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, Q4 2021
Institutional positions in Oportun Financial Corp as of Dec 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
- 98
- +20 vs. Q3 2021
- Shares held
- 21.8M
- +1.13M (+5.5%) vs. Q3 2021
- Total value
- $439.9M
- −$76.2M (−14.8%) vs. Q3 2021
- New holders
- 30
- 36 more added
- Sold out
- 10
- 19 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: 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, Q4 2021
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aj Wealth Strategies, LLC | 0 | $0 | 0.00% | −18,534−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −8,504−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,213−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |