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。
2023 年第 1 季 13F 持有人
Oportun Financial Corp 在 2023/3/31 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
- 97
- 較 2022 年第 4 季 −23 家
- 持有股數
- 2,297 萬
- 較 2022 年第 4 季 −36.4 萬 (−1.6%)
- 總市值
- $8,866 萬
- 較 2022 年第 4 季 −$3,990 萬 (−31.0%)
- 新進機構
- 12
- 另有 28 家加碼
- 清倉機構
- 35
- 另有 36 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 |
2023 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 2022 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 | $1,316 萬 | 7.72% | 00.0% | 不變 |
| BlackRock Inc. | 2,750,564 | $1,062 萬 | 0.00% | +175,879+6.8% | 加碼 |
| EMG Holdings, L.P. | 2,725,702 | $1,052 萬 | 7.22% | +2,047,164+301.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,123,431 | $819.6 萬 | 0.02% | +10,489+0.5% | 加碼 |
| Vanguard Group Inc | 1,523,513 | $588.1 萬 | 0.00% | +26,311+1.8% | 加碼 |
| Park West Asset Management LLC | 1,437,706 | $555.0 萬 | 0.52% | +287,706+25.0% | 加碼 |
| Madrone Advisors, LLC | 932,957 | $360.1 萬 | 0.66% | 00.0% | 不變 |
| Long Focus Capital Management, LLC | 743,355 | $286.9 萬 | 0.46% | +743,355 | 新進 |
| Glynn Capital Management LLC | 588,233 | $227.1 萬 | 0.54% | 00.0% | 不變 |
| Geode Capital Management, LLC | 554,904 | $214.2 萬 | 0.00% | +27,104+5.1% | 加碼 |
| Tejara Capital Ltd | 530,068 | $204.6 萬 | 1.05% | +306,186+136.8% | 加碼 |
| State Street Corp | 484,911 | $187.2 萬 | 0.00% | −7,046−1.4% | 減碼 |
| Millennium Management LLC | 455,087 | $175.7 萬 | 0.00% | −6,435−1.4% | 減碼 |
| RBF Capital, LLC | 423,968 | $163.7 萬 | 0.12% | +195,884+85.9% | 加碼 |
| Dimensional Fund Advisors LP | 234,104 | $90.4 萬 | 0.00% | +152,282+186.1% | 加碼 |
| AQR Capital Management LLC | 232,618 | $89.8 萬 | 0.00% | +85,542+58.2% | 加碼 |
| Morgan Stanley | 227,759 | $87.9 萬 | 0.00% | −42,431−15.7% | 減碼 |
| Northern Trust Corp | 215,121 | $83.0 萬 | 0.00% | −9,102−4.1% | 減碼 |
| Clearbridge Investments, LLC | 203,822 | $78.7 萬 | 0.00% | −858,064−80.8% | 減碼 |
| Renaissance Technologies LLC | 192,309 | $74.2 萬 | 0.00% | −191−0.1% | 減碼 |
| Stifel Financial Corp | 191,846 | $74.1 萬 | 0.00% | +20,687+12.1% | 加碼 |
| Federated Hermes, Inc. | 180,000 | $69.5 萬 | 0.00% | +80,000+80.0% | 加碼 |
| Bank of New York Mellon Corp | 156,344 | $60.3 萬 | 0.00% | −5,270−3.3% | 減碼 |
| Citadel Advisors LLC | 151,884 | $58.6 萬 | 0.00% | −53,067−25.9% | 減碼 |
| Wells Fargo & Company | 144,670 | $55.8 萬 | 0.00% | +3,275+2.3% | 加碼 |
| Charles Schwab Investment Management Inc | 140,884 | $54.4 萬 | 0.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 138,700 | $53.5 萬 | 0.00% | +19,600+16.5% | 加碼 |
| Goldman Sachs Group Inc | 134,995 | $52.1 萬 | 0.00% | −46,571−25.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 134,900 | $52.1 萬 | 0.00% | −161,000−54.4% | 減碼 |
| American Century Companies Inc | 126,015 | $49.4 萬 | 0.00% | +61,202+94.4% | 加碼 |
| Invesco Ltd. | 112,459 | $43.4 萬 | 0.00% | +1,841+1.7% | 加碼 |
| Bridgeway Capital Management, LLC | 110,115 | $42.5 萬 | 0.01% | −90,085−45.0% | 減碼 |
| Acadian Asset Management LLC | 106,792 | $41.1 萬 | 0.00% | −169,896−61.4% | 減碼 |
| Alphabet Inc. | 94,788 | $36.6 萬 | 0.02% | 00.0% | 不變 |
| Prudential Financial Inc | 94,155 | $36.3 萬 | 0.00% | +28,800+44.1% | 加碼 |
| Daiwa Securities Group Inc. | 57,895 | $22.3 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 51,968 | $20.1 萬 | 0.00% | +20,436+64.8% | 加碼 |
| Kerrisdale Advisers, LLC | 43,389 | $16.7 萬 | 0.05% | +43,389 | 新進 |
| Rhumbline Advisers | 42,811 | $16.5 萬 | 0.00% | −160−0.4% | 減碼 |
| Trexquant Investment LP | 42,389 | $16.4 萬 | 0.00% | −59,977−58.6% | 減碼 |
| Bank of America Corp | 40,450 | $15.6 萬 | 0.00% | −31,784−44.0% | 減碼 |
| Panagora Asset Management Inc | 40,049 | $15.5 萬 | 0.00% | −401−1.0% | 減碼 |
| TownSquare Capital, LLC | 39,810 | $15.4 萬 | 0.00% | −48,714−55.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 39,183 | $15.1 萬 | 0.00% | −10,245−20.7% | 減碼 |
| SEI Investments Co | 39,064 | $15.1 萬 | 0.00% | −3,209−7.6% | 減碼 |
| Barclays PLC | 36,036 | $13.9 萬 | 0.00% | +15,355+74.2% | 加碼 |
| Tudor Investment Corp Et Al | 31,390 | $12.1 萬 | 0.00% | +31,390 | 新進 |
| Squarepoint Ops LLC | 27,446 | $10.6 萬 | 0.00% | −22,046−44.5% | 減碼 |
| Algert Global LLC | 27,420 | $10.6 萬 | 0.00% | +8,850+47.7% | 加碼 |
| Two Sigma Investments, LP | 22,400 | $8.65 萬 | 0.00% | −21,677−49.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 22,387 | $8.60 萬 | 0.01% | −465−2.0% | 減碼 |
| JPMorgan Chase & Co | 21,798 | $8.40 萬 | 0.00% | +5,814+36.4% | 加碼 |
| Corton Capital Inc. | 19,743 | $7.62 萬 | 0.05% | +19,743 | 新進 |
| Globeflex Capital L P | 18,469 | $7.13 萬 | 0.01% | +18,469 | 新進 |
| Deutsche Bank AG | 17,224 | $6.65 萬 | 0.00% | +5,751+50.1% | 加碼 |
| Neuberger Berman Group LLC | 16,136 | $6.23 萬 | 0.00% | −349−2.1% | 減碼 |
| UBS Group AG | 16,078 | $6.21 萬 | 0.00% | +6,589+69.4% | 加碼 |
| Delphia (USA) Inc. | 16,001 | $6.18 萬 | 0.08% | +16,001 | 新進 |
| SG Americas Securities, LLC | 15,823 | $6.10 萬 | 0.00% | +15,823 | 新進 |
| Gsa Capital Partners LLP | 15,031 | $5.80 萬 | 0.01% | +15,031 | 新進 |
| HSBC Holdings PLC | 14,667 | $5.70 萬 | 0.00% | +2,858+24.2% | 加碼 |
| New York State Common Retirement Fund | 13,933 | $5.38 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 13,756 | $5.30 萬 | 0.00% | +11,455+497.8% | 加碼 |
| Martingale Asset Management L P | 13,600 | $5.25 萬 | 0.00% | −22,672−62.5% | 減碼 |
| American International Group, Inc. | 13,582 | $5.24 萬 | 0.00% | +270+2.0% | 加碼 |
| Versant Capital Management, Inc | 13,384 | $5.17 萬 | 0.02% | +3,138+30.6% | 加碼 |
| US Bancorp | 13,291 | $5.13 萬 | 0.00% | −2,081−13.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 12,260 | $4.73 萬 | 0.00% | 00.0% | 不變 |
| M&T Bank Corp | 11,204 | $4.37 萬 | 0.00% | −14,171−55.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 10,772 | $4.16 萬 | 0.00% | −7,410−40.8% | 減碼 |
| California State Teachers Retirement System | 10,463 | $4.04 萬 | 0.00% | −772−6.9% | 減碼 |
| Alliancebernstein L.P. | 10,000 | $3.86 萬 | 0.00% | −200−2.0% | 減碼 |
| Denali Advisors LLC | 9,500 | $3.67 萬 | 0.02% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,873 | $2.65 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 5,026 | $1.94 萬 | 0.01% | +5,026 | 新進 |
| Point72 Middle East FZE | 3,485 | $1.35 萬 | 0.00% | +1,164+50.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,808 | $1.10 萬 | 0.00% | −2,113−42.9% | 減碼 |
| Amalgamated Bank | 2,908 | $1.10 萬 | 0.00% | −626−17.7% | 減碼 |
| Russell Investments Group, Ltd. | 2,352 | $9,078 | 0.00% | +2,352 | 新進 |
| Legal & General Group Plc | 2,326 | $8,978 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 1,973 | $7,616 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 1,717 | $6,628 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 1,704 | $6,575 | 0.00% | −2,081−55.0% | 減碼 |
| Royal Bank of Canada | 1,575 | $6,000 | 0.00% | −4,015−71.8% | 減碼 |
| CWM, LLC | 1,252 | $5,000 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 1,133 | $4,373 | 0.00% | +1,133 | 新進 |
| Venturi Wealth Management, LLC | 835 | $3,224 | 0.00% | +835 | 新進 |
| FMR LLC | 721 | $2,783 | 0.00% | −8,555−92.2% | 減碼 |
| TCI Wealth Advisors, Inc. | 686 | $2,648 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 607 | $2,343 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 521 | $2,011 | 0.00% | −2,976−85.1% | 減碼 |
| Red Tortoise LLC | 491 | $1,895 | 0.00% | 00.0% | 不變 |
| WFA Asset Management Corp | 350 | $1,351 | 0.00% | 00.0% | 不變 |
| Barrow Hanley Mewhinney & Strauss LLC | 307 | $1,185 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 212 | $818 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 44 | $170 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 14 | $54 | 0.00% | −317−95.8% | 減碼 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,064,473−100.0% | 清倉 |
| General Catalyst Group Management, LLC | 0 | $0 | 0.00% | −944,556−100.0% | 清倉 |
| Ashford Capital Management Inc | 0 | $0 | 0.00% | −367,190−100.0% | 清倉 |