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 $2.17 億；沒有大師持有。
2022 年第 2 季 13F 持有人
Oportun Financial Corp 在 2022/6/30 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
- 119
- 較 2022 年第 1 季 +10 家
- 持有股數
- 2,304 萬
- 較 2022 年第 1 季 +56.0 萬 (+2.5%)
- 總市值
- $1.91 億
- 較 2022 年第 1 季 −$1.31 億 (−40.6%)
- 新進機構
- 23
- 另有 57 家加碼
- 清倉機構
- 13
- 另有 24 家減碼
另有 3 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 | $2.17 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 | $2.11 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 | $6,002 萬 |
| 2024 年第 2 季 | 70 | $6,068 萬 |
| 2024 年第 1 季 | 76 | $5,148 萬 |
| 2023 年第 4 季 | 87 | $8,323 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 | $8,867 萬 |
| 2022 年第 4 季 | 120 | $1.28 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 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 2022 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 | $2,819 萬 | 9.02% | 00.0% | 不變 |
| BlackRock Inc. | 2,746,602 | $2,271 萬 | 0.00% | +462,434+20.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,420,567 | $2,002 萬 | 0.06% | −241,512−9.1% | 減碼 |
| Wellington Management Group LLP | 1,358,751 | $1,124 萬 | 0.00% | −716,465−34.5% | 減碼 |
| Vanguard Group Inc | 1,258,496 | $1,041 萬 | 0.00% | +157,862+14.3% | 加碼 |
| Ashford Capital Management Inc | 1,191,983 | $985.8 萬 | 1.40% | −648,665−35.2% | 減碼 |
| General Catalyst Group Management, LLC | 944,556 | $781.1 萬 | 0.70% | 00.0% | 不變 |
| Punch & Associates Investment Management, Inc. | 865,935 | $716.1 萬 | 0.50% | −27,461−3.1% | 減碼 |
| Clearbridge Investments, LLC | 848,335 | $701.6 萬 | 0.01% | +184,716+27.8% | 加碼 |
| Glynn Capital Management LLC | 588,233 | $486.5 萬 | 1.01% | 00.0% | 不變 |
| State Street Corp | 503,397 | $416.3 萬 | 0.00% | +56,127+12.5% | 加碼 |
| Geode Capital Management, LLC | 431,031 | $356.4 萬 | 0.00% | +83,740+24.1% | 加碼 |
| Hillsdale Investment Management Inc. | 412,600 | $341.2 萬 | 0.27% | +79,482+23.9% | 加碼 |
| Ameriprise Financial Inc | 326,054 | $325.8 萬 | 0.00% | +176,555+118.1% | 加碼 |
| Millennium Management LLC | 384,076 | $317.6 萬 | 0.00% | +192,209+100.2% | 加碼 |
| Goldman Sachs Group Inc | 376,366 | $311.3 萬 | 0.00% | −122,759−24.6% | 減碼 |
| Marshall Wace, LLP | 335,312 | $277.3 萬 | 0.01% | +114,805+52.1% | 加碼 |
| Morgan Stanley | 264,166 | $218.5 萬 | 0.00% | +120,612+84.0% | 加碼 |
| Bridgeway Capital Management, LLC | 261,900 | $216.6 萬 | 0.05% | +44,000+20.2% | 加碼 |
| Charles Schwab Investment Management Inc | 231,713 | $191.7 萬 | 0.00% | +22,754+10.9% | 加碼 |
| Northern Trust Corp | 228,904 | $189.2 萬 | 0.00% | +50,332+28.2% | 加碼 |
| Prudential Financial Inc | 160,425 | $132.6 萬 | 0.00% | +75,330+88.5% | 加碼 |
| Acadian Asset Management LLC | 159,759 | $132.1 萬 | 0.01% | +72,693+83.5% | 加碼 |
| Wells Fargo & Company | 156,788 | $129.7 萬 | 0.00% | −25,355−13.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 153,876 | $127.3 萬 | 0.00% | +88,336+134.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 151,658 | $125.4 萬 | 0.01% | +113,741+300.0% | 加碼 |
| Russell Investments Group, Ltd. | 143,685 | $118.5 萬 | 0.00% | +64,652+81.8% | 加碼 |
| Dimensional Fund Advisors LP | 136,656 | $113.1 萬 | 0.00% | −18,748−12.1% | 減碼 |
| Nuveen Asset Management, LLC | 132,379 | $109.5 萬 | 0.00% | +54,228+69.4% | 加碼 |
| Deutsche Bank AG | 124,933 | $103.3 萬 | 0.00% | +113,634+1,005.7% | 加碼 |
| Two Sigma Investments, LP | 118,065 | $97.6 萬 | 0.00% | +73,673+166.0% | 加碼 |
| Citadel Advisors LLC | 108,613 | $89.9 萬 | 0.00% | +28,645+35.8% | 加碼 |
| Bank of New York Mellon Corp | 98,596 | $81.5 萬 | 0.00% | +3,153+3.3% | 加碼 |
| AQR Capital Management LLC | 98,283 | $81.3 萬 | 0.00% | +12,554+14.6% | 加碼 |
| Alphabet Inc. | 94,788 | $78.4 萬 | 0.04% | 00.0% | 不變 |
| Renaissance Technologies LLC | 86,100 | $71.2 萬 | 0.00% | +53,000+160.1% | 加碼 |
| Two Sigma Advisers, LP | 79,100 | $65.4 萬 | 0.00% | +33,900+75.0% | 加碼 |
| Stifel Financial Corp | 77,699 | $64.3 萬 | 0.00% | +18,034+30.2% | 加碼 |
| State of Wisconsin Investment Board | 71,633 | $59.2 萬 | 0.00% | +35,733+99.5% | 加碼 |
| Bank of America Corp | 70,544 | $58.3 萬 | 0.00% | −5,418−7.1% | 減碼 |
| Daiwa Securities Group Inc. | 69,191 | $57.2 萬 | 0.00% | −14,000−16.8% | 減碼 |
| Engineers Gate Manager LP | 68,168 | $56.4 萬 | 0.02% | +68,168 | 新進 |
| TownSquare Capital, LLC | 67,038 | $55.4 萬 | 0.02% | +2,159+3.3% | 加碼 |
| Invesco Ltd. | 62,488 | $51.6 萬 | 0.00% | +11,469+22.5% | 加碼 |
| HST Ventures, LLC | 61,903 | $51.2 萬 | 0.34% | +61,903 | 新進 |
| Advisor Group Holdings, Inc. | 58,876 | $48.7 萬 | 0.00% | +57,528+4,267.7% | 加碼 |
| Martingale Asset Management L P | 57,349 | $47.5 萬 | 0.01% | +57,349 | 新進 |
| LPL Financial LLC | 53,207 | $44.0 萬 | 0.00% | +29,597+125.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 50,215 | $41.5 萬 | 0.00% | +28,872+135.3% | 加碼 |
| Swiss National Bank | 45,300 | $37.5 萬 | 0.00% | +5,000+12.4% | 加碼 |
| Panagora Asset Management Inc | 40,749 | $33.7 萬 | 0.00% | +463+1.1% | 加碼 |
| Rhumbline Advisers | 39,638 | $32.8 萬 | 0.00% | +13,551+51.9% | 加碼 |
| Dynamic Technology Lab Private Ltd | 37,991 | $31.4 萬 | 0.04% | +37,991 | 新進 |
| New York Life Investment Management LLC | 32,475 | $26.9 萬 | 0.00% | +32,475 | 新進 |
| Jump Financial, LLC | 31,400 | $26.0 萬 | 0.01% | +15,300+95.0% | 加碼 |
| Los Angeles Capital Management LLC | 30,813 | $25.5 萬 | 0.00% | −2,850−8.5% | 減碼 |
| Zebra Capital Management LLC | 30,857 | $25.5 萬 | 0.75% | +8,496+38.0% | 加碼 |
| Bank of Montreal | 27,703 | $25.3 萬 | 0.00% | +27,703 | 新進 |
| Federated Hermes, Inc. | 30,000 | $24.8 萬 | 0.00% | +5,067+20.3% | 加碼 |
| JPMorgan Chase & Co | 29,548 | $24.5 萬 | 0.00% | −21,501−42.1% | 減碼 |
| California State Teachers Retirement System | 29,064 | $24.0 萬 | 0.00% | +5,458+23.1% | 加碼 |
| Man Group plc | – | $22.5 萬 | 0.00% | – | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 26,200 | $21.7 萬 | 0.00% | −37,800−59.1% | 減碼 |
| M&T Bank Corp | 23,363 | $19.3 萬 | 0.00% | +117+0.5% | 加碼 |
| SEI Investments Co | 24,238 | $18.7 萬 | 0.00% | +3,738+18.2% | 加碼 |
| Envestnet Asset Management Inc | 22,009 | $18.2 萬 | 0.00% | +22,009 | 新進 |
| Jane Street Group, LLC | 21,255 | $17.6 萬 | 0.00% | +21,255 | 新進 |
| Raymond James & Associates | 21,213 | $17.5 萬 | 0.00% | +21,213 | 新進 |
| Public Employees Retirement System of Ohio | 20,962 | $17.3 萬 | 0.00% | +20,962 | 新進 |
| PEAK6 Investments LLC | 20,440 | $16.9 萬 | 0.00% | +20,440 | 新進 |
| Voya Investment Management LLC | 19,925 | $16.5 萬 | 0.00% | +2,042+11.4% | 加碼 |
| SG Americas Securities, LLC | 19,660 | $16.3 萬 | 0.00% | +19,660 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 19,727 | $16.3 萬 | 0.01% | +19,727 | 新進 |
| Neuberger Berman Group LLC | 19,009 | $15.7 萬 | 0.00% | −1,388−6.8% | 減碼 |
| US Bancorp | 17,554 | $14.5 萬 | 0.00% | −299−1.7% | 減碼 |
| Credit Suisse AG | 14,556 | $12.1 萬 | 0.00% | +2,525+21.0% | 加碼 |
| Barclays PLC | 14,523 | $12.1 萬 | 0.00% | +3,059+26.7% | 加碼 |
| New York State Common Retirement Fund | 13,848 | $11.5 萬 | 0.00% | −53−0.4% | 減碼 |
| Quantbot Technologies LP | 13,839 | $11.4 萬 | 0.01% | +10,639+332.5% | 加碼 |
| HSBC Holdings PLC | 12,908 | $10.9 萬 | 0.00% | −250−1.9% | 減碼 |
| American International Group, Inc. | 13,018 | $10.8 萬 | 0.00% | +2,512+23.9% | 加碼 |
| MetLife Investment Management | 12,860 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| Squarepoint Ops LLC | 12,579 | $10.4 萬 | 0.00% | −8,021−38.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 12,147 | $10.0 萬 | 0.00% | +12,147 | 新進 |
| Baker Tilly Wealth Management, LLC | 11,982 | $9.90 萬 | 0.01% | −327−2.7% | 減碼 |
| Delphia (USA) Inc. | 10,222 | $8.50 萬 | 0.06% | +10,222 | 新進 |
| State of Wyoming | 8,468 | $7.00 萬 | 0.04% | +1,439+20.5% | 加碼 |
| FMR LLC | 7,902 | $6.50 萬 | 0.00% | +735+10.3% | 加碼 |
| Legal & General Group Plc | 7,468 | $6.10 萬 | 0.00% | +2,310+44.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,228 | $5.20 萬 | 0.00% | −2,007−24.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,578 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 4,487 | $3.70 萬 | 0.00% | +979+27.9% | 加碼 |
| Versant Capital Management, Inc | 3,971 | $3.30 萬 | 0.01% | +1,324+50.0% | 加碼 |
| Amalgamated Bank | 3,534 | $2.90 萬 | 0.00% | +976+38.2% | 加碼 |
| Denali Advisors LLC | 3,300 | $2.70 萬 | 0.01% | +3,300 | 新進 |
| UBS Group AG | 1,976 | $1.60 萬 | 0.00% | −6,797−77.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 1,717 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 1,274 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 789 | $6,000 | 0.00% | −393−33.2% | 減碼 |
| Spire Wealth Management | 607 | $5,000 | 0.00% | 00.0% | 不變 |