Oportun Financial Corp (OPRT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

48,310,110Shares Outstanding

34,284,281Shares held by institutions

$196,448,930Value of institutional holdings

70.97%Institutional ownership %

12.54%Shares Changed QoQ

118No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Oportun Financial Corp (NASDAQ:OPRT) appears in 118 institutional 13F filings for the quarter ending December 2025.

They owned 70.0% of outstanding stock in December 2025, down from 72.5% the prior quarter.
They increased total shares held in Oportun Financial by 11.45% from last quarter, and the number of investors in OPRT increased 59.46% annually.
Activity in OPRT broke down as 68 buyers, 30 sellers, and 20 unchanged among 118 total holders.
Altogether, these fund groups held 33.82Mn shares in OPRT by December 2025, up by 3.47Mn shares quarter on quarter, and up 14.22Mn shares year over year.
Neuberger Berman Group LLC leads ownership in OPRT with 3.94Mn shares as of December 31, 2025, equal to 8.15% of outstanding shares.
Top purchasers of OPRT stock for the quarter ending December 2025 included Simcoe Capital LLC (795.47K), MILLENNIUM MANAGEMENT LLC (667.27K), Goldman Sachs Group Inc (543.69K), SEGALL BRYANT & HAMILL, LLC (457.9K), Forager Capital Management, LLC (422.41K).
The largest sellers of Oportun Financial for the quarter ending December 2025 were ACADIAN ASSET MANAGEMENT LLC (440.27K), CITADEL ADVISORS LLC (291.5K), Jpmorgan Chase & Co (279.67K), MARSHALL WACE, LLP (270.41K), Connor, Clark & Lunn Investment Management Ltd. (119.09K).
Per Business Quant data, the top 10 holders of Oportun Financial for the quarter ending December 2025 are Neuberger Berman Group LLC (3.94Mn), BlackRock, Inc. (3.11Mn), FINDELL CAPITAL MANAGEMENT LLC (2.57Mn), Forager Capital Management, LLC (2.38Mn), VANGUARD GROUP INC (2.26Mn), MILLENNIUM MANAGEMENT LLC (1.9Mn), Long Focus Capital Management, LLC (1.52Mn), GEODE CAPITAL MANAGEMENT, LLC (1.27Mn), DIMENSIONAL FUND ADVISORS LP (1.13Mn), Goldman Sachs Group Inc (805.87K).

118 Institutional Holders

34,284,281 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Neuberger Berman Group LLC	31 Dec, 2025	3,937,168	0	0.00%	$20,827,619.00
BlackRock, Inc.	31 Dec, 2025	3,105,600	130,663	4.39%	$16,428,623.00
FINDELL CAPITAL MANAGEMENT LLC	31 Dec, 2025	2,568,300	0	0.00%	$13,586,307.00
Forager Capital Management, LLC	31 Dec, 2025	2,380,000	422,412	21.58%	$12,590,200.00
VANGUARD GROUP INC	31 Dec, 2025	2,263,271	156,631	7.44%	$11,972,703.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	1,899,552	667,271	54.15%	$10,048,630.00
Long Focus Capital Management, LLC	31 Dec, 2025	1,515,777	0	0.00%	$8,018,460.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,266,447	89,540	7.61%	$6,700,990.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,129,065	116,951	11.56%	$5,972,920.00
Goldman Sachs Group Inc	31 Dec, 2025	805,874	543,693	207.37%	$4,263,074.00
Simcoe Capital LLC	31 Dec, 2025	795,469	795,469	0.00%	$4,208,031.00
BOOTHBAY FUND MANAGEMENT, LLC	31 Dec, 2025	778,300	-3,060	-0.39%	$4,117,207.00
State Street Corp	31 Dec, 2025	743,465	24,192	3.36%	$3,932,930.00
SEGALL BRYANT & HAMILL, LLC	31 Dec, 2025	651,582	457,895	236.41%	$3,446,869.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	642,100	-2,200	-0.34%	$3,396,709.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	625,387	68,336	12.27%	$3,308,297.00
Boston Partners	31 Dec, 2025	597,328	65,961	12.41%	$3,159,870.00
GLYNN CAPITAL MANAGEMENT LLC	31 Dec, 2025	588,233	0	0.00%	$3,111,753.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	541,542	-440,268	-44.84%	$2,864.00
Summa Corp.	31 Dec, 2025	396,766	-53,200	-11.82%	$2,099,241.00

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