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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20 | $143 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 52 | $372 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 80 | $572 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 94 | $673 | 0.00% | +94 | New |
| Aspect Partners, LLC | 100 | $716 | 0.00% | +40+66.7% | Added |
| Sterling Capital Management LLC | 904 | $6.47K | 0.00% | +904 | New |
| Tower Research Capital LLC (TRC) | 920 | $6.59K | 0.00% | −2,788−75.2% | Reduced |
| Amalgamated Bank | 1,143 | $8.00K | 0.00% | +1,143 | New |
| Quarry LP | 1,254 | $8.98K | 0.00% | −1,834−59.4% | Reduced |
| FMR LLC | 1,258 | $9.01K | 0.00% | +310+32.7% | Added |
| Clearstead Advisors, LLC | 1,903 | $13.6K | 0.00% | +1,903 | New |
| California State Teachers Retirement System | 2,089 | $15.0K | 0.00% | +2,089 | New |
| US Bancorp | 2,798 | $20.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,042 | $21.8K | 0.00% | +3,042 | New |
| Trust Co of Toledo NA | 3,080 | $22.1K | 0.00% | +3,080 | New |
| Ameritas Investment Partners, Inc. | 3,418 | $24.5K | 0.00% | +3,418 | New |
| Royal Bank of Canada | 4,617 | $33.0K | 0.00% | +2,701+141.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,618 | $54.5K | 0.00% | +7,618 | New |
| Group One Trading, L.P. | 9,302 | $66.6K | 0.00% | −9,854−51.4% | Reduced |
| Corsair Capital Management, L.P. | 10,000 | $71.6K | 0.01% | +10,000 | New |
| Citigroup Inc | 11,238 | $80.5K | 0.00% | +9,263+469.0% | Added |
| Manufacturers Life Insurance Company, The | 11,903 | $85.2K | 0.00% | +11,903 | New |
| Jacobs Levy Equity Management, Inc | 12,810 | $91.7K | 0.00% | −8,104−38.7% | Reduced |
| New York State Common Retirement Fund | 13,500 | $96.7K | 0.00% | +13,500 | New |
| Corton Capital Inc. | 14,695 | $105.2K | 0.12% | +14,695 | New |
| Engineers Gate Manager LP | 14,880 | $106.5K | 0.00% | −10,974−42.4% | Reduced |
| Intech Investment Management LLC | 15,286 | $109.4K | 0.00% | +15,286 | New |
| GWM Advisors LLC | 15,646 | $112.0K | 0.00% | −8,380−34.9% | Reduced |
| Madrone Advisors, LLC | 16,587 | $118.8K | 0.02% | −524,046−96.9% | Reduced |
| Graham Capital Management, L.P. | 16,694 | $119.5K | 0.00% | +16,694 | New |
| GWN Securities Inc. | 16,748 | $120.2K | 0.02% | +16,748 | New |
| Price T Rowe Associates Inc | 16,796 | $121.0K | 0.00% | +16,796 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 18,325 | $131.2K | 0.00% | +18,325 | New |
| Equitable Holdings, Inc. | 20,000 | $143.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 20,427 | $146.3K | 0.00% | −24,908−54.9% | Reduced |
| MetLife Investment Management | 20,561 | $147.2K | 0.00% | +20,561 | New |
| Wells Fargo & Company | 21,486 | $153.8K | 0.00% | +21,486 | New |
| Cerity Partners LLC | 24,264 | $173.7K | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 24,627 | $176.3K | 0.03% | +9,127+58.9% | Added |
| Squarepoint Ops LLC | 26,829 | $192.1K | 0.00% | −49,595−64.9% | Reduced |
| HSBC Holdings PLC | 26,178 | $194.6K | 0.00% | +6,322+31.8% | Added |
| Martingale Asset Management L P | 27,993 | $200.4K | 0.00% | +27,993 | New |
| Integrated Quantitative Investments LLC | 32,093 | $229.8K | 0.07% | +32,093 | New |
| Nuveen, LLC | 43,517 | $311.6K | 0.00% | +43,517 | New |
| Verition Fund Management LLC | 43,910 | $314.4K | 0.00% | −47,563−52.0% | Reduced |
| UBS Group AG | 48,343 | $346.1K | 0.00% | +20,382+72.9% | Added |
| Rhumbline Advisers | 48,650 | $348.3K | 0.00% | +48,650 | New |
| Mackenzie Financial Corp | 50,569 | $362.1K | 0.00% | +50,569 | New |
| Susquehanna International Group, LLP | 53,069 | $380.0K | 0.00% | −446,631−89.4% | Reduced |
| PDT Partners, LLC | 55,008 | $393.9K | 0.02% | +24,379+79.6% | Added |
| XTX Topco Ltd | 55,158 | $394.9K | 0.02% | −12,922−19.0% | Reduced |
| Qube Research & Technologies Ltd | 58,306 | $417.5K | 0.00% | −199,709−77.4% | Reduced |
| Panagora Asset Management Inc | 66,831 | $478.5K | 0.00% | +66,831 | New |
| American Century Companies Inc | 72,407 | $518.4K | 0.00% | +17,788+32.6% | Added |
| Simplex Trading, LLC | 72,558 | $519.0K | 0.01% | +62,254+604.2% | Added |
| Barclays PLC | 76,794 | $549.8K | 0.00% | +53,352+227.6% | Added |
| Bank of New York Mellon Corp | 77,310 | $553.5K | 0.00% | +77,310 | New |
| Globeflex Capital L P | 81,800 | $585.7K | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 89,286 | $639.3K | 0.00% | +82,752+1,266.5% | Added |
| Arrowstreet Capital, Limited Partnership | 93,155 | $667.0K | 0.00% | +40,913+78.3% | Added |
| Cubist Systematic Strategies, LLC | 95,919 | $686.8K | 0.01% | −44,280−31.6% | Reduced |
| Charles Schwab Investment Management Inc | 99,939 | $715.6K | 0.00% | +83,939+524.6% | Added |
| RBF Capital, LLC | 107,560 | $770.1K | 0.04% | −203,550−65.4% | Reduced |
| Walleye Capital LLC | 107,741 | $771.4K | 0.01% | −186,298−63.4% | Reduced |
| State of Wyoming | 109,375 | $783.1K | 0.10% | +109,375 | New |
| Bank of America Corp | 118,051 | $845.2K | 0.00% | −154,720−56.7% | Reduced |
| Gsa Capital Partners LLP | 120,444 | $862.0K | 0.06% | +20,266+20.2% | Added |
| Winton Group Ltd | 123,696 | $885.7K | 0.05% | +50,234+68.4% | Added |
| Empowered Funds, LLC | 136,711 | $978.9K | 0.01% | +11,731+9.4% | Added |
| EAM Investors, LLC | 137,783 | $986.5K | 0.15% | −11,550−7.7% | Reduced |
| EMG Holdings, L.P. | 139,172 | $996.5K | 1.28% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 158,208 | $1.13M | 0.00% | −62,812−28.4% | Reduced |
| Goldman Sachs Group Inc | 161,520 | $1.16M | 0.00% | −151,926−48.5% | Reduced |
| Jump Financial, LLC | 162,643 | $1.16M | 0.01% | +90,725+126.2% | Added |
| Berger Financial Group, Inc | 196,543 | $1.41M | 0.09% | 00.0% | Unchanged |
| Morgan Stanley | 225,778 | $1.62M | 0.00% | +37,636+20.0% | Added |
| Kennedy Capital Management, Inc. | 230,214 | $1.65M | 0.04% | +20,018+9.5% | Added |
| Northern Trust Corp | 238,217 | $1.71M | 0.00% | +171,937+259.4% | Added |
| JPMorgan Chase & Co | 248,324 | $1.78M | 0.00% | +76,695+44.7% | Added |
| Bridgeway Capital Management, LLC | 262,911 | $1.88M | 0.04% | +11,731+4.7% | Added |
| Renaissance Technologies LLC | 347,800 | $2.49M | 0.00% | −139,700−28.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 388,504 | $2.78M | 0.01% | +51,663+15.3% | Added |
| State Street Corp | 394,215 | $2.82M | 0.00% | +259,432+192.5% | Added |
| CenterBook Partners LP | 412,018 | $2.95M | 0.16% | +412,018 | New |
| Invesco Ltd. | 484,492 | $3.47M | 0.00% | +344,659+246.5% | Added |
| Boston Partners | 489,166 | $3.50M | 0.00% | −7,707−1.6% | Reduced |
| Two Sigma Investments, LP | 502,592 | $3.60M | 0.01% | −55,313−9.9% | Reduced |
| Citadel Advisors LLC | 542,931 | $3.89M | 0.00% | +96,266+21.6% | Added |
| Summa Corp. | 565,338 | $4.05M | 2.10% | +3,000+0.5% | Added |
| Marshall Wace, LLP | 575,110 | $4.12M | 0.00% | −529,145−47.9% | Reduced |
| Glynn Capital Management LLC | 588,233 | $4.21M | 0.95% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 674,400 | $4.83M | 0.01% | −48,600−6.7% | Reduced |
| Acuitas Investments, LLC | 741,441 | $5.31M | 4.22% | +27,049+3.8% | Added |
| Geode Capital Management, LLC | 776,844 | $5.56M | 0.00% | +441,392+131.6% | Added |
| Dimensional Fund Advisors LP | 864,795 | $6.19M | 0.00% | +159,497+22.6% | Added |
| Boothbay Fund Management, LLC | 1,032,743 | $7.39M | 0.23% | −281,214−21.4% | Reduced |
| Acadian Asset Management LLC | 1,069,116 | $7.65M | 0.02% | +13,842+1.3% | Added |
| Millennium Management LLC | 1,333,050 | $9.54M | 0.01% | −603,747−31.2% | Reduced |
| Long Focus Capital Management, LLC | 1,515,777 | $10.9M | 0.70% | 00.0% | Unchanged |