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 2 季 13F 持有人
Oportun Financial Corp 在 2026/6/30 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
- 133
- 較 2026 年第 1 季 +9 家
- 持有股數
- 3,778 萬
- 較 2026 年第 1 季 +267.5 萬 (+7.6%)
- 總市值
- $2.16 億
- 較 2026 年第 1 季 +$5,392 萬 (+33.3%)
- 新進機構
- 22
- 另有 61 家加碼
- 清倉機構
- 13
- 另有 32 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 | $2.16 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 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 1 | $6 | 0.00% | −10−90.9% | 減碼 |
| Caitong International Asset Management Co., Ltd | 1 | $6 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 11 | $63 | 0.00% | +11 | 新進 |
| Transamerica Financial Advisors, Inc. | 15 | $85 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 40 | $228 | 0.00% | −297−88.1% | 減碼 |
| Wealth Enhancement Trust Services, Inc. | 42 | $240 | 0.00% | +42 | 新進 |
| JPL Wealth Management, LLC | 69 | $394 | 0.00% | −3−4.2% | 減碼 |
| Advisor Group Holdings, Inc. | 80 | $456 | 0.00% | −20−20.0% | 減碼 |
| Fifth Third Bancorp | 105 | $600 | 0.00% | +105 | 新進 |
| SJS Investment Consulting Inc. | 123 | $703 | 0.00% | +56+83.6% | 加碼 |
| GAMMA Investing LLC | 147 | $839 | 0.00% | −9−5.8% | 減碼 |
| Basecamp Wealth Advisors LLC | 155 | $885 | 0.00% | +23+17.4% | 加碼 |
| Farther Finance Advisors, LLC | 216 | $1,234 | 0.00% | +150+227.3% | 加碼 |
| Bogart Wealth, LLC | 230 | $1,313 | 0.00% | +230 | 新進 |
| Essential Partners LLC | 307 | $1,753 | 0.00% | +301+5,016.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 339 | $1,936 | 0.00% | +152+81.3% | 加碼 |
| Parallel Advisors, LLC | 388 | $2,215 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 450 | $2,570 | 0.00% | +91+25.3% | 加碼 |
| California State Teachers Retirement System | 568 | $3,243 | 0.00% | −1,624−74.1% | 減碼 |
| Owl Creek Wealth Partners LLC | 762 | $4,352 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 842 | $4,808 | 0.00% | −499−37.2% | 減碼 |
| SRS Capital Advisors, Inc. | 1,033 | $5,899 | 0.00% | +460+80.3% | 加碼 |
| Allworth Financial LP | 2,141 | $1.22 萬 | 0.00% | +1,112+108.1% | 加碼 |
| UBS Asset Management Americas Inc | 2,532 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 2,707 | $1.50 萬 | 0.00% | +2,230+467.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 3,418 | $1.95 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 3,630 | $2.07 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 3,829 | $2.19 萬 | 0.00% | +903+30.9% | 加碼 |
| Jones Financial Companies LLLP | 4,310 | $2.48 萬 | 0.00% | −51,265−92.2% | 減碼 |
| Group One Trading, L.P. | 4,912 | $2.80 萬 | 0.00% | +2,364+92.8% | 加碼 |
| Pinnacle Holdings, LLC | 5,727 | $3.27 萬 | 0.01% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 10,404 | $5.94 萬 | 0.00% | 00.0% | 不變 |
| PharVision Advisers, LLC | 10,837 | $6.19 萬 | 1.17% | +10,837 | 新進 |
| Virtu Financial LLC | 10,899 | $6.20 萬 | 0.00% | +10,899 | 新進 |
| Manufacturers Life Insurance Company, The | 11,509 | $6.57 萬 | 0.00% | +676+6.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 11,720 | $7.04 萬 | 0.00% | +11,720 | 新進 |
| Alliancebernstein L.P. | 15,800 | $7.28 萬 | 0.00% | +15,800 | 新進 |
| Susquehanna International Group, LLP | 12,803 | $7.31 萬 | 0.00% | −44,683−77.7% | 減碼 |
| Canada Pension Plan Investment Board | 12,900 | $7.37 萬 | 0.00% | +12,900 | 新進 |
| Creative Planning | 12,936 | $7.39 萬 | 0.00% | +12,936 | 新進 |
| Simplex Trading, LLC | 12,969 | $7.41 萬 | 0.00% | +7,663+144.4% | 加碼 |
| State of Wyoming | 13,254 | $7.57 萬 | 0.01% | −25,836−66.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 13,249 | $7.60 萬 | 0.01% | +2,656+25.1% | 加碼 |
| New York State Common Retirement Fund | 13,500 | $7.71 萬 | 0.00% | 00.0% | 不變 |
| Axq Capital, LP | 13,696 | $7.82 萬 | 0.01% | +13,696 | 新進 |
| Centiva Capital, LP | 14,000 | $7.99 萬 | 0.00% | 00.0% | 不變 |
| Abel Hall, LLC | 14,290 | $8.16 萬 | 0.01% | +1,935+15.7% | 加碼 |
| FMR LLC | 15,523 | $8.86 萬 | 0.00% | +2,087+15.5% | 加碼 |
| State of Wisconsin Investment Board | 15,873 | $9.06 萬 | 0.00% | −11,161−41.3% | 減碼 |
| Modern Wealth Management, LLC | 16,000 | $9.14 萬 | 0.00% | +16,000 | 新進 |
| Mercer Global Advisors Inc | 18,948 | $10.8 萬 | 0.00% | +8,248+77.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 19,241 | $11.0 萬 | 0.00% | +76+0.4% | 加碼 |
| Citigroup Inc | 19,265 | $11.0 萬 | 0.00% | +17,375+919.3% | 加碼 |
| Squarepoint Ops LLC | 19,602 | $11.2 萬 | 0.00% | +19,602 | 新進 |
| State of Alaska, Department of Revenue | 21,037 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Marshall Wace, LLP | 23,133 | $13.2 萬 | 0.00% | −56,065−70.8% | 減碼 |
| MetLife Investment Management | 23,397 | $13.4 萬 | 0.00% | +8,662+58.8% | 加碼 |
| Mariner, LLC | 25,871 | $14.8 萬 | 0.00% | +25,871 | 新進 |
| Cerity Partners LLC | 27,819 | $15.9 萬 | 0.00% | −4,732−14.5% | 減碼 |
| SEI Investments Co | 28,081 | $16.0 萬 | 0.00% | 00.0% | 不變 |
| PDT Partners, LLC | 30,346 | $17.3 萬 | 0.01% | −5,087−14.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,840 | $18.2 萬 | 0.00% | +31,840 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 32,651 | $18.6 萬 | 0.00% | −85,368−72.3% | 減碼 |
| UBS Group AG | 32,922 | $18.8 萬 | 0.00% | −45,490−58.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 33,350 | $19.0 萬 | 0.00% | +33,350 | 新進 |
| Price T Rowe Associates Inc | 33,489 | $19.2 萬 | 0.00% | +1,756+5.5% | 加碼 |
| Walleye Capital LLC | 34,191 | $19.5 萬 | 0.00% | +34,191 | 新進 |
| Wells Fargo & Company | 34,994 | $20.0 萬 | 0.00% | +19,686+128.6% | 加碼 |
| Deutsche Bank AG | 35,916 | $20.5 萬 | 0.00% | +1,189+3.4% | 加碼 |
| DAG Ventures, LLC | 38,452 | $22.0 萬 | 0.18% | 00.0% | 不變 |
| HSBC Holdings PLC | 38,501 | $22.0 萬 | 0.00% | −20,479−34.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 40,858 | $23.3 萬 | 0.00% | −1,375−3.3% | 減碼 |
| Rhumbline Advisers | 50,270 | $28.7 萬 | 0.00% | +3,594+7.7% | 加碼 |
| Renaissance Technologies LLC | 51,179 | $29.2 萬 | 0.00% | −48,900−48.9% | 減碼 |
| Dynamic Technology Lab Private Ltd | 54,079 | $30.9 萬 | 0.07% | +54,079 | 新進 |
| Integrated Quantitative Investments LLC | 58,028 | $33.1 萬 | 0.05% | −33,284−36.5% | 減碼 |
| Martingale Asset Management L P | 59,154 | $33.8 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 61,879 | $35.3 萬 | 0.00% | +24,669+66.3% | 加碼 |
| XTX Topco Ltd | 61,972 | $35.4 萬 | 0.00% | +61,972 | 新進 |
| Graham Capital Management, L.P. | 64,719 | $37.0 萬 | 0.01% | +23,061+55.4% | 加碼 |
| Thrivent Financial for Lutherans | 65,147 | $37.2 萬 | 0.00% | +65,147 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 67,482 | $38.5 萬 | 0.00% | −565−0.8% | 減碼 |
| Panagora Asset Management Inc | 67,553 | $38.6 萬 | 0.00% | −143−0.2% | 減碼 |
| Prudential Financial Inc | 70,610 | $40.3 萬 | 0.00% | −9,660−12.0% | 減碼 |
| Voya Investment Management LLC | 74,138 | $42.3 萬 | 0.00% | +31,748+74.9% | 加碼 |
| Globeflex Capital L P | 81,800 | $46.7 萬 | 0.06% | 00.0% | 不變 |
| Invesco Ltd. | 84,644 | $48.3 萬 | 0.00% | −8,970−9.6% | 減碼 |
| Point72 Asset Management, L.P. | 87,833 | $50.2 萬 | 0.00% | +87,833 | 新進 |
| Morgan Stanley | 89,140 | $50.9 萬 | 0.00% | −36,694−29.2% | 減碼 |
| Algert Global LLC | 94,331 | $53.9 萬 | 0.01% | +32,292+52.1% | 加碼 |
| Man Group plc | 95,360 | $54.5 萬 | 0.00% | +17,563+22.6% | 加碼 |
| Nuveen, LLC | 97,283 | $55.5 萬 | 0.00% | −53,734−35.6% | 減碼 |
| Barclays PLC | 104,167 | $59.5 萬 | 0.00% | −1,796−1.7% | 減碼 |
| Charles Schwab Investment Management Inc | 112,581 | $64.3 萬 | 0.00% | +7,369+7.0% | 加碼 |
| Arbiter Partners Capital Management LLC | 122,106 | $69.7 萬 | 0.37% | −70,000−36.4% | 減碼 |
| EMG Holdings, L.P. | 139,072 | $79.4 萬 | 1.32% | −100−0.1% | 減碼 |
| Bank of America Corp | 147,136 | $84.0 萬 | 0.00% | −19,798−11.9% | 減碼 |
| Vanguard Global Advisers, LLC | 148,925 | $85.0 萬 | 0.00% | +21,437+16.8% | 加碼 |
| MYDA Advisors LLC | 149,114 | $85.1 萬 | 0.21% | +49,844+50.2% | 加碼 |