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 |
|---|---|---|---|---|---|
| Aspect Partners, LLC | 100 | $716 | 0.00% | +40+66.7% | Added |
| Rise Advisors, LLC | 94 | $673 | 0.00% | +94 | New |
| Advisor Group Holdings, Inc. | 80 | $572 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 52 | $372 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20 | $143 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −191,066−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −94,795−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −77,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −66,721−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −41,885−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −36,436−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −26,872−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −24,910−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −23,768−100.0% | Sold out |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −20,015−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −17,632−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,126−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,680−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −36−100.0% | Sold out |