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 2023
Institutional positions in Oportun Financial Corp as of Mar 31, 2023. 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
- 97
- −23 vs. Q4 2022
- Shares held
- 23.0M
- −364.5K (−1.6%) vs. Q4 2022
- Total value
- $88.7M
- −$39.9M (−31.0%) vs. Q4 2022
- New holders
- 12
- 28 more added
- Sold out
- 35
- 36 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HST Ventures, LLC | 0 | $0 | 0.00% | −185,997−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −92,291−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −71,824−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −58,700−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −45,342−100.0% | Sold out |
| UNC Management Company, Inc. | 0 | $0 | 0.00% | −40,551−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −39,500−100.0% | Sold out |
| Vista Wealth Management Group, LLC | 0 | $0 | 0.00% | −35,565−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,678−100.0% | Sold out |
| Industry Ventures, L.L.C. | 0 | $0 | 0.00% | −20,276−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −19,152−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,860−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −18,536−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −17,940−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,190−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −15,022−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −12,270−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −11,160−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −10,846−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −3,562−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,772−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |