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OPRT

Oportun Financial Corp

Company with tickers: OPRT

CIK
1538716
CUSIP
68376D104
Shares Outstanding
45,738,543
13F Activity (30d)
116 filings 116 filers
Price
$5.44
Market Cap
$248.82M
P/E Ratio
-2.79
EPS (Diluted)
$-1.95
52W High
$7.97
52W Low
$4.03
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 124
Total Value: $162,240,411
Total Shares: 35,193,166
Showing 1–100 of 128 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 124 13F filers · Δ vs Dec 31, 2025
Top Holder
10.8%
Jun 2023 → Mar 2026 · range 10.8% – 17.4%
−0.8 pts
Top 5
43.3%
Jun 2023 → Mar 2026 · range 38.2% – 50.7%
+1.2 pts
Top 10
61.7%
Jun 2023 → Mar 2026 · range 55.3% – 74.0%
+0.1 pts
HHI
507
Jun 2023 → Mar 2026 · range 472 – 714
Broadly held +11

Quarterly Activity

vs Dec 31, 2025
New
34
Increased
37
Decreased
39
Sold Out
30
Unchanged
14
Holder count: +4
Institutional value: -9.4%
Shares held: +3.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Small Forager Capital Management, LLC +981,726 3,361,726
Mega AQR CAPITAL MANAGEMENT LLC +589,037 688,837
Large MACKENZIE FINANCIAL CORP +419,868 488,236
Mega GOLDMAN SACHS GROUP INC +415,350 818,287
Mega MILLENNIUM MANAGEMENT LLC +353,630 2,253,182

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Mega BNP PARIBAS ARBITRAGE, SA −319,683 37,520
Mega GEODE CAPITAL MANAGEMENT, LLC −317,645 948,802
Mega MORGAN STANLEY −221,394 125,834
Mega NEUBERGER BERMAN GROUP LLC −127,256 3,809,912
Large Russell Investments Group, Ltd. −113,250 37,210

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega VANGUARD CAPITAL MANAGEMENT LLC 1,628,478 $7,507,283
Small Meros Investment Management, LP 726,385 $3,348,634
Small CANNELL CAPITAL LLC 372,697 $1,718,133
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 362,323 $1,670,309
Large LAZARD ASSET MANAGEMENT LLC 274,968 $1,267,602

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega VANGUARD GROUP INC 2,263,271 $11,972,701
Large TWO SIGMA ADVISERS, LP 642,100 $3,396,709
Large Boston Partners 597,328 $3,159,864
Small GLYNN CAPITAL MANAGEMENT LLC 588,233 $3,111,752
Large ACADIAN ASSET MANAGEMENT LLC 541,542 $2,864,757
Filter: New 34 Increased 37 Reduced 39 Sold out 30 Unchanged 14
100 of 100 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mega NEUBERGER BERMAN GROUP LLC $17,563,694 10.83% 3,809,912 View
Small Forager Capital Management, LLC $15,497,556 9.55% 3,361,726 View
Mega BlackRock, Inc. $14,188,010 8.75% 3,077,660 View
Small FINDELL CAPITAL MANAGEMENT LLC $12,669,663 7.81% 2,748,300 View
Mega MILLENNIUM MANAGEMENT LLC $10,387,169 6.40% 2,253,182 View
Mega VANGUARD CAPITAL MANAGEMENT LLC $7,507,283 4.63% 1,628,478 View
Mid Long Focus Capital Management, LLC $6,987,731 4.31% 1,515,777 View
Mega DIMENSIONAL FUND ADVISORS LP $6,287,061 3.88% 1,363,788 View
Small Simcoe Capital LLC $4,620,469 2.85% 1,002,271 View
Mega TWO SIGMA INVESTMENTS, LP $4,433,165 2.73% 961,641 View
Mega GEODE CAPITAL MANAGEMENT, LLC $4,373,976 2.70% 948,802 View
Mid BOOTHBAY FUND MANAGEMENT, LLC $3,961,506 2.44% 859,329 View
Mega GOLDMAN SACHS GROUP INC $3,772,301 2.33% 818,287 View
Mega STATE STREET CORP $3,468,218 2.14% 752,325 View
Small Meros Investment Management, LP $3,348,634 2.06% 726,385 View
Mega AQR CAPITAL MANAGEMENT LLC $3,175,535 1.96% 688,837 View
Mid SEGALL BRYANT & HAMILL, LLC $2,943,909 1.81% 638,592 View
Large MACKENZIE FINANCIAL CORP $2,250,767 1.39% 488,236 View
Mega AMERICAN CENTURY COMPANIES INC $2,078,787 1.28% 450,930 View
Small Summa Corp. $1,829,091 1.13% 396,766 View
Small CANNELL CAPITAL LLC $1,718,133 1.06% 372,697 View
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $1,670,309 1.03% 362,323 View
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,540,307 0.95% 334,123 View
Large Trexquant Investment LP $1,537,753 0.95% 333,569 View
Mega NORTHERN TRUST CORP Bank $1,357,929 0.84% 294,562 View
Large LAZARD ASSET MANAGEMENT LLC $1,267,602 0.78% 274,968 View
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,196,225 0.74% 259,485 View
Small Berger Financial Group, Inc $1,122,880 0.69% 243,575 View
Mega Bank of New York Mellon Corp Bank $975,589 0.60% 211,625 View
Small Arbiter Partners Capital Management LLC $885,608 0.55% 192,106 View
Large Empowered Funds, LLC $870,921 0.54% 188,920 View
Mega BANK OF AMERICA CORP /DE/ Bank $769,565 0.47% 166,934 View
Mega JPMORGAN CHASE & CO $703,378 0.43% 152,577 View
Mega Nuveen, LLC $696,187 0.43% 151,017 View
Small EMG Holdings, L.P. $641,582 0.40% 139,172 View
Mega Vanguard Global Advisers, LLC $587,719 0.36% 127,488 View
Mega MORGAN STANLEY $580,092 0.36% 125,834 View
Mega CITADEL ADVISORS LLC $562,525 0.35% 122,023 View
Large Connor, Clark & Lunn Investment Management Ltd. $544,067 0.34% 118,019 View
Mega BARCLAYS PLC $488,488 0.30% 105,963 View
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $485,027 0.30% 105,212 View
Large RENAISSANCE TECHNOLOGIES LLC $461,364 0.28% 100,079 View
Small Union Square Park Capital Management, LLC $461,000 0.28% 100,000 View
Small MYDA Advisors LLC $457,634 0.28% 99,270 View
Mega Invesco Ltd. $431,559 0.27% 93,614 View
Small Integrated Quantitative Investments LLC $420,948 0.26% 91,312 View
Small GLOBEFLEX CAPITAL L P $377,098 0.23% 81,800 View
Large PRUDENTIAL FINANCIAL INC $370,044 0.23% 80,270 View
Large MARSHALL WACE, LLP $365,102 0.23% 79,198 View
Mega UBS Group AG $361,478 0.22% 78,412 View
Large Man Group plc $358,644 0.22% 77,797 View
Large FULLER & THALER ASSET MANAGEMENT, INC. $313,696 0.19% 68,047 View
Large PANAGORA ASSET MANAGEMENT INC $312,078 0.19% 67,696 View
Mid ALGERT GLOBAL LLC $285,999 0.18% 62,039 View
Mid MARTINGALE ASSET MANAGEMENT L P $272,699 0.17% 59,154 View
Mega HSBC HOLDINGS PLC $271,897 0.17% 58,980 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $265,009 0.16% 57,486 View
Large JONES FINANCIAL COMPANIES LLLP $256,200 0.16% 55,575 View
Mega RHUMBLINE ADVISERS $215,176 0.13% 46,676 View
Large LOS ANGELES CAPITAL MANAGEMENT LLC $207,076 0.13% 44,919 View
Large VOYA INVESTMENT MANAGEMENT LLC $195,417 0.12% 42,390 View
Mega D. E. Shaw & Co., Inc. $194,693 0.12% 42,233 View
Mid Graham Capital Management, L.P. $192,043 0.12% 41,658 View
Small State of Wyoming $180,204 0.11% 39,090 View
Small DAG VENTURES, LLC $177,263 0.11% 38,452 View
Mega BNP PARIBAS ARBITRAGE, SA $172,967 0.11% 37,520 View
Large Russell Investments Group, Ltd. $171,537 0.11% 37,210 View
Mid PDT Partners, LLC $163,346 0.10% 35,433 View
Mega DEUTSCHE BANK AG\ Bank $160,091 0.10% 34,727 View
Large Cerity Partners LLC $150,059 0.09% 32,551 View
Mega PRICE T ROWE ASSOCIATES INC /MD/ $146,289 0.09% 31,733 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $142,449 0.09% 30,900 View
Mid Campbell & CO Investment Adviser LLC $139,111 0.09% 30,176 View
Large SEI INVESTMENTS CO $129,453 0.08% 28,081 View
Large STATE OF WISCONSIN INVESTMENT BOARD $124,626 0.08% 27,034 View
Mega CITADEL ADVISORS LLC $106,491 0.07% 23,100 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $102,342 0.06% 22,200 View
Small Castleview Partners, LLC $101,848 0.06% 22,093 View
Mid State of Alaska, Department of Revenue $96,980 0.06% 21,037 View
Mega CITADEL ADVISORS LLC $93,583 0.06% 20,300 View
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $88,350 0.05% 19,165 View
Small Odyssean, LLC $87,184 0.05% 18,912 View
Large CWM, LLC $82,408 0.05% 17,876 View
Micro Flaharty Asset Management, LLC $73,760 0.05% 16,000 View
Mega WELLS FARGO & COMPANY/MN $70,569 0.04% 15,308 View
Large MetLife Investment Management, LLC $67,928 0.04% 14,735 View
Mid Brooklyn Investment Group $65,319 0.04% 14,169 View
Large Centiva Capital, LP $64,540 0.04% 14,000 View
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $62,235 0.04% 13,500 View
Mega FMR LLC $61,939 0.04% 13,436 View
Small R Squared Ltd $59,805 0.04% 12,973 View
Small Abel Hall, LLC $56,956 0.04% 12,355 View
Mega JANE STREET GROUP, LLC $52,093 0.03% 11,300 View
Mid INTECH INVESTMENT MANAGEMENT LLC $49,953 0.03% 10,836 View
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $49,940 0.03% 10,833 View
Large MERCER GLOBAL ADVISORS INC /ADV $49,327 0.03% 10,700 View
Mid HARBOR CAPITAL ADVISORS, INC. $48,833 0.03% 10,593 View
Large Police & Firemen's Retirement System of New Jersey Pension $47,962 0.03% 10,404 View
Mid SIMPLEX TRADING, LLC $24,460 0.02% 5,306 View
Mega Legal & General Group Plc $16,734 0.01% 3,630 View
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