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.
Q4 2023 vs. Q3 2023
How the institutions holding Oportun Financial Corp changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 91 | 1 | 87 | −3 |
| Shares | 21.9M | 3.05M | 20.9M | +2.05M (+10.9%) |
| Value | $157.9M | $22.0M | $81.6M | −$54.3M (−39.9%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Oportun Financial Corp at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Findell Capital Management LLC | 2,000,000 | $7.82M | 4.92% |
| Summa Corp. | 563,808 | $2.20M | 1.54% |
| Union Square Park Capital Management, LLC | 368,893 | $1.44M | 2.60% |
| Fuller & Thaler Asset Management, Inc. | 327,179 | $1.28M | 0.01% |
| Bank of Montreal | 111,929 | $438.8K | 0.00% |
| Jane Street Group, LLC | 78,891 | $308.5K | 0.00% |
| DAG Ventures, LLC | 38,452 | $150.3K | 1.79% |
| HRT Financial LP | 35,860 | $140.0K | 0.00% |
| Ameriprise Financial Inc | 33,896 | $132.5K | 0.00% |
| Virtu Financial LLC | 21,947 | $86.0K | 0.01% |
| XTX Topco Ltd | 20,582 | $80.5K | 0.02% |
| Dynamic Technology Lab Private Ltd | 16,997 | $66.0K | 0.01% |
| Man Group plc | 15,537 | $60.8K | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 10,658 | $41.7K | 0.00% |
| State of Wyoming | 10,488 | $41.0K | 0.01% |
| Schonfeld Strategic Advisors LLC | 10,407 | $40.7K | 0.00% |
| SG Americas Securities, LLC | 10,198 | $40.0K | 0.00% |
| Point72 Asia (Singapore) Pte. Ltd. | 5,400 | $21.1K | 0.01% |
| Group One Trading, L.P. | 501 | $1.96K | 0.00% |
| Farther Finance Advisors, LLC | 2 | $8 | 0.00% |
Sold out (23)
Institutions that held Oportun Financial Corp at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Acuitas Investments, LLC | 288,210 | $2.08M |
| Clearbridge Investments, LLC | 110,560 | $798.2K |
| Daiwa Securities Group Inc. | 57,895 | $418.0K |
| Trexquant Investment LP | 48,069 | $347.1K |
| TownSquare Capital, LLC | 44,039 | $318.0K |
| SEI Investments Co | 38,771 | $279.9K |
| Occudo Quantitative Strategies LP | 24,280 | $175.3K |
| Neuberger Berman Group LLC | 18,175 | $131.2K |
| Brandywine Global Investment Management, LLC | 16,020 | $115.7K |
| Janney Montgomery Scott LLC | 15,443 | $111.0K |
| Verition Fund Management LLC | 15,193 | $109.7K |
| Corton Capital Inc. | 14,888 | $107.5K |
| Boothbay Fund Management, LLC | 12,516 | $90.4K |
| DGS Capital Management, LLC | 10,983 | $79.3K |
| M&T Bank Corp | 10,256 | $74.3K |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,532 | $61.6K |
| Point72 Asset Management, L.P. | 7,930 | $57.3K |
| Quarry LP | 5,215 | $37.7K |
| Huntington National Bank | 295 | $2.13K |
| First Horizon Advisors, Inc. | 212 | $1.53K |
| Nisa Investment Advisors, LLC | 89 | $643 |
| Wolff Wiese Magana LLC | 64 | $463 |
| Royal Bank of Canada | 21 | $0 |
Not filed for Q4 2023 yet (1)
Institutions that held Oportun Financial Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Institutional Venture Management XIV, LLC | 3,047,831 | $22.0M |