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, Q3 2022
Institutional positions in Oportun Financial Corp as of Sep 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
- 116
- −3 vs. Q2 2022
- Shares held
- 22.4M
- −674.2K (−2.9%) vs. Q2 2022
- Total value
- $97.7M
- −$93.6M (−48.9%) vs. Q2 2022
- New holders
- 22
- 34 more added
- Sold out
- 25
- 41 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 607 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 587 | $3.00K | 0.00% | +587 | New |
| Wolff Wiese Magana LLC | 503 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 409 | $2.00K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 350 | $1.53K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 342 | $1.00K | 0.00% | −1,634−82.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 365 | $1.00K | 0.00% | −424−53.7% | Reduced |
| Geneos Wealth Management Inc. | 270 | $1.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 338 | $1.00K | 0.00% | +182+116.7% | Added |
| FourThought Financial, LLC | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 307 | $1.00K | 0.00% | +307 | New |
| Wipfli Financial Advisors LLC, | 144 | $1.00K | 0.00% | +144 | New |
| First Horizon Advisors, Inc. | 212 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 85 | $0 | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 20 | $0 | 0.00% | +20 | New |
| IFP Advisors, Inc | 48 | – | – | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −865,935−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −335,312−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −37,991−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,400−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −30,813−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −30,857−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −27,703−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −22,009−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,255−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −20,440−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −19,925−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13,839−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −12,860−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,579−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −11,982−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −10,222−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,274−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |