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 2024 vs. Q2 2024
How the institutions holding Oportun Financial Corp changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 70 | 1 | 72 | +3 |
| Shares | 20.8M | 848.0K | 21.3M | +1.29M (+6.4%) |
| Value | $60.4M | $2.46M | $59.8M | +$1.82M (+3.1%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Oportun Financial Corp at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BlackRock, Inc. | 850,213 | $2.39M | 0.00% |
| Kennedy Capital Management, Inc. | 345,767 | $971.6K | 0.02% |
| Proequities, Inc. | 68,016 | $191.1K | 0.01% |
| Bank of Montreal | 35,410 | $97.0K | 0.00% |
| Advisor Group Holdings, Inc. | 26,891 | $75.6K | 0.00% |
| Cerity Partners LLC | 24,264 | $68.2K | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 18,565 | $52.2K | 0.00% |
| Prudential Financial Inc | 17,950 | $50.4K | 0.00% |
| Heron Bay Capital Management | 14,621 | $41.1K | 0.01% |
| Royal Bank of Canada | 394 | $1.00K | 0.00% |
Sold out (7)
Institutions that held Oportun Financial Corp at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Tejara Capital Ltd | 107,553 | $311.9K |
| HST Ventures, LLC | 58,056 | $168.4K |
| Squarepoint Ops LLC | 44,783 | $129.9K |
| Charles Schwab Investment Management Inc | 13,044 | $37.8K |
| Global Retirement Partners, LLC | 1,500 | $4.35K |
| Rhumbline Advisers | 1,357 | $3.94K |
| Qube Research & Technologies Ltd | 434 | $1.26K |
Not filed for Q3 2024 yet (1)
Institutions that held Oportun Financial Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 848,021 | $2.46M |