Oportun Financial Corp
OPRT- 交易所
- Nasdaq
- 產業
- Finance Services
- SEC CIK
- 0001538716
近 90 天，Oportun Financial Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 133 家機構在 13F 申報持有，市值合計 $2.16 億；沒有大師持有。
2021 年第 2 季 13F 持有人
Oportun Financial Corp 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 75
- 較 2021 年第 1 季 −2 家
- 持有股數
- 1,976 萬
- 較 2021 年第 1 季 +93.5 萬 (+5.0%)
- 總市值
- $3.96 億
- 較 2021 年第 1 季 +$593.5 萬 (+1.5%)
- 新進機構
- 8
- 另有 29 家加碼
- 清倉機構
- 10
- 另有 23 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 OPRT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 133 | $2.16 億 |
| 2026 年第 1 季 | 126 | $1.62 億 |
| 2025 年第 4 季 | 120 | $1.79 億 |
| 2025 年第 3 季 | 125 | $2.10 億 |
| 2025 年第 2 季 | 106 | $2.31 億 |
| 2025 年第 1 季 | 94 | $1.44 億 |
| 2024 年第 4 季 | 76 | $8,348 萬 |
| 2024 年第 3 季 | 72 | $5,980 萬 |
| 2024 年第 2 季 | 70 | $6,044 萬 |
| 2024 年第 1 季 | 76 | $4,933 萬 |
| 2023 年第 4 季 | 87 | $8,162 萬 |
| 2023 年第 3 季 | 91 | $1.58 億 |
| 2023 年第 2 季 | 92 | $1.32 億 |
| 2023 年第 1 季 | 97 | $8,866 萬 |
| 2022 年第 4 季 | 120 | $1.29 億 |
| 2022 年第 3 季 | 116 | $9,775 萬 |
| 2022 年第 2 季 | 119 | $1.91 億 |
| 2022 年第 1 季 | 112 | $3.23 億 |
| 2021 年第 4 季 | 98 | $4.40 億 |
| 2021 年第 3 季 | 79 | $5.16 億 |
| 2021 年第 2 季 | 75 | $3.96 億 |
| 2021 年第 1 季 | 77 | $3.90 億 |
2021 年第 2 季持有機構
每家機構持有 Oportun Financial Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Institutional Venture Management XIV, LLC | 3,408,691 | $6,828 萬 | 12.39% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 3,326,662 | $6,663 萬 | 0.16% | −164,925−4.7% | 減碼 |
| BlackRock Inc. | 2,693,541 | $5,395 萬 | 0.00% | +326,941+13.8% | 加碼 |
| Wellington Management Group LLP | 1,613,853 | $3,233 萬 | 0.01% | +916,140+131.3% | 加碼 |
| Ashford Capital Management Inc | 1,303,800 | $2,612 萬 | 2.36% | +28,370+2.2% | 加碼 |
| Glynn Capital Management LLC | 1,186,454 | $2,377 萬 | 2.17% | 00.0% | 不變 |
| Vanguard Group Inc | 1,044,200 | $2,092 萬 | 0.00% | +49,449+5.0% | 加碼 |
| Punch & Associates Investment Management, Inc. | 813,520 | $1,630 萬 | 0.92% | +631,764+347.6% | 加碼 |
| Clearbridge Investments, LLC | 691,769 | $1,386 萬 | 0.01% | −3,555−0.5% | 減碼 |
| Goldman Sachs Group Inc | 468,366 | $938.2 萬 | 0.00% | +3,908+0.8% | 加碼 |
| State Street Corp | 444,493 | $890.3 萬 | 0.00% | +107,458+31.9% | 加碼 |
| EJF Capital LLC | 398,552 | $798.3 萬 | 0.72% | −44,248−10.0% | 減碼 |
| Geode Capital Management, LLC | 334,313 | $669.6 萬 | 0.00% | +14,925+4.7% | 加碼 |
| Northern Trust Corp | 188,210 | $377.0 萬 | 0.00% | +493+0.3% | 加碼 |
| Wells Fargo & Company | 157,406 | $315.3 萬 | 0.00% | −53,095−25.2% | 減碼 |
| JPMorgan Chase & Co | 151,736 | $304.0 萬 | 0.00% | −41,282−21.4% | 減碼 |
| Bridgeway Capital Management, LLC | 140,000 | $280.4 萬 | 0.05% | +20,000+16.7% | 加碼 |
| Charles Schwab Investment Management Inc | 129,843 | $260.1 萬 | 0.00% | +5,173+4.1% | 加碼 |
| Federated Hermes, Inc. | 100,098 | $200.5 萬 | 0.00% | −60,000−37.5% | 減碼 |
| Russell Investments Group, Ltd. | 98,889 | $197.9 萬 | 0.00% | +92,326+1,406.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 93,495 | $187.3 萬 | 0.00% | −24,955−21.1% | 減碼 |
| Nuveen Asset Management, LLC | 87,761 | $175.8 萬 | 0.00% | −3,132−3.4% | 減碼 |
| Bank of New York Mellon Corp | 69,744 | $139.7 萬 | 0.00% | +1,047+1.5% | 加碼 |
| Daiwa Securities Group Inc. | 64,191 | $128.6 萬 | 0.01% | +5,000+8.4% | 加碼 |
| Morgan Stanley | 55,700 | $111.6 萬 | 0.00% | +43,289+348.8% | 加碼 |
| Bank of America Corp | 52,755 | $105.7 萬 | 0.00% | −17,139−24.5% | 減碼 |
| Dimensional Fund Advisors LP | 50,593 | $101.3 萬 | 0.00% | +50,593 | 新進 |
| Stifel Financial Corp | 47,518 | $95.2 萬 | 0.00% | +5,514+13.1% | 加碼 |
| First Trust Advisors LP | 44,754 | $89.6 萬 | 0.00% | −1,155−2.5% | 減碼 |
| TownSquare Capital, LLC | 36,611 | $74.3 萬 | 0.02% | +618+1.7% | 加碼 |
| Citadel Advisors LLC | 34,197 | $68.5 萬 | 0.00% | +34,197 | 新進 |
| Invesco Ltd. | 31,577 | $63.3 萬 | 0.00% | +896+2.9% | 加碼 |
| California State Teachers Retirement System | 28,706 | $57.5 萬 | 0.00% | −1,114−3.7% | 減碼 |
| Zacks Investment Management | 24,955 | $50.0 萬 | 0.01% | +24,955 | 新進 |
| Rhumbline Advisers | 23,797 | $47.7 萬 | 0.00% | −2,196−8.4% | 減碼 |
| LPL Financial LLC | 23,284 | $46.6 萬 | 0.00% | +326+1.4% | 加碼 |
| Los Angeles Capital Management LLC | 22,949 | $46.0 萬 | 0.00% | −890−3.7% | 減碼 |
| M&T Bank Corp | 22,736 | $45.6 萬 | 0.00% | −1,434−5.9% | 減碼 |
| US Bancorp | 21,563 | $43.1 萬 | 0.00% | −1,085−4.8% | 減碼 |
| SEI Investments Co | 21,135 | $42.2 萬 | 0.00% | +4,611+27.9% | 加碼 |
| IndexIQ Advisors LLC | 19,535 | $39.1 萬 | 0.01% | −295−1.5% | 減碼 |
| Aj Wealth Strategies, LLC | 18,534 | $37.1 萬 | 0.02% | 00.0% | 不變 |
| New York State Common Retirement Fund | 17,957 | $36.0 萬 | 0.00% | +157+0.9% | 加碼 |
| Neuberger Berman Group LLC | 17,510 | $35.1 萬 | 0.00% | −180−1.0% | 減碼 |
| Price T Rowe Associates Inc | 14,427 | $28.9 萬 | 0.00% | +3,078+27.1% | 加碼 |
| HighTower Advisors, LLC | 13,441 | $27.4 萬 | 0.00% | +447+3.4% | 加碼 |
| Acadian Asset Management LLC | 13,395 | $26.8 萬 | 0.00% | +10,762+408.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 12,579 | $25.2 萬 | 0.00% | +1,217+10.7% | 加碼 |
| Deutsche Bank AG | 12,193 | $24.4 萬 | 0.00% | −397−3.2% | 減碼 |
| American International Group, Inc. | 11,686 | $23.4 萬 | 0.00% | +161+1.4% | 加碼 |
| Tudor Investment Corp Et Al | 10,161 | $20.4 萬 | 0.00% | +10,161 | 新進 |
| AQR Capital Management LLC | 10,155 | $20.3 萬 | 0.00% | +10,155 | 新進 |
| Metropolitan Life Insurance Co | 6,727 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 4,987 | $10.0 萬 | 0.00% | +4,304+630.2% | 加碼 |
| MetLife Investment Management | 3,604 | $7.22 萬 | 0.00% | −5,702−61.3% | 減碼 |
| Royal Bank of Canada | 3,580 | $7.20 萬 | 0.00% | −245−6.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,130 | $6.30 萬 | 0.00% | +841+36.7% | 加碼 |
| UBS Group AG | 1,792 | $3.60 萬 | 0.00% | −3,064−63.1% | 減碼 |
| Legal & General Group Plc | 1,715 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 1,717 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 1,700 | $3.40 萬 | 0.00% | +1,700 | 新進 |
| Global Retirement Partners, LLC | 1,239 | $2.50 萬 | 0.00% | +25+2.1% | 加碼 |
| Citigroup Inc | 1,192 | $2.40 萬 | 0.00% | −317−21.0% | 減碼 |
| Advisor Group Holdings, Inc. | 1,143 | $2.30 萬 | 0.00% | −263−18.7% | 減碼 |
| Spire Wealth Management | 803 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 613 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| CVA Family Office, LLC | 481 | $1.00 萬 | 0.00% | +481 | 新進 |
| Atlas Private Wealth Advisors | 400 | $8,000 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 270 | $5,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 212 | $4,000 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 196 | $3,000 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 92 | $2,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 98 | $2,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 128 | $2,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 47 | $1,000 | 0.00% | +47 | 新進 |
| CRV, LLC | 0 | $0 | 0.00% | −819,760−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −114,266−100.0% | 清倉 |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −24,900−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −16,092−100.0% | 清倉 |
| Jeereddi Investments, LP | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,814−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,742−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −547−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −78−100.0% | 清倉 |