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。
2025 年第 4 季 13F 持有人
Oportun Financial Corp 在 2025/12/31 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 2025 年第 3 季 −2 家
- 持有股數
- 3,376 萬
- 較 2025 年第 3 季 −10.2 萬 (−0.3%)
- 總市值
- $1.79 億
- 較 2025 年第 3 季 −$3,032 萬 (−14.5%)
- 新進機構
- 19
- 另有 49 家加碼
- 清倉機構
- 21
- 另有 31 家減碼
另有 3 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CWM, LLC | 48 | $0 | 0.00% | −23−32.4% | 減碼 |
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 3 | $16 | 0.00% | +3 | 新進 |
| MAI Capital Management | 19 | $101 | 0.00% | +19 | 新進 |
| CIBC Private Wealth Group, LLC | 20 | $106 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 40 | $212 | 0.00% | +40 | 新進 |
| SBI Securities Co., Ltd. | 52 | $275 | 0.00% | −2−3.7% | 減碼 |
| UBS Asset Management Americas Inc | 89 | $471 | 0.00% | +89 | 新進 |
| The PNC Financial Services Group, Inc. | 93 | $492 | 0.00% | +36+63.2% | 加碼 |
| GAMMA Investing LLC | 159 | $841 | 0.00% | +125+367.6% | 加碼 |
| Royal Bank of Canada | 1,101 | $6,000 | 0.00% | −994−47.4% | 減碼 |
| Amalgamated Bank | 1,272 | $7,000 | 0.00% | +129+11.3% | 加碼 |
| Simplex Trading, LLC | 1,916 | $1.01 萬 | 0.00% | −6,008−75.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,058 | $1.09 萬 | 0.00% | −760−27.0% | 減碼 |
| GWM Advisors LLC | 2,245 | $1.19 萬 | 0.00% | +780+53.2% | 加碼 |
| Sterling Capital Management LLC | 2,335 | $1.24 萬 | 0.00% | −368−13.6% | 減碼 |
| California State Teachers Retirement System | 2,494 | $1.32 萬 | 0.00% | +403+19.3% | 加碼 |
| Group One Trading, L.P. | 2,786 | $1.47 萬 | 0.00% | +2,786 | 新進 |
| US Bancorp | 2,798 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 2,836 | $1.50 萬 | 0.00% | +2,008+242.5% | 加碼 |
| Trust Co of Toledo NA | 3,080 | $1.63 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 3,418 | $1.81 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 3,630 | $1.92 萬 | 0.00% | 00.0% | 不變 |
| Kemnay Advisory Services Inc. | 5,225 | $2.76 萬 | 0.00% | +5,225 | 新進 |
| Clearstead Advisors, LLC | 5,574 | $2.95 萬 | 0.00% | +3,671+192.9% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 10,404 | $5.50 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 11,037 | $5.80 萬 | 0.00% | +11,037 | 新進 |
| Manufacturers Life Insurance Company, The | 12,599 | $6.66 萬 | 0.00% | +819+7.0% | 加碼 |
| MetLife Investment Management | 12,834 | $6.79 萬 | 0.00% | −9,372−42.2% | 減碼 |
| New York State Common Retirement Fund | 13,500 | $7.14 萬 | 0.00% | 00.0% | 不變 |
| Centiva Capital, LP | 14,000 | $7.41 萬 | 0.00% | 00.0% | 不變 |
| nVerses Capital, LLC | 15,212 | $8.05 萬 | 0.18% | +15,212 | 新進 |
| Engineers Gate Manager LP | 15,500 | $8.20 萬 | 0.00% | −9,982−39.2% | 減碼 |
| Flaharty Asset Management, LLC | 16,000 | $8.46 萬 | 0.01% | +3,000+23.1% | 加碼 |
| Zacks Investment Management | 16,072 | $8.50 萬 | 0.00% | −6,507−28.8% | 減碼 |
| R Squared Ltd | 16,935 | $8.96 萬 | 0.04% | +16,935 | 新進 |
| Intech Investment Management LLC | 17,109 | $9.05 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 18,692 | $9.89 萬 | 0.00% | +494+2.7% | 加碼 |
| Odyssean, LLC | 18,912 | $10.0 萬 | 0.07% | +18,912 | 新進 |
| Daytona Street Capital LLC | 20,000 | $10.6 萬 | 0.09% | +20,000 | 新進 |
| Citigroup Inc | 22,849 | $12.1 萬 | 0.00% | +412+1.8% | 加碼 |
| Gsa Capital Partners LLP | 23,075 | $12.2 萬 | 0.01% | −28,158−55.0% | 減碼 |
| Price T Rowe Associates Inc | 23,955 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Cerity Partners LLC | 24,264 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Heron Bay Capital Management | 25,761 | $13.6 萬 | 0.03% | +1,134+4.6% | 加碼 |
| State of Tennessee, Treasury Department | 26,802 | $14.5 萬 | 0.00% | +26,802 | 新進 |
| SEI Investments Co | 28,081 | $14.9 萬 | 0.00% | +28,081 | 新進 |
| Susquehanna International Group, LLP | 32,161 | $17.0 萬 | 0.00% | +1,896+6.3% | 加碼 |
| DAG Ventures, LLC | 38,452 | $20.3 萬 | 0.11% | +38,452 | 新進 |
| Dynamic Technology Lab Private Ltd | 39,342 | $20.8 萬 | 0.05% | +1,533+4.1% | 加碼 |
| Federated Hermes, Inc. | 40,000 | $21.2 萬 | 0.00% | +19,688+96.9% | 加碼 |
| Graham Capital Management, L.P. | 40,171 | $21.3 萬 | 0.01% | −830−2.0% | 減碼 |
| Voya Investment Management LLC | 42,871 | $22.7 萬 | 0.00% | +10,677+33.2% | 加碼 |
| Verition Fund Management LLC | 43,910 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 44,035 | $23.3 萬 | 0.00% | −9,688−18.0% | 減碼 |
| Wells Fargo & Company | 45,414 | $24.0 萬 | 0.00% | +15,381+51.2% | 加碼 |
| XTX Topco Ltd | 46,794 | $24.8 萬 | 0.01% | −8,982−16.1% | 減碼 |
| Rhumbline Advisers | 47,253 | $25.0 萬 | 0.00% | −4,214−8.2% | 減碼 |
| Jane Street Group, LLC | 47,378 | $25.1 萬 | 0.00% | −59,184−55.5% | 減碼 |
| Man Group plc | 49,775 | $26.3 萬 | 0.00% | +49,775 | 新進 |
| Prudential Financial Inc | 58,960 | $31.2 萬 | 0.00% | +3,565+6.4% | 加碼 |
| Martingale Asset Management L P | 59,162 | $31.3 萬 | 0.01% | −40.0% | 減碼 |
| HSBC Holdings PLC | 58,980 | $31.4 萬 | 0.00% | +37,647+176.5% | 加碼 |
| Panagora Asset Management Inc | 66,934 | $35.4 萬 | 0.00% | 00.0% | 不變 |
| PDT Partners, LLC | 68,348 | $36.2 萬 | 0.02% | +13,340+24.3% | 加碼 |
| Mackenzie Financial Corp | 68,368 | $36.5 萬 | 0.00% | +11,891+21.1% | 加碼 |
| Nuveen, LLC | 71,450 | $37.8 萬 | 0.00% | +27,933+64.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 73,457 | $38.9 萬 | 0.02% | +40,737+124.5% | 加碼 |
| Jump Financial, LLC | 73,583 | $38.9 萬 | 0.00% | −72,417−49.6% | 減碼 |
| Legato Capital Management LLC | 84,338 | $44.6 萬 | 0.04% | +84,338 | 新進 |
| State of Wyoming | 85,270 | $45.1 萬 | 0.05% | −218−0.3% | 減碼 |
| Principal Financial Group Inc | 92,721 | $49.0 萬 | 0.00% | +29,703+47.1% | 加碼 |
| UBS Group AG | 96,567 | $51.1 萬 | 0.00% | +11,645+13.7% | 加碼 |
| AQR Capital Management LLC | 99,800 | $52.8 萬 | 0.00% | +57,174+134.1% | 加碼 |
| Invesco Ltd. | 100,127 | $53.0 萬 | 0.00% | −5,320−5.0% | 減碼 |
| Globeflex Capital L P | 102,900 | $54.4 萬 | 0.08% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 113,722 | $60.2 萬 | 0.00% | −50.0% | 減碼 |
| Bank of America Corp | 115,562 | $61.1 萬 | 0.00% | +66,738+136.7% | 加碼 |
| Marshall Wace, LLP | 121,011 | $64.0 萬 | 0.00% | −270,414−69.1% | 減碼 |
| Integrated Quantitative Investments LLC | 125,043 | $66.1 萬 | 0.14% | +92,815+288.0% | 加碼 |
| Trexquant Investment LP | 128,234 | $67.8 萬 | 0.01% | +87,004+211.0% | 加碼 |
| Winton Group Ltd | 131,936 | $69.8 萬 | 0.02% | −48,844−27.0% | 減碼 |
| Renaissance Technologies LLC | 132,179 | $69.9 萬 | 0.00% | −76,000−36.5% | 減碼 |
| EMG Holdings, L.P. | 139,172 | $73.6 萬 | 1.18% | 00.0% | 不變 |
| Arbiter Partners Capital Management LLC | 141,109 | $74.6 萬 | 0.40% | +141,109 | 新進 |
| Barclays PLC | 149,925 | $79.3 萬 | 0.00% | +53,954+56.2% | 加碼 |
| Russell Investments Group, Ltd. | 150,460 | $79.6 萬 | 0.00% | +147,171+4,474.6% | 加碼 |
| Squarepoint Ops LLC | 155,324 | $82.2 萬 | 0.00% | +102,769+195.5% | 加碼 |
| JPMorgan Chase & Co | 160,810 | $85.1 萬 | 0.00% | −59,431−27.0% | 減碼 |
| Empowered Funds, LLC | 172,033 | $91.0 萬 | 0.02% | +17,349+11.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 172,909 | $91.5 萬 | 0.00% | −119,087−40.8% | 減碼 |
| Berger Financial Group, Inc | 196,543 | $104.0 萬 | 0.06% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 202,308 | $107.0 萬 | 0.00% | +202,308 | 新進 |
| Bank of New York Mellon Corp | 227,412 | $120.3 萬 | 0.00% | +139,410+158.4% | 加碼 |
| Citadel Advisors LLC | 272,411 | $144.1 萬 | 0.00% | −291,500−51.7% | 減碼 |
| Northern Trust Corp | 278,625 | $147.4 萬 | 0.00% | −19,241−6.5% | 減碼 |
| Bridgeway Capital Management, LLC | 317,236 | $167.8 萬 | 0.04% | +36,352+12.9% | 加碼 |
| Morgan Stanley | 347,228 | $183.7 萬 | 0.00% | +37,664+12.2% | 加碼 |
| American Century Companies Inc | 356,499 | $188.6 萬 | 0.00% | +176,721+98.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 357,203 | $189.0 萬 | 0.00% | +145,453+68.7% | 加碼 |