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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 10,404 | $59.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 5,727 | $32.7K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,912 | $28.0K | 0.00% | +2,364+92.8% | Added |
| Jones Financial Companies LLLP | 4,310 | $24.8K | 0.00% | −51,265−92.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,829 | $21.9K | 0.00% | +903+30.9% | Added |
| Legal & General Group Plc | 3,630 | $20.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,418 | $19.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,707 | $15.0K | 0.00% | +2,230+467.5% | Added |
| UBS Asset Management Americas Inc | 2,532 | $14.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,141 | $12.2K | 0.00% | +1,112+108.1% | Added |
| SRS Capital Advisors, Inc. | 1,033 | $5.90K | 0.00% | +460+80.3% | Added |
| Sterling Capital Management LLC | 842 | $4.81K | 0.00% | −499−37.2% | Reduced |
| Owl Creek Wealth Partners LLC | 762 | $4.35K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 568 | $3.24K | 0.00% | −1,624−74.1% | Reduced |
| Rothschild Investment LLC | 450 | $2.57K | 0.00% | +91+25.3% | Added |
| Parallel Advisors, LLC | 388 | $2.21K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 339 | $1.94K | 0.00% | +152+81.3% | Added |
| Essential Partners LLC | 307 | $1.75K | 0.00% | +301+5,016.7% | Added |
| Bogart Wealth, LLC | 230 | $1.31K | 0.00% | +230 | New |
| Farther Finance Advisors, LLC | 216 | $1.23K | 0.00% | +150+227.3% | Added |
| Basecamp Wealth Advisors LLC | 155 | $885 | 0.00% | +23+17.4% | Added |
| GAMMA Investing LLC | 147 | $839 | 0.00% | −9−5.8% | Reduced |
| SJS Investment Consulting Inc. | 123 | $703 | 0.00% | +56+83.6% | Added |
| Fifth Third Bancorp | 105 | $600 | 0.00% | +105 | New |
| Advisor Group Holdings, Inc. | 80 | $456 | 0.00% | −20−20.0% | Reduced |
| JPL Wealth Management, LLC | 69 | $394 | 0.00% | −3−4.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 42 | $240 | 0.00% | +42 | New |
| The PNC Financial Services Group, Inc. | 40 | $228 | 0.00% | −297−88.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 15 | $85 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $63 | 0.00% | +11 | New |
| 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 |
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |