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, Q2 2022
Institutional positions in Oportun Financial Corp as of Jun 30, 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
- 119
- +10 vs. Q1 2022
- Shares held
- 23.0M
- +560.1K (+2.5%) vs. Q1 2022
- Total value
- $191.4M
- −$131.0M (−40.6%) vs. Q1 2022
- New holders
- 23
- 57 more added
- Sold out
- 13
- 24 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 261,900 | $2.17M | 0.05% | +44,000+20.2% | Added |
| Morgan Stanley | 264,166 | $2.19M | 0.00% | +120,612+84.0% | Added |
| Marshall Wace, LLP | 335,312 | $2.77M | 0.01% | +114,805+52.1% | Added |
| Goldman Sachs Group Inc | 376,366 | $3.11M | 0.00% | −122,759−24.6% | Reduced |
| Millennium Management LLC | 384,076 | $3.18M | 0.00% | +192,209+100.2% | Added |
| Ameriprise Financial Inc | 326,054 | $3.26M | 0.00% | +176,555+118.1% | Added |
| Hillsdale Investment Management Inc. | 412,600 | $3.41M | 0.27% | +79,482+23.9% | Added |
| Geode Capital Management, LLC | 431,031 | $3.56M | 0.00% | +83,740+24.1% | Added |
| State Street Corp | 503,397 | $4.16M | 0.00% | +56,127+12.5% | Added |
| Glynn Capital Management LLC | 588,233 | $4.87M | 1.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 848,335 | $7.02M | 0.01% | +184,716+27.8% | Added |
| Punch & Associates Investment Management, Inc. | 865,935 | $7.16M | 0.50% | −27,461−3.1% | Reduced |
| General Catalyst Group Management, LLC | 944,556 | $7.81M | 0.70% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 1,191,983 | $9.86M | 1.40% | −648,665−35.2% | Reduced |
| Vanguard Group Inc | 1,258,496 | $10.4M | 0.00% | +157,862+14.3% | Added |
| Wellington Management Group LLP | 1,358,751 | $11.2M | 0.00% | −716,465−34.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,420,567 | $20.0M | 0.06% | −241,512−9.1% | Reduced |
| BlackRock Inc. | 2,746,602 | $22.7M | 0.00% | +462,434+20.2% | Added |
| Institutional Venture Management XIV, LLC | 3,408,691 | $28.2M | 9.02% | 00.0% | Unchanged |
| Ribbit Capital GP III, Ltd. | 0 | $0 | 0.00% | −586,513−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −92,600−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −28,596−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −26,800−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −23,699−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −19,794−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −15,874−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |