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 80 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
26,891
shares
|
$114,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
24,264
shares
|
$102,879
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
22,758
shares
|
$96,493
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
19,333
shares
|
$81,971
0.0% of portfolio
|
Q2 2024
Reduced 62.33%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
19,208
shares
|
$81,441
0.0% of portfolio
|
Q3 2024
Reduced 14.95%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
18,565
shares
|
$78,715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
17,950
shares
|
$76,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,409
shares
|
$65,334
0.0% of portfolio
|
Q2 2024
Reduced 47.36%
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
14,621
shares
|
$61,993
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
14,241
shares
|
$60,381
0.0% of portfolio
|
Q2 2024
Reduced 5.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,429
shares
|
$56,938
0.0% of portfolio
|
Q3 2024
Reduced 50.38%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
13,343
shares
|
$56,574
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
12,859
shares
|
$54,522
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
10,322
shares
|
$43,765
0.0% of portfolio
|
Q3 2024
Reduced 25.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
7,676
shares
|
$32,546
0.0% of portfolio
|
Q3 2024
Added 103.02%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,911
shares
|
$16,582
0.0% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,630
shares
|
$11,151
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,038
shares
|
$4,401
0.0% of portfolio
|
Q3 2024
Added 826.79%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
401
shares
|
$1,700
0.0% of portfolio
|
Q3 2024
Added 297.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
394
shares
|
$1,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
144
shares
|
$610
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
128
shares
|
$542
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
113
shares
|
$479
0.0% of portfolio
|
Q2 2024
Reduced 65.96%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
91
shares
|
$385
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
20
shares
|
$84
0.0% of portfolio
|
Q1 2024
New holding
|