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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, Q1 2021

Institutional positions in Oportun Financial Corp as of Mar 31, 2021. 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
77
No complete 13F data for Q4 2020
Shares held
18.8M
No complete 13F data for Q4 2020
Total value
$389.9M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 77 institutions
Q1 2021: 77 institutionsQ2 2021: 75 institutionsQ3 2021: 79 institutionsQ4 2021: 98 institutionsQ1 2022: 112 institutionsQ2 2022: 119 institutionsQ3 2022: 116 institutionsQ4 2022: 120 institutionsQ1 2023: 97 institutionsQ2 2023: 92 institutionsQ3 2023: 91 institutionsQ4 2023: 87 institutionsQ1 2024: 76 institutionsQ2 2024: 70 institutionsQ3 2024: 72 institutionsQ4 2024: 76 institutionsQ1 2025: 94 institutionsQ2 2025: 106 institutionsQ3 2025: 125 institutionsQ4 2025: 120 institutionsQ1 2026: 126 institutionsQ2 2026: 133 institutions
Value heldQ1 2021: $389.9M
Q1 2021: $389.9MQ2 2021: $395.8MQ3 2021: $516.1MQ4 2021: $439.9MQ1 2022: $323.1MQ2 2022: $191.4MQ3 2022: $97.7MQ4 2022: $128.6MQ1 2023: $88.7MQ2 2023: $132.4MQ3 2023: $157.9MQ4 2023: $81.6MQ1 2024: $49.3MQ2 2024: $60.4MQ3 2024: $59.8MQ4 2024: $83.5MQ1 2025: $143.6MQ2 2025: $230.6MQ3 2025: $210.1MQ4 2025: $178.6MQ1 2026: $161.9MQ2 2026: $215.7M
Institutions holding OPRT and their total value by quarter
QuarterHoldersValue
Q2 2026133$215.7M
Q1 2026126$161.9M
Q4 2025120$178.6M
Q3 2025125$210.1M
Q2 2025106$230.6M
Q1 202594$143.6M
Q4 202476$83.5M
Q3 202472$59.8M
Q2 202470$60.4M
Q1 202476$49.3M
Q4 202387$81.6M
Q3 202391$157.9M
Q2 202392$132.4M
Q1 202397$88.7M
Q4 2022120$128.6M
Q3 2022116$97.7M
Q2 2022119$191.4M
Q1 2022112$323.1M
Q4 202198$439.9M
Q3 202179$516.1M
Q2 202175$395.8M
Q1 202177$389.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Oportun Financial Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding OPRT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Partners Investment Advisory, LLC78$1.61K0.00%––
The PNC Financial Services Group, Inc.92$2.00K0.00%––
CWM, LLC98$2.00K0.00%––
FourThought Financial, LLC128$2.00K0.00%––
First Horizon Advisors, Inc.212$4.00K0.00%––
Berman Capital Advisors, LLC196$4.00K0.00%––
Geneos Wealth Management Inc.270$5.00K0.00%––
Atlas Private Wealth Advisors400$8.00K0.00%––
Bank of Montreal547$11.0K0.00%––
Wolff Wiese Magana LLC613$13.0K0.01%––
Tower Research Capital LLC (TRC)683$14.0K0.00%––
Spire Wealth Management803$17.0K0.00%––
Global Retirement Partners, LLC1,214$25.0K0.00%––
Advisor Group Holdings, Inc.1,406$29.0K0.00%––
Citigroup Inc1,509$31.0K0.00%––
Legal & General Group Plc1,715$36.0K0.00%––
Ameritas Investment Partners, Inc.1,717$36.0K0.00%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,289$47.0K0.00%––
Acadian Asset Management LLC2,633$55.0K0.00%––
Royal Bank of Canada3,825$80.0K0.00%––
UBS Group AG4,856$100.0K0.00%––
Russell Investments Group, Ltd.6,563$135.0K0.00%––
Metropolitan Life Insurance Co6,727$139.3K0.00%––
MetLife Investment Management9,306$192.7K0.00%––
HSBC Holdings PLC9,814$202.0K0.00%––
Susquehanna International Group, LLP9,742$202.0K0.00%––
Jeereddi Investments, LP11,000$228.0K0.17%––
Price T Rowe Associates Inc11,349$235.0K0.00%––
Manufacturers Life Insurance Company, The11,362$235.0K0.00%––
American International Group, Inc.11,525$239.0K0.00%––
Morgan Stanley12,411$257.0K0.00%––
Deutsche Bank AG12,590$261.0K0.00%––
HighTower Advisors, LLC12,994$272.0K0.00%––
Walleye Capital LLC16,092$333.0K0.02%––
SEI Investments Co16,524$342.0K0.00%––
Neuberger Berman Group LLC17,690$367.0K0.00%––
New York State Common Retirement Fund17,800$369.0K0.00%––
Aj Wealth Strategies, LLC18,534$384.0K0.03%––
IndexIQ Advisors LLC19,830$411.0K0.01%––
US Bancorp22,648$470.0K0.00%––
LPL Financial LLC22,958$475.0K0.00%––
Los Angeles Capital Management LLC23,839$494.0K0.00%––
M&T Bank Corp24,170$500.0K0.00%––
Renaissance Technologies LLC24,900$516.0K0.00%––
Rhumbline Advisers25,993$538.0K0.00%––
California State Teachers Retirement System29,820$618.0K0.00%––
Invesco Ltd.30,681$636.0K0.00%––
TownSquare Capital, LLC35,993$745.0K0.03%––
California Public Employees Retirement System40,000$828.0K0.00%––
Stifel Financial Corp42,004$870.0K0.00%––
First Trust Advisors LP45,909$951.0K0.00%––
Daiwa Securities Group Inc.59,191$1.23M0.01%––
Bank of New York Mellon Corp68,697$1.42M0.00%––
Bank of America Corp69,894$1.45M0.00%––
Nuveen Asset Management, LLC90,893$1.88M0.00%––
Caas Capital Management LP114,266$2.37M0.07%––
Arrowstreet Capital, Limited Partnership118,450$2.45M0.00%––
Bridgeway Capital Management, LLC120,000$2.48M0.05%––
Charles Schwab Investment Management Inc124,670$2.58M0.00%––
Federated Hermes, Inc.160,098$3.31M0.01%––
Punch & Associates Investment Management, Inc.181,756$3.76M0.23%––
Northern Trust Corp187,717$3.89M0.00%––
JPMorgan Chase & Co193,018$4.00M0.00%––
Wells Fargo & Company210,501$4.36M0.00%––
Geode Capital Management, LLC319,388$6.61M0.00%––
State Street Corp337,035$6.98M0.00%––
EJF Capital LLC442,800$9.17M0.66%––
Goldman Sachs Group Inc464,458$9.62M0.00%––
Clearbridge Investments, LLC695,324$14.4M0.01%––
Wellington Management Group LLP697,713$14.4M0.00%––
CRV, LLC819,760$17.0M2.42%––
Vanguard Group Inc994,751$20.6M0.00%––
Glynn Capital Management LLC1,186,454$24.6M2.36%––
Ashford Capital Management Inc1,275,430$26.4M2.47%––
BlackRock Inc.2,366,600$49.0M0.00%––
Institutional Venture Management XIV, LLC3,408,691$70.6M74.20%––
Kayne Anderson Rudnick Investment Management LLC3,491,587$72.3M0.19%––