Institutional Ownership Oportun Financial Corp (OPRT)
This table provides information about the institutional ownership of Oportun Financial Corp (OPRT). We have compiled data on the 131 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $163 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,937,168
shares
|
$18.5 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional Venture Management Xiv, LLC
Menlo Park, CA |
Nov 09, 2023 Q3 2023 |
3,047,831
shares
|
$14.3 Million
32.49% of portfolio
|
Q3 2023
Reduced 10.59%
|
|
|
Findell Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,568,300
shares
|
$12.1 Million
6.25% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
2,106,640
shares
|
$9.9 Million
0.0% of portfolio
|
Q3 2025
Added 30.36%
|
|
|
Forager Capital Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,957,588
shares
|
$9.2 Million
5.3% of portfolio
|
Q3 2025
New holding
|
|
|
Long Focus Capital Management, LLC
San Juan, PR |
Nov 14, 2025 Q3 2025 |
1,515,777
shares
|
$7.12 Million
0.35% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Cannell Capital LLC
Alta, WY |
Nov 14, 2025 Q3 2025 |
1,470,870
shares
|
$6.91 Million
2.93% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
1,232,281
shares
|
$5.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,176,907
shares
|
$5.53 Million
0.0% of portfolio
|
Q3 2025
Added 51.5%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,012,114
shares
|
$4.76 Million
0.0% of portfolio
|
Q3 2025
Added 17.04%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
981,810
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Acuitas Investments, LLC
|
Nov 18, 2025 Q3 2025 |
892,449
shares
|
$4.19 Million
4.26% of portfolio
|
Q3 2025
Added 20.37%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
848,021
shares
|
$3.99 Million
0.0% of portfolio
|
Q2 2024
Reduced 29.97%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
781,360
shares
|
$3.67 Million
0.08% of portfolio
|
Q3 2025
Reduced 24.34%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
719,273
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2025
Added 82.46%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
700,833
shares
|
$3.29 Million
0.23% of portfolio
|
Q3 2025
Added 70.1%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
644,300
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Glynn Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
588,233
shares
|
$2.76 Million
1.43% of portfolio
|
Q4 2021
Reduced 50.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
563,911
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
557,051
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
531,367
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
449,966
shares
|
$2.11 Million
1.22% of portfolio
|
Q3 2025
Reduced 20.41%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
391,425
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
309,564
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 37.11%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
297,866
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 25.04%
|
|