Oportun Financial Corp
OPRT- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001538716
In the last 90 days, Oportun Financial Corp insiders filed 0 open-market purchases and 2 sales; 133 institutions reported holding it in 13F filings for Q2 2026, worth $215.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Oportun Financial Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 133
- +9 vs. Q1 2026
- Shares held
- 37.8M
- +2.68M (+7.6%) vs. Q1 2026
- Total value
- $215.7M
- +$53.9M (+33.3%) vs. Q1 2026
- New holders
- 22
- 61 more added
- Sold out
- 13
- 32 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OPRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 133 | $215.7M |
| Q1 2026 | 126 | $161.9M |
| Q4 2025 | 120 | $178.6M |
| Q3 2025 | 125 | $210.1M |
| Q2 2025 | 106 | $230.6M |
| Q1 2025 | 94 | $143.6M |
| Q4 2024 | 76 | $83.5M |
| Q3 2024 | 72 | $59.8M |
| Q2 2024 | 70 | $60.4M |
| Q1 2024 | 76 | $49.3M |
| Q4 2023 | 87 | $81.6M |
| Q3 2023 | 91 | $157.9M |
| Q2 2023 | 92 | $132.4M |
| Q1 2023 | 97 | $88.7M |
| Q4 2022 | 120 | $128.6M |
| Q3 2022 | 116 | $97.7M |
| Q2 2022 | 119 | $191.4M |
| Q1 2022 | 112 | $323.1M |
| Q4 2021 | 98 | $439.9M |
| Q3 2021 | 79 | $516.1M |
| Q2 2021 | 75 | $395.8M |
| Q1 2021 | 77 | $389.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forager Capital Management, LLC | 4,512,045 | $25.8M | 9.69% | +1,150,319+34.2% | Added |
| Neuberger Berman Group LLC | 3,893,025 | $22.2M | 0.01% | +83,113+2.2% | Added |
| BlackRock, Inc. | 3,370,232 | $19.2M | 0.00% | +292,572+9.5% | Added |
| Findell Capital Management LLC | 2,798,300 | $16.0M | 2.63% | +50,000+1.8% | Added |
| Vanguard Capital Management LLC | 1,742,023 | $9.95M | 0.00% | +113,545+7.0% | Added |
| Dimensional Fund Advisors LP | 1,663,841 | $9.50M | 0.00% | +300,053+22.0% | Added |
| Long Focus Capital Management, LLC | 1,515,777 | $8.66M | 0.35% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,286,133 | $7.34M | 0.00% | +467,846+57.2% | Added |
| Simcoe Capital LLC | 1,134,197 | $6.48M | 3.95% | +131,926+13.2% | Added |
| Meros Investment Management, LP | 1,125,231 | $6.43M | 2.04% | +398,846+54.9% | Added |
| Boothbay Fund Management, LLC | 1,101,930 | $6.29M | 0.12% | +242,601+28.2% | Added |
| Geode Capital Management, LLC | 1,081,651 | $6.18M | 0.00% | +132,849+14.0% | Added |
| Two Sigma Investments, LP | 963,560 | $5.50M | 0.00% | +1,919+0.2% | Added |
| Millennium Management LLC | 945,987 | $5.40M | 0.00% | −1,307,195−58.0% | Reduced |
| American Century Companies Inc | 822,881 | $4.70M | 0.00% | +371,951+82.5% | Added |
| State Street Corp | 797,256 | $4.55M | 0.00% | +44,931+6.0% | Added |
| AQR Capital Management LLC | 752,758 | $4.30M | 0.00% | +63,921+9.3% | Added |
| Mackenzie Financial Corp | 656,694 | $3.75M | 0.00% | +168,458+34.5% | Added |
| Citadel Advisors LLC | 516,723 | $2.95M | 0.00% | +394,700+323.5% | Added |
| Vanguard Portfolio Management LLC | 407,832 | $2.33M | 0.00% | +45,509+12.6% | Added |
| Trexquant Investment LP | 391,710 | $2.24M | 0.01% | +58,141+17.4% | Added |
| Bridgeway Capital Management, LLC | 350,581 | $2.00M | 0.04% | +16,458+4.9% | Added |
| Northern Trust Corp | 331,156 | $1.89M | 0.00% | +36,594+12.4% | Added |
| Summa Corp. | 293,266 | $1.67M | 0.53% | −103,500−26.1% | Reduced |
| Berger Financial Group, Inc | 291,041 | $1.66M | 0.08% | +47,466+19.5% | Added |
| Vanguard Fiduciary Trust Co | 281,352 | $1.61M | 0.00% | +21,867+8.4% | Added |
| Lazard Asset Management LLC | 279,234 | $1.59M | 0.00% | +4,266+1.6% | Added |
| Jane Street Group, LLC | 221,279 | $1.26M | 0.00% | +221,279 | New |
| Bank of New York Mellon Corp | 215,338 | $1.23M | 0.00% | +3,713+1.8% | Added |
| Empowered Funds, LLC | 203,478 | $1.16M | 0.01% | +14,558+7.7% | Added |
| Union Square Park Capital Management, LLC | 200,000 | $1.14M | 0.83% | +100,000+100.0% | Added |
| JPMorgan Chase & Co | 172,267 | $987.1K | 0.00% | +19,690+12.9% | Added |
| BNP Paribas Arbitrage, SA | 166,255 | $949.3K | 0.00% | +128,735+343.1% | Added |
| MYDA Advisors LLC | 149,114 | $851.4K | 0.21% | +49,844+50.2% | Added |
| Vanguard Global Advisers, LLC | 148,925 | $850.4K | 0.00% | +21,437+16.8% | Added |
| Bank of America Corp | 147,136 | $840.1K | 0.00% | −19,798−11.9% | Reduced |
| EMG Holdings, L.P. | 139,072 | $794.1K | 1.32% | −100−0.1% | Reduced |
| Arbiter Partners Capital Management LLC | 122,106 | $697.2K | 0.37% | −70,000−36.4% | Reduced |
| Charles Schwab Investment Management Inc | 112,581 | $642.8K | 0.00% | +7,369+7.0% | Added |
| Barclays PLC | 104,167 | $594.8K | 0.00% | −1,796−1.7% | Reduced |
| Nuveen, LLC | 97,283 | $555.5K | 0.00% | −53,734−35.6% | Reduced |
| Man Group plc | 95,360 | $544.5K | 0.00% | +17,563+22.6% | Added |
| Algert Global LLC | 94,331 | $538.6K | 0.01% | +32,292+52.1% | Added |
| Morgan Stanley | 89,140 | $509.0K | 0.00% | −36,694−29.2% | Reduced |
| Point72 Asset Management, L.P. | 87,833 | $501.5K | 0.00% | +87,833 | New |
| Invesco Ltd. | 84,644 | $483.3K | 0.00% | −8,970−9.6% | Reduced |
| Globeflex Capital L P | 81,800 | $467.1K | 0.06% | 00.0% | Unchanged |
| Voya Investment Management LLC | 74,138 | $423.3K | 0.00% | +31,748+74.9% | Added |
| Prudential Financial Inc | 70,610 | $403.2K | 0.00% | −9,660−12.0% | Reduced |
| Panagora Asset Management Inc | 67,553 | $385.7K | 0.00% | −143−0.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 67,482 | $385.3K | 0.00% | −565−0.8% | Reduced |
| Thrivent Financial for Lutherans | 65,147 | $372.0K | 0.00% | +65,147 | New |
| Graham Capital Management, L.P. | 64,719 | $369.5K | 0.01% | +23,061+55.4% | Added |
| XTX Topco Ltd | 61,972 | $353.9K | 0.00% | +61,972 | New |
| Russell Investments Group, Ltd. | 61,879 | $353.3K | 0.00% | +24,669+66.3% | Added |
| Martingale Asset Management L P | 59,154 | $337.8K | 0.01% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 58,028 | $331.3K | 0.05% | −33,284−36.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 54,079 | $309.0K | 0.07% | +54,079 | New |
| Renaissance Technologies LLC | 51,179 | $292.2K | 0.00% | −48,900−48.9% | Reduced |
| Rhumbline Advisers | 50,270 | $287.0K | 0.00% | +3,594+7.7% | Added |
| D. E. Shaw & Co., Inc. | 40,858 | $233.3K | 0.00% | −1,375−3.3% | Reduced |
| HSBC Holdings PLC | 38,501 | $220.2K | 0.00% | −20,479−34.7% | Reduced |
| DAG Ventures, LLC | 38,452 | $219.6K | 0.18% | 00.0% | Unchanged |
| Deutsche Bank AG | 35,916 | $205.1K | 0.00% | +1,189+3.4% | Added |
| Wells Fargo & Company | 34,994 | $199.8K | 0.00% | +19,686+128.6% | Added |
| Walleye Capital LLC | 34,191 | $195.2K | 0.00% | +34,191 | New |
| Price T Rowe Associates Inc | 33,489 | $192.0K | 0.00% | +1,756+5.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 33,350 | $190.4K | 0.00% | +33,350 | New |
| UBS Group AG | 32,922 | $188.0K | 0.00% | −45,490−58.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 32,651 | $186.4K | 0.00% | −85,368−72.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,840 | $181.8K | 0.00% | +31,840 | New |
| PDT Partners, LLC | 30,346 | $173.3K | 0.01% | −5,087−14.4% | Reduced |
| SEI Investments Co | 28,081 | $160.3K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 27,819 | $158.8K | 0.00% | −4,732−14.5% | Reduced |
| Mariner, LLC | 25,871 | $147.7K | 0.00% | +25,871 | New |
| MetLife Investment Management | 23,397 | $133.6K | 0.00% | +8,662+58.8% | Added |
| Marshall Wace, LLP | 23,133 | $132.1K | 0.00% | −56,065−70.8% | Reduced |
| State of Alaska, Department of Revenue | 21,037 | $120.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 19,602 | $111.9K | 0.00% | +19,602 | New |
| Citigroup Inc | 19,265 | $110.0K | 0.00% | +17,375+919.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 19,241 | $109.9K | 0.00% | +76+0.4% | Added |
| Mercer Global Advisors Inc | 18,948 | $108.2K | 0.00% | +8,248+77.1% | Added |
| Modern Wealth Management, LLC | 16,000 | $91.4K | 0.00% | +16,000 | New |
| State of Wisconsin Investment Board | 15,873 | $90.6K | 0.00% | −11,161−41.3% | Reduced |
| FMR LLC | 15,523 | $88.6K | 0.00% | +2,087+15.5% | Added |
| Abel Hall, LLC | 14,290 | $81.6K | 0.01% | +1,935+15.7% | Added |
| Centiva Capital, LP | 14,000 | $79.9K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 13,696 | $78.2K | 0.01% | +13,696 | New |
| New York State Common Retirement Fund | 13,500 | $77.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 13,249 | $76.0K | 0.01% | +2,656+25.1% | Added |
| State of Wyoming | 13,254 | $75.7K | 0.01% | −25,836−66.1% | Reduced |
| Simplex Trading, LLC | 12,969 | $74.1K | 0.00% | +7,663+144.4% | Added |
| Creative Planning | 12,936 | $73.9K | 0.00% | +12,936 | New |
| Canada Pension Plan Investment Board | 12,900 | $73.7K | 0.00% | +12,900 | New |
| Susquehanna International Group, LLP | 12,803 | $73.1K | 0.00% | −44,683−77.7% | Reduced |
| Alliancebernstein L.P. | 15,800 | $72.8K | 0.00% | +15,800 | New |
| Wealth Enhancement Advisory Services, LLC | 11,720 | $70.4K | 0.00% | +11,720 | New |
| Manufacturers Life Insurance Company, The | 11,509 | $65.7K | 0.00% | +676+6.2% | Added |
| Virtu Financial LLC | 10,899 | $62.0K | 0.00% | +10,899 | New |
| PharVision Advisers, LLC | 10,837 | $61.9K | 1.17% | +10,837 | New |