OPORTUN FINANCIAL CORP OPRT

US Financials Finance Services
$5.90
0.0%
52w: $4.13 – $7.69

Latest 13F among current holders filed 11 days ago (Jun 24, 2026)

Price — last 12 months

research preview data
4.135.917.69
Jun 20, 2025 Jul 2, 2026
Institutional holders
126
+6 QoQ
13F value
$161.9M
-9.5% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
0.7×
$209K calls / $288K puts

Institutional value by quarter

$54.0M
Q1 2024
$60.7M
Q2 2024
$60.0M
Q3 2024
$83.5M
Q4 2024
$143.6M
Q1 2025
$230.6M
Q2 2025
$211.5M
Q3 2025
$178.9M
Q4 2025
$161.9M
Q1 2026

Number of holders

77
Q1 2024
71
Q2 2024
72
Q3 2024
76
Q4 2024
95
Q1 2025
107
Q2 2025
125
Q3 2025
120
Q4 2025
126
Q1 2026

Who owns OPRT?

Q1 2026 filings
FundTypeSharesValue% of fundChange
NEUBERGER BERMAN GROUP LLC Diversified mechanical3.8M$17.6M0.0%-3.2%
Forager Capital Management, LLC ★3Fundamental concentrated3.4M$15.5M7.7%+41.2%
BlackRock, Inc. Index provider3.1M$14.2M0.0%-0.9%
FINDELL CAPITAL MANAGEMENT LLC ★2Fundamental concentrated2.7M$12.7M3.7%+7.0%
MILLENNIUM MANAGEMENT LLC Multistrat pod2.3M$10.4M0.0%+18.6%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical1.6M$7.5M0.0%
Long Focus Capital Management, LLC ★2Fundamental diversified1.5M$7.0M0.3%Held
DIMENSIONAL FUND ADVISORS LP Quant stat arb1.4M$6.3M0.0%+20.8%
Simcoe Capital LLC ★2Fundamental diversified1.0M$4.6M4.2%+26.0%
TWO SIGMA INVESTMENTS, LP Quant stat arb961.6K$4.4M0.0%+53.8%
GEODE CAPITAL MANAGEMENT, LLC Index provider948.8K$4.4M0.0%-25.1%
BOOTHBAY FUND MANAGEMENT, LLC Diversified mechanical859.3K$4.0M0.1%+10.4%
GOLDMAN SACHS GROUP INC Bank broker818.3K$3.8M0.0%+103.1%
STATE STREET CORP Index provider752.3K$3.5M0.0%+1.2%
Meros Investment Management, LP ★2Fundamental diversified726.4K$3.3M1.5%New
AQR CAPITAL MANAGEMENT LLC Quant stat arb688.8K$3.2M0.0%+590.2%
SEGALL BRYANT & HAMILL, LLC Other624.8K$2.9M0.0%-4.1%
MACKENZIE FINANCIAL CORP Diversified mechanical488.2K$2.3M0.0%+614.1%
AMERICAN CENTURY COMPANIES INC Diversified mechanical450.9K$2.1M0.0%+26.5%
Summa Corp. ★2Fundamental diversified396.8K$1.8M0.8%Held
CANNELL CAPITAL LLC ★2Fundamental concentrated372.7K$1.7M1.1%New
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical362.3K$1.7M0.0%
BRIDGEWAY CAPITAL MANAGEMENT, LLC Diversified mechanical334.1K$1.5M0.0%+5.3%
Trexquant Investment LP Diversified mechanical333.6K$1.5M0.0%+160.1%
NORTHERN TRUST CORP Index provider294.6K$1.4M0.0%+5.7%
LAZARD ASSET MANAGEMENT LLC Diversified mechanical275.0K$1.3M0.0%New
VANGUARD FIDUCIARY TRUST CO Diversified mechanical259.5K$1.2M0.0%
Berger Financial Group, Inc Wealth advisor243.6K$1.1M0.1%+23.9%
Bank of New York Mellon Corp Diversified mechanical211.6K$976K0.0%-6.9%
Arbiter Partners Capital Management LLC ★3Fundamental concentrated192.1K$886K0.6%+36.1%
Empowered Funds, LLC Diversified mechanical188.9K$871K0.0%+9.8%
BANK OF AMERICA CORP /DE/ Bank broker166.9K$770K0.0%+44.5%
Nuveen, LLC Diversified mechanical151.0K$696K0.0%+111.4%
JPMORGAN CHASE & CO Bank broker152.6K$676K0.0%-5.1%
EMG Holdings, L.P. ★2Fundamental concentrated139.2K$642K0.9%Held
Vanguard Global Advisers, LLC Diversified mechanical127.5K$588K0.0%
MORGAN STANLEY Bank broker125.8K$580K0.0%-63.8%
CITADEL ADVISORS LLC Multistrat pod122.0K$563K0.0%-55.2%
Connor, Clark & Lunn Investment Management Ltd. Diversified mechanical118.0K$544K0.0%-31.7%
BARCLAYS PLC Bank broker106.0K$488K0.0%-29.3%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider105.2K$485K0.0%-7.5%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb100.1K$461K0.0%-24.3%
Union Square Park Capital Management, LLC ★2Fundamental concentrated100.0K$461K0.4%New
MYDA Advisors LLC Quant stat arb99.3K$458K0.1%New
Invesco Ltd. Index provider93.6K$432K0.0%-6.5%
Integrated Quantitative Investments LLC Quant stat arb91.3K$421K0.1%-27.0%
GLOBEFLEX CAPITAL L P Other81.8K$377K0.1%-20.5%
PRUDENTIAL FINANCIAL INC Insurance80.3K$370K0.0%+36.1%
MARSHALL WACE, LLP Quant stat arb79.2K$365K0.0%-34.6%
UBS Group AG Bank broker78.4K$361K0.0%-18.8%

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