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, Q2 2026
Institutional positions in Oportun Financial Corp as of Jun 30, 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
- 133
- +9 vs. Q1 2026
- Shares held
- 37.8M
- +2.68M (+7.6%) vs. Q1 2026
- Total value
- $215.7M
- +$53.9M (+33.3%) vs. Q1 2026
- New holders
- 22
- 61 more added
- Sold out
- 13
- 32 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $6 | 0.00% | −10−90.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $63 | 0.00% | +11 | New |
| Transamerica Financial Advisors, Inc. | 15 | $85 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 40 | $228 | 0.00% | −297−88.1% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 42 | $240 | 0.00% | +42 | New |
| JPL Wealth Management, LLC | 69 | $394 | 0.00% | −3−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 80 | $456 | 0.00% | −20−20.0% | Reduced |
| Fifth Third Bancorp | 105 | $600 | 0.00% | +105 | New |
| SJS Investment Consulting Inc. | 123 | $703 | 0.00% | +56+83.6% | Added |
| GAMMA Investing LLC | 147 | $839 | 0.00% | −9−5.8% | Reduced |
| Basecamp Wealth Advisors LLC | 155 | $885 | 0.00% | +23+17.4% | Added |
| Farther Finance Advisors, LLC | 216 | $1.23K | 0.00% | +150+227.3% | Added |
| Bogart Wealth, LLC | 230 | $1.31K | 0.00% | +230 | New |
| Essential Partners LLC | 307 | $1.75K | 0.00% | +301+5,016.7% | Added |
| EverSource Wealth Advisors, LLC | 339 | $1.94K | 0.00% | +152+81.3% | Added |
| Parallel Advisors, LLC | 388 | $2.21K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 450 | $2.57K | 0.00% | +91+25.3% | Added |
| California State Teachers Retirement System | 568 | $3.24K | 0.00% | −1,624−74.1% | Reduced |
| Owl Creek Wealth Partners LLC | 762 | $4.35K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 842 | $4.81K | 0.00% | −499−37.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,033 | $5.90K | 0.00% | +460+80.3% | Added |
| Allworth Financial LP | 2,141 | $12.2K | 0.00% | +1,112+108.1% | Added |
| UBS Asset Management Americas Inc | 2,532 | $14.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,707 | $15.0K | 0.00% | +2,230+467.5% | Added |
| Ameritas Investment Partners, Inc. | 3,418 | $19.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,630 | $20.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,829 | $21.9K | 0.00% | +903+30.9% | Added |
| Jones Financial Companies LLLP | 4,310 | $24.8K | 0.00% | −51,265−92.2% | Reduced |
| Group One Trading, L.P. | 4,912 | $28.0K | 0.00% | +2,364+92.8% | Added |
| Pinnacle Holdings, LLC | 5,727 | $32.7K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 10,404 | $59.4K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 10,837 | $61.9K | 1.17% | +10,837 | New |
| Virtu Financial LLC | 10,899 | $62.0K | 0.00% | +10,899 | New |
| Manufacturers Life Insurance Company, The | 11,509 | $65.7K | 0.00% | +676+6.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,720 | $70.4K | 0.00% | +11,720 | New |
| Alliancebernstein L.P. | 15,800 | $72.8K | 0.00% | +15,800 | New |
| Susquehanna International Group, LLP | 12,803 | $73.1K | 0.00% | −44,683−77.7% | Reduced |
| Canada Pension Plan Investment Board | 12,900 | $73.7K | 0.00% | +12,900 | New |
| Creative Planning | 12,936 | $73.9K | 0.00% | +12,936 | New |
| Simplex Trading, LLC | 12,969 | $74.1K | 0.00% | +7,663+144.4% | Added |
| State of Wyoming | 13,254 | $75.7K | 0.01% | −25,836−66.1% | Reduced |
| Harbor Capital Advisors, Inc. | 13,249 | $76.0K | 0.01% | +2,656+25.1% | Added |
| New York State Common Retirement Fund | 13,500 | $77.1K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 13,696 | $78.2K | 0.01% | +13,696 | New |
| Centiva Capital, LP | 14,000 | $79.9K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 14,290 | $81.6K | 0.01% | +1,935+15.7% | Added |
| FMR LLC | 15,523 | $88.6K | 0.00% | +2,087+15.5% | Added |
| State of Wisconsin Investment Board | 15,873 | $90.6K | 0.00% | −11,161−41.3% | Reduced |
| Modern Wealth Management, LLC | 16,000 | $91.4K | 0.00% | +16,000 | New |
| Mercer Global Advisors Inc | 18,948 | $108.2K | 0.00% | +8,248+77.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 19,241 | $109.9K | 0.00% | +76+0.4% | Added |
| Citigroup Inc | 19,265 | $110.0K | 0.00% | +17,375+919.3% | Added |
| Squarepoint Ops LLC | 19,602 | $111.9K | 0.00% | +19,602 | New |
| State of Alaska, Department of Revenue | 21,037 | $120.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 23,133 | $132.1K | 0.00% | −56,065−70.8% | Reduced |
| MetLife Investment Management | 23,397 | $133.6K | 0.00% | +8,662+58.8% | Added |
| Mariner, LLC | 25,871 | $147.7K | 0.00% | +25,871 | New |
| Cerity Partners LLC | 27,819 | $158.8K | 0.00% | −4,732−14.5% | Reduced |
| SEI Investments Co | 28,081 | $160.3K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 30,346 | $173.3K | 0.01% | −5,087−14.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,840 | $181.8K | 0.00% | +31,840 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 32,651 | $186.4K | 0.00% | −85,368−72.3% | Reduced |
| UBS Group AG | 32,922 | $188.0K | 0.00% | −45,490−58.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 33,350 | $190.4K | 0.00% | +33,350 | New |
| Price T Rowe Associates Inc | 33,489 | $192.0K | 0.00% | +1,756+5.5% | Added |
| Walleye Capital LLC | 34,191 | $195.2K | 0.00% | +34,191 | New |
| Wells Fargo & Company | 34,994 | $199.8K | 0.00% | +19,686+128.6% | Added |
| Deutsche Bank AG | 35,916 | $205.1K | 0.00% | +1,189+3.4% | Added |
| DAG Ventures, LLC | 38,452 | $219.6K | 0.18% | 00.0% | Unchanged |
| HSBC Holdings PLC | 38,501 | $220.2K | 0.00% | −20,479−34.7% | Reduced |
| D. E. Shaw & Co., Inc. | 40,858 | $233.3K | 0.00% | −1,375−3.3% | Reduced |
| Rhumbline Advisers | 50,270 | $287.0K | 0.00% | +3,594+7.7% | Added |
| Renaissance Technologies LLC | 51,179 | $292.2K | 0.00% | −48,900−48.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 54,079 | $309.0K | 0.07% | +54,079 | New |
| Integrated Quantitative Investments LLC | 58,028 | $331.3K | 0.05% | −33,284−36.5% | Reduced |
| Martingale Asset Management L P | 59,154 | $337.8K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 61,879 | $353.3K | 0.00% | +24,669+66.3% | Added |
| XTX Topco Ltd | 61,972 | $353.9K | 0.00% | +61,972 | New |
| Graham Capital Management, L.P. | 64,719 | $369.5K | 0.01% | +23,061+55.4% | Added |
| Thrivent Financial for Lutherans | 65,147 | $372.0K | 0.00% | +65,147 | New |
| Fuller & Thaler Asset Management, Inc. | 67,482 | $385.3K | 0.00% | −565−0.8% | Reduced |
| Panagora Asset Management Inc | 67,553 | $385.7K | 0.00% | −143−0.2% | Reduced |
| Prudential Financial Inc | 70,610 | $403.2K | 0.00% | −9,660−12.0% | Reduced |
| Voya Investment Management LLC | 74,138 | $423.3K | 0.00% | +31,748+74.9% | Added |
| Globeflex Capital L P | 81,800 | $467.1K | 0.06% | 00.0% | Unchanged |
| Invesco Ltd. | 84,644 | $483.3K | 0.00% | −8,970−9.6% | Reduced |
| Point72 Asset Management, L.P. | 87,833 | $501.5K | 0.00% | +87,833 | New |
| Morgan Stanley | 89,140 | $509.0K | 0.00% | −36,694−29.2% | Reduced |
| Algert Global LLC | 94,331 | $538.6K | 0.01% | +32,292+52.1% | Added |
| Man Group plc | 95,360 | $544.5K | 0.00% | +17,563+22.6% | Added |
| Nuveen, LLC | 97,283 | $555.5K | 0.00% | −53,734−35.6% | Reduced |
| Barclays PLC | 104,167 | $594.8K | 0.00% | −1,796−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 112,581 | $642.8K | 0.00% | +7,369+7.0% | Added |
| Arbiter Partners Capital Management LLC | 122,106 | $697.2K | 0.37% | −70,000−36.4% | Reduced |
| EMG Holdings, L.P. | 139,072 | $794.1K | 1.32% | −100−0.1% | Reduced |
| Bank of America Corp | 147,136 | $840.1K | 0.00% | −19,798−11.9% | Reduced |
| Vanguard Global Advisers, LLC | 148,925 | $850.4K | 0.00% | +21,437+16.8% | Added |
| MYDA Advisors LLC | 149,114 | $851.4K | 0.21% | +49,844+50.2% | Added |