Oportun Financial Corp (OPRT) Institutional Ownership

Ownership Summary

Oportun Financial Corp (NASDAQ:OPRT) has 118 institutional investors that have filed 13F reports for the period ending December 2025.

• Their combined ownership stood at 70.0% of outstanding shares in December 2025, down from 72.5% in September 2025.
• Their total shares held in OPRT increased 11.45% quarter over quarter, and separately, investors owning Oportun Financial increased 59.46% from a year ago.
• Among the 118 funds, 68 bought more Oportun Financial shares, 30 sold down, and 20 held their ground.
• Combined, these investors held 33.82Mn shares in OPRT for December 2025, up by 3.47Mn shares quarter on quarter, and up 14.22Mn shares year over year.
• Neuberger Berman Group LLC is the top holder of Oportun Financial as of December 31, 2025, with 3.81Mn shares representing 7.89% of outstanding stock.
• The biggest buyers of Oportun Financial for the quarter ending December 2025 included VANGUARD CAPITAL MANAGEMENT LLC (1.63Mn), Forager Capital Management, LLC (981.73K), Meros Investment Management, LP (726.38K), AQR CAPITAL MANAGEMENT LLC (589.04K), MACKENZIE FINANCIAL CORP (419.87K).
• The biggest sellers of Oportun Financial for the quarter ending December 2025 included BNP PARIBAS FINANCIAL MARKETS (319.68K), GEODE CAPITAL MANAGEMENT, LLC (317.64K), Morgan Stanley (221.39K), Empowered Funds, LLC (155.15K), CITADEL ADVISORS LLC (150.39K).
• Business Quant data shows the 10 biggest positions in Oportun Financial as of December 2025 are held by Neuberger Berman Group LLC (3.81Mn), Forager Capital Management, LLC (3.36Mn), BlackRock, Inc. (3.08Mn), FINDELL CAPITAL MANAGEMENT LLC (2.75Mn), MILLENNIUM MANAGEMENT LLC (2.25Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.63Mn), Long Focus Capital Management, LLC (1.52Mn), DIMENSIONAL FUND ADVISORS LP (1.36Mn), Simcoe Capital LLC (1.0Mn), TWO SIGMA INVESTMENTS, LP (961.64K).