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 4 季 13F 持有人
Oportun Financial Corp 在 2022/12/31 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
- 120
- 較 2022 年第 3 季 +6 家
- 持有股數
- 2,333 萬
- 較 2022 年第 3 季 +96.3 萬 (+4.3%)
- 總市值
- $1.29 億
- 較 2022 年第 3 季 +$3,081 萬 (+31.5%)
- 新進機構
- 30
- 另有 35 家加碼
- 清倉機構
- 24
- 另有 36 家減碼
另有 2 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 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 | $1,878 萬 | 7.44% | 00.0% | 不變 |
| BlackRock Inc. | 2,574,685 | $1,419 萬 | 0.00% | −224,435−8.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,112,942 | $1,164 萬 | 0.04% | −301,010−12.5% | 減碼 |
| Vanguard Group Inc | 1,497,202 | $825.0 萬 | 0.00% | +56,086+3.9% | 加碼 |
| Park West Asset Management LLC | 1,150,000 | $633.6 萬 | 0.64% | +506,640+78.7% | 加碼 |
| Wellington Management Group LLP | 1,064,473 | $586.5 萬 | 0.00% | −253,148−19.2% | 減碼 |
| Clearbridge Investments, LLC | 1,061,886 | $585.1 萬 | 0.01% | −1,462−0.1% | 減碼 |
| General Catalyst Group Management, LLC | 944,556 | $520.5 萬 | 0.59% | 00.0% | 不變 |
| Madrone Advisors, LLC | 932,957 | $514.1 萬 | 0.99% | +932,957 | 新進 |
| EMG Holdings, L.P. | 678,538 | $373.9 萬 | 3.21% | +678,538 | 新進 |
| Glynn Capital Management LLC | 588,233 | $324.1 萬 | 0.78% | 00.0% | 不變 |
| Geode Capital Management, LLC | 527,800 | $290.8 萬 | 0.00% | +20,988+4.1% | 加碼 |
| State Street Corp | 491,957 | $271.1 萬 | 0.00% | −37,345−7.1% | 減碼 |
| Millennium Management LLC | 461,522 | $254.3 萬 | 0.00% | −124,378−21.2% | 減碼 |
| Ashford Capital Management Inc | 367,190 | $202.3 萬 | 0.31% | −6,108−1.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 295,900 | $163.0 萬 | 0.01% | −19,900−6.3% | 減碼 |
| Acadian Asset Management LLC | 276,688 | $152.3 萬 | 0.01% | −5,181−1.8% | 減碼 |
| Morgan Stanley | 270,190 | $148.9 萬 | 0.00% | −662,511−71.0% | 減碼 |
| RBF Capital, LLC | 228,084 | $125.7 萬 | 0.09% | +195,055+590.6% | 加碼 |
| Northern Trust Corp | 224,223 | $123.5 萬 | 0.00% | −12,629−5.3% | 減碼 |
| Tejara Capital Ltd | 223,882 | $123.4 萬 | 0.72% | +223,882 | 新進 |
| Citadel Advisors LLC | 204,951 | $112.9 萬 | 0.00% | +184,676+910.9% | 加碼 |
| Bridgeway Capital Management, LLC | 200,200 | $110.3 萬 | 0.03% | +51,200+34.4% | 加碼 |
| Renaissance Technologies LLC | 192,500 | $106.1 萬 | 0.00% | −53,200−21.7% | 減碼 |
| HST Ventures, LLC | 185,997 | $102.5 萬 | 0.72% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 181,566 | $100.0 萬 | 0.00% | +30,858+20.5% | 加碼 |
| Stifel Financial Corp | 171,159 | $94.3 萬 | 0.00% | +23,670+16.0% | 加碼 |
| Bank of New York Mellon Corp | 161,614 | $89.0 萬 | 0.00% | +50,441+45.4% | 加碼 |
| AQR Capital Management LLC | 147,076 | $81.0 萬 | 0.00% | −4,613−3.0% | 減碼 |
| Wells Fargo & Company | 141,395 | $77.9 萬 | 0.00% | −9,402−6.2% | 減碼 |
| Charles Schwab Investment Management Inc | 140,884 | $77.6 萬 | 0.00% | +3,315+2.4% | 加碼 |
| State of Wisconsin Investment Board | 119,100 | $65.6 萬 | 0.00% | +18,442+18.3% | 加碼 |
| Invesco Ltd. | 110,618 | $61.0 萬 | 0.00% | +51,004+85.6% | 加碼 |
| Trexquant Investment LP | 102,366 | $56.4 萬 | 0.02% | +56,304+122.2% | 加碼 |
| Federated Hermes, Inc. | 100,000 | $55.1 萬 | 0.00% | +19,842+24.8% | 加碼 |
| Alphabet Inc. | 94,788 | $52.2 萬 | 0.03% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 92,291 | $50.9 萬 | 0.00% | +92,291 | 新進 |
| TownSquare Capital, LLC | 88,524 | $48.8 萬 | 0.01% | +29,958+51.2% | 加碼 |
| Dimensional Fund Advisors LP | 81,822 | $45.1 萬 | 0.00% | −1,634−2.0% | 減碼 |
| Bank of America Corp | 72,234 | $39.8 萬 | 0.00% | −12,897−15.1% | 減碼 |
| Nuveen Asset Management, LLC | 71,824 | $39.6 萬 | 0.00% | −8,916−11.0% | 減碼 |
| Prudential Financial Inc | 65,355 | $36.0 萬 | 0.00% | −56,500−46.4% | 減碼 |
| American Century Companies Inc | 64,813 | $35.7 萬 | 0.00% | +33,569+107.4% | 加碼 |
| Two Sigma Advisers, LP | 58,700 | $32.3 萬 | 0.00% | −18,000−23.5% | 減碼 |
| Daiwa Securities Group Inc. | 57,895 | $31.9 萬 | 0.00% | 00.0% | 不變 |
| Squarepoint Ops LLC | 49,492 | $27.3 萬 | 0.00% | +49,492 | 新進 |
| Cubist Systematic Strategies, LLC | 49,428 | $27.2 萬 | 0.00% | +21,021+74.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 45,342 | $25.0 萬 | 0.00% | +18,684+70.1% | 加碼 |
| Two Sigma Investments, LP | 44,077 | $24.3 萬 | 0.00% | −20,070−31.3% | 減碼 |
| Rhumbline Advisers | 42,971 | $23.7 萬 | 0.00% | +1,054+2.5% | 加碼 |
| SEI Investments Co | 42,273 | $23.3 萬 | 0.00% | −14,377−25.4% | 減碼 |
| UNC Management Company, Inc. | 40,551 | $22.3 萬 | 0.13% | +40,551 | 新進 |
| Panagora Asset Management Inc | 40,450 | $22.3 萬 | 0.00% | −299−0.7% | 減碼 |
| New York Life Investment Management LLC | 39,500 | $21.8 萬 | 0.00% | +4,452+12.7% | 加碼 |
| Martingale Asset Management L P | 36,272 | $20.0 萬 | 0.00% | −6,100−14.4% | 減碼 |
| Vista Wealth Management Group, LLC | 35,565 | $19.6 萬 | 0.02% | +9,747+37.8% | 加碼 |
| Susquehanna International Group, LLP | 31,532 | $17.4 萬 | 0.00% | +11,285+55.7% | 加碼 |
| M&T Bank Corp | 25,375 | $14.0 萬 | 0.00% | +394+1.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 22,852 | $12.6 萬 | 0.01% | +383+1.7% | 加碼 |
| Barclays PLC | 20,681 | $11.4 萬 | 0.00% | +6,376+44.6% | 加碼 |
| Jane Street Group, LLC | 20,678 | $11.4 萬 | 0.00% | +20,678 | 新進 |
| Industry Ventures, L.L.C. | 20,276 | $11.2 萬 | 0.18% | +20,276 | 新進 |
| LPL Financial LLC | 19,152 | $10.6 萬 | 0.00% | −3,121−14.0% | 減碼 |
| HRT Financial LP | 18,860 | $10.3 萬 | 0.00% | +18,860 | 新進 |
| Algert Global LLC | 18,570 | $10.2 萬 | 0.01% | −80−0.4% | 減碼 |
| Boothbay Fund Management, LLC | 18,536 | $10.2 萬 | 0.00% | +18,536 | 新進 |
| D. E. Shaw & Co., Inc. | 18,182 | $10.0 萬 | 0.00% | −53,324−74.6% | 減碼 |
| Raymond James & Associates | 17,940 | $9.88 萬 | 0.00% | −1,328−6.9% | 減碼 |
| Neuberger Berman Group LLC | 16,485 | $9.08 萬 | 0.00% | −2,244−12.0% | 減碼 |
| JPMorgan Chase & Co | 15,984 | $8.80 萬 | 0.00% | +717+4.7% | 加碼 |
| US Bancorp | 15,372 | $8.47 萬 | 0.00% | −277−1.8% | 減碼 |
| Quadrature Capital Ltd | 15,190 | $8.35 萬 | 0.00% | +15,190 | 新進 |
| MetLife Investment Management | 15,022 | $8.28 萬 | 0.00% | +15,022 | 新進 |
| Jump Financial, LLC | 15,000 | $8.27 萬 | 0.00% | +15,000 | 新進 |
| New York State Common Retirement Fund | 13,933 | $7.68 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 13,312 | $7.33 萬 | 0.00% | +107+0.8% | 加碼 |
| Aquatic Capital Management LLC | 13,200 | $7.30 萬 | 0.01% | +13,200 | 新進 |
| Baker Tilly Wealth Management, LLC | 12,270 | $6.76 萬 | 0.01% | +12,270 | 新進 |
| Manufacturers Life Insurance Company, The | 12,260 | $6.76 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 11,809 | $6.46 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 11,473 | $6.32 萬 | 0.00% | +184+1.6% | 加碼 |
| Flaharty Asset Management, LLC | 11,400 | $6.28 萬 | 0.01% | +11,400 | 新進 |
| California State Teachers Retirement System | 11,235 | $6.19 萬 | 0.00% | −16,693−59.8% | 減碼 |
| Man Group plc | 11,160 | $6.15 萬 | 0.00% | −10,243−47.9% | 減碼 |
| Spouting Rock Asset Management, LLC | 10,846 | $5.98 萬 | 0.04% | +10,846 | 新進 |
| Versant Capital Management, Inc | 10,246 | $5.65 萬 | 0.02% | +3,138+44.1% | 加碼 |
| Alliancebernstein L.P. | 10,200 | $5.62 萬 | 0.00% | +10,200 | 新進 |
| Denali Advisors LLC | 9,500 | $5.23 萬 | 0.02% | 00.0% | 不變 |
| UBS Group AG | 9,489 | $5.23 萬 | 0.00% | +9,147+2,674.6% | 加碼 |
| FMR LLC | 9,276 | $5.11 萬 | 0.00% | +6,489+232.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,873 | $3.88 萬 | 0.00% | +1,043+17.9% | 加碼 |
| Royal Bank of Canada | 5,590 | $3.00 萬 | 0.00% | +5,252+1,553.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,921 | $2.70 萬 | 0.00% | −3,598−42.2% | 減碼 |
| Advisor Group Holdings, Inc. | 3,785 | $2.10 萬 | 0.00% | +642+20.4% | 加碼 |
| Quarry LP | 3,562 | $1.96 萬 | 0.02% | +3,562 | 新進 |
| Allspring Global Investments Holdings, LLC | 3,497 | $1.93 萬 | 0.00% | +3,132+858.1% | 加碼 |
| Amalgamated Bank | 3,534 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 2,326 | $1.28 萬 | 0.00% | −5,142−68.9% | 減碼 |
| Point72 Middle East FZE | 2,321 | $1.28 萬 | 0.00% | +2,321 | 新進 |
| Simplex Trading, LLC | 2,301 | $1.20 萬 | 0.00% | +2,301 | 新進 |