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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.

Q1 2026 vs. Q4 2025

How the institutions holding Oportun Financial Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of OPRT: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1202126+8
Shares33.8M2.26M35.1M+3.64M (+11.6%)
Value$178.6M$12.0M$161.9M−$4.68M (−2.8%)

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Oportun Financial Corp at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to OPRT in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC1,628,478$7.51M0.00%
Meros Investment Management, LP726,385$3.35M1.45%
Cannell Capital LLC372,697$1.72M1.12%
Vanguard Portfolio Management LLC362,323$1.67M0.00%
Lazard Asset Management LLC274,968$1.27M0.00%
Vanguard Fiduciary Trust Co259,485$1.20M0.00%
Vanguard Global Advisers, LLC127,488$587.7K0.00%
Union Square Park Capital Management, LLC100,000$461.0K0.40%
MYDA Advisors LLC99,270$457.6K0.11%
Fuller & Thaler Asset Management, Inc.68,047$313.7K0.00%
Algert Global LLC62,039$286.0K0.00%
Jones Financial Companies LLLP55,575$249.0K0.00%
Los Angeles Capital Management LLC44,919$207.1K0.00%
D. E. Shaw & Co., Inc.42,233$194.7K0.00%
Deutsche Bank AG34,727$160.1K0.00%
Castleview Partners, LLC22,093$101.8K0.05%
Skopos Labs, Inc.14,169$65.3K0.00%
Abel Hall, LLC12,355$57.0K0.01%
Mercer Global Advisors Inc10,700$49.3K0.00%
Harbor Capital Advisors, Inc.10,593$49.0K0.00%
Pinnacle Holdings, LLC5,727$26.4K0.01%
Allworth Financial LP1,029$4.74K0.00%
Owl Creek Wealth Partners LLC762$3.51K0.00%
Parallel Advisors, LLC388$1.79K0.00%
Rothschild Investment LLC359$1.66K0.00%
Root Financial Partners, LLC320$1.48K0.00%
EverSource Wealth Advisors, LLC187$8620.00%
Basecamp Wealth Advisors LLC132$6090.00%
Advisor Group Holdings, Inc.100$4610.00%
JPL Wealth Management, LLC72$3320.00%
SJS Investment Consulting Inc.67$3090.00%
Farther Finance Advisors, LLC66$3020.00%
Transamerica Financial Advisors, Inc.15$690.00%
Essential Partners LLC6$280.00%
IFP Advisors, Inc3$140.00%
Caitong International Asset Management Co., Ltd1$50.00%

Sold out (28)

Institutions that held Oportun Financial Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (2)

Institutions that held Oportun Financial Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OPRT in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc2,263,271$12.0M
CIBC Private Wealth Group, LLC20$106