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 111 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,937,168
shares
|
$23.8 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
|
$18.4 Million
32.49% of portfolio
|
Q3 2023
Reduced 10.59%
|
|
|
Findell Capital Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,836,300
shares
|
$17.2 Million
9.89% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Portolan Capital Management, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,619,470
shares
|
$9.8 Million
0.84% of portfolio
|
Q2 2025
Added 97.89%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
1,616,032
shares
|
$9.78 Million
0.0% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Cannell Capital LLC
Alta, WY |
Aug 14, 2025 Q2 2025 |
1,601,244
shares
|
$9.69 Million
3.81% of portfolio
|
Q2 2025
Added 7066.97%
|
|
|
Long Focus Capital Management, LLC
San Juan, PR |
Aug 14, 2025 Q2 2025 |
1,515,777
shares
|
$9.17 Million
0.5% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
1,333,050
shares
|
$8.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.17%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,069,116
shares
|
$6.47 Million
0.02% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,032,743
shares
|
$6.25 Million
0.17% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
864,795
shares
|
$5.23 Million
0.0% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
848,021
shares
|
$5.13 Million
0.0% of portfolio
|
Q2 2024
Reduced 29.97%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
776,844
shares
|
$4.7 Million
0.0% of portfolio
|
Q2 2025
Added 131.58%
|
|
|
Acuitas Investments, LLC
|
Jul 30, 2025 Q2 2025 |
741,441
shares
|
$4.49 Million
5.15% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
674,400
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Glynn Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
588,233
shares
|
$3.56 Million
1.19% of portfolio
|
Q4 2021
Reduced 50.42%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
575,110
shares
|
$3.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.92%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
565,338
shares
|
$3.42 Million
2.1% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
542,931
shares
|
$3.28 Million
0.0% of portfolio
|
Q2 2025
Added 21.55%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
502,592
shares
|
$3.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
489,166
shares
|
$2.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
484,492
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2025
Added 246.48%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
412,018
shares
|
$2.49 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
394,215
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Added 192.48%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
388,504
shares
|
$2.35 Million
0.01% of portfolio
|
Q2 2025
Added 15.34%
|