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 |
|---|---|---|---|---|---|
| FMR LLC | 2,836 | $15.0K | 0.00% | +2,008+242.5% | Added |
| US Bancorp | 2,798 | $14.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,786 | $14.7K | 0.00% | +2,786 | New |
| California State Teachers Retirement System | 2,494 | $13.2K | 0.00% | +403+19.3% | Added |
| Sterling Capital Management LLC | 2,335 | $12.4K | 0.00% | −368−13.6% | Reduced |
| GWM Advisors LLC | 2,245 | $11.9K | 0.00% | +780+53.2% | Added |
| Tower Research Capital LLC (TRC) | 2,058 | $10.9K | 0.00% | −760−27.0% | Reduced |
| Simplex Trading, LLC | 1,916 | $10.1K | 0.00% | −6,008−75.8% | Reduced |
| Amalgamated Bank | 1,272 | $7.00K | 0.00% | +129+11.3% | Added |
| Royal Bank of Canada | 1,101 | $6.00K | 0.00% | −994−47.4% | Reduced |
| GAMMA Investing LLC | 159 | $841 | 0.00% | +125+367.6% | Added |
| The PNC Financial Services Group, Inc. | 93 | $492 | 0.00% | +36+63.2% | Added |
| UBS Asset Management Americas Inc | 89 | $471 | 0.00% | +89 | New |
| SBI Securities Co., Ltd. | 52 | $275 | 0.00% | −2−3.7% | Reduced |
| Tucker Asset Management LLC | 40 | $212 | 0.00% | +40 | New |
| CIBC Private Wealth Group, LLC | 20 | $106 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 19 | $101 | 0.00% | +19 | New |
| SRS Capital Advisors, Inc. | 3 | $16 | 0.00% | +3 | New |
| CWM, LLC | 48 | $0 | 0.00% | −23−32.4% | Reduced |
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Cannell Capital LLC | 0 | $0 | 0.00% | −1,470,870−100.0% | Sold out |
| Acuitas Investments, LLC | 0 | $0 | 0.00% | −892,449−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −700,833−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −176,971−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −150,441−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −54,687−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −46,300−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −42,145−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −39,200−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −35,834−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,537−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −13,106−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −12,810−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −12,489−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,371−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,294−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Corton Capital Inc. | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |