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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 2025 vs. Q4 2024

How the institutions holding Oportun Financial Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of OPRT: Q4 2024 compared with Q1 2025
MeasureQ4 2024Q1 2025Change
Holders7694+18
Shares21.5M25.8M+4.27M (+19.9%)
Value$83.5M$143.6M+$60.2M (+72.1%)

New holders (25)

Institutions that held Oportun Financial Corp at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to OPRT in Q1 2025
InstitutionSharesValue% of portfolio
Portolan Capital Management, LLC818,354$4.49M0.34%
Boston Partners496,873$2.73M0.00%
Qube Research & Technologies Ltd258,015$1.42M0.00%
EAM Investors, LLC149,333$819.8K0.14%
Verition Fund Management LLC91,473$502.2K0.00%
Winton Group Ltd73,462$403.3K0.02%
Jump Financial, LLC71,918$394.8K0.01%
XTX Topco Ltd68,080$373.8K0.02%
HRT Financial LP66,721$366.0K0.00%
Jain Global LLC36,436$200.0K0.00%
PDT Partners, LLC30,629$168.2K0.01%
Engineers Gate Manager LP25,854$141.9K0.00%
Quantessence Capital LLC24,910$136.8K0.03%
GWM Advisors LLC24,026$131.9K0.00%
LMR Partners LLP23,768$130.5K0.00%
Cannell Capital LLC22,342$122.7K0.04%
Equitable Holdings, Inc.20,000$109.8K0.00%
Charles Schwab Investment Management Inc16,000$87.8K0.00%
Occudo Quantitative Strategies LP13,126$73.6K0.01%
ExodusPoint Capital Management, LP12,680$70.0K0.00%
Quarry LP3,088$17.0K0.00%
National Bank of Canada969$5.30K0.00%
Advisor Group Holdings, Inc.80$4390.00%
Aspect Partners, LLC60$3290.00%
Northwestern Mutual Wealth Management Co36$1980.00%

Sold out (7)

Institutions that held Oportun Financial Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of OPRT in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Union Square Park Capital Management, LLC532,879$2.07M
Ameriprise Financial Inc22,829$88.6K
Public Employees Retirement System of Ohio9,641$37.4K
R Squared Ltd2,630$10.2K
Wells Fargo & Company113$438
Tucker Asset Management LLC72$279
Proequities, Inc.23$87