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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
7,924
shares
|
$37,242
0.0% of portfolio
|
Q3 2025
Reduced 89.08%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
3,630
shares
|
$17,061
0.0% of portfolio
|
Q3 2025
Added 19.33%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,418
shares
|
$16,064
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
3,289
shares
|
$15,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
3,080
shares
|
$14,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,818
shares
|
$13,244
0.0% of portfolio
|
Q3 2025
Added 206.3%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,798
shares
|
$13,150
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,703
shares
|
$12,704
0.0% of portfolio
|
Q3 2025
Added 199.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,294
shares
|
$10,781
0.0% of portfolio
|
Q3 2025
Added 82.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,095
shares
|
$9,846
0.0% of portfolio
|
Q2 2025
Added 140.97%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
2,091
shares
|
$9,827
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,903
shares
|
$8,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,584
shares
|
$7,444
0.0% of portfolio
|
Q3 2025
Added 1880.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,465
shares
|
$6,885
0.0% of portfolio
|
Q3 2025
Reduced 90.64%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
1,143
shares
|
$5,372
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,066
shares
|
$5,010
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
370
shares
|
$1,739
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
159
shares
|
$747
0.0% of portfolio
|
Q4 2025
Added 367.65%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
144
shares
|
$676
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
128
shares
|
$601
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
72
shares
|
$338
0.0% of portfolio
|
Q4 2024
Reduced 20.88%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
71
shares
|
$333
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
57
shares
|
$267
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
54
shares
|
$253
0.0% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
36
shares
|
$169
0.0% of portfolio
|
Q1 2025
Reduced 23.4%
|
|