Oportun Financial Corp (OPRT) Institutional Ownership

Institutions by Trading Activity

48,310,110Shares Outstanding

34,284,281Shares held by institutions

$182,735,218Value of institutional holdings

70.97%Institutional ownership %

12.54%Shares Changed QoQ

118No. of institutional investors

Oportun Financial Corp (NASDAQ:OPRT) has 118 institutional investors that have filed 13F reports for the period 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.
Of these 118 funds, 68 grew their exposure to Oportun Financial, 30 cut back, and 20 maintained positions.
Institutional investors collectively held 33.82Mn shares in Oportun Financial as of December 2025, up by 3.47Mn shares quarter on quarter, and up 14.22Mn shares year over year.
State of Alaska, Department of Revenue holds the largest position in OPRT at 21.04K shares as of December 31, 2025, or 0.04% of shares outstanding.
Leading buyers of Oportun Financial shares for the quarter ending December 2025 were State of Alaska, Department of Revenue (10.0K), Root Financial Partners, LLC (320), SJS Investment Consulting Inc. (67), Farther Finance Advisors, LLC (66), IFP Advisors, Inc (3).
Leading sellers of Oportun Financial shares for the quarter ending December 2025 were Sterling Capital Management LLC (994), GAMMA Investing LLC (3).
Per Business Quant data, the top 8 holders of Oportun Financial for the quarter ending December 2025 are State of Alaska, Department of Revenue (21.04K), Sterling Capital Management LLC (1.34K), Root Financial Partners, LLC (320), GAMMA Investing LLC (156), SJS Investment Consulting Inc. (67), Farther Finance Advisors, LLC (66), Capital Advisors, Ltd. LLC (36), IFP Advisors, Inc (3).

34,284,281 Total Shares Held

Rows:

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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