Oportun Financial Corp OPRT
Institutional shares held
29 Million
52.2K
calls
53.4K
puts
Total value of holdings
$178M
$319K
calls
$326K
puts
Market Cap
$208M
32,927,300
Shares Out.
Institutional ownership
88.17%
# of Institutions
107
We take great care to ensure that the data presented and summarized in this overview for Oportun Financial Corp is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding OPRT
View all-
Findell Capital Management LLC New York, NY3.4MShares$21.5 Million9.97% of portfolio
-
Institutional Venture Management Xiv, LLC Menlo Park, CA3.05MShares$19.3 Million32.49% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny1.94MShares$12.3 Million0.01% of portfolio
-
Long Focus Capital Management, LLC San Juan, PR1.52MShares$9.59 Million0.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.41MShares$8.92 Million0.0% of portfolio
-
Boothbay Fund Management, LLC New York, NY1.31MShares$8.32 Million0.22% of portfolio
-
Marshall Wace, LLP London, X01.1MShares$6.99 Million0.01% of portfolio
-
Acadian Asset Management LLC Boston, MA1.06MShares$6.68 Million0.02% of portfolio
-
Black Rock Inc. New York, NY848KShares$5.37 Million0.0% of portfolio
-
Portolan Capital Management, LLC Boston, MA818KShares$5.18 Million0.37% of portfolio
Latest Institutional Activity in OPRT
Top Purchases
Top Sells
About OPRT
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 Hampshire, Oregon, South Carolina, South Dakota, and Virginia. Oportun Financial Corporation was founded in 2005 and is headquartered in San Carlos, California.
Insider Transactions at OPRT
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jul 18
2025
|
Mohit Daswani Director |
BUY
Grant, award, or other acquisition
|
Direct |
18,090
+23.16%
|
-
|
|
Jul 18
2025
|
Jo Ann Barefoot Director |
BUY
Grant, award, or other acquisition
|
Direct |
18,090
+15.91%
|
-
|
|
Jul 18
2025
|
Carlos Minetti Director |
BUY
Grant, award, or other acquisition
|
Direct |
18,090
+21.11%
|
-
|
|
Jul 18
2025
|
Ginny Lee Director |
BUY
Grant, award, or other acquisition
|
Direct |
18,090
+15.25%
|
-
|
|
Jul 18
2025
|
Sandra Adele Smith Director |
BUY
Grant, award, or other acquisition
|
Direct |
18,090
+18.3%
|
-
|
|
Jul 18
2025
|
Louis Miramontes Director |
BUY
Grant, award, or other acquisition
|
Direct |
18,090
+16.69%
|
-
|
|
Jul 18
2025
|
Richard N. Tambor Director |
BUY
Grant, award, or other acquisition
|
Direct |
18,090
+19.07%
|
-
|
|
Apr 02
2025
|
Kathleen I. Layton Chief Legal Officer |
BUY
Grant, award, or other acquisition
|
Direct |
73,530
+31.03%
|
-
|
|
Apr 02
2025
|
Raul Vazquez Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Direct |
225,000
+13.69%
|
-
|
|
Apr 02
2025
|
Patrick Kirscht Chief Credit Officer |
BUY
Grant, award, or other acquisition
|
Direct |
110,295
+21.69%
|
-
|
|
Mar 10
2025
|
Patrick Kirscht Chief Credit Officer |
SELL
Open market or private sale
|
Direct |
45,341
-3.57%
|
$226,705
$5.99 P/Share
|
|
Mar 10
2025
|
Casey Mueller Global Controller and PAO |
SELL
Open market or private sale
|
Direct |
26,247
-2.71%
|
$131,235
$5.99 P/Share
|
|
Mar 10
2025
|
Jonathan Aaron Coblentz CFO & Chief Admin Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
11,973
-1.31%
|
-
|
|
Mar 10
2025
|
Kathleen I. Layton Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
12,717
-3.23%
|
$63,585
$5.99 P/Share
|
|
Mar 10
2025
|
Raul Vazquez Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
63,699
-1.29%
|
-
|
|
Dec 13
2024
|
Carlos Minetti Director |
BUY
Open market or private purchase
|
Direct |
15,000
+23.25%
|
$45,000
$3.89 P/Share
|
|
Dec 13
2024
|
Mohit Daswani Director |
BUY
Open market or private purchase
|
Direct |
7,420
+15.04%
|
$22,260
$3.9 P/Share
|
|
Dec 11
2024
|
R Neil Williams Director |
BUY
Open market or private purchase
|
Direct |
25,000
+15.12%
|
$75,000
$3.87 P/Share
|
|
Dec 10
2024
|
Patrick Kirscht Chief Credit Officer |
SELL
Open market or private sale
|
Direct |
8,403
-2.46%
|
$25,209
$3.8 P/Share
|
|
Dec 09
2024
|
Casey Mueller Global Controller and PAO |
SELL
Open market or private sale
|
Direct |
2,962
-1.47%
|
$11,848
$4.01 P/Share
|
Last 12 Months Summary
Buy / Acquisition
617K
Shares
From
15
Insiders
| Grant, award, or other acquisition | 535K shares |
|---|---|
| Open market or private purchase | 81.8K shares |
Sell / Disposition
200K
Shares
From
5
Insiders
| Payment of exercise price or tax liability | 90.6K shares |
|---|---|
| Open market or private sale | 109K shares |