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 4 季 13F 持有人
Oportun Financial Corp 在 2021/12/31 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
- 98
- 較 2021 年第 3 季 +20 家
- 持有股數
- 2,175 萬
- 較 2021 年第 3 季 +113.1 萬 (+5.5%)
- 總市值
- $4.40 億
- 較 2021 年第 3 季 −$7,624 萬 (−14.8%)
- 新進機構
- 30
- 另有 36 家加碼
- 清倉機構
- 10
- 另有 19 家減碼
另有 1 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
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 4 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 3 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 | $6,903 萬 | 12.14% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 3,343,040 | $6,770 萬 | 0.16% | −7950.0% | 減碼 |
| Wellington Management Group LLP | 2,583,972 | $5,233 萬 | 0.01% | +358,518+16.1% | 加碼 |
| BlackRock Inc. | 2,250,564 | $4,557 萬 | 0.00% | −485,621−17.7% | 減碼 |
| Ashford Capital Management Inc | 1,693,764 | $3,430 萬 | 3.42% | +243,874+16.8% | 加碼 |
| Vanguard Group Inc | 1,074,310 | $2,175 萬 | 0.00% | +26,593+2.5% | 加碼 |
| Punch & Associates Investment Management, Inc. | 836,019 | $1,693 萬 | 0.89% | +9,679+1.2% | 加碼 |
| Clearbridge Investments, LLC | 622,708 | $1,261 萬 | 0.01% | −17,892−2.8% | 減碼 |
| Glynn Capital Management LLC | 588,233 | $1,191 萬 | 1.27% | −598,221−50.4% | 減碼 |
| Ribbit Capital GP III, Ltd. | 586,513 | $1,128 萬 | 1.46% | +586,513 | 新進 |
| Goldman Sachs Group Inc | 485,021 | $982.2 萬 | 0.00% | +45,747+10.4% | 加碼 |
| State Street Corp | 430,943 | $872.7 萬 | 0.00% | −37,908−8.1% | 減碼 |
| Geode Capital Management, LLC | 353,417 | $715.6 萬 | 0.00% | +12,533+3.7% | 加碼 |
| Hillsdale Investment Management Inc. | 248,100 | $502.4 萬 | 0.34% | +248,100 | 新進 |
| Marshall Wace, LLP | 187,118 | $378.9 萬 | 0.01% | +187,118 | 新進 |
| Northern Trust Corp | 183,431 | $371.4 萬 | 0.00% | +5,194+2.9% | 加碼 |
| Citadel Advisors LLC | 173,999 | $352.4 萬 | 0.00% | +143,265+466.1% | 加碼 |
| Wells Fargo & Company | 169,872 | $344.0 萬 | 0.00% | +8,554+5.3% | 加碼 |
| Morgan Stanley | 166,530 | $337.3 萬 | 0.00% | +62,770+60.5% | 加碼 |
| Millennium Management LLC | 144,998 | $293.6 萬 | 0.00% | +144,998 | 新進 |
| Charles Schwab Investment Management Inc | 142,284 | $288.2 萬 | 0.00% | +6,654+4.9% | 加碼 |
| JPMorgan Chase & Co | 140,752 | $285.1 萬 | 0.00% | +13,453+10.6% | 加碼 |
| Bridgeway Capital Management, LLC | 140,000 | $283.5 萬 | 0.05% | 00.0% | 不變 |
| Ameriprise Financial Inc | 138,169 | $279.8 萬 | 0.00% | +138,169 | 新進 |
| Dimensional Fund Advisors LP | 134,131 | $271.6 萬 | 0.00% | +51,749+62.8% | 加碼 |
| Bank of New York Mellon Corp | 95,295 | $193.0 萬 | 0.00% | +19,199+25.2% | 加碼 |
| Alphabet Inc. | 94,788 | $191.9 萬 | 0.05% | +94,788 | 新進 |
| Arrowstreet Capital, Limited Partnership | 89,129 | $180.5 萬 | 0.00% | +15,005+20.2% | 加碼 |
| Daiwa Securities Group Inc. | 83,191 | $168.5 萬 | 0.01% | +6,000+7.8% | 加碼 |
| Nuveen Asset Management, LLC | 77,680 | $154.3 萬 | 0.00% | −6,163−7.4% | 減碼 |
| Bank of America Corp | 75,985 | $153.9 萬 | 0.00% | +24,645+48.0% | 加碼 |
| Acadian Asset Management LLC | 65,330 | $132.2 萬 | 0.00% | +42,762+189.5% | 加碼 |
| Russell Investments Group, Ltd. | 64,536 | $130.5 萬 | 0.00% | +4,610+7.7% | 加碼 |
| Two Sigma Investments, LP | 55,459 | $112.3 萬 | 0.00% | +55,459 | 新進 |
| Stifel Financial Corp | 55,305 | $112.0 萬 | 0.00% | +4,107+8.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 37,825 | $76.6 萬 | 0.00% | +37,825 | 新進 |
| Swiss National Bank | 37,000 | $74.9 萬 | 0.00% | +37,000 | 新進 |
| TownSquare Capital, LLC | 36,331 | $73.5 萬 | 0.02% | −11,708−24.4% | 減碼 |
| Federated Hermes, Inc. | 34,000 | $68.9 萬 | 0.00% | −16,426−32.6% | 減碼 |
| Los Angeles Capital Management LLC | 33,663 | $68.2 萬 | 0.00% | +13,104+63.7% | 加碼 |
| Invesco Ltd. | 31,260 | $63.3 萬 | 0.00% | −76,776−71.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 30,195 | $61.1 萬 | 0.01% | +30,195 | 新進 |
| California State Teachers Retirement System | 25,902 | $52.5 萬 | 0.00% | +14,212+121.6% | 加碼 |
| AQR Capital Management LLC | 25,577 | $51.8 萬 | 0.00% | +9,396+58.1% | 加碼 |
| LPL Financial LLC | 24,605 | $49.8 萬 | 0.00% | −1,458−5.6% | 減碼 |
| Rhumbline Advisers | 24,303 | $49.2 萬 | 0.00% | −329−1.3% | 減碼 |
| Two Sigma Advisers, LP | 23,800 | $48.2 萬 | 0.00% | +23,800 | 新進 |
| M&T Bank Corp | 22,352 | $45.3 萬 | 0.00% | −327−1.4% | 減碼 |
| Renaissance Technologies LLC | 21,800 | $44.1 萬 | 0.00% | +21,800 | 新進 |
| Neuberger Berman Group LLC | 20,996 | $42.5 萬 | 0.00% | −87−0.4% | 減碼 |
| US Bancorp | 20,894 | $42.3 萬 | 0.00% | +96+0.5% | 加碼 |
| IndexIQ Advisors LLC | 20,391 | $41.3 萬 | 0.01% | −1,318−6.1% | 減碼 |
| Jump Financial, LLC | 19,700 | $39.9 萬 | 0.03% | +19,700 | 新進 |
| SEI Investments Co | 20,154 | $39.8 萬 | 0.00% | −1,630−7.5% | 減碼 |
| PDT Partners, LLC | 18,448 | $37.4 萬 | 0.03% | +9,001+95.3% | 加碼 |
| HRT Financial LP | 17,818 | $36.0 萬 | 0.00% | +17,818 | 新進 |
| Price T Rowe Associates Inc | 17,472 | $35.4 萬 | 0.00% | +2,868+19.6% | 加碼 |
| Squarepoint Ops LLC | 14,071 | $28.5 萬 | 0.00% | +14,071 | 新進 |
| New York State Common Retirement Fund | 13,881 | $28.1 萬 | 0.00% | +9+0.1% | 加碼 |
| Putnam Investments LLC | 13,246 | $26.8 萬 | 0.00% | +13,246 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 13,100 | $26.5 萬 | 0.00% | −44,900−77.4% | 減碼 |
| Deutsche Bank AG | 12,657 | $25.6 萬 | 0.00% | +658+5.5% | 加碼 |
| Credit Suisse AG | 12,603 | $25.4 萬 | 0.00% | +12,603 | 新進 |
| ExodusPoint Capital Management, LP | 11,556 | $23.4 萬 | 0.00% | +11,556 | 新進 |
| Manufacturers Life Insurance Company, The | 11,482 | $23.3 萬 | 0.00% | +139+1.2% | 加碼 |
| American International Group, Inc. | 11,245 | $22.8 萬 | 0.00% | −169−1.5% | 減碼 |
| UBS Group AG | 11,061 | $22.4 萬 | 0.00% | +10,320+1,392.7% | 加碼 |
| Parametric Portfolio Associates LLC | 10,694 | $21.7 萬 | 0.00% | +10,694 | 新進 |
| Baker Tilly Wealth Management, LLC | 10,404 | $21.1 萬 | 0.02% | +718+7.4% | 加碼 |
| Citigroup Inc | 7,433 | $15.1 萬 | 0.00% | +5,142+224.4% | 加碼 |
| MetLife Investment Management | 7,407 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 6,727 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 5,843 | $11.8 萬 | 0.00% | −6,690−53.4% | 減碼 |
| Legal & General Group Plc | 5,158 | $10.4 萬 | 0.00% | +3,443+200.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,578 | $9.40 萬 | 0.00% | +1,448+46.3% | 加碼 |
| Royal Bank of Canada | 4,134 | $8.30 萬 | 0.00% | +1,462+54.7% | 加碼 |
| Proequities, Inc. | 2,980 | $6.00 萬 | 0.00% | +2,980 | 新進 |
| Dorsey Wright & Associates | 2,113 | $4.30 萬 | 0.01% | +2,113 | 新進 |
| Ameritas Investment Partners, Inc. | 1,717 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 1,700 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 1,500 | $3.00 萬 | 0.00% | +1,500 | 新進 |
| Advisor Group Holdings, Inc. | 1,280 | $2.60 萬 | 0.00% | −41−3.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,078 | $2.20 萬 | 0.00% | +445+70.3% | 加碼 |
| Point72 Hong Kong Ltd | 1,111 | $2.20 萬 | 0.00% | +1,111 | 新進 |
| Schroder Investment Management Group | 973 | $2.00 萬 | 0.00% | +973 | 新進 |
| 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 |
| Allspring Global Investments Holdings, LLC | 461 | $9,000 | 0.00% | +461 | 新進 |
| 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 |
| FourThought Financial, LLC | 128 | $3,000 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 92 | $2,000 | 0.00% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 117 | $2,000 | 0.00% | +117 | 新進 |
| CWM, LLC | 98 | $2,000 | 0.00% | +98 | 新進 |
| FMR LLC | 5 | $0 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 2 | $0 | 0.00% | +2 | 新進 |
| Ellevest, Inc. | 5 | $0 | 0.00% | +5 | 新進 |
| EJF Capital LLC | 0 | $0 | 0.00% | −398,848−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −24,955−100.0% | 清倉 |