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, Q3 2025
Institutional positions in Oportun Financial Corp as of Sep 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
- 125
- +19 vs. Q2 2025
- Shares held
- 34.1M
- +1.86M (+5.8%) vs. Q2 2025
- Total value
- $210.1M
- −$20.4M (−8.9%) vs. Q2 2025
- New holders
- 31
- 46 more added
- Sold out
- 12
- 28 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 3,937,168 | $24.3M | 0.02% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,974,937 | $18.4M | 0.00% | +441,994+17.4% | Added |
| Findell Capital Management LLC | 2,568,300 | $15.8M | 7.24% | −268,000−9.4% | Reduced |
| Vanguard Group Inc | 2,106,640 | $13.0M | 0.00% | +490,608+30.4% | Added |
| Forager Capital Management, LLC | 1,957,588 | $12.1M | 5.33% | +1,957,588 | New |
| Long Focus Capital Management, LLC | 1,515,777 | $9.35M | 0.53% | 00.0% | Unchanged |
| Cannell Capital LLC | 1,470,870 | $9.08M | 2.38% | −130,374−8.1% | Reduced |
| Millennium Management LLC | 1,232,281 | $7.60M | 0.01% | −100,769−7.6% | Reduced |
| Geode Capital Management, LLC | 1,176,907 | $7.26M | 0.00% | +400,063+51.5% | Added |
| Dimensional Fund Advisors LP | 1,012,114 | $6.24M | 0.00% | +147,319+17.0% | Added |
| Acadian Asset Management LLC | 981,810 | $6.06M | 0.01% | −87,306−8.2% | Reduced |
| Acuitas Investments, LLC | 892,449 | $5.51M | 3.53% | +151,008+20.4% | Added |
| Boothbay Fund Management, LLC | 781,360 | $4.82M | 0.12% | −251,383−24.3% | Reduced |
| State Street Corp | 719,273 | $4.44M | 0.00% | +325,058+82.5% | Added |
| CenterBook Partners LP | 700,833 | $4.32M | 0.21% | +288,815+70.1% | Added |
| Two Sigma Advisers, LP | 644,300 | $3.98M | 0.01% | −30,100−4.5% | Reduced |
| Glynn Capital Management LLC | 588,233 | $3.63M | 1.15% | 00.0% | Unchanged |
| Citadel Advisors LLC | 563,911 | $3.48M | 0.00% | +20,980+3.9% | Added |
| Two Sigma Investments, LP | 557,051 | $3.44M | 0.01% | +54,459+10.8% | Added |
| Boston Partners | 531,367 | $3.28M | 0.00% | +42,201+8.6% | Added |
| Summa Corp. | 449,966 | $2.78M | 1.22% | −115,372−20.4% | Reduced |
| Marshall Wace, LLP | 391,425 | $2.42M | 0.00% | −183,685−31.9% | Reduced |
| Morgan Stanley | 309,564 | $1.91M | 0.00% | +83,786+37.1% | Added |
| Northern Trust Corp | 297,866 | $1.84M | 0.00% | +59,649+25.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 291,996 | $1.80M | 0.01% | −96,508−24.8% | Reduced |
| Bridgeway Capital Management, LLC | 280,884 | $1.73M | 0.04% | +17,973+6.8% | Added |
| Goldman Sachs Group Inc | 262,181 | $1.62M | 0.00% | +100,661+62.3% | Added |
| JPMorgan Chase & Co | 220,241 | $1.36M | 0.00% | −28,083−11.3% | Reduced |
| BNP Paribas Arbitrage, SA | 211,750 | $1.31M | 0.00% | +122,464+137.2% | Added |
| Renaissance Technologies LLC | 208,179 | $1.28M | 0.00% | −139,621−40.1% | Reduced |
| Berger Financial Group, Inc | 196,543 | $1.21M | 0.07% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 193,687 | $1.20M | 0.02% | +193,687 | New |
| Cubist Systematic Strategies, LLC | 186,246 | $1.15M | 0.02% | +90,327+94.2% | Added |
| Winton Group Ltd | 180,780 | $1.12M | 0.04% | +57,084+46.1% | Added |
| American Century Companies Inc | 179,778 | $1.11M | 0.00% | +107,371+148.3% | Added |
| Kennedy Capital Management, Inc. | 176,971 | $1.09M | 0.02% | −53,243−23.1% | Reduced |
| Empowered Funds, LLC | 154,684 | $954.4K | 0.01% | +17,973+13.1% | Added |
| CWM Advisors, LLC | 150,441 | $928.2K | 0.09% | +150,441 | New |
| Jump Financial, LLC | 146,000 | $900.8K | 0.01% | −16,643−10.2% | Reduced |
| EMG Holdings, L.P. | 139,172 | $858.7K | 0.92% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 113,727 | $701.7K | 0.00% | +13,788+13.8% | Added |
| Jane Street Group, LLC | 106,562 | $657.5K | 0.00% | +106,562 | New |
| Invesco Ltd. | 105,447 | $650.6K | 0.00% | −379,045−78.2% | Reduced |
| Globeflex Capital L P | 102,900 | $634.9K | 0.10% | +21,100+25.8% | Added |
| Barclays PLC | 95,971 | $592.1K | 0.00% | +19,177+25.0% | Added |
| Bank of New York Mellon Corp | 88,002 | $543.0K | 0.00% | +10,692+13.8% | Added |
| State of Wyoming | 85,488 | $527.5K | 0.06% | −23,887−21.8% | Reduced |
| UBS Group AG | 84,922 | $524.0K | 0.00% | +36,579+75.7% | Added |
| Panagora Asset Management Inc | 66,934 | $413.0K | 0.00% | +103+0.2% | Added |
| Principal Financial Group Inc | 63,018 | $388.8K | 0.00% | +63,018 | New |
| Martingale Asset Management L P | 59,166 | $365.1K | 0.01% | +31,173+111.4% | Added |
| Mackenzie Financial Corp | 56,477 | $348.5K | 0.00% | +5,908+11.7% | Added |
| XTX Topco Ltd | 55,776 | $344.1K | 0.02% | +618+1.1% | Added |
| Prudential Financial Inc | 55,395 | $341.8K | 0.00% | +55,395 | New |
| PDT Partners, LLC | 55,008 | $339.4K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 54,687 | $337.4K | 0.01% | +54,687 | New |
| State of Wisconsin Investment Board | 53,723 | $331.5K | 0.00% | +53,723 | New |
| Squarepoint Ops LLC | 52,555 | $324.3K | 0.00% | +25,726+95.9% | Added |
| Rhumbline Advisers | 51,467 | $317.5K | 0.00% | +2,817+5.8% | Added |
| Gsa Capital Partners LLP | 51,233 | $316.0K | 0.03% | −69,211−57.5% | Reduced |
| Bank of America Corp | 48,824 | $301.2K | 0.00% | −69,227−58.6% | Reduced |
| Prosperity Wealth Management, Inc. | 46,300 | $285.7K | 0.10% | +46,300 | New |
| Verition Fund Management LLC | 43,910 | $270.9K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 43,517 | $268.5K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 42,626 | $263.0K | 0.00% | +42,626 | New |
| EntryPoint Capital, LLC | 42,145 | $260.0K | 0.10% | +42,145 | New |
| Trexquant Investment LP | 41,230 | $254.4K | 0.00% | +41,230 | New |
| Graham Capital Management, L.P. | 41,001 | $253.0K | 0.01% | +24,307+145.6% | Added |
| ExodusPoint Capital Management, LP | 39,200 | $241.9K | 0.00% | +39,200 | New |
| Dynamic Technology Lab Private Ltd | 37,809 | $233.0K | 0.04% | +37,809 | New |
| Deutsche Bank AG | 35,834 | $221.1K | 0.00% | +35,834 | New |
| Campbell & CO Investment Adviser LLC | 32,720 | $201.9K | 0.02% | +32,720 | New |
| Integrated Quantitative Investments LLC | 32,228 | $198.8K | 0.06% | +135+0.4% | Added |
| Voya Investment Management LLC | 32,194 | $198.6K | 0.00% | +32,194 | New |
| Susquehanna International Group, LLP | 30,265 | $186.7K | 0.00% | −22,804−43.0% | Reduced |
| Wells Fargo & Company | 30,033 | $185.3K | 0.00% | +8,547+39.8% | Added |
| Engineers Gate Manager LP | 25,482 | $157.2K | 0.00% | +10,602+71.3% | Added |
| Heron Bay Capital Management | 24,627 | $151.9K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 24,264 | $149.7K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 23,955 | $148.0K | 0.00% | +7,159+42.6% | Added |
| Zacks Investment Management | 22,579 | $139.3K | 0.00% | +22,579 | New |
| Citigroup Inc | 22,437 | $138.4K | 0.00% | +11,199+99.7% | Added |
| MetLife Investment Management | 22,206 | $137.0K | 0.00% | +1,645+8.0% | Added |
| HSBC Holdings PLC | 21,333 | $129.3K | 0.00% | −4,845−18.5% | Reduced |
| Federated Hermes, Inc. | 20,312 | $125.3K | 0.00% | −115−0.6% | Reduced |
| SG Americas Securities, LLC | 18,537 | $114.0K | 0.00% | +18,537 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 18,198 | $112.3K | 0.00% | −127−0.7% | Reduced |
| Intech Investment Management LLC | 17,109 | $105.6K | 0.00% | +1,823+11.9% | Added |
| Centiva Capital, LP | 14,000 | $86.4K | 0.01% | +14,000 | New |
| New York State Common Retirement Fund | 13,500 | $83.3K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 13,106 | $80.9K | 0.00% | −94,454−87.8% | Reduced |
| Flaharty Asset Management, LLC | 13,000 | $80.2K | 0.01% | +13,000 | New |
| Jacobs Levy Equity Management, Inc | 12,810 | $79.0K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 12,489 | $77.1K | 0.04% | +12,489 | New |
| Manufacturers Life Insurance Company, The | 11,780 | $72.7K | 0.00% | −123−1.0% | Reduced |
| Corton Capital Inc. | 10,610 | $65.5K | 0.16% | −4,085−27.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,404 | $64.2K | 0.00% | +2,786+36.6% | Added |
| Virtu Financial LLC | 10,371 | $64.0K | 0.00% | +10,371 | New |
| Corsair Capital Management, L.P. | 10,000 | $61.7K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,924 | $48.0K | 0.00% | −64,634−89.1% | Reduced |