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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 166,255 | $949.3K | 0.00% | +128,735+343.1% | Added |
| JPMorgan Chase & Co | 172,267 | $987.1K | 0.00% | +19,690+12.9% | Added |
| Union Square Park Capital Management, LLC | 200,000 | $1.14M | 0.83% | +100,000+100.0% | Added |
| Empowered Funds, LLC | 203,478 | $1.16M | 0.01% | +14,558+7.7% | Added |
| Bank of New York Mellon Corp | 215,338 | $1.23M | 0.00% | +3,713+1.8% | Added |
| Jane Street Group, LLC | 221,279 | $1.26M | 0.00% | +221,279 | New |
| Lazard Asset Management LLC | 279,234 | $1.59M | 0.00% | +4,266+1.6% | Added |
| Vanguard Fiduciary Trust Co | 281,352 | $1.61M | 0.00% | +21,867+8.4% | Added |
| Berger Financial Group, Inc | 291,041 | $1.66M | 0.08% | +47,466+19.5% | Added |
| Summa Corp. | 293,266 | $1.67M | 0.53% | −103,500−26.1% | Reduced |
| Northern Trust Corp | 331,156 | $1.89M | 0.00% | +36,594+12.4% | Added |
| Bridgeway Capital Management, LLC | 350,581 | $2.00M | 0.04% | +16,458+4.9% | Added |
| Trexquant Investment LP | 391,710 | $2.24M | 0.01% | +58,141+17.4% | Added |
| Vanguard Portfolio Management LLC | 407,832 | $2.33M | 0.00% | +45,509+12.6% | Added |
| Citadel Advisors LLC | 516,723 | $2.95M | 0.00% | +394,700+323.5% | Added |
| Mackenzie Financial Corp | 656,694 | $3.75M | 0.00% | +168,458+34.5% | Added |
| AQR Capital Management LLC | 752,758 | $4.30M | 0.00% | +63,921+9.3% | Added |
| State Street Corp | 797,256 | $4.55M | 0.00% | +44,931+6.0% | Added |
| American Century Companies Inc | 822,881 | $4.70M | 0.00% | +371,951+82.5% | Added |
| Millennium Management LLC | 945,987 | $5.40M | 0.00% | −1,307,195−58.0% | Reduced |
| Two Sigma Investments, LP | 963,560 | $5.50M | 0.00% | +1,919+0.2% | Added |
| Geode Capital Management, LLC | 1,081,651 | $6.18M | 0.00% | +132,849+14.0% | Added |
| Boothbay Fund Management, LLC | 1,101,930 | $6.29M | 0.12% | +242,601+28.2% | Added |
| Meros Investment Management, LP | 1,125,231 | $6.43M | 2.04% | +398,846+54.9% | Added |
| Simcoe Capital LLC | 1,134,197 | $6.48M | 3.95% | +131,926+13.2% | Added |
| Goldman Sachs Group Inc | 1,286,133 | $7.34M | 0.00% | +467,846+57.2% | Added |
| Long Focus Capital Management, LLC | 1,515,777 | $8.66M | 0.35% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,663,841 | $9.50M | 0.00% | +300,053+22.0% | Added |
| Vanguard Capital Management LLC | 1,742,023 | $9.95M | 0.00% | +113,545+7.0% | Added |
| Findell Capital Management LLC | 2,798,300 | $16.0M | 2.63% | +50,000+1.8% | Added |
| BlackRock, Inc. | 3,370,232 | $19.2M | 0.00% | +292,572+9.5% | Added |
| Neuberger Berman Group LLC | 3,893,025 | $22.2M | 0.01% | +83,113+2.2% | Added |
| Forager Capital Management, LLC | 4,512,045 | $25.8M | 9.69% | +1,150,319+34.2% | Added |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −624,813−100.0% | Sold out |
| Cannell Capital LLC | 0 | $0 | 0.00% | −372,697−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −59,219−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −44,919−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −30,176−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −22,093−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −18,912−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −12,973−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,836−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |