Cwm, LLC Oportun Financial Corp Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

A detailed history of Cwm, LLC transactions in Oportun Financial Corp stock. As of the latest transaction made, Cwm, LLC holds 71 shares of OPRT stock, worth $387. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$387

% of portfolio

0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$5.63 - $7.69 $399 - $545	71 New	71 $0
Q3 2022 Oct 27, 2022	BUY	$4.37 - $10.77 $3,579 - $8,820	819 Added 189.15%	1,252 $5,000
Q2 2022 Jul 28, 2022	BUY	$8.25 - $14.67 $1,493 - $2,655	181 Added 71.83%	433 $4,000
Q1 2022 Apr 21, 2022	BUY	$13.05 - $20.67 $2,009 - $3,183	154 Added 157.14%	252 $4,000
Q1 2020 Sep 15, 2021	SELL	$10.11 - $23.73 $159,849 - $375,195	-15,811 Reduced 99.38%	98 $2,000
Q1 2020 Apr 28, 2020	BUY	$10.11 - $23.73 $159,849 - $375,195	15,811 Added 16133.67%	15,909 $168,000
Q4 2019 Sep 14, 2021	BUY	$14.42 - $24.75 $1,413 - $2,425	98 New	98 $2,000
Q4 2019 Jan 27, 2020	SELL	$14.42 - $24.75 $1,413 - $2,425	-98 Closed	0 $0
Q3 2019 Sep 14, 2021	BUY	$16.17 - $16.26 $1,584 - $1,593	98 New	98 $2,000
Q3 2019 Oct 22, 2019	SELL	$16.17 - $16.26 $1,584 - $1,593	-98 Closed	0 $0
Q2 2019 Sep 14, 2021	BUY	N/A	98 New	98 $2,000
Q2 2019 Jul 31, 2019	SELL	N/A	-98 Closed	0 $0
Q1 2019 Sep 02, 2021	BUY	N/A	98 New	98 $0

Others Institutions Holding OPRT

# of Institutions

116

Shares Held

33.5M

Call Options Held

185K

Put Options Held

Neuberger Berman Group LLC New York, NY

3.94M
Shares

$21.5 Million
0.02% of portfolio
Institutional Venture Management Xiv, LLC Menlo Park, CA

3.05M
Shares

$16.6 Million
32.49% of portfolio
Findell Capital Management LLC New York, NY

2.84M
Shares

$15.5 Million
9.89% of portfolio
Portolan Capital Management, LLC Boston, MA

1.62M
Shares

$8.84 Million
0.84% of portfolio
Vanguard Group Inc Valley Forge, PA

1.62M
Shares

$8.82 Million
0.0% of portfolio

View Full List

About Oportun Financial Corp

Ticker OPRT
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 32,927,300
Market Cap $180M
Description
Oportun Financial Corporation provides financial services. It offers personal loans, auto loans, and credit cards. The company serves customers online and over-the-phone, as well as through retail locations. It operates in 24 states in the United States, which include Arkansas, Delaware, Indiana, Kentucky, Mississippi, Montana, North Dakota, New...

More about OPRT

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