% 188,920
Mega BANK OF AMERICA CORP /DE/ Bank $769,565 0.48% 166,934
Mega JPMORGAN CHASE & CO $703,378 0.44% 152,577
Mega Nuveen, LLC $696,187 0.43% 151,017
Small EMG Holdings, L.P. $641,582 0.40% 139,172
Mega Vanguard Global Advisers, LLC $587,719 0.37% 127,488
Mega MORGAN STANLEY $580,092 0.36% 125,834
Mega CITADEL ADVISORS LLC $562,525 0.35% 122,023
Large Connor, Clark & Lunn Investment Management Ltd. $544,067 0.34% 118,019
Mega BARCLAYS PLC $488,488 0.30% 105,963
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $485,027 0.30% 105,212
Large RENAISSANCE TECHNOLOGIES LLC $461,364 0.29% 100,079
Small Union Square Park Capital Management, LLC $461,000 0.29% 100,000
Small MYDA Advisors LLC $457,634 0.28% 99,270
Mega Invesco Ltd. $431,559 0.27% 93,614
Small Integrated Quantitative Investments LLC $420,948 0.26% 91,312
Small GLOBEFLEX CAPITAL L P $377,098 0.23% 81,800
Large PRUDENTIAL FINANCIAL INC $370,044 0.23% 80,270
Large MARSHALL WACE, LLP $365,102 0.23% 79,198
Mega UBS Group AG $361,478 0.22% 78,412
Large Man Group plc $358,644 0.22% 77,797
Large FULLER & THALER ASSET MANAGEMENT, INC. $313,696 0.19% 68,047
Large PANAGORA ASSET MANAGEMENT INC $312,078 0.19% 67,696
Mid ALGERT GLOBAL LLC $285,999 0.18% 62,039
Mid Legato Capital Management LLC $272,999 0.17% 59,219
Mid MARTINGALE ASSET MANAGEMENT L P $272,699 0.17% 59,154
Mega HSBC HOLDINGS PLC $271,897 0.17% 58,980
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $265,009 0.16% 57,486
Large JONES FINANCIAL COMPANIES LLLP $256,200 0.16% 55,575
Mega RHUMBLINE ADVISERS $215,176 0.13% 46,676
Large LOS ANGELES CAPITAL MANAGEMENT LLC $207,076 0.13% 44,919
Large VOYA INVESTMENT MANAGEMENT LLC $195,417 0.12% 42,390
Mega D. E. Shaw & Co., Inc. $194,693 0.12% 42,233
Mid Graham Capital Management, L.P. $192,043 0.12% 41,658
Mid Y-Intercept (Hong Kong) Ltd $190,428 0.12% 33,350
Small State of Wyoming $180,204 0.11% 39,090
Small DAG VENTURES, LLC $177,263 0.11% 38,452
Mega BNP PARIBAS ARBITRAGE, SA $172,967 0.11% 37,520
Large Russell Investments Group, Ltd. $171,537 0.11% 37,210
Mid PDT Partners, LLC $163,346 0.10% 35,433
Mega DEUTSCHE BANK AG\ Bank $160,091 0.10% 34,727
Large Cerity Partners LLC $150,059 0.09% 32,551
Mega PRICE T ROWE ASSOCIATES INC /MD/ $146,289 0.09% 31,733
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $142,449 0.09% 30,900
Mid Campbell & CO Investment Adviser LLC $139,111 0.09% 30,176
Large SEI INVESTMENTS CO $129,453 0.08% 28,081
Large STATE OF WISCONSIN INVESTMENT BOARD $124,626 0.08% 27,034
Mid State of Alaska, Department of Revenue $120,121 0.07% 21,037
Mega CITADEL ADVISORS LLC $106,491 0.07% 23,100
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $102,342 0.06% 22,200
Mega CITADEL ADVISORS LLC $93,583 0.06% 20,300
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $88,350 0.05% 19,165
Small Odyssean, LLC $87,184 0.05% 18,912
Large CWM, LLC $82,408 0.05% 17,876
Small Abel Hall, LLC $81,595 0.05% 14,290
Mega WELLS FARGO & COMPANY/MN $70,569 0.04% 15,308
Large MetLife Investment Management, LLC $67,928 0.04% 14,735
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $66,921 0.04% 11,720
Mid Brooklyn Investment Group $65,319 0.04% 14,169
Large Centiva Capital, LP $64,540 0.04% 14,000
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $62,235 0.04% 13,500
Mega FMR LLC $61,939 0.04% 13,436
Small R Squared Ltd $59,805 0.04% 12,973
Large Police & Firemen's Retirement System of New Jersey Pension $59,406 0.04% 10,404
Mega JANE STREET GROUP, LLC $52,093 0.03% 11,300
Mid INTECH INVESTMENT MANAGEMENT LLC $49,953 0.03% 10,836
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $49,940 0.03% 10,833
Large MERCER GLOBAL ADVISORS INC /ADV $49,327 0.03% 10,700
Mid HARBOR CAPITAL ADVISORS, INC. $48,833 0.03% 10,593
Small Pinnacle Holdings, LLC $26,401 0.02% 5,727
Mid SIMPLEX TRADING, LLC $24,460 0.02% 5,306
Key facts CIK 1538716 CUSIP 68376D104 13F (30d) 17 filings 17 filers Visit website Investor relations

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