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.
Q1 2024 vs. Q4 2023
How the institutions holding Oportun Financial Corp changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 87 | 76 | −11 |
| Shares | 20.9M | 20.3M | −578.3K (−2.8%) |
| Value | $81.6M | $49.3M | −$32.3M (−39.6%) |
New holders (6)
Institutions that held Oportun Financial Corp at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Boothbay Fund Management, LLC | 698,600 | $1.70M | 0.05% |
| SkyView Investment Advisors, LLC | 52,500 | $128.0K | 0.02% |
| Arrowstreet Capital, Limited Partnership | 52,327 | $127.0K | 0.00% |
| Global Retirement Partners, LLC | 1,500 | $3.65K | 0.00% |
| Royal Bank of Canada | 528 | $1.00K | 0.00% |
| CIBC Private Wealth Group, LLC | 20 | $47 | 0.00% |
Sold out (17)
Institutions that held Oportun Financial Corp at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Park West Asset Management LLC | 565,235 | $2.21M |
| Walleye Capital LLC | 116,860 | $456.9K |
| Jump Financial, LLC | 110,411 | $431.7K |
| Cerity Partners LLC | 94,872 | $370.9K |
| HRT Financial LP | 35,860 | $140.0K |
| D. E. Shaw & Co., Inc. | 34,547 | $135.1K |
| Dynamic Technology Lab Private Ltd | 16,997 | $66.0K |
| Y-Intercept (Hong Kong) Ltd | 10,658 | $41.7K |
| State of Wyoming | 10,488 | $41.0K |
| Schonfeld Strategic Advisors LLC | 10,407 | $40.7K |
| Bank of New York Mellon Corp | 10,277 | $40.2K |
| SG Americas Securities, LLC | 10,198 | $40.0K |
| Kayne Anderson Rudnick Investment Management LLC | 4,650 | $18.2K |
| EverSource Wealth Advisors, LLC | 90 | $352 |
| Fifth Third Bancorp | 44 | $172 |
| Gradient Investments LLC | 18 | $70 |
| Farther Finance Advisors, LLC | 2 | $8 |