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.
Q3 2023 vs. Q2 2023
How the institutions holding Oportun Financial Corp changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 92 | 1 | 91 | 0 |
| Shares | 22.2M | 41.5K | 21.9M | −251.0K (−1.1%) |
| Value | $132.4M | $248.0K | $157.9M | +$25.8M (+19.5%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Oportun Financial Corp at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Acuitas Investments, LLC | 288,210 | $2.08M | 1.22% |
| Berger Financial Group, Inc | 157,098 | $1.13M | 0.13% |
| Two Sigma Advisers, LP | 108,300 | $781.9K | 0.00% |
| Trexquant Investment LP | 48,069 | $347.1K | 0.01% |
| Jacobs Levy Equity Management, Inc | 32,980 | $238.1K | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 27,455 | $198.2K | 0.00% |
| Occudo Quantitative Strategies LP | 24,280 | $175.3K | 0.02% |
| Cerity Partners LLC | 24,264 | $175.2K | 0.00% |
| HSBC Holdings PLC | 22,758 | $163.2K | 0.00% |
| Globeflex Capital L P | 22,100 | $159.6K | 0.02% |
| Janney Montgomery Scott LLC | 15,443 | $111.0K | 0.00% |
| Corton Capital Inc. | 14,888 | $107.5K | 0.05% |
| Boothbay Fund Management, LLC | 12,516 | $90.4K | 0.00% |
| Public Employees Retirement System of Ohio | 5,382 | $39.0K | 0.00% |
| Flaharty Asset Management, LLC | 4,000 | $28.9K | 0.00% |
| Huntington National Bank | 295 | $2.13K | 0.00% |
| EverSource Wealth Advisors, LLC | 90 | $650 | 0.00% |
| Gradient Investments LLC | 18 | $130 | 0.00% |
Sold out (18)
Institutions that held Oportun Financial Corp at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Bank of Montreal | 845,275 | $5.08M |
| Alphabet Inc. | 94,788 | $565.9K |
| Healthcare of Ontario Pension Plan Trust Fund | 83,100 | $496.1K |
| Jane Street Group, LLC | 43,878 | $262.0K |
| Ergoteles LLC | 27,800 | $166.0K |
| Old Mission Capital LLC | 26,610 | $158.9K |
| Y-Intercept (Hong Kong) Ltd | 24,616 | $147.0K |
| Laurion Capital Management LP | 19,328 | $115.4K |
| Mirabella Financial Services LLP | 18,697 | $111.6K |
| XTX Topco Ltd | 17,228 | $102.9K |
| AE Wealth Management LLC | 13,525 | $80.7K |
| Virtu Financial LLC | 13,306 | $79.0K |
| Schonfeld Strategic Advisors LLC | 10,900 | $65.1K |
| Point72 Middle East FZE | 3,968 | $23.7K |
| Simplex Trading, LLC | 3,091 | $18.0K |
| Russell Investments Group, Ltd. | 2,352 | $14.0K |
| Spire Wealth Management | 607 | $3.62K |
| New York State Common Retirement Fund | 233 | $1.39K |
Not filed for Q3 2023 yet (1)
Institutions that held Oportun Financial Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 41,541 | $248.0K |