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 |
|---|---|---|---|---|---|
| CWM, LLC | 48 | $0 | 0.00% | −23−32.4% | Reduced |
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $16 | 0.00% | +3 | New |
| MAI Capital Management | 19 | $101 | 0.00% | +19 | New |
| CIBC Private Wealth Group, LLC | 20 | $106 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 40 | $212 | 0.00% | +40 | New |
| SBI Securities Co., Ltd. | 52 | $275 | 0.00% | −2−3.7% | Reduced |
| UBS Asset Management Americas Inc | 89 | $471 | 0.00% | +89 | New |
| The PNC Financial Services Group, Inc. | 93 | $492 | 0.00% | +36+63.2% | Added |
| GAMMA Investing LLC | 159 | $841 | 0.00% | +125+367.6% | Added |
| Royal Bank of Canada | 1,101 | $6.00K | 0.00% | −994−47.4% | Reduced |
| Amalgamated Bank | 1,272 | $7.00K | 0.00% | +129+11.3% | Added |
| Simplex Trading, LLC | 1,916 | $10.1K | 0.00% | −6,008−75.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,058 | $10.9K | 0.00% | −760−27.0% | Reduced |
| GWM Advisors LLC | 2,245 | $11.9K | 0.00% | +780+53.2% | Added |
| Sterling Capital Management LLC | 2,335 | $12.4K | 0.00% | −368−13.6% | Reduced |
| California State Teachers Retirement System | 2,494 | $13.2K | 0.00% | +403+19.3% | Added |
| Group One Trading, L.P. | 2,786 | $14.7K | 0.00% | +2,786 | New |
| US Bancorp | 2,798 | $14.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,836 | $15.0K | 0.00% | +2,008+242.5% | Added |
| Trust Co of Toledo NA | 3,080 | $16.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,418 | $18.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,630 | $19.2K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 5,225 | $27.6K | 0.00% | +5,225 | New |
| Clearstead Advisors, LLC | 5,574 | $29.5K | 0.00% | +3,671+192.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 10,404 | $55.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 11,037 | $58.0K | 0.00% | +11,037 | New |
| Manufacturers Life Insurance Company, The | 12,599 | $66.6K | 0.00% | +819+7.0% | Added |
| MetLife Investment Management | 12,834 | $67.9K | 0.00% | −9,372−42.2% | Reduced |
| New York State Common Retirement Fund | 13,500 | $71.4K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 14,000 | $74.1K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 15,212 | $80.5K | 0.18% | +15,212 | New |
| Engineers Gate Manager LP | 15,500 | $82.0K | 0.00% | −9,982−39.2% | Reduced |
| Flaharty Asset Management, LLC | 16,000 | $84.6K | 0.01% | +3,000+23.1% | Added |
| Zacks Investment Management | 16,072 | $85.0K | 0.00% | −6,507−28.8% | Reduced |
| R Squared Ltd | 16,935 | $89.6K | 0.04% | +16,935 | New |
| Intech Investment Management LLC | 17,109 | $90.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 18,692 | $98.9K | 0.00% | +494+2.7% | Added |
| Odyssean, LLC | 18,912 | $100.0K | 0.07% | +18,912 | New |
| Daytona Street Capital LLC | 20,000 | $105.8K | 0.09% | +20,000 | New |
| Citigroup Inc | 22,849 | $120.9K | 0.00% | +412+1.8% | Added |
| Gsa Capital Partners LLP | 23,075 | $122.0K | 0.01% | −28,158−55.0% | Reduced |
| Price T Rowe Associates Inc | 23,955 | $127.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 24,264 | $128.4K | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 25,761 | $136.3K | 0.03% | +1,134+4.6% | Added |
| State of Tennessee, Treasury Department | 26,802 | $145.3K | 0.00% | +26,802 | New |
| SEI Investments Co | 28,081 | $148.5K | 0.00% | +28,081 | New |
| Susquehanna International Group, LLP | 32,161 | $170.1K | 0.00% | +1,896+6.3% | Added |
| DAG Ventures, LLC | 38,452 | $203.4K | 0.11% | +38,452 | New |
| Dynamic Technology Lab Private Ltd | 39,342 | $208.0K | 0.05% | +1,533+4.1% | Added |
| Federated Hermes, Inc. | 40,000 | $211.6K | 0.00% | +19,688+96.9% | Added |
| Graham Capital Management, L.P. | 40,171 | $212.5K | 0.01% | −830−2.0% | Reduced |
| Voya Investment Management LLC | 42,871 | $226.8K | 0.00% | +10,677+33.2% | Added |
| Verition Fund Management LLC | 43,910 | $232.3K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 44,035 | $232.9K | 0.00% | −9,688−18.0% | Reduced |
| Wells Fargo & Company | 45,414 | $240.2K | 0.00% | +15,381+51.2% | Added |
| XTX Topco Ltd | 46,794 | $247.5K | 0.01% | −8,982−16.1% | Reduced |
| Rhumbline Advisers | 47,253 | $250.0K | 0.00% | −4,214−8.2% | Reduced |
| Jane Street Group, LLC | 47,378 | $250.6K | 0.00% | −59,184−55.5% | Reduced |
| Man Group plc | 49,775 | $263.3K | 0.00% | +49,775 | New |
| Prudential Financial Inc | 58,960 | $311.9K | 0.00% | +3,565+6.4% | Added |
| Martingale Asset Management L P | 59,162 | $313.0K | 0.01% | −40.0% | Reduced |
| HSBC Holdings PLC | 58,980 | $314.4K | 0.00% | +37,647+176.5% | Added |
| Panagora Asset Management Inc | 66,934 | $354.1K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 68,348 | $361.6K | 0.02% | +13,340+24.3% | Added |
| Mackenzie Financial Corp | 68,368 | $365.0K | 0.00% | +11,891+21.1% | Added |
| Nuveen, LLC | 71,450 | $378.0K | 0.00% | +27,933+64.2% | Added |
| Campbell & CO Investment Adviser LLC | 73,457 | $388.6K | 0.02% | +40,737+124.5% | Added |
| Jump Financial, LLC | 73,583 | $389.3K | 0.00% | −72,417−49.6% | Reduced |
| Legato Capital Management LLC | 84,338 | $446.1K | 0.04% | +84,338 | New |
| State of Wyoming | 85,270 | $451.1K | 0.05% | −218−0.3% | Reduced |
| Principal Financial Group Inc | 92,721 | $490.5K | 0.00% | +29,703+47.1% | Added |
| UBS Group AG | 96,567 | $510.8K | 0.00% | +11,645+13.7% | Added |
| AQR Capital Management LLC | 99,800 | $527.9K | 0.00% | +57,174+134.1% | Added |
| Invesco Ltd. | 100,127 | $529.7K | 0.00% | −5,320−5.0% | Reduced |
| Globeflex Capital L P | 102,900 | $544.3K | 0.08% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 113,722 | $601.6K | 0.00% | −50.0% | Reduced |
| Bank of America Corp | 115,562 | $611.3K | 0.00% | +66,738+136.7% | Added |
| Marshall Wace, LLP | 121,011 | $640.1K | 0.00% | −270,414−69.1% | Reduced |
| Integrated Quantitative Investments LLC | 125,043 | $661.5K | 0.14% | +92,815+288.0% | Added |
| Trexquant Investment LP | 128,234 | $678.4K | 0.01% | +87,004+211.0% | Added |
| Winton Group Ltd | 131,936 | $697.9K | 0.02% | −48,844−27.0% | Reduced |
| Renaissance Technologies LLC | 132,179 | $699.2K | 0.00% | −76,000−36.5% | Reduced |
| EMG Holdings, L.P. | 139,172 | $736.2K | 1.18% | 00.0% | Unchanged |
| Arbiter Partners Capital Management LLC | 141,109 | $746.5K | 0.40% | +141,109 | New |
| Barclays PLC | 149,925 | $793.1K | 0.00% | +53,954+56.2% | Added |
| Russell Investments Group, Ltd. | 150,460 | $795.9K | 0.00% | +147,171+4,474.6% | Added |
| Squarepoint Ops LLC | 155,324 | $821.7K | 0.00% | +102,769+195.5% | Added |
| JPMorgan Chase & Co | 160,810 | $850.7K | 0.00% | −59,431−27.0% | Reduced |
| Empowered Funds, LLC | 172,033 | $910.1K | 0.02% | +17,349+11.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 172,909 | $914.7K | 0.00% | −119,087−40.8% | Reduced |
| Berger Financial Group, Inc | 196,543 | $1.04M | 0.06% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 202,308 | $1.07M | 0.00% | +202,308 | New |
| Bank of New York Mellon Corp | 227,412 | $1.20M | 0.00% | +139,410+158.4% | Added |
| Citadel Advisors LLC | 272,411 | $1.44M | 0.00% | −291,500−51.7% | Reduced |
| Northern Trust Corp | 278,625 | $1.47M | 0.00% | −19,241−6.5% | Reduced |
| Bridgeway Capital Management, LLC | 317,236 | $1.68M | 0.04% | +36,352+12.9% | Added |
| Morgan Stanley | 347,228 | $1.84M | 0.00% | +37,664+12.2% | Added |
| American Century Companies Inc | 356,499 | $1.89M | 0.00% | +176,721+98.3% | Added |
| BNP Paribas Arbitrage, SA | 357,203 | $1.89M | 0.00% | +145,453+68.7% | Added |