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。
2022 年第 1 季 13F 持有人
Oportun Financial Corp 在 2022/3/31 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
- 112
- 較 2021 年第 4 季 +15 家
- 持有股數
- 2,254 萬
- 較 2021 年第 4 季 +78.2 萬 (+3.6%)
- 總市值
- $3.23 億
- 較 2021 年第 4 季 −$1.17 億 (−26.5%)
- 新進機構
- 26
- 另有 45 家加碼
- 清倉機構
- 11
- 另有 25 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 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 | $4,895 萬 | 9.95% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 2,662,079 | $3,823 萬 | 0.10% | −680,961−20.4% | 減碼 |
| BlackRock Inc. | 2,284,168 | $3,280 萬 | 0.00% | +33,604+1.5% | 加碼 |
| Wellington Management Group LLP | 2,075,216 | $2,980 萬 | 0.01% | −508,756−19.7% | 減碼 |
| Ashford Capital Management Inc | 1,840,648 | $2,643 萬 | 2.85% | +146,884+8.7% | 加碼 |
| Vanguard Group Inc | 1,100,634 | $1,581 萬 | 0.00% | +26,324+2.5% | 加碼 |
| General Catalyst Group Management, LLC | 944,556 | $1,356 萬 | 0.77% | +944,556 | 新進 |
| Punch & Associates Investment Management, Inc. | 893,396 | $1,283 萬 | 0.73% | +57,377+6.9% | 加碼 |
| Clearbridge Investments, LLC | 663,619 | $953.0 萬 | 0.01% | +40,911+6.6% | 加碼 |
| Glynn Capital Management LLC | 588,233 | $844.7 萬 | 1.14% | 00.0% | 不變 |
| Ribbit Capital GP III, Ltd. | 586,513 | $842.2 萬 | 1.27% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 499,125 | $716.7 萬 | 0.00% | +14,104+2.9% | 加碼 |
| State Street Corp | 447,270 | $642.3 萬 | 0.00% | +16,327+3.8% | 加碼 |
| Geode Capital Management, LLC | 347,291 | $498.7 萬 | 0.00% | −6,126−1.7% | 減碼 |
| Hillsdale Investment Management Inc. | 333,118 | $478.4 萬 | 0.31% | +85,018+34.3% | 加碼 |
| Marshall Wace, LLP | 220,507 | $316.5 萬 | 0.01% | +33,389+17.8% | 加碼 |
| Bridgeway Capital Management, LLC | 217,900 | $312.9 萬 | 0.06% | +77,900+55.6% | 加碼 |
| Charles Schwab Investment Management Inc | 208,959 | $300.1 萬 | 0.00% | +66,675+46.9% | 加碼 |
| Millennium Management LLC | 191,867 | $275.5 萬 | 0.00% | +46,869+32.3% | 加碼 |
| Wells Fargo & Company | 182,143 | $261.6 萬 | 0.00% | +12,271+7.2% | 加碼 |
| Northern Trust Corp | 178,572 | $256.5 萬 | 0.00% | −4,859−2.6% | 減碼 |
| Dimensional Fund Advisors LP | 155,404 | $223.2 萬 | 0.00% | +21,273+15.9% | 加碼 |
| Morgan Stanley | 143,554 | $206.1 萬 | 0.00% | −22,976−13.8% | 減碼 |
| Ameriprise Financial Inc | 149,499 | $167.2 萬 | 0.00% | +11,330+8.2% | 加碼 |
| Bank of New York Mellon Corp | 95,443 | $137.1 萬 | 0.00% | +148+0.2% | 加碼 |
| Alphabet Inc. | 94,788 | $136.1 萬 | 0.04% | 00.0% | 不變 |
| Norges Bank | 92,600 | $133.0 萬 | 0.00% | +92,600 | 新進 |
| Acadian Asset Management LLC | 87,066 | $124.8 萬 | 0.01% | +21,736+33.3% | 加碼 |
| AQR Capital Management LLC | 85,729 | $123.1 萬 | 0.00% | +60,152+235.2% | 加碼 |
| Prudential Financial Inc | 85,095 | $122.2 萬 | 0.00% | +85,095 | 新進 |
| Daiwa Securities Group Inc. | 83,191 | $119.5 萬 | 0.01% | 00.0% | 不變 |
| Citadel Advisors LLC | 79,968 | $114.8 萬 | 0.00% | −94,031−54.0% | 減碼 |
| Russell Investments Group, Ltd. | 79,033 | $113.2 萬 | 0.00% | +14,497+22.5% | 加碼 |
| Nuveen Asset Management, LLC | 78,151 | $111.2 萬 | 0.00% | +471+0.6% | 加碼 |
| Bank of America Corp | 75,962 | $109.1 萬 | 0.00% | −230.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 65,540 | $94.1 萬 | 0.00% | +27,715+73.3% | 加碼 |
| TownSquare Capital, LLC | 64,879 | $93.2 萬 | 0.02% | +28,548+78.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 64,000 | $91.9 萬 | 0.00% | +50,900+388.5% | 加碼 |
| Stifel Financial Corp | 59,665 | $85.7 萬 | 0.00% | +4,360+7.9% | 加碼 |
| Invesco Ltd. | 51,019 | $73.3 萬 | 0.00% | +19,759+63.2% | 加碼 |
| JPMorgan Chase & Co | 51,049 | $73.2 萬 | 0.00% | −89,703−63.7% | 減碼 |
| Two Sigma Advisers, LP | 45,200 | $64.9 萬 | 0.00% | +21,400+89.9% | 加碼 |
| Two Sigma Investments, LP | 44,392 | $63.7 萬 | 0.00% | −11,067−20.0% | 減碼 |
| Swiss National Bank | 40,300 | $57.9 萬 | 0.00% | +3,300+8.9% | 加碼 |
| Panagora Asset Management Inc | 40,286 | $57.9 萬 | 0.00% | +40,286 | 新進 |
| Jacobs Levy Equity Management, Inc | 37,917 | $54.4 萬 | 0.00% | +37,917 | 新進 |
| State of Wisconsin Investment Board | 35,900 | $51.6 萬 | 0.00% | +35,900 | 新進 |
| Los Angeles Capital Management LLC | 33,663 | $48.3 萬 | 0.00% | 00.0% | 不變 |
| Renaissance Technologies LLC | 33,100 | $47.5 萬 | 0.00% | +11,300+51.8% | 加碼 |
| IndexIQ Advisors LLC | 29,117 | $41.8 萬 | 0.01% | +8,726+42.8% | 加碼 |
| Gsa Capital Partners LLP | 28,596 | $41.1 萬 | 0.06% | +28,596 | 新進 |
| Arrowstreet Capital, Limited Partnership | 26,800 | $38.5 萬 | 0.00% | −62,329−69.9% | 減碼 |
| Rhumbline Advisers | 26,087 | $37.5 萬 | 0.00% | +1,784+7.3% | 加碼 |
| Federated Hermes, Inc. | 24,933 | $35.8 萬 | 0.00% | −9,067−26.7% | 減碼 |
| Susquehanna International Group, LLP | 23,699 | $34.0 萬 | 0.00% | +23,699 | 新進 |
| California State Teachers Retirement System | 23,606 | $33.9 萬 | 0.00% | −2,296−8.9% | 減碼 |
| LPL Financial LLC | 23,610 | $33.9 萬 | 0.00% | −995−4.0% | 減碼 |
| M&T Bank Corp | 23,246 | $33.4 萬 | 0.00% | +894+4.0% | 加碼 |
| Zebra Capital Management LLC | 22,361 | $32.1 萬 | 0.74% | +22,361 | 新進 |
| Cubist Systematic Strategies, LLC | 21,343 | $30.6 萬 | 0.00% | −8,852−29.3% | 減碼 |
| Squarepoint Ops LLC | 20,600 | $29.6 萬 | 0.00% | +6,529+46.4% | 加碼 |
| Neuberger Berman Group LLC | 20,397 | $29.3 萬 | 0.00% | −599−2.9% | 減碼 |
| PDT Partners, LLC | 19,794 | $28.4 萬 | 0.02% | +1,346+7.3% | 加碼 |
| Parametric Portfolio Associates LLC | 19,762 | $28.4 萬 | 0.00% | +9,068+84.8% | 加碼 |
| SEI Investments Co | 20,500 | $28.2 萬 | 0.00% | +346+1.7% | 加碼 |
| Voya Investment Management LLC | 17,883 | $25.7 萬 | 0.00% | +17,883 | 新進 |
| US Bancorp | 17,853 | $25.6 萬 | 0.00% | −3,041−14.6% | 減碼 |
| Jump Financial, LLC | 16,100 | $23.1 萬 | 0.01% | −3,600−18.3% | 減碼 |
| Putnam Investments LLC | 15,874 | $22.8 萬 | 0.00% | +2,628+19.8% | 加碼 |
| New York State Common Retirement Fund | 13,901 | $20.0 萬 | 0.00% | +20+0.1% | 加碼 |
| HSBC Holdings PLC | 13,158 | $18.8 萬 | 0.00% | +13,158 | 新進 |
| MetLife Investment Management | 12,860 | $18.5 萬 | 0.00% | +5,453+73.6% | 加碼 |
| Baker Tilly Wealth Management, LLC | 12,309 | $17.7 萬 | 0.02% | +1,905+18.3% | 加碼 |
| Credit Suisse AG | 12,031 | $17.3 萬 | 0.00% | −572−4.5% | 減碼 |
| Barclays PLC | 11,464 | $16.4 萬 | 0.00% | +11,464 | 新進 |
| Deutsche Bank AG | 11,299 | $16.2 萬 | 0.00% | −1,358−10.7% | 減碼 |
| American International Group, Inc. | 10,506 | $15.1 萬 | 0.00% | −739−6.6% | 減碼 |
| UBS Group AG | 8,773 | $12.6 萬 | 0.00% | −2,288−20.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,235 | $11.8 萬 | 0.00% | +7,157+663.9% | 加碼 |
| FMR LLC | 7,167 | $10.3 萬 | 0.00% | +7,162+143,240.0% | 加碼 |
| State of Wyoming | 7,029 | $10.1 萬 | 0.05% | +7,029 | 新進 |
| Legal & General Group Plc | 5,158 | $7.40 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,578 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 3,508 | $5.00 萬 | 0.00% | −3,925−52.8% | 減碼 |
| Quantbot Technologies LP | 3,200 | $4.50 萬 | 0.00% | +1,700+113.3% | 加碼 |
| Versant Capital Management, Inc | 2,647 | $3.80 萬 | 0.01% | +2,647 | 新進 |
| Amalgamated Bank | 2,558 | $3.70 萬 | 0.00% | +2,558 | 新進 |
| Amalgamated Financial Corp. | 2,558 | $3.70 萬 | 0.00% | +2,558 | 新進 |
| Ameritas Investment Partners, Inc. | 1,717 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 1,700 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 1,299 | $1.90 萬 | 0.00% | −2,835−68.6% | 減碼 |
| Advisor Group Holdings, Inc. | 1,348 | $1.90 萬 | 0.00% | +68+5.3% | 加碼 |
| Metropolitan Life Insurance Co | 1,274 | $1.83 萬 | 0.00% | −5,453−81.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,182 | $1.60 萬 | 0.00% | +721+156.4% | 加碼 |
| Simplex Trading, LLC | 1,069 | $1.50 萬 | 0.00% | +1,069 | 新進 |
| Spire Wealth Management | 607 | $9,000 | 0.00% | −196−24.4% | 減碼 |
| Wolff Wiese Magana LLC | 613 | $9,000 | 0.01% | 00.0% | 不變 |
| CVA Family Office, LLC | 481 | $7,000 | 0.00% | 00.0% | 不變 |
| WFA Asset Management Corp | 350 | $5,026 | 0.00% | +350 | 新進 |
| CWM, LLC | 252 | $4,000 | 0.00% | +154+157.1% | 加碼 |