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。
2026 年第 1 季 13F 持有人
Oportun Financial Corp 在 2026/3/31 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
- 126
- 較 2025 年第 4 季 +8 家
- 持有股數
- 3,514 萬
- 較 2025 年第 4 季 +364.1 萬 (+11.6%)
- 總市值
- $1.62 億
- 較 2025 年第 4 季 −$467.9 萬 (−2.8%)
- 新進機構
- 36
- 另有 38 家加碼
- 清倉機構
- 28
- 另有 38 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 3,809,912 | $1,756 萬 | 0.01% | −127,256−3.2% | 減碼 |
| Forager Capital Management, LLC | 3,361,726 | $1,550 萬 | 7.72% | +981,726+41.2% | 加碼 |
| BlackRock, Inc. | 3,077,660 | $1,419 萬 | 0.00% | −27,940−0.9% | 減碼 |
| Findell Capital Management LLC | 2,748,300 | $1,267 萬 | 3.73% | +180,000+7.0% | 加碼 |
| Millennium Management LLC | 2,253,182 | $1,039 萬 | 0.01% | +353,630+18.6% | 加碼 |
| Vanguard Capital Management LLC | 1,628,478 | $750.7 萬 | 0.00% | +1,628,478 | 新進 |
| Long Focus Capital Management, LLC | 1,515,777 | $698.8 萬 | 0.31% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 1,363,788 | $628.7 萬 | 0.00% | +234,723+20.8% | 加碼 |
| Simcoe Capital LLC | 1,002,271 | $462.0 萬 | 4.24% | +206,802+26.0% | 加碼 |
| Two Sigma Investments, LP | 961,641 | $443.3 萬 | 0.00% | +336,254+53.8% | 加碼 |
| Geode Capital Management, LLC | 948,802 | $437.5 萬 | 0.00% | −317,645−25.1% | 減碼 |
| Boothbay Fund Management, LLC | 859,329 | $396.2 萬 | 0.09% | +81,029+10.4% | 加碼 |
| Goldman Sachs Group Inc | 818,287 | $377.2 萬 | 0.00% | +415,350+103.1% | 加碼 |
| State Street Corp | 752,325 | $346.8 萬 | 0.00% | +8,860+1.2% | 加碼 |
| Meros Investment Management, LP | 726,385 | $334.9 萬 | 1.45% | +726,385 | 新進 |
| AQR Capital Management LLC | 688,837 | $317.6 萬 | 0.00% | +589,037+590.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 624,813 | $288.0 萬 | 0.04% | −26,769−4.1% | 減碼 |
| Mackenzie Financial Corp | 488,236 | $225.1 萬 | 0.00% | +419,868+614.1% | 加碼 |
| American Century Companies Inc | 450,930 | $207.9 萬 | 0.00% | +94,431+26.5% | 加碼 |
| Summa Corp. | 396,766 | $182.9 萬 | 0.76% | 00.0% | 不變 |
| Cannell Capital LLC | 372,697 | $171.8 萬 | 1.12% | +372,697 | 新進 |
| Vanguard Portfolio Management LLC | 362,323 | $167.0 萬 | 0.00% | +362,323 | 新進 |
| Bridgeway Capital Management, LLC | 334,123 | $154.0 萬 | 0.03% | +16,887+5.3% | 加碼 |
| Trexquant Investment LP | 333,569 | $153.8 萬 | 0.01% | +205,335+160.1% | 加碼 |
| Northern Trust Corp | 294,562 | $135.8 萬 | 0.00% | +15,937+5.7% | 加碼 |
| Lazard Asset Management LLC | 274,968 | $126.8 萬 | 0.00% | +274,968 | 新進 |
| Vanguard Fiduciary Trust Co | 259,485 | $119.6 萬 | 0.00% | +259,485 | 新進 |
| Berger Financial Group, Inc | 243,575 | $112.3 萬 | 0.06% | +47,032+23.9% | 加碼 |
| Bank of New York Mellon Corp | 211,625 | $97.6 萬 | 0.00% | −15,787−6.9% | 減碼 |
| Arbiter Partners Capital Management LLC | 192,106 | $88.6 萬 | 0.60% | +50,997+36.1% | 加碼 |
| Empowered Funds, LLC | 188,920 | $87.1 萬 | 0.01% | +16,887+9.8% | 加碼 |
| Bank of America Corp | 166,934 | $77.0 萬 | 0.00% | +51,372+44.5% | 加碼 |
| Nuveen, LLC | 151,017 | $69.6 萬 | 0.00% | +79,567+111.4% | 加碼 |
| JPMorgan Chase & Co | 152,577 | $67.6 萬 | 0.00% | −8,233−5.1% | 減碼 |
| EMG Holdings, L.P. | 139,172 | $64.2 萬 | 0.94% | 00.0% | 不變 |
| Vanguard Global Advisers, LLC | 127,488 | $58.8 萬 | 0.00% | +127,488 | 新進 |
| Morgan Stanley | 125,834 | $58.0 萬 | 0.00% | −221,394−63.8% | 減碼 |
| Citadel Advisors LLC | 122,023 | $56.3 萬 | 0.00% | −150,388−55.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 118,019 | $54.4 萬 | 0.00% | −54,890−31.7% | 減碼 |
| Barclays PLC | 105,963 | $48.8 萬 | 0.00% | −43,962−29.3% | 減碼 |
| Charles Schwab Investment Management Inc | 105,212 | $48.5 萬 | 0.00% | −8,510−7.5% | 減碼 |
| Renaissance Technologies LLC | 100,079 | $46.1 萬 | 0.00% | −32,100−24.3% | 減碼 |
| Union Square Park Capital Management, LLC | 100,000 | $46.1 萬 | 0.40% | +100,000 | 新進 |
| MYDA Advisors LLC | 99,270 | $45.8 萬 | 0.11% | +99,270 | 新進 |
| Invesco Ltd. | 93,614 | $43.2 萬 | 0.00% | −6,513−6.5% | 減碼 |
| Integrated Quantitative Investments LLC | 91,312 | $42.1 萬 | 0.08% | −33,731−27.0% | 減碼 |
| Globeflex Capital L P | 81,800 | $37.7 萬 | 0.06% | −21,100−20.5% | 減碼 |
| Prudential Financial Inc | 80,270 | $37.0 萬 | 0.00% | +21,310+36.1% | 加碼 |
| Marshall Wace, LLP | 79,198 | $36.5 萬 | 0.00% | −41,813−34.6% | 減碼 |
| UBS Group AG | 78,412 | $36.1 萬 | 0.00% | −18,155−18.8% | 減碼 |
| Man Group plc | 77,797 | $35.9 萬 | 0.00% | +28,022+56.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 68,047 | $31.4 萬 | 0.00% | +68,047 | 新進 |
| Panagora Asset Management Inc | 67,696 | $31.2 萬 | 0.00% | +762+1.1% | 加碼 |
| Algert Global LLC | 62,039 | $28.6 萬 | 0.00% | +62,039 | 新進 |
| Legato Capital Management LLC | 59,219 | $27.3 萬 | 0.02% | −25,119−29.8% | 減碼 |
| Martingale Asset Management L P | 59,154 | $27.3 萬 | 0.01% | −80.0% | 減碼 |
| HSBC Holdings PLC | 58,980 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 57,486 | $26.5 萬 | 0.00% | +25,325+78.7% | 加碼 |
| Jones Financial Companies LLLP | 55,575 | $24.9 萬 | 0.00% | +55,575 | 新進 |
| Rhumbline Advisers | 46,676 | $21.5 萬 | 0.00% | −577−1.2% | 減碼 |
| Los Angeles Capital Management LLC | 44,919 | $20.7 萬 | 0.00% | +44,919 | 新進 |
| Voya Investment Management LLC | 42,390 | $19.5 萬 | 0.00% | −481−1.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 42,233 | $19.5 萬 | 0.00% | +42,233 | 新進 |
| Graham Capital Management, L.P. | 41,658 | $19.2 萬 | 0.01% | +1,487+3.7% | 加碼 |
| State of Wyoming | 39,090 | $18.0 萬 | 0.02% | −46,180−54.2% | 減碼 |
| DAG Ventures, LLC | 38,452 | $17.7 萬 | 0.14% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 37,520 | $17.3 萬 | 0.00% | −319,683−89.5% | 減碼 |
| Russell Investments Group, Ltd. | 37,210 | $17.2 萬 | 0.00% | −113,250−75.3% | 減碼 |
| PDT Partners, LLC | 35,433 | $16.3 萬 | 0.01% | −32,915−48.2% | 減碼 |
| Deutsche Bank AG | 34,727 | $16.0 萬 | 0.00% | +34,727 | 新進 |
| Cerity Partners LLC | 32,551 | $15.0 萬 | 0.00% | +8,287+34.2% | 加碼 |
| Price T Rowe Associates Inc | 31,733 | $14.7 萬 | 0.00% | +7,778+32.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 30,176 | $13.9 萬 | 0.01% | −43,281−58.9% | 減碼 |
| SEI Investments Co | 28,081 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 27,034 | $12.5 萬 | 0.00% | −17,001−38.6% | 減碼 |
| Castleview Partners, LLC | 22,093 | $10.2 萬 | 0.05% | +22,093 | 新進 |
| State of Alaska, Department of Revenue | 21,037 | $9.60 萬 | 0.00% | +10,000+90.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 19,165 | $8.84 萬 | 0.00% | +473+2.5% | 加碼 |
| Odyssean, LLC | 18,912 | $8.72 萬 | 0.03% | 00.0% | 不變 |
| CWM, LLC | 17,876 | $8.24 萬 | 0.00% | +17,828+37,141.7% | 加碼 |
| Flaharty Asset Management, LLC | 16,000 | $7.38 萬 | 0.01% | 00.0% | 不變 |
| Wells Fargo & Company | 15,308 | $7.06 萬 | 0.00% | −30,106−66.3% | 減碼 |
| MetLife Investment Management | 14,735 | $6.79 萬 | 0.00% | +1,901+14.8% | 加碼 |
| Skopos Labs, Inc. | 14,169 | $6.53 萬 | 0.00% | +14,169 | 新進 |
| Centiva Capital, LP | 14,000 | $6.45 萬 | 0.00% | 00.0% | 不變 |
| New York State Common Retirement Fund | 13,500 | $6.22 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 13,436 | $6.19 萬 | 0.00% | +10,600+373.8% | 加碼 |
| R Squared Ltd | 12,973 | $5.98 萬 | 0.03% | −3,962−23.4% | 減碼 |
| Abel Hall, LLC | 12,355 | $5.70 萬 | 0.01% | +12,355 | 新進 |
| Intech Investment Management LLC | 10,836 | $5.00 萬 | 0.00% | −6,273−36.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 10,833 | $4.99 萬 | 0.00% | −1,766−14.0% | 減碼 |
| Mercer Global Advisors Inc | 10,700 | $4.93 萬 | 0.00% | +10,700 | 新進 |
| Harbor Capital Advisors, Inc. | 10,593 | $4.90 萬 | 0.00% | +10,593 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 10,404 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Holdings, LLC | 5,727 | $2.64 萬 | 0.01% | +5,727 | 新進 |
| Simplex Trading, LLC | 5,306 | $2.45 萬 | 0.00% | +3,390+176.9% | 加碼 |
| Legal & General Group Plc | 3,630 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 3,418 | $1.58 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,926 | $1.35 萬 | 0.00% | +868+42.2% | 加碼 |
| Group One Trading, L.P. | 2,548 | $1.17 萬 | 0.00% | −238−8.5% | 減碼 |