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 2022
Institutional positions in Oportun Financial Corp as of Dec 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
- 120
- +6 vs. Q3 2022
- Shares held
- 23.3M
- +963.2K (+4.3%) vs. Q3 2022
- Total value
- $128.6M
- +$30.8M (+31.5%) vs. Q3 2022
- New holders
- 30
- 35 more added
- Sold out
- 24
- 36 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1,973 | $10.9K | 0.00% | +1,973 | New |
| Ameritas Investment Partners, Inc. | 1,717 | $10.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,772 | $9.76K | 0.00% | +1,772 | New |
| CWM, LLC | 1,252 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 686 | $3.78K | 0.00% | +686 | New |
| Quantbot Technologies LP | 600 | $3.31K | 0.00% | +600 | New |
| Spire Wealth Management | 607 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 491 | $2.71K | 0.00% | +491 | New |
| Private Trust Co NA | 324 | $2.00K | 0.00% | −85−20.8% | Reduced |
| WFA Asset Management Corp | 350 | $1.93K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 331 | $1.82K | 0.00% | −624−65.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 307 | $1.69K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 304 | $1.68K | 0.00% | +304 | New |
| Geneos Wealth Management Inc. | 270 | $1.49K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 212 | $1.17K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 85 | $468 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 55 | $303 | 0.00% | +55 | New |
| Fifth Third Bancorp | 44 | $242 | 0.00% | +44 | New |
| Credit Suisse AG | 1 | $6 | 0.00% | −14,692−100.0% | Reduced |
| Nisa Investment Advisors, LLC | 11 | $0 | 0.00% | +11 | New |
| Norges Bank | 0 | $0 | 0.00% | −182,200−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −113,690−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −53,332−100.0% | Sold out |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −51,262−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −45,300−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −41,500−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −39,764−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −33,787−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −30,387−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −28,496−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −24,530−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −15,125−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,860−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,148−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −7,233−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −6,616−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,608−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −5,462−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,536−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −587−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |