OPRT · Oportun Financial Corp · Shareholders & Ownership

$9.34 +0.19 (+2.08%) At close · Oct 21

Russell 2000 member Rebalance outlook locked

Market Cap

$429.52M

45.99M

Volume · Oct 21 440.25K Avg daily vol (3M) 566.45K

Every disclosed holder of OPRT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns OPRT

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	137	37,759,239	82.11%	Yes
Insiders (Forms 3, 4, 5)	19	5,004,536	10.88%	Yes
13D/G-only blocks	3	1,770,991	3.85%	Yes
Remaining	—	1,452,487	3.16%	Rest
Registered funds (N-PORT, not summed)	146	9,142,331	19.88%	No

Shares outstanding: 45,987,253, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of OPRT

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Forager Capital Management, LLC 13F CIK 1802986 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,512,045	9.81%	+1,150,319	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Forager Capital Management, LLC 13G CIK 1802986 · Investment adviser · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	4,512,045	9.81%	+997,189	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
2	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,893,025	8.47%	+83,113	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,370,232	7.33%	+292,572	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,129,814	2.46%	+108,119	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	387,847	0.84%	+32,393	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	140,413	0.31%	+38,607	Jun 30, 2026	iShares Trust, not summed
3.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	80,037	0.17%	+21,123	Jun 30, 2026	Quantitative Master Series LLC, not summed
3.5	BlackRock Advantage SMID Cap Fund, Inc. Fund S000002323 · Registered fund · Jun 30, 2026 BlackRock Advantage SMID Cap Fund, Inc., not summed	39,964	0.09%	0	Jun 30, 2026	BlackRock Advantage SMID Cap Fund, Inc., not summed
4	FINDELL CAPITAL MANAGEMENT LLC 13F CIK 1814465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,798,300	6.08%	+50,000	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Findell Capital Partners LP 13D CIK 1776724 · Unknown · Jul 14, 2025 not summed	1,975,000	4.29%	+19,000	Jul 14, 2025	not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,742,023	3.79%	+113,545	Jun 30, 2026	carried, not yet filed for the newest quarter
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,663,841	3.62%	+300,053	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	279,344	0.61%	+109,428	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	233,123	0.51%	+13,323	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	224,631	0.49%	+9,091	Jul 31, 2026	Dimensional ETF Trust, not summed
7.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	224,126	0.49%	+125,432	Jul 31, 2026	Dimensional ETF Trust, not summed
7.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	192,079	0.42%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8	Vazquez Raul Insider CIK 1578544 · Mar 10, 2026 Director, Chief Executive Officer, issuer-wide	1,562,007	3.40%	-90,331	Mar 10, 2026	Director, Chief Executive Officer, issuer-wide
9	Long Focus Capital Management, LLC 13F CIK 1602716 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,515,777	3.30%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,286,133	2.80%	+467,846	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	368,971	0.80%	+87,205	Jul 31, 2026	Goldman Sachs Trust, not summed
10.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	148,155	0.32%	+11,053	Jul 31, 2026	Goldman Sachs Trust, not summed
10.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	47,214	0.10%	+21,771	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
10.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	46,506	0.10%	-12,077	May 31, 2026	Goldman Sachs ETF Trust, not summed
10.5	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	30,459	0.07%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,194,820	2.60%	+62,820	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Simcoe Capital LLC 13F CIK 2109203 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,134,197	2.47%	+131,926	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Meros Investment Management, LP 13F CIK 1911372 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,125,231	2.45%	+398,846	Jun 30, 2026	carried, not yet filed for the newest quarter
14	BOOTHBAY FUND MANAGEMENT, LLC 13F CIK 1549230 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,101,930	2.40%	+242,601	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,081,651	2.35%	+132,849	Jun 30, 2026	carried, not yet filed for the newest quarter
16	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	963,560	2.10%	+1,919	Jun 30, 2026	carried, not yet filed for the newest quarter
17	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	945,987	2.06%	-1,307,195	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Millennium Management LLC 13G CIK 1319244 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor	945,987	2.06%	-1,300,549	Jun 30, 2026	Rule 13d-1(c), passive investor
19	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	822,881	1.79%	+371,951	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Institutional Venture Partners XIV, L.P. 13G CIK 1550180 · Unknown · Dec 31, 2024 Rule 13d-1(d), exempt investor	820,291	1.78%	-1,250,062	Dec 31, 2024	Rule 13d-1(d), exempt investor
21	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	797,256	1.73%	+44,931	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	16,400	0.04%	+4,300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
21.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	987	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
22	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	752,758	1.64%	+63,921	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	28,930	0.06%	-10,364	Jun 30, 2026	AQR Funds, not summed
23	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	656,694	1.43%	+168,458	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	542,916	1.18%	+246,615	May 31, 2026	American Century ETF Trust, not summed
25	COBLENTZ JONATHAN AARON Insider CIK 1397972 · Mar 10, 2025 CFO & Chief Admin Officer, issuer-wide	518,789	1.13%	-11,973	Mar 10, 2025	CFO & Chief Admin Officer, issuer-wide
26	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	516,723	1.12%	+394,700	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Kirscht Patrick Insider CIK 1786250 · Mar 10, 2026 Chief Credit Officer, issuer-wide	514,665	1.12%	+17,848	Mar 10, 2026	Chief Credit Officer, issuer-wide
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	507,616	1.10%	+45,963	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	Bland Douglas K Insider CIK 2130759 · Jun 10, 2026 Director, Chief Executive Officer, issuer-wide	463,822	1.01%	—	Jun 10, 2026	Director, Chief Executive Officer, issuer-wide
30	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	407,832	0.89%	+45,509	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	391,710	0.85%	+58,141	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Rowles Sean A Insider CIK 2140658 · Sep 10, 2026 Chief Risk Officer, issuer-wide	382,653	0.83%	—	Sep 10, 2026	Chief Risk Officer, issuer-wide
33	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	350,581	0.76%	+16,458	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	70,000	0.15%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
33.2	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	69,003	0.15%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
34	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	331,156	0.72%	+36,594	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	21,151	0.05%	+5,319	Jun 30, 2026	Northern Funds, not summed
35	Summa Corp. 13F CIK 1954929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	293,266	0.64%	-103,500	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Layton Kathleen I. Insider CIK 1985638 · Sep 10, 2026 Chief Legal Officer, issuer-wide	292,006	0.64%	-4,223	Sep 10, 2026	Chief Legal Officer, issuer-wide
37	Berger Financial Group, Inc 13F CIK 1826136 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	291,041	0.63%	+47,466	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	281,352	0.61%	+21,867	Jun 30, 2026	carried, not yet filed for the newest quarter
39	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	279,234	0.61%	+4,266	Jun 30, 2026	carried, not yet filed for the newest quarter
40	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	221,279	0.48%	+221,279	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	215,338	0.47%	+3,713	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	208,474	0.45%	+8,459	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
43	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	203,478	0.44%	+14,558	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	203,478	0.44%	+14,558	Jun 30, 2026	EA Series Trust, not summed
44	Union Square Park Capital Management, LLC 13F CIK 1666231 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,000	0.43%	+100,000	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Rana Gaurav Insider CIK 2127516 · Apr 4, 2026 CO-PEO, GM OF LENDING, issuer-wide	180,056	0.39%	—	Apr 4, 2026	CO-PEO, GM OF LENDING, issuer-wide
46	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	172,267	0.37%	+19,690	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Mueller Casey Insider CIK 1923486 · Mar 10, 2025 Global Controller and PAO, issuer-wide	171,693	0.37%	-26,247	Mar 10, 2025	Global Controller and PAO, issuer-wide
48	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	166,255	0.36%	+128,735	Jun 30, 2026	carried, not yet filed for the newest quarter
49	MYDA Advisors LLC 13F CIK 1589689 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	149,114	0.32%	+49,844	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Vanguard Global Advisers, LLC 13F CIK 1811242 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	148,925	0.32%	+21,437	Jun 30, 2026	carried, not yet filed for the newest quarter

18 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 234 holders

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Key facts CIK 1538716 CUSIP 68376D104 13F (30d) 14 filings 14 filers Visit website Investor relations