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 2023
Institutional positions in Oportun Financial Corp as of Jun 30, 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
- 92
- −5 vs. Q1 2023
- Shares held
- 22.2M
- −802.9K (−3.5%) vs. Q1 2023
- Total value
- $132.4M
- +$43.7M (+49.3%) vs. Q1 2023
- New holders
- 25
- 25 more added
- Sold out
- 30
- 31 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Globeflex Capital L P | 0 | $0 | 0.00% | −18,469−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −17,224−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −16,001−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −15,823−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −14,667−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −13,582−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −12,260−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −10,463−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,026−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,908−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,973−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −1,717−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,252−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |