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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 3,630 | $22.4K | 0.00% | +588+19.3% | Added |
| Ameritas Investment Partners, Inc. | 3,418 | $21.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,289 | $20.3K | 0.00% | +3,289 | New |
| Trust Co of Toledo NA | 3,080 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,818 | $17.4K | 0.00% | +1,898+206.3% | Added |
| US Bancorp | 2,798 | $17.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,703 | $16.7K | 0.00% | +1,799+199.0% | Added |
| Quarry LP | 2,294 | $14.2K | 0.00% | +1,040+82.9% | Added |
| Royal Bank of Canada | 2,095 | $13.0K | 0.00% | −2,522−54.6% | Reduced |
| California State Teachers Retirement System | 2,091 | $12.9K | 0.00% | +2+0.1% | Added |
| Clearstead Advisors, LLC | 1,903 | $11.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,584 | $9.93K | 0.00% | +1,504+1,880.0% | Added |
| GWM Advisors LLC | 1,465 | $9.04K | 0.00% | −14,181−90.6% | Reduced |
| Amalgamated Bank | 1,143 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,066 | $6.58K | 0.00% | +1,066 | New |
| FMR LLC | 828 | $5.11K | 0.00% | −430−34.2% | Reduced |
| Point72 Europe (London) LLP | 370 | $2.28K | 0.00% | +370 | New |
| Kilter Group LLC | 86 | $531 | 0.00% | +86 | New |
| The PNC Financial Services Group, Inc. | 57 | $352 | 0.00% | +57 | New |
| SBI Securities Co., Ltd. | 54 | $333 | 0.00% | +2+3.8% | Added |
| GAMMA Investing LLC | 34 | $210 | 0.00% | +34 | New |
| CIBC Private Wealth Group, LLC | 20 | $123 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6 | $38 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 71 | $0 | 0.00% | +71 | New |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −1,619,470−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −158,208−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −137,783−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −107,741−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −93,155−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −58,306−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −16,748−100.0% | Sold out |
| Madrone Advisors, LLC | 0 | $0 | 0.00% | −16,587−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −9,302−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |