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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.

Q1 2022 vs. Q4 2021

How the institutions holding Oportun Financial Corp changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of OPRT: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders981112+15
Shares21.8M11722.5M+782.5K (+3.6%)
Value$439.9M$2.00K$323.1M−$116.8M (−26.5%)

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Oportun Financial Corp at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to OPRT in Q1 2022
InstitutionSharesValue% of portfolio
General Catalyst Group Management, LLC944,556$13.6M0.77%
Norges Bank92,600$1.33M0.00%
Prudential Financial Inc85,095$1.22M0.00%
Panagora Asset Management Inc40,286$579.0K0.00%
Jacobs Levy Equity Management, Inc37,917$544.0K0.00%
State of Wisconsin Investment Board35,900$516.0K0.00%
Gsa Capital Partners LLP28,596$411.0K0.06%
Susquehanna International Group, LLP23,699$340.0K0.00%
Zebra Capital Management LLC22,361$321.0K0.74%
Voya Investment Management LLC17,883$257.0K0.00%
HSBC Holdings PLC13,158$188.0K0.00%
Barclays PLC11,464$164.0K0.00%
State of Wyoming7,029$101.0K0.05%
Versant Capital Management, Inc2,647$38.0K0.01%
Amalgamated Bank2,558$37.0K0.00%
Amalgamated Financial Corp.2,558$37.0K0.00%
Simplex Trading, LLC1,069$15.0K0.00%
WFA Asset Management Corp350$5.03K0.00%
TCI Wealth Advisors, Inc.283$4.00K0.00%
Steward Partners Investment Advisory, LLC154$2.00K0.00%
Lindbrook Capital, LLC133$2.00K0.00%
IFP Advisors, Inc48$1.00K0.00%
Global Retirement Partners, LLC85$1.00K0.00%
Benjamin F. Edwards & Company, Inc.22$00.00%
Quadrant Capital Group LLC11$00.00%
Parallel Advisors, LLC7$00.00%

Sold out (11)

Institutions that held Oportun Financial Corp at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of OPRT in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
HRT Financial LP17,818$360.0K
Price T Rowe Associates Inc17,472$354.0K
ExodusPoint Capital Management, LP11,556$234.0K
Manufacturers Life Insurance Company, The11,482$233.0K
SG Americas Securities, LLC5,843$118.0K
Proequities, Inc.2,980$60.0K
Dorsey Wright & Associates2,113$43.0K
Point72 Hong Kong Ltd1,111$22.0K
Schroder Investment Management Group973$20.0K
First Horizon Advisors, Inc.212$4.00K
Ellevest, Inc.5$0

Not filed for Q1 2022 yet (1)

Institutions that held Oportun Financial Corp at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OPRT in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Reilly Financial Advisors, LLC117$2.00K