Skip to main content
Livermore
Livermore
ZHEN

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.

Holders of 5% or more of OPRT

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Oportun Financial Corp, largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of OPRT
HolderLatest formStakeChangeFirst filedLatest filingFiling
NB Alternatives Advisers LLC13D/A9.90%4.39M shares–Feb 14, 20243 filingsMay 28, 2025SEC
Forager Capital Management, LLC13G/A9.80%4.51M shares+1.90 ppfrom 7.90%Oct 15, 20253 filingsJul 23, 2026SEC
Findell Capital Partners LP13D/A6.90%3.01M shares−0.50 ppfrom 7.40%Nov 27, 202310 filingsJul 15, 2025SEC
BlackRock, Inc.13G5.50%2.42M sharesNewOct 17, 20251 filingOct 17, 2025SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

56 Schedule 13D and 13G filings on Oportun Financial Corp, newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on OPRT
Filed (ET)FilerFormStakeChangeEvent dateFiling
Aug 14, 202612:17 PM ETCastlelake L.P.and 5 others13G/A0.00%0 shares−5.50 ppfrom 5.50%Below 5%Jun 30, 2026SEC
Jul 23, 20262:45 PM ETForager Capital Management, LLCand 3 others13G/A9.80%4.51M shares+1.90 ppfrom 7.90%Jun 30, 2026SEC
Jul 13, 20267:01 PM ETIntegrated Core Strategies (US) LLCand 3 others13G/A2.10%946.0K shares−2.90 ppfrom 5.00%Below 5%Jun 30, 2026SEC
Apr 21, 20264:51 PM ETForager Capital Management, LLCand 3 others13G/A7.90%3.51M shares+2.80 ppfrom 5.10%Mar 31, 2026SEC
Mar 27, 202611:04 AM ETVanguard Group Inc13G/A0.00%0 shares−5.12 ppfrom 5.12%Below 5%Mar 13, 2026SEC
Mar 18, 20264:44 PM ETIntegrated Core Strategies (US) LLCand 3 others13G5.00%2.25M sharesNewMar 11, 2026SEC
Jan 30, 20262:17 PM ETVanguard Group Inc13G5.12%2.26M sharesNewDec 31, 2025SEC
Oct 17, 20256:24 PM ETBlackRock, Inc.13G5.50%2.42M sharesNewSep 30, 2025SEC
Oct 15, 20254:05 PM ETForager Capital Management, LLCand 3 others13G5.10%2.24M sharesNewOct 13, 2025SEC
Aug 14, 20255:21 PM ETCastlelake L.P.and 5 others13G/A5.50%2.43M shares–Jun 30, 2025SEC
Jul 18, 20254:07 PM ETMillennium Management LLCand 2 others13G/A3.00%1.33M shares−2.10 ppfrom 5.10%Below 5%Jun 30, 2025SEC
Jul 15, 20255:21 PM ETFindell Capital Partners LPand 4 others13D/A6.90%3.01M shares−0.50 ppfrom 7.40%Jul 14, 2025SEC
May 29, 20259:28 PM ETFindell Capital Partners LPand 4 others13D/A7.40%3.24M shares−1.80 ppfrom 9.20%May 27, 2025SEC
May 28, 20256:20 PM ETNB Alternatives Advisers LLC13D/A9.90%4.39M shares–May 23, 2025SEC
May 7, 20254:12 PM ETFindell Capital Partners LPand 4 others13D/A9.20%3.44M shares0.00 ppfrom 9.20%May 5, 2025SEC
Mar 28, 20255:56 PM ETFindell Capital Partners LPand 5 others13D/A9.20%3.32M shares+0.10 ppfrom 9.10%Mar 26, 2025SEC
Mar 21, 20258:51 AM ETFindell Capital Partners LPand 3 others13D/A9.10%3.27M shares–Mar 20, 2025SEC
Mar 19, 20254:00 PM ETMillennium Management LLCand 2 others13G5.10%1.83M sharesNewMar 17, 2025SEC
Feb 14, 20255:23 PM ETInstitutional Venture Partners XIV, L.P.and 7 others13G/A2.30%820.3K shares–Below 5%Dec 31, 2024SEC
Feb 11, 20254:39 PM ETLong Focus Capital Management, LLCand 4 others13G/A4.80%1.74M shares–Below 5%Dec 31, 2024SEC
Nov 21, 2024Castlelake L.P.13GOld format–New–SEC
Nov 20, 2024NB Alternatives Advisers LLC13DOld format–––SEC
Nov 14, 2024Institutional Venture Partners XIV, L.P.13G/AOld format–––SEC
Oct 1, 2024Ellington Management Group LLC13G/AOld format–––SEC
May 14, 2024Findell Capital Management LLC13D/AOld format–––SEC
Apr 23, 2024Findell Capital Partners LP13D/AOld format–––SEC
Apr 17, 2024Long Focus Capital Management, LLC13GOld format–New–SEC
Mar 19, 2024Findell Capital Partners LP13D/AOld format–––SEC
Mar 11, 2024Findell Capital Partners LP13D/AOld format–––SEC
Feb 26, 2024Findell Capital Partners LP13D/AOld format–––SEC
Feb 14, 2024NB Alternatives Advisers LLC13GOld format–New–SEC
Feb 13, 2024Kayne Anderson Rudnick Investment Management LLC13G/AOld format–––SEC
Feb 13, 2024Institutional Venture Partners XIV, L.P.13G/AOld format–––SEC
Jan 17, 2024Ellington Management Group LLC13G/AOld format–––SEC
Nov 27, 2023Findell Capital Partners LP13DOld format–New–SEC
Jul 7, 20234:35 PM ETBlackRock Inc.13G/AOld format–––SEC
Mar 27, 2023Ellington Management Group LLC13GOld format–New–SEC
Feb 14, 2023Kayne Anderson Rudnick Investment Management LLC13G/AOld format–––SEC
Feb 8, 2023Ashford Capital Management Inc13G/AOld format–––SEC
Feb 7, 2023Greylock XII Limited Partnership13G/AOld format–––SEC
Feb 6, 2023Wellington Management Group LLP13G/AOld format–––SEC
Jan 30, 20234:03 PM ETBlackRock Inc.13G/AOld format–––SEC
Jan 9, 2023Kayne Anderson Rudnick Investment Management LLC13G/AOld format–––SEC
Feb 14, 2022Kayne Anderson Rudnick Investment Management LLC13G/AOld format–––SEC
Feb 14, 2022Institutional Venture Partners XIV, L.P.13G/AOld format–––SEC
Feb 14, 2022Ashford Capital Management Inc13GOld format–New–SEC
Feb 11, 2022Greylock XII Limited Partnership13G/AOld format–––SEC
Feb 4, 2022Wellington Management Group LLP13GOld format–New–SEC
Feb 4, 2022Madrone Partners, L.P.13G/AOld format–––SEC
Feb 3, 20224:41 PM ETBlackRock Inc.13G/AOld format–––SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell Oportun Financial Corp shares.

No Form 144 notices for Oportun Financial Corp are on file.