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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $5 | 0.00% | +1 | New |
| IFP Advisors, Inc | 3 | $14 | 0.00% | +3 | New |
| Essential Partners LLC | 6 | $28 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 11 | $51 | 0.00% | −41−78.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 15 | $69 | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 66 | $302 | 0.00% | +66 | New |
| SJS Investment Consulting Inc. | 67 | $309 | 0.00% | +67 | New |
| JPL Wealth Management, LLC | 72 | $332 | 0.00% | +72 | New |
| Advisor Group Holdings, Inc. | 100 | $461 | 0.00% | +100 | New |
| Basecamp Wealth Advisors LLC | 132 | $609 | 0.00% | +132 | New |
| GAMMA Investing LLC | 156 | $719 | 0.00% | −3−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 187 | $862 | 0.00% | +187 | New |
| Root Financial Partners, LLC | 320 | $1.48K | 0.00% | +320 | New |
| The PNC Financial Services Group, Inc. | 337 | $1.55K | 0.00% | +244+262.4% | Added |
| Rothschild Investment LLC | 359 | $1.66K | 0.00% | +359 | New |
| Parallel Advisors, LLC | 388 | $1.79K | 0.00% | +388 | New |
| Royal Bank of Canada | 477 | $2.00K | 0.00% | −624−56.7% | Reduced |
| SRS Capital Advisors, Inc. | 573 | $2.64K | 0.00% | +570+19,000.0% | Added |
| Owl Creek Wealth Partners LLC | 762 | $3.51K | 0.00% | +762 | New |
| Allworth Financial LP | 1,029 | $4.74K | 0.00% | +1,029 | New |
| Sterling Capital Management LLC | 1,341 | $6.18K | 0.00% | −994−42.6% | Reduced |
| MAI Capital Management | 1,665 | $7.68K | 0.00% | +1,646+8,663.2% | Added |
| Citigroup Inc | 1,890 | $8.71K | 0.00% | −20,959−91.7% | Reduced |
| California State Teachers Retirement System | 2,192 | $10.1K | 0.00% | −302−12.1% | Reduced |
| UBS Asset Management Americas Inc | 2,532 | $11.7K | 0.00% | +2,443+2,744.9% | Added |
| Group One Trading, L.P. | 2,548 | $11.7K | 0.00% | −238−8.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,926 | $13.5K | 0.00% | +868+42.2% | Added |
| Ameritas Investment Partners, Inc. | 3,418 | $15.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,630 | $16.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,306 | $24.5K | 0.00% | +3,390+176.9% | Added |
| Pinnacle Holdings, LLC | 5,727 | $26.4K | 0.01% | +5,727 | New |
| Police & Firemen's Retirement System of New Jersey | 10,404 | $48.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 10,593 | $49.0K | 0.00% | +10,593 | New |
| Mercer Global Advisors Inc | 10,700 | $49.3K | 0.00% | +10,700 | New |
| Manufacturers Life Insurance Company, The | 10,833 | $49.9K | 0.00% | −1,766−14.0% | Reduced |
| Intech Investment Management LLC | 10,836 | $50.0K | 0.00% | −6,273−36.7% | Reduced |
| Abel Hall, LLC | 12,355 | $57.0K | 0.01% | +12,355 | New |
| R Squared Ltd | 12,973 | $59.8K | 0.03% | −3,962−23.4% | Reduced |
| FMR LLC | 13,436 | $61.9K | 0.00% | +10,600+373.8% | Added |
| New York State Common Retirement Fund | 13,500 | $62.2K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 14,000 | $64.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 14,169 | $65.3K | 0.00% | +14,169 | New |
| MetLife Investment Management | 14,735 | $67.9K | 0.00% | +1,901+14.8% | Added |
| Wells Fargo & Company | 15,308 | $70.6K | 0.00% | −30,106−66.3% | Reduced |
| Flaharty Asset Management, LLC | 16,000 | $73.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 17,876 | $82.4K | 0.00% | +17,828+37,141.7% | Added |
| Odyssean, LLC | 18,912 | $87.2K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 19,165 | $88.4K | 0.00% | +473+2.5% | Added |
| State of Alaska, Department of Revenue | 21,037 | $96.0K | 0.00% | +10,000+90.6% | Added |
| Castleview Partners, LLC | 22,093 | $101.8K | 0.05% | +22,093 | New |
| State of Wisconsin Investment Board | 27,034 | $124.6K | 0.00% | −17,001−38.6% | Reduced |
| SEI Investments Co | 28,081 | $129.5K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 30,176 | $139.1K | 0.01% | −43,281−58.9% | Reduced |
| Price T Rowe Associates Inc | 31,733 | $147.0K | 0.00% | +7,778+32.5% | Added |
| Cerity Partners LLC | 32,551 | $150.1K | 0.00% | +8,287+34.2% | Added |
| Deutsche Bank AG | 34,727 | $160.1K | 0.00% | +34,727 | New |
| PDT Partners, LLC | 35,433 | $163.3K | 0.01% | −32,915−48.2% | Reduced |
| Russell Investments Group, Ltd. | 37,210 | $171.5K | 0.00% | −113,250−75.3% | Reduced |
| BNP Paribas Arbitrage, SA | 37,520 | $173.0K | 0.00% | −319,683−89.5% | Reduced |
| DAG Ventures, LLC | 38,452 | $177.3K | 0.14% | 00.0% | Unchanged |
| State of Wyoming | 39,090 | $180.2K | 0.02% | −46,180−54.2% | Reduced |
| Graham Capital Management, L.P. | 41,658 | $192.0K | 0.01% | +1,487+3.7% | Added |
| D. E. Shaw & Co., Inc. | 42,233 | $194.7K | 0.00% | +42,233 | New |
| Voya Investment Management LLC | 42,390 | $195.4K | 0.00% | −481−1.1% | Reduced |
| Los Angeles Capital Management LLC | 44,919 | $207.1K | 0.00% | +44,919 | New |
| Rhumbline Advisers | 46,676 | $215.2K | 0.00% | −577−1.2% | Reduced |
| Jones Financial Companies LLLP | 55,575 | $249.0K | 0.00% | +55,575 | New |
| Susquehanna International Group, LLP | 57,486 | $265.0K | 0.00% | +25,325+78.7% | Added |
| HSBC Holdings PLC | 58,980 | $267.2K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 59,154 | $272.7K | 0.01% | −80.0% | Reduced |
| Legato Capital Management LLC | 59,219 | $273.0K | 0.02% | −25,119−29.8% | Reduced |
| Algert Global LLC | 62,039 | $286.0K | 0.00% | +62,039 | New |
| Panagora Asset Management Inc | 67,696 | $312.1K | 0.00% | +762+1.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 68,047 | $313.7K | 0.00% | +68,047 | New |
| Man Group plc | 77,797 | $358.6K | 0.00% | +28,022+56.3% | Added |
| UBS Group AG | 78,412 | $361.5K | 0.00% | −18,155−18.8% | Reduced |
| Marshall Wace, LLP | 79,198 | $365.1K | 0.00% | −41,813−34.6% | Reduced |
| Prudential Financial Inc | 80,270 | $370.0K | 0.00% | +21,310+36.1% | Added |
| Globeflex Capital L P | 81,800 | $377.1K | 0.06% | −21,100−20.5% | Reduced |
| Integrated Quantitative Investments LLC | 91,312 | $420.9K | 0.08% | −33,731−27.0% | Reduced |
| Invesco Ltd. | 93,614 | $431.6K | 0.00% | −6,513−6.5% | Reduced |
| MYDA Advisors LLC | 99,270 | $457.6K | 0.11% | +99,270 | New |
| Union Square Park Capital Management, LLC | 100,000 | $461.0K | 0.40% | +100,000 | New |
| Renaissance Technologies LLC | 100,079 | $461.4K | 0.00% | −32,100−24.3% | Reduced |
| Charles Schwab Investment Management Inc | 105,212 | $485.0K | 0.00% | −8,510−7.5% | Reduced |
| Barclays PLC | 105,963 | $488.5K | 0.00% | −43,962−29.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 118,019 | $544.1K | 0.00% | −54,890−31.7% | Reduced |
| Citadel Advisors LLC | 122,023 | $562.5K | 0.00% | −150,388−55.2% | Reduced |
| Morgan Stanley | 125,834 | $580.1K | 0.00% | −221,394−63.8% | Reduced |
| Vanguard Global Advisers, LLC | 127,488 | $587.7K | 0.00% | +127,488 | New |
| EMG Holdings, L.P. | 139,172 | $641.6K | 0.94% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 152,577 | $675.9K | 0.00% | −8,233−5.1% | Reduced |
| Nuveen, LLC | 151,017 | $696.2K | 0.00% | +79,567+111.4% | Added |
| Bank of America Corp | 166,934 | $769.6K | 0.00% | +51,372+44.5% | Added |
| Empowered Funds, LLC | 188,920 | $870.9K | 0.01% | +16,887+9.8% | Added |
| Arbiter Partners Capital Management LLC | 192,106 | $885.6K | 0.60% | +50,997+36.1% | Added |
| Bank of New York Mellon Corp | 211,625 | $975.6K | 0.00% | −15,787−6.9% | Reduced |
| Berger Financial Group, Inc | 243,575 | $1.12M | 0.06% | +47,032+23.9% | Added |
| Vanguard Fiduciary Trust Co | 259,485 | $1.20M | 0.00% | +259,485 | New |