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 $217.1M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Oportun Financial Corp as of Jun 30, 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
- 106
- +12 vs. Q1 2025
- Shares held
- 32.2M
- +6.41M (+24.9%) vs. Q1 2025
- Total value
- $230.6M
- +$86.9M (+60.5%) vs. Q1 2025
- New holders
- 30
- 36 more added
- Sold out
- 18
- 28 more reduced
Compare with Q1 2025: 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 | $217.1M |
| Q1 2026 | 126 | $161.9M |
| Q4 2025 | 120 | $178.9M |
| Q3 2025 | 125 | $211.5M |
| Q2 2025 | 106 | $230.6M |
| Q1 2025 | 94 | $143.6M |
| Q4 2024 | 76 | $83.5M |
| Q3 2024 | 72 | $60.0M |
| Q2 2024 | 70 | $60.7M |
| Q1 2024 | 76 | $51.5M |
| Q4 2023 | 87 | $83.2M |
| Q3 2023 | 91 | $157.9M |
| Q2 2023 | 92 | $132.4M |
| Q1 2023 | 97 | $88.7M |
| Q4 2022 | 120 | $128.3M |
| Q3 2022 | 116 | $97.8M |
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 3,937,168 | $28.2M | 0.02% | +3,937,168 | New |
| Findell Capital Management LLC | 2,836,300 | $20.3M | 9.95% | −565,000−16.6% | Reduced |
| BlackRock, Inc. | 2,532,943 | $18.1M | 0.00% | +1,670,245+193.6% | Added |
| Portolan Capital Management, LLC | 1,619,470 | $11.6M | 0.73% | +801,116+97.9% | Added |
| Vanguard Group Inc | 1,616,032 | $11.6M | 0.00% | +207,305+14.7% | Added |
| Cannell Capital LLC | 1,601,244 | $11.5M | 3.58% | +1,578,902+7,067.0% | Added |
| Long Focus Capital Management, LLC | 1,515,777 | $10.9M | 0.70% | 00.0% | Unchanged |
| Millennium Management LLC | 1,333,050 | $9.54M | 0.01% | −603,747−31.2% | Reduced |
| Acadian Asset Management LLC | 1,069,116 | $7.65M | 0.02% | +13,842+1.3% | Added |
| Boothbay Fund Management, LLC | 1,032,743 | $7.39M | 0.23% | −281,214−21.4% | Reduced |
| Dimensional Fund Advisors LP | 864,795 | $6.19M | 0.00% | +159,497+22.6% | Added |
| Geode Capital Management, LLC | 776,844 | $5.56M | 0.00% | +441,392+131.6% | Added |
| Acuitas Investments, LLC | 741,441 | $5.31M | 4.22% | +27,049+3.8% | Added |
| Two Sigma Advisers, LP | 674,400 | $4.83M | 0.01% | −48,600−6.7% | Reduced |
| Glynn Capital Management LLC | 588,233 | $4.21M | 0.95% | 00.0% | Unchanged |
| Marshall Wace, LLP | 575,110 | $4.12M | 0.00% | −529,145−47.9% | Reduced |
| Summa Corp. | 565,338 | $4.05M | 2.10% | +3,000+0.5% | Added |
| Citadel Advisors LLC | 542,931 | $3.89M | 0.00% | +96,266+21.6% | Added |
| Two Sigma Investments, LP | 502,592 | $3.60M | 0.01% | −55,313−9.9% | Reduced |
| Boston Partners | 489,166 | $3.50M | 0.00% | −7,707−1.6% | Reduced |
| Invesco Ltd. | 484,492 | $3.47M | 0.00% | +344,659+246.5% | Added |
| CenterBook Partners LP | 412,018 | $2.95M | 0.16% | +412,018 | New |
| State Street Corp | 394,215 | $2.82M | 0.00% | +259,432+192.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 388,504 | $2.78M | 0.01% | +51,663+15.3% | Added |
| Renaissance Technologies LLC | 347,800 | $2.49M | 0.00% | −139,700−28.7% | Reduced |
| Bridgeway Capital Management, LLC | 262,911 | $1.88M | 0.04% | +11,731+4.7% | Added |
| JPMorgan Chase & Co | 248,324 | $1.78M | 0.00% | +76,695+44.7% | Added |
| Northern Trust Corp | 238,217 | $1.71M | 0.00% | +171,937+259.4% | Added |
| Kennedy Capital Management, Inc. | 230,214 | $1.65M | 0.04% | +20,018+9.5% | Added |
| Morgan Stanley | 225,778 | $1.62M | 0.00% | +37,636+20.0% | Added |
| Berger Financial Group, Inc | 196,543 | $1.41M | 0.09% | 00.0% | Unchanged |
| Jump Financial, LLC | 162,643 | $1.16M | 0.01% | +90,725+126.2% | Added |
| Goldman Sachs Group Inc | 161,520 | $1.16M | 0.00% | −151,926−48.5% | Reduced |
| D. E. Shaw & Co., Inc. | 158,208 | $1.13M | 0.00% | −62,812−28.4% | Reduced |
| EMG Holdings, L.P. | 139,172 | $996.5K | 1.28% | 00.0% | Unchanged |
| EAM Investors, LLC | 137,783 | $986.5K | 0.15% | −11,550−7.7% | Reduced |
| Empowered Funds, LLC | 136,711 | $978.9K | 0.01% | +11,731+9.4% | Added |
| Winton Group Ltd | 123,696 | $885.7K | 0.05% | +50,234+68.4% | Added |
| Gsa Capital Partners LLP | 120,444 | $862.0K | 0.06% | +20,266+20.2% | Added |
| Bank of America Corp | 118,051 | $845.2K | 0.00% | −154,720−56.7% | Reduced |
| State of Wyoming | 109,375 | $783.1K | 0.10% | +109,375 | New |
| Walleye Capital LLC | 107,741 | $771.4K | 0.01% | −186,298−63.4% | Reduced |
| RBF Capital, LLC | 107,560 | $770.1K | 0.04% | −203,550−65.4% | Reduced |
| Charles Schwab Investment Management Inc | 99,939 | $715.6K | 0.00% | +83,939+524.6% | Added |
| Cubist Systematic Strategies, LLC | 95,919 | $686.8K | 0.01% | −44,280−31.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 93,155 | $667.0K | 0.00% | +40,913+78.3% | Added |
| BNP Paribas Arbitrage, SA | 89,286 | $639.3K | 0.00% | +82,752+1,266.5% | Added |
| Globeflex Capital L P | 81,800 | $585.7K | 0.05% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 77,310 | $553.5K | 0.00% | +77,310 | New |
| Barclays PLC | 76,794 | $549.8K | 0.00% | +53,352+227.6% | Added |
| Simplex Trading, LLC | 72,558 | $519.0K | 0.01% | +62,254+604.2% | Added |
| American Century Companies Inc | 72,407 | $518.4K | 0.00% | +17,788+32.6% | Added |
| Panagora Asset Management Inc | 66,831 | $478.5K | 0.00% | +66,831 | New |
| Qube Research & Technologies Ltd | 58,306 | $417.5K | 0.00% | −199,709−77.4% | Reduced |
| XTX Topco Ltd | 55,158 | $394.9K | 0.02% | −12,922−19.0% | Reduced |
| PDT Partners, LLC | 55,008 | $393.9K | 0.02% | +24,379+79.6% | Added |
| Susquehanna International Group, LLP | 53,069 | $380.0K | 0.00% | −446,631−89.4% | Reduced |
| Mackenzie Financial Corp | 50,569 | $362.1K | 0.00% | +50,569 | New |
| Rhumbline Advisers | 48,650 | $348.3K | 0.00% | +48,650 | New |
| UBS Group AG | 48,343 | $346.1K | 0.00% | +20,382+72.9% | Added |
| Verition Fund Management LLC | 43,910 | $314.4K | 0.00% | −47,563−52.0% | Reduced |
| Nuveen, LLC | 43,517 | $311.6K | 0.00% | +43,517 | New |
| Integrated Quantitative Investments LLC | 32,093 | $229.8K | 0.07% | +32,093 | New |
| Martingale Asset Management L P | 27,993 | $200.4K | 0.00% | +27,993 | New |
| HSBC Holdings PLC | 26,178 | $194.6K | 0.00% | +6,322+31.8% | Added |
| Squarepoint Ops LLC | 26,829 | $192.1K | 0.00% | −49,595−64.9% | Reduced |
| Heron Bay Capital Management | 24,627 | $176.3K | 0.03% | +9,127+58.9% | Added |
| Cerity Partners LLC | 24,264 | $173.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 21,486 | $153.8K | 0.00% | +21,486 | New |
| MetLife Investment Management | 20,561 | $147.2K | 0.00% | +20,561 | New |
| Federated Hermes, Inc. | 20,427 | $146.3K | 0.00% | −24,908−54.9% | Reduced |
| Equitable Holdings, Inc. | 20,000 | $143.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 18,325 | $131.2K | 0.00% | +18,325 | New |
| Price T Rowe Associates Inc | 16,796 | $121.0K | 0.00% | +16,796 | New |
| GWN Securities Inc. | 16,748 | $120.2K | 0.02% | +16,748 | New |
| Graham Capital Management, L.P. | 16,694 | $119.5K | 0.00% | +16,694 | New |
| Madrone Advisors, LLC | 16,587 | $118.8K | 0.02% | −524,046−96.9% | Reduced |
| GWM Advisors LLC | 15,646 | $112.0K | 0.00% | −8,380−34.9% | Reduced |
| Intech Investment Management LLC | 15,286 | $109.4K | 0.00% | +15,286 | New |
| Engineers Gate Manager LP | 14,880 | $106.5K | 0.00% | −10,974−42.4% | Reduced |
| Corton Capital Inc. | 14,695 | $105.2K | 0.12% | +14,695 | New |
| New York State Common Retirement Fund | 13,500 | $96.7K | 0.00% | +13,500 | New |
| Jacobs Levy Equity Management, Inc | 12,810 | $91.7K | 0.00% | −8,104−38.7% | Reduced |
| Manufacturers Life Insurance Company, The | 11,903 | $85.2K | 0.00% | +11,903 | New |
| Citigroup Inc | 11,238 | $80.5K | 0.00% | +9,263+469.0% | Added |
| Corsair Capital Management, L.P. | 10,000 | $71.6K | 0.01% | +10,000 | New |
| Group One Trading, L.P. | 9,302 | $66.6K | 0.00% | −9,854−51.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,618 | $54.5K | 0.00% | +7,618 | New |
| Royal Bank of Canada | 4,617 | $33.0K | 0.00% | +2,701+141.0% | Added |
| Ameritas Investment Partners, Inc. | 3,418 | $24.5K | 0.00% | +3,418 | New |
| Trust Co of Toledo NA | 3,080 | $22.1K | 0.00% | +3,080 | New |
| Legal & General Group Plc | 3,042 | $21.8K | 0.00% | +3,042 | New |
| US Bancorp | 2,798 | $20.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,089 | $15.0K | 0.00% | +2,089 | New |
| Clearstead Advisors, LLC | 1,903 | $13.6K | 0.00% | +1,903 | New |
| FMR LLC | 1,258 | $9.01K | 0.00% | +310+32.7% | Added |
| Quarry LP | 1,254 | $8.98K | 0.00% | −1,834−59.4% | Reduced |
| Amalgamated Bank | 1,143 | $8.00K | 0.00% | +1,143 | New |
| Tower Research Capital LLC (TRC) | 920 | $6.59K | 0.00% | −2,788−75.2% | Reduced |
| Sterling Capital Management LLC | 904 | $6.47K | 0.00% | +904 | New |