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 103 institutions that hold shares in the stock, with a total of 29 Million shares, which have been reported (via 13F filing form) to have a value of $197 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
19,156
shares
|
$122,789
0.0% of portfolio
|
Q1 2025
Added 4677.06%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
17,632
shares
|
$113,021
0.03% of portfolio
|
Q1 2025
Added 117446.67%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
16,000
shares
|
$102,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
15,500
shares
|
$99,355
0.02% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
13,126
shares
|
$84,137
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
12,680
shares
|
$81,278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
10,304
shares
|
$66,048
0.0% of portfolio
|
Q1 2025
Added 260.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,708
shares
|
$23,768
0.0% of portfolio
|
Q1 2025
Added 84.11%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
3,088
shares
|
$19,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
2,900
shares
|
$18,589
0.0% of portfolio
|
Q1 2025
Added 80.12%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,798
shares
|
$17,935
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,975
shares
|
$12,659
0.0% of portfolio
|
Q1 2025
Reduced 93.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,916
shares
|
$12,281
0.0% of portfolio
|
Q1 2025
Added 924.6%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
969
shares
|
$6,211
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
144
shares
|
$923
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
128
shares
|
$820
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
80
shares
|
$512
0.0% of portfolio
|
Q1 2025
Reduced 99.7%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
72
shares
|
$461
0.0% of portfolio
|
Q4 2024
Reduced 20.88%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
60
shares
|
$384
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
52
shares
|
$333
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
36
shares
|
$230
0.0% of portfolio
|
Q1 2025
Reduced 23.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
36
shares
|
$230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
20
shares
|
$128
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|