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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 2,532 | $11.7K | 0.00% | +2,443+2,744.9% | Added |
| California State Teachers Retirement System | 2,192 | $10.1K | 0.00% | −302−12.1% | Reduced |
| Citigroup Inc | 1,890 | $8.71K | 0.00% | −20,959−91.7% | Reduced |
| MAI Capital Management | 1,665 | $7.68K | 0.00% | +1,646+8,663.2% | Added |
| Sterling Capital Management LLC | 1,341 | $6.18K | 0.00% | −994−42.6% | Reduced |
| Allworth Financial LP | 1,029 | $4.74K | 0.00% | +1,029 | New |
| Owl Creek Wealth Partners LLC | 762 | $3.51K | 0.00% | +762 | New |
| SRS Capital Advisors, Inc. | 573 | $2.64K | 0.00% | +570+19,000.0% | Added |
| Royal Bank of Canada | 477 | $2.00K | 0.00% | −624−56.7% | Reduced |
| Parallel Advisors, LLC | 388 | $1.79K | 0.00% | +388 | New |
| Rothschild Investment LLC | 359 | $1.66K | 0.00% | +359 | New |
| The PNC Financial Services Group, Inc. | 337 | $1.55K | 0.00% | +244+262.4% | Added |
| Root Financial Partners, LLC | 320 | $1.48K | 0.00% | +320 | New |
| EverSource Wealth Advisors, LLC | 187 | $862 | 0.00% | +187 | New |
| GAMMA Investing LLC | 156 | $719 | 0.00% | −3−1.9% | Reduced |
| Basecamp Wealth Advisors LLC | 132 | $609 | 0.00% | +132 | New |
| Advisor Group Holdings, Inc. | 100 | $461 | 0.00% | +100 | New |
| JPL Wealth Management, LLC | 72 | $332 | 0.00% | +72 | New |
| SJS Investment Consulting Inc. | 67 | $309 | 0.00% | +67 | New |
| Farther Finance Advisors, LLC | 66 | $302 | 0.00% | +66 | New |
| Transamerica Financial Advisors, Inc. | 15 | $69 | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 11 | $51 | 0.00% | −41−78.8% | Reduced |
| Essential Partners LLC | 6 | $28 | 0.00% | +6 | New |
| IFP Advisors, Inc | 3 | $14 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 1 | $5 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −642,100−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −597,328−100.0% | Sold out |
| Glynn Capital Management LLC | 0 | $0 | 0.00% | −588,233−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −541,542−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −202,308−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −155,324−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −131,936−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −92,721−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −73,583−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −47,378−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −46,794−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −43,910−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −39,342−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −26,802−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −25,761−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −23,075−100.0% | Sold out |
| Daytona Street Capital LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −16,072−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −15,212−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −5,574−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −5,225−100.0% | Sold out |
| Trust Co of Toledo NA | 0 | $0 | 0.00% | −3,080−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,798−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,272−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |