Oportun Financial Corp (OPRT) Institutional Ownership

Ownership Summary

A total of 123 institutions have reported a stake in Oportun Financial Corp (NASDAQ:OPRT) as of September 2025, according to recent 13F filings with the SEC.

• These investors collectively held 77.3% of the company's total shares outstanding in September 2025, down from 84.4% in June 2025.
• Institutional share ownership changed by 11.42% QoQ, while the number of institutional owners saw an increase of 73.24% YoY.
• Among the 123 institutional holders of Oportun Financial, 67 added to their stakes while 36 trimmed their positions and 20 held steady.
• The aggregate institutional position in Oportun Financial now stands at 34.00Mn shares as of September 2025, after investors increased their holdings (up by 3.49Mn shares quarter on quarter which is up 11.31Mn shares year over year).
• As of September 30, 2025, Neuberger Berman Group LLC held Oportun Financial's largest shareholding position with over 3.94Mn shares, representing 8.95% of total outstanding shares.
• Among the most significant buyers of Oportun Financial during September 2025 were Forager Capital Management, LLC (1.96Mn), VANGUARD GROUP INC (490.61K), BlackRock, Inc. (441.99K), GEODE CAPITAL MANAGEMENT, LLC (400.06K), STATE STREET CORP (325.06K).
• Leading sellers of Oportun Financial stock in September 2025 included Invesco Ltd. (379.05K), FINDELL CAPITAL MANAGEMENT LLC (268.00K), BOOTHBAY FUND MANAGEMENT, LLC (251.38K), AQR CAPITAL MANAGEMENT LLC (189.99K), MARSHALL WACE, LLP (183.69K).
• The top 10 institutional holders of Oportun Financial for the quarter ending September 2025 included Neuberger Berman Group LLC (3.94Mn), BlackRock, Inc. (2.97Mn), FINDELL CAPITAL MANAGEMENT LLC (2.57Mn), VANGUARD GROUP INC (2.11Mn), Forager Capital Management, LLC (1.96Mn), Long Focus Capital Management, LLC (1.52Mn), CANNELL CAPITAL LLC (1.47Mn), MILLENNIUM MANAGEMENT LLC (1.23Mn), GEODE CAPITAL MANAGEMENT, LLC (1.18Mn), DIMENSIONAL FUND ADVISORS LP (1.01Mn).