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, Q4 2025
Institutional positions in Oportun Financial Corp as of Dec 31, 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
- 120
- −2 vs. Q3 2025
- Shares held
- 33.8M
- −101.9K (−0.3%) vs. Q3 2025
- Total value
- $178.6M
- −$30.3M (−14.5%) vs. Q3 2025
- New holders
- 19
- 49 more added
- Sold out
- 21
- 31 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 3,937,168 | $20.8M | 0.02% | 00.0% | Unchanged |
| BlackRock, Inc. | 3,105,600 | $16.4M | 0.00% | +130,663+4.4% | Added |
| Findell Capital Management LLC | 2,568,300 | $13.6M | 4.51% | 00.0% | Unchanged |
| Forager Capital Management, LLC | 2,380,000 | $12.6M | 5.70% | +422,412+21.6% | Added |
| Vanguard Group Inc | 2,263,271 | $12.0M | 0.00% | +156,631+7.4% | Added |
| Millennium Management LLC | 1,899,552 | $10.0M | 0.01% | +667,271+54.1% | Added |
| Long Focus Capital Management, LLC | 1,515,777 | $8.02M | 0.40% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,266,447 | $6.70M | 0.00% | +89,540+7.6% | Added |
| Dimensional Fund Advisors LP | 1,129,065 | $5.97M | 0.00% | +116,951+11.6% | Added |
| Simcoe Capital LLC | 795,469 | $4.21M | 3.96% | +795,469 | New |
| Boothbay Fund Management, LLC | 778,300 | $4.12M | 0.11% | −3,060−0.4% | Reduced |
| State Street Corp | 743,465 | $3.93M | 0.00% | +24,192+3.4% | Added |
| Segall Bryant & Hamill, LLC | 651,582 | $3.45M | 0.05% | +457,895+236.4% | Added |
| Two Sigma Advisers, LP | 642,100 | $3.40M | 0.01% | −2,200−0.3% | Reduced |
| Two Sigma Investments, LP | 625,387 | $3.31M | 0.00% | +68,336+12.3% | Added |
| Boston Partners | 597,328 | $3.16M | 0.00% | +65,961+12.4% | Added |
| Glynn Capital Management LLC | 588,233 | $3.11M | 1.07% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 541,542 | $2.86M | 0.00% | −440,268−44.8% | Reduced |
| Goldman Sachs Group Inc | 402,937 | $2.13M | 0.00% | +140,756+53.7% | Added |
| Summa Corp. | 396,766 | $2.10M | 0.90% | −53,200−11.8% | Reduced |
| BNP Paribas Arbitrage, SA | 357,203 | $1.89M | 0.00% | +145,453+68.7% | Added |
| American Century Companies Inc | 356,499 | $1.89M | 0.00% | +176,721+98.3% | Added |
| Morgan Stanley | 347,228 | $1.84M | 0.00% | +37,664+12.2% | Added |
| Bridgeway Capital Management, LLC | 317,236 | $1.68M | 0.04% | +36,352+12.9% | Added |
| Northern Trust Corp | 278,625 | $1.47M | 0.00% | −19,241−6.5% | Reduced |
| Citadel Advisors LLC | 272,411 | $1.44M | 0.00% | −291,500−51.7% | Reduced |
| Bank of New York Mellon Corp | 227,412 | $1.20M | 0.00% | +139,410+158.4% | Added |
| Point72 Asset Management, L.P. | 202,308 | $1.07M | 0.00% | +202,308 | New |
| Berger Financial Group, Inc | 196,543 | $1.04M | 0.06% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 172,909 | $914.7K | 0.00% | −119,087−40.8% | Reduced |
| Empowered Funds, LLC | 172,033 | $910.1K | 0.02% | +17,349+11.2% | Added |
| JPMorgan Chase & Co | 160,810 | $850.7K | 0.00% | −59,431−27.0% | Reduced |
| Squarepoint Ops LLC | 155,324 | $821.7K | 0.00% | +102,769+195.5% | Added |
| Russell Investments Group, Ltd. | 150,460 | $795.9K | 0.00% | +147,171+4,474.6% | Added |
| Barclays PLC | 149,925 | $793.1K | 0.00% | +53,954+56.2% | Added |
| Arbiter Partners Capital Management LLC | 141,109 | $746.5K | 0.40% | +141,109 | New |
| EMG Holdings, L.P. | 139,172 | $736.2K | 1.18% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 132,179 | $699.2K | 0.00% | −76,000−36.5% | Reduced |
| Winton Group Ltd | 131,936 | $697.9K | 0.02% | −48,844−27.0% | Reduced |
| Trexquant Investment LP | 128,234 | $678.4K | 0.01% | +87,004+211.0% | Added |
| Integrated Quantitative Investments LLC | 125,043 | $661.5K | 0.14% | +92,815+288.0% | Added |
| Marshall Wace, LLP | 121,011 | $640.1K | 0.00% | −270,414−69.1% | Reduced |
| Bank of America Corp | 115,562 | $611.3K | 0.00% | +66,738+136.7% | Added |
| Charles Schwab Investment Management Inc | 113,722 | $601.6K | 0.00% | −50.0% | Reduced |
| Globeflex Capital L P | 102,900 | $544.3K | 0.08% | 00.0% | Unchanged |
| Invesco Ltd. | 100,127 | $529.7K | 0.00% | −5,320−5.0% | Reduced |
| AQR Capital Management LLC | 99,800 | $527.9K | 0.00% | +57,174+134.1% | Added |
| UBS Group AG | 96,567 | $510.8K | 0.00% | +11,645+13.7% | Added |
| Principal Financial Group Inc | 92,721 | $490.5K | 0.00% | +29,703+47.1% | Added |
| State of Wyoming | 85,270 | $451.1K | 0.05% | −218−0.3% | Reduced |
| Legato Capital Management LLC | 84,338 | $446.1K | 0.04% | +84,338 | New |
| Jump Financial, LLC | 73,583 | $389.3K | 0.00% | −72,417−49.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 73,457 | $388.6K | 0.02% | +40,737+124.5% | Added |
| Nuveen, LLC | 71,450 | $378.0K | 0.00% | +27,933+64.2% | Added |
| Mackenzie Financial Corp | 68,368 | $365.0K | 0.00% | +11,891+21.1% | Added |
| PDT Partners, LLC | 68,348 | $361.6K | 0.02% | +13,340+24.3% | Added |
| Panagora Asset Management Inc | 66,934 | $354.1K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 58,980 | $314.4K | 0.00% | +37,647+176.5% | Added |
| Martingale Asset Management L P | 59,162 | $313.0K | 0.01% | −40.0% | Reduced |
| Prudential Financial Inc | 58,960 | $311.9K | 0.00% | +3,565+6.4% | Added |
| Man Group plc | 49,775 | $263.3K | 0.00% | +49,775 | New |
| Jane Street Group, LLC | 47,378 | $250.6K | 0.00% | −59,184−55.5% | Reduced |
| Rhumbline Advisers | 47,253 | $250.0K | 0.00% | −4,214−8.2% | Reduced |
| XTX Topco Ltd | 46,794 | $247.5K | 0.01% | −8,982−16.1% | Reduced |
| Wells Fargo & Company | 45,414 | $240.2K | 0.00% | +15,381+51.2% | Added |
| State of Wisconsin Investment Board | 44,035 | $232.9K | 0.00% | −9,688−18.0% | Reduced |
| Verition Fund Management LLC | 43,910 | $232.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 42,871 | $226.8K | 0.00% | +10,677+33.2% | Added |
| Graham Capital Management, L.P. | 40,171 | $212.5K | 0.01% | −830−2.0% | Reduced |
| Federated Hermes, Inc. | 40,000 | $211.6K | 0.00% | +19,688+96.9% | Added |
| Dynamic Technology Lab Private Ltd | 39,342 | $208.0K | 0.05% | +1,533+4.1% | Added |
| DAG Ventures, LLC | 38,452 | $203.4K | 0.11% | +38,452 | New |
| Susquehanna International Group, LLP | 32,161 | $170.1K | 0.00% | +1,896+6.3% | Added |
| SEI Investments Co | 28,081 | $148.5K | 0.00% | +28,081 | New |
| State of Tennessee, Treasury Department | 26,802 | $145.3K | 0.00% | +26,802 | New |
| Heron Bay Capital Management | 25,761 | $136.3K | 0.03% | +1,134+4.6% | Added |
| Cerity Partners LLC | 24,264 | $128.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 23,955 | $127.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 23,075 | $122.0K | 0.01% | −28,158−55.0% | Reduced |
| Citigroup Inc | 22,849 | $120.9K | 0.00% | +412+1.8% | Added |
| Daytona Street Capital LLC | 20,000 | $105.8K | 0.09% | +20,000 | New |
| Odyssean, LLC | 18,912 | $100.0K | 0.07% | +18,912 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 18,692 | $98.9K | 0.00% | +494+2.7% | Added |
| Intech Investment Management LLC | 17,109 | $90.5K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 16,935 | $89.6K | 0.04% | +16,935 | New |
| Zacks Investment Management | 16,072 | $85.0K | 0.00% | −6,507−28.8% | Reduced |
| Flaharty Asset Management, LLC | 16,000 | $84.6K | 0.01% | +3,000+23.1% | Added |
| Engineers Gate Manager LP | 15,500 | $82.0K | 0.00% | −9,982−39.2% | Reduced |
| nVerses Capital, LLC | 15,212 | $80.5K | 0.18% | +15,212 | New |
| Centiva Capital, LP | 14,000 | $74.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 13,500 | $71.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 12,834 | $67.9K | 0.00% | −9,372−42.2% | Reduced |
| Manufacturers Life Insurance Company, The | 12,599 | $66.6K | 0.00% | +819+7.0% | Added |
| State of Alaska, Department of Revenue | 11,037 | $58.0K | 0.00% | +11,037 | New |
| Police & Firemen's Retirement System of New Jersey | 10,404 | $55.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,574 | $29.5K | 0.00% | +3,671+192.9% | Added |
| Kemnay Advisory Services Inc. | 5,225 | $27.6K | 0.00% | +5,225 | New |
| Legal & General Group Plc | 3,630 | $19.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,418 | $18.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,080 | $16.3K | 0.00% | 00.0% | Unchanged |