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 78 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $84.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Findell Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,469,600
shares
|
$12.9 Million
4.91% of portfolio
|
Q2 2024
Added 71.68%
|
|
|
Institutional Venture Management Xiv, LLC
Menlo Park, CA |
Nov 09, 2023 Q3 2023 |
3,047,831
shares
|
$11.4 Million
32.49% of portfolio
|
Q3 2023
Reduced 10.59%
|
|
|
Long Focus Capital Management, LLC
San Juan, PR |
Nov 13, 2024 Q3 2024 |
1,740,777
shares
|
$6.49 Million
0.18% of portfolio
|
Q2 2024
Added 6.04%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,448,600
shares
|
$5.4 Million
0.11% of portfolio
|
Q2 2024
Added 107.36%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
1,398,784
shares
|
$5.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
1,280,200
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Acuitas Investments, LLC
|
Nov 06, 2024 Q3 2024 |
1,027,844
shares
|
$3.83 Million
1.38% of portfolio
|
Q3 2024
Added 89.07%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
978,079
shares
|
$3.65 Million
0.14% of portfolio
|
Q3 2024
Added 82.85%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
848,021
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 29.97%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
805,554
shares
|
$3 Million
0.01% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Emg Holdings, L.P.
Old Greenwich, CT |
Nov 12, 2024 Q3 2024 |
711,631
shares
|
$2.65 Million
1.11% of portfolio
|
Q2 2024
Reduced 67.8%
|
|
|
Union Square Park Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
698,681
shares
|
$2.61 Million
1.51% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Madrone Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
623,295
shares
|
$2.32 Million
0.28% of portfolio
|
Q4 2023
Reduced 33.19%
|
|
|
Glynn Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
588,233
shares
|
$2.19 Million
0.45% of portfolio
|
Q4 2021
Reduced 50.42%
|
|
|
Summa Corp.
Tomball, TX |
Oct 17, 2024 Q3 2024 |
563,808
shares
|
$2.1 Million
0.76% of portfolio
|
Q4 2023
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
543,327
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
455,100
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 30.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
346,693
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 52.73%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
345,767
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
311,450
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
290,130
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
282,360
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
234,720
shares
|
$875,505
0.01% of portfolio
|
Q3 2024
Reduced 27.01%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
181,313
shares
|
$676,297
0.04% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
176,118
shares
|
$656,920
0.0% of portfolio
|
Q3 2024
Reduced 36.25%
|