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, Q1 2026
Institutional positions in Oportun Financial Corp as of Mar 31, 2026. 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
- 126
- +8 vs. Q4 2025
- Shares held
- 35.1M
- +3.64M (+11.6%) vs. Q4 2025
- Total value
- $161.9M
- −$4.68M (−2.8%) vs. Q4 2025
- New holders
- 36
- 38 more added
- Sold out
- 28
- 38 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 3,809,912 | $17.6M | 0.01% | −127,256−3.2% | Reduced |
| Forager Capital Management, LLC | 3,361,726 | $15.5M | 7.72% | +981,726+41.2% | Added |
| BlackRock, Inc. | 3,077,660 | $14.2M | 0.00% | −27,940−0.9% | Reduced |
| Findell Capital Management LLC | 2,748,300 | $12.7M | 3.73% | +180,000+7.0% | Added |
| Millennium Management LLC | 2,253,182 | $10.4M | 0.01% | +353,630+18.6% | Added |
| Vanguard Capital Management LLC | 1,628,478 | $7.51M | 0.00% | +1,628,478 | New |
| Long Focus Capital Management, LLC | 1,515,777 | $6.99M | 0.31% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,363,788 | $6.29M | 0.00% | +234,723+20.8% | Added |
| Simcoe Capital LLC | 1,002,271 | $4.62M | 4.24% | +206,802+26.0% | Added |
| Two Sigma Investments, LP | 961,641 | $4.43M | 0.00% | +336,254+53.8% | Added |
| Geode Capital Management, LLC | 948,802 | $4.38M | 0.00% | −317,645−25.1% | Reduced |
| Boothbay Fund Management, LLC | 859,329 | $3.96M | 0.09% | +81,029+10.4% | Added |
| Goldman Sachs Group Inc | 818,287 | $3.77M | 0.00% | +415,350+103.1% | Added |
| State Street Corp | 752,325 | $3.47M | 0.00% | +8,860+1.2% | Added |
| Meros Investment Management, LP | 726,385 | $3.35M | 1.45% | +726,385 | New |
| AQR Capital Management LLC | 688,837 | $3.18M | 0.00% | +589,037+590.2% | Added |
| Segall Bryant & Hamill, LLC | 624,813 | $2.88M | 0.04% | −26,769−4.1% | Reduced |
| Mackenzie Financial Corp | 488,236 | $2.25M | 0.00% | +419,868+614.1% | Added |
| American Century Companies Inc | 450,930 | $2.08M | 0.00% | +94,431+26.5% | Added |
| Summa Corp. | 396,766 | $1.83M | 0.76% | 00.0% | Unchanged |
| Cannell Capital LLC | 372,697 | $1.72M | 1.12% | +372,697 | New |
| Vanguard Portfolio Management LLC | 362,323 | $1.67M | 0.00% | +362,323 | New |
| Bridgeway Capital Management, LLC | 334,123 | $1.54M | 0.03% | +16,887+5.3% | Added |
| Trexquant Investment LP | 333,569 | $1.54M | 0.01% | +205,335+160.1% | Added |
| Northern Trust Corp | 294,562 | $1.36M | 0.00% | +15,937+5.7% | Added |
| Lazard Asset Management LLC | 274,968 | $1.27M | 0.00% | +274,968 | New |
| Vanguard Fiduciary Trust Co | 259,485 | $1.20M | 0.00% | +259,485 | New |
| Berger Financial Group, Inc | 243,575 | $1.12M | 0.06% | +47,032+23.9% | Added |
| Bank of New York Mellon Corp | 211,625 | $975.6K | 0.00% | −15,787−6.9% | Reduced |
| Arbiter Partners Capital Management LLC | 192,106 | $885.6K | 0.60% | +50,997+36.1% | Added |
| Empowered Funds, LLC | 188,920 | $870.9K | 0.01% | +16,887+9.8% | Added |
| Bank of America Corp | 166,934 | $769.6K | 0.00% | +51,372+44.5% | Added |
| Nuveen, LLC | 151,017 | $696.2K | 0.00% | +79,567+111.4% | Added |
| JPMorgan Chase & Co | 152,577 | $675.9K | 0.00% | −8,233−5.1% | Reduced |
| EMG Holdings, L.P. | 139,172 | $641.6K | 0.94% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 127,488 | $587.7K | 0.00% | +127,488 | New |
| Morgan Stanley | 125,834 | $580.1K | 0.00% | −221,394−63.8% | Reduced |
| Citadel Advisors LLC | 122,023 | $562.5K | 0.00% | −150,388−55.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 118,019 | $544.1K | 0.00% | −54,890−31.7% | Reduced |
| Barclays PLC | 105,963 | $488.5K | 0.00% | −43,962−29.3% | Reduced |
| Charles Schwab Investment Management Inc | 105,212 | $485.0K | 0.00% | −8,510−7.5% | Reduced |
| Renaissance Technologies LLC | 100,079 | $461.4K | 0.00% | −32,100−24.3% | Reduced |
| Union Square Park Capital Management, LLC | 100,000 | $461.0K | 0.40% | +100,000 | New |
| MYDA Advisors LLC | 99,270 | $457.6K | 0.11% | +99,270 | New |
| Invesco Ltd. | 93,614 | $431.6K | 0.00% | −6,513−6.5% | Reduced |
| Integrated Quantitative Investments LLC | 91,312 | $420.9K | 0.08% | −33,731−27.0% | Reduced |
| Globeflex Capital L P | 81,800 | $377.1K | 0.06% | −21,100−20.5% | Reduced |
| Prudential Financial Inc | 80,270 | $370.0K | 0.00% | +21,310+36.1% | Added |
| Marshall Wace, LLP | 79,198 | $365.1K | 0.00% | −41,813−34.6% | Reduced |
| UBS Group AG | 78,412 | $361.5K | 0.00% | −18,155−18.8% | Reduced |
| Man Group plc | 77,797 | $358.6K | 0.00% | +28,022+56.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 68,047 | $313.7K | 0.00% | +68,047 | New |
| Panagora Asset Management Inc | 67,696 | $312.1K | 0.00% | +762+1.1% | Added |
| Algert Global LLC | 62,039 | $286.0K | 0.00% | +62,039 | New |
| Legato Capital Management LLC | 59,219 | $273.0K | 0.02% | −25,119−29.8% | Reduced |
| Martingale Asset Management L P | 59,154 | $272.7K | 0.01% | −80.0% | Reduced |
| HSBC Holdings PLC | 58,980 | $267.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 57,486 | $265.0K | 0.00% | +25,325+78.7% | Added |
| Jones Financial Companies LLLP | 55,575 | $249.0K | 0.00% | +55,575 | New |
| Rhumbline Advisers | 46,676 | $215.2K | 0.00% | −577−1.2% | Reduced |
| Los Angeles Capital Management LLC | 44,919 | $207.1K | 0.00% | +44,919 | New |
| Voya Investment Management LLC | 42,390 | $195.4K | 0.00% | −481−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 42,233 | $194.7K | 0.00% | +42,233 | New |
| Graham Capital Management, L.P. | 41,658 | $192.0K | 0.01% | +1,487+3.7% | Added |
| State of Wyoming | 39,090 | $180.2K | 0.02% | −46,180−54.2% | Reduced |
| DAG Ventures, LLC | 38,452 | $177.3K | 0.14% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 37,520 | $173.0K | 0.00% | −319,683−89.5% | Reduced |
| Russell Investments Group, Ltd. | 37,210 | $171.5K | 0.00% | −113,250−75.3% | Reduced |
| PDT Partners, LLC | 35,433 | $163.3K | 0.01% | −32,915−48.2% | Reduced |
| Deutsche Bank AG | 34,727 | $160.1K | 0.00% | +34,727 | New |
| Cerity Partners LLC | 32,551 | $150.1K | 0.00% | +8,287+34.2% | Added |
| Price T Rowe Associates Inc | 31,733 | $147.0K | 0.00% | +7,778+32.5% | Added |
| Campbell & CO Investment Adviser LLC | 30,176 | $139.1K | 0.01% | −43,281−58.9% | Reduced |
| SEI Investments Co | 28,081 | $129.5K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 27,034 | $124.6K | 0.00% | −17,001−38.6% | Reduced |
| Castleview Partners, LLC | 22,093 | $101.8K | 0.05% | +22,093 | New |
| State of Alaska, Department of Revenue | 21,037 | $96.0K | 0.00% | +10,000+90.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 19,165 | $88.4K | 0.00% | +473+2.5% | Added |
| Odyssean, LLC | 18,912 | $87.2K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 17,876 | $82.4K | 0.00% | +17,828+37,141.7% | Added |
| Flaharty Asset Management, LLC | 16,000 | $73.8K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,308 | $70.6K | 0.00% | −30,106−66.3% | Reduced |
| MetLife Investment Management | 14,735 | $67.9K | 0.00% | +1,901+14.8% | Added |
| Skopos Labs, Inc. | 14,169 | $65.3K | 0.00% | +14,169 | New |
| Centiva Capital, LP | 14,000 | $64.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 13,500 | $62.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 13,436 | $61.9K | 0.00% | +10,600+373.8% | Added |
| R Squared Ltd | 12,973 | $59.8K | 0.03% | −3,962−23.4% | Reduced |
| Abel Hall, LLC | 12,355 | $57.0K | 0.01% | +12,355 | New |
| Intech Investment Management LLC | 10,836 | $50.0K | 0.00% | −6,273−36.7% | Reduced |
| Manufacturers Life Insurance Company, The | 10,833 | $49.9K | 0.00% | −1,766−14.0% | Reduced |
| Mercer Global Advisors Inc | 10,700 | $49.3K | 0.00% | +10,700 | New |
| Harbor Capital Advisors, Inc. | 10,593 | $49.0K | 0.00% | +10,593 | New |
| Police & Firemen's Retirement System of New Jersey | 10,404 | $48.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 5,727 | $26.4K | 0.01% | +5,727 | New |
| Simplex Trading, LLC | 5,306 | $24.5K | 0.00% | +3,390+176.9% | Added |
| Legal & General Group Plc | 3,630 | $16.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,418 | $15.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,926 | $13.5K | 0.00% | +868+42.2% | Added |
| Group One Trading, L.P. | 2,548 | $11.7K | 0.00% | −238−8.5% | Reduced |