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.
Q3 2021 vs. Q2 2021
How the institutions holding Oportun Financial Corp changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 75 | 1 | 79 | +5 |
| Shares | 19.8M | 98 | 20.6M | +862.3K (+4.4%) |
| Value | $395.8M | $2.00K | $516.1M | +$120.3M (+30.4%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Oportun Financial Corp at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 58,000 | $1.45M | 0.00% |
| SG Americas Securities, LLC | 12,533 | $314.0K | 0.00% |
| Baker Tilly Wealth Management, LLC | 9,686 | $242.0K | 0.03% |
| PDT Partners, LLC | 9,447 | $236.0K | 0.02% |
| Voya Investment Management LLC | 8,504 | $213.0K | 0.00% |
| Guidance Point Advisors, LLC | 217 | $5.00K | 0.00% |
| Concord Wealth Partners | 66 | $2.00K | 0.00% |
| Red Tortoise LLC | 491 | $2.00K | 0.00% |
| Rockefeller Capital Management L.P. | 40 | $1.00K | 0.00% |
| FMR LLC | 5 | $0 | 0.00% |
Sold out (5)
Institutions that held Oportun Financial Corp at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| First Trust Advisors LP | 44,754 | $896.0K |
| HighTower Advisors, LLC | 13,441 | $274.0K |
| Tudor Investment Corp Et Al | 10,161 | $204.0K |
| CVA Family Office, LLC | 481 | $10.0K |
| Parallel Advisors, LLC | 47 | $1.00K |
Not filed for Q3 2021 yet (1)
Institutions that held Oportun Financial Corp at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| CWM, LLC | 98 | $2.00K |