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 2022
Institutional positions in Oportun Financial Corp as of Mar 31, 2022. 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
- 112
- +15 vs. Q4 2021
- Shares held
- 22.5M
- +782.5K (+3.6%) vs. Q4 2021
- Total value
- $323.1M
- −$116.8M (−26.5%) vs. Q4 2021
- New holders
- 26
- 45 more added
- Sold out
- 11
- 25 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 499,125 | $7.17M | 0.00% | +14,104+2.9% | Added |
| Ribbit Capital GP III, Ltd. | 586,513 | $8.42M | 1.27% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 588,233 | $8.45M | 1.14% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 663,619 | $9.53M | 0.01% | +40,911+6.6% | Added |
| Punch & Associates Investment Management, Inc. | 893,396 | $12.8M | 0.73% | +57,377+6.9% | Added |
| General Catalyst Group Management, LLC | 944,556 | $13.6M | 0.77% | +944,556 | New |
| Vanguard Group Inc | 1,100,634 | $15.8M | 0.00% | +26,324+2.5% | Added |
| Ashford Capital Management Inc | 1,840,648 | $26.4M | 2.85% | +146,884+8.7% | Added |
| Wellington Management Group LLP | 2,075,216 | $29.8M | 0.01% | −508,756−19.7% | Reduced |
| BlackRock Inc. | 2,284,168 | $32.8M | 0.00% | +33,604+1.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,662,079 | $38.2M | 0.10% | −680,961−20.4% | Reduced |
| Institutional Venture Management XIV, LLC | 3,408,691 | $48.9M | 9.95% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,818−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −17,472−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,556−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −11,482−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,843−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −2,113−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −973−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |