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, Q1 2025
Institutional positions in Oportun Financial Corp as of Mar 31, 2025. 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
- 94
- +18 vs. Q4 2024
- Shares held
- 25.8M
- +4.27M (+19.9%) vs. Q4 2024
- Total value
- $143.6M
- +$60.2M (+72.1%) vs. Q4 2024
- New holders
- 25
- 45 more added
- Sold out
- 7
- 19 more reduced
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Findell Capital Management LLC | 3,401,300 | $20.7M | 9.97% | −68,300−2.0% | Reduced |
| Millennium Management LLC | 1,936,797 | $10.6M | 0.01% | +433,827+28.9% | Added |
| Long Focus Capital Management, LLC | 1,515,777 | $8.32M | 0.57% | −225,000−12.9% | Reduced |
| Vanguard Group Inc | 1,408,727 | $7.73M | 0.00% | +128,527+10.0% | Added |
| Boothbay Fund Management, LLC | 1,313,957 | $7.21M | 0.26% | −134,643−9.3% | Reduced |
| Marshall Wace, LLP | 1,104,255 | $6.06M | 0.01% | +813,996+280.4% | Added |
| Acadian Asset Management LLC | 1,055,274 | $5.79M | 0.02% | +167,564+18.9% | Added |
| BlackRock, Inc. | 862,698 | $4.74M | 0.00% | −17,081−1.9% | Reduced |
| Portolan Capital Management, LLC | 818,354 | $4.49M | 0.34% | +818,354 | New |
| Two Sigma Advisers, LP | 723,000 | $3.97M | 0.01% | +214,500+42.2% | Added |
| Acuitas Investments, LLC | 714,392 | $3.92M | 3.34% | −435,812−37.9% | Reduced |
| Dimensional Fund Advisors LP | 705,298 | $3.87M | 0.00% | +136,987+24.1% | Added |
| Glynn Capital Management LLC | 588,233 | $3.23M | 0.85% | 00.0% | Unchanged |
| Summa Corp. | 562,338 | $3.09M | 1.79% | −1,470−0.3% | Reduced |
| Two Sigma Investments, LP | 557,905 | $3.06M | 0.01% | +245,344+78.5% | Added |
| Madrone Advisors, LLC | 540,633 | $2.97M | 0.50% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 499,700 | $2.74M | 0.00% | +457,907+1,095.7% | Added |
| Boston Partners | 496,873 | $2.73M | 0.00% | +496,873 | New |
| Renaissance Technologies LLC | 487,500 | $2.68M | 0.00% | +62,900+14.8% | Added |
| Citadel Advisors LLC | 446,665 | $2.45M | 0.00% | +265,366+146.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 336,841 | $1.85M | 0.01% | +179,541+114.1% | Added |
| Geode Capital Management, LLC | 335,452 | $1.84M | 0.00% | +18,402+5.8% | Added |
| Goldman Sachs Group Inc | 313,446 | $1.72M | 0.00% | +261,147+499.3% | Added |
| RBF Capital, LLC | 311,110 | $1.71M | 0.11% | −573,544−64.8% | Reduced |
| Walleye Capital LLC | 294,039 | $1.61M | 0.02% | +232,035+374.2% | Added |
| Bank of America Corp | 272,771 | $1.50M | 0.00% | +211,578+345.8% | Added |
| Qube Research & Technologies Ltd | 258,015 | $1.42M | 0.00% | +258,015 | New |
| Bridgeway Capital Management, LLC | 251,180 | $1.38M | 0.03% | +13,452+5.7% | Added |
| D. E. Shaw & Co., Inc. | 221,020 | $1.21M | 0.00% | +138,699+168.5% | Added |
| Kennedy Capital Management, Inc. | 210,196 | $1.15M | 0.03% | −164,667−43.9% | Reduced |
| Berger Financial Group, Inc | 196,543 | $1.08M | 0.07% | +23,633+13.7% | Added |
| Jane Street Group, LLC | 191,066 | $1.05M | 0.00% | +134,643+238.6% | Added |
| Morgan Stanley | 188,142 | $1.03M | 0.00% | +123,229+189.8% | Added |
| JPMorgan Chase & Co | 171,629 | $942.2K | 0.00% | +88,803+107.2% | Added |
| EAM Investors, LLC | 149,333 | $819.8K | 0.14% | +149,333 | New |
| Cubist Systematic Strategies, LLC | 140,199 | $769.7K | 0.01% | +87,119+164.1% | Added |
| Invesco Ltd. | 139,833 | $767.7K | 0.00% | −25,045−15.2% | Reduced |
| EMG Holdings, L.P. | 139,172 | $764.1K | 0.92% | −484,051−77.7% | Reduced |
| State Street Corp | 134,783 | $740.0K | 0.00% | +22,700+20.3% | Added |
| Empowered Funds, LLC | 124,980 | $686.1K | 0.01% | +8,752+7.5% | Added |
| Gsa Capital Partners LLP | 100,178 | $550.0K | 0.05% | +1,599+1.6% | Added |
| Balyasny Asset Management LLC | 94,795 | $520.4K | 0.00% | +74,305+362.6% | Added |
| Verition Fund Management LLC | 91,473 | $502.2K | 0.00% | +91,473 | New |
| Globeflex Capital L P | 81,800 | $449.1K | 0.04% | 00.0% | Unchanged |
| Omers Administration Corp | 77,500 | $425.5K | 0.00% | +46,400+149.2% | Added |
| Squarepoint Ops LLC | 76,424 | $419.6K | 0.00% | +56,153+277.0% | Added |
| Winton Group Ltd | 73,462 | $403.3K | 0.02% | +73,462 | New |
| Jump Financial, LLC | 71,918 | $394.8K | 0.01% | +71,918 | New |
| XTX Topco Ltd | 68,080 | $373.8K | 0.02% | +68,080 | New |
| HRT Financial LP | 66,721 | $366.0K | 0.00% | +66,721 | New |
| Northern Trust Corp | 66,280 | $363.9K | 0.00% | +7,794+13.3% | Added |
| Flaharty Asset Management, LLC | 60,000 | $329.4K | 0.05% | +10,000+20.0% | Added |
| American Century Companies Inc | 54,619 | $299.9K | 0.00% | +19,156+54.0% | Added |
| Arrowstreet Capital, Limited Partnership | 52,242 | $286.8K | 0.00% | +26,825+105.5% | Added |
| Federated Hermes, Inc. | 45,335 | $248.9K | 0.00% | −44,960−49.8% | Reduced |
| SkyView Investment Advisors, LLC | 45,000 | $247.0K | 0.04% | −10,000−18.2% | Reduced |
| Quadrature Capital Ltd | 41,885 | $229.5K | 0.01% | +5,094+13.8% | Added |
| Jain Global LLC | 36,436 | $200.0K | 0.00% | +36,436 | New |
| PDT Partners, LLC | 30,629 | $168.2K | 0.01% | +30,629 | New |
| UBS Group AG | 27,961 | $153.5K | 0.00% | +25,166+900.4% | Added |
| Schonfeld Strategic Advisors LLC | 26,872 | $147.5K | 0.00% | −11,300−29.6% | Reduced |
| Engineers Gate Manager LP | 25,854 | $141.9K | 0.00% | +25,854 | New |
| Quantessence Capital LLC | 24,910 | $136.8K | 0.03% | +24,910 | New |
| Cerity Partners LLC | 24,264 | $133.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,026 | $131.9K | 0.00% | +24,026 | New |
| LMR Partners LLP | 23,768 | $130.5K | 0.00% | +23,768 | New |
| Barclays PLC | 23,442 | $128.7K | 0.00% | −1,005−4.1% | Reduced |
| Cannell Capital LLC | 22,342 | $122.7K | 0.04% | +22,342 | New |
| Jacobs Levy Equity Management, Inc | 20,914 | $114.8K | 0.00% | −86,696−80.6% | Reduced |
| Telos Capital Management, Inc. | 20,015 | $109.9K | 0.01% | +6,672+50.0% | Added |
| Equitable Holdings, Inc. | 20,000 | $109.8K | 0.00% | +20,000 | New |
| HSBC Holdings PLC | 19,856 | $108.4K | 0.00% | −2,902−12.8% | Reduced |
| Group One Trading, L.P. | 19,156 | $105.2K | 0.00% | +18,755+4,677.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 17,632 | $96.8K | 0.03% | +17,617+117,446.7% | Added |
| Charles Schwab Investment Management Inc | 16,000 | $87.8K | 0.00% | +16,000 | New |
| Heron Bay Capital Management | 15,500 | $85.1K | 0.02% | +170+1.1% | Added |
| Occudo Quantitative Strategies LP | 13,126 | $73.6K | 0.01% | +13,126 | New |
| ExodusPoint Capital Management, LP | 12,680 | $70.0K | 0.00% | +12,680 | New |
| Simplex Trading, LLC | 10,304 | $56.0K | 0.00% | +7,446+260.5% | Added |
| BNP Paribas Arbitrage, SA | 6,534 | $35.9K | 0.00% | +6,209+1,910.5% | Added |
| Tower Research Capital LLC (TRC) | 3,708 | $20.4K | 0.00% | +1,694+84.1% | Added |
| Quarry LP | 3,088 | $17.0K | 0.00% | +3,088 | New |
| Point72 (DIFC) Ltd | 2,900 | $15.9K | 0.00% | +1,290+80.1% | Added |
| US Bancorp | 2,798 | $15.4K | 0.00% | −65−2.3% | Reduced |
| Royal Bank of Canada | 1,916 | $11.0K | 0.00% | +1,729+924.6% | Added |
| Citigroup Inc | 1,975 | $10.8K | 0.00% | −26,837−93.1% | Reduced |
| National Bank of Canada | 969 | $5.30K | 0.00% | +969 | New |
| FMR LLC | 948 | $5.21K | 0.00% | +280+41.9% | Added |
| Advisor Group Holdings, Inc. | 80 | $439 | 0.00% | +80 | New |
| Aspect Partners, LLC | 60 | $329 | 0.00% | +60 | New |
| SBI Securities Co., Ltd. | 52 | $285 | 0.00% | +1+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 36 | $198 | 0.00% | +36 | New |
| CIBC Private Wealth Group, LLC | 20 | $87 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | −11−23.4% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −532,879−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −22,829−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −9,641−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −113−100.0% | Sold out |