Oportun Financial Corp (OPRT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

42,472,222Shares Outstanding

9,251,196Shares held by institutions

$46,533,516Value of institutional holdings

78.66%Institutional ownership %

11.72%Shares Changed QoQ

113No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Oportun Financial Corp (NASDAQ:OPRT) is held by 113 institutional firms.

The percentage of Oportun Financial owned by institutions changed from 80.1% in September 2025 to 78.7% in December 2025, marking a slight down trend.
On a quarter-over-quarter basis, institutional holdings shifted by 11.72%, with a year-over-year an increase of 52.70% in the count of filers.
During the quarter, 64 institutions bought more Oportun Financial shares, 29 sold shares, and 20 of the 113 total investors held their position steady.
Collectively, institutional investors increased their stake in Oportun Financial to 33.41Mn shares as of December 2025, a change that is up by 3.50Mn shares quarter on quarter and up 13.87Mn shares year over year.
Neuberger Berman Group LLC's holding of 3.94Mn shares as of December 31, 2025 makes it the primary institutional investor in Oportun Financial, owning 9.27% of the stock.
Among the most significant buyers of Oportun Financial during December 2025 were Simcoe Capital LLC (795.47K), MILLENNIUM MANAGEMENT LLC (667.27K), SEGALL BRYANT & HAMILL, LLC (457.89K), Forager Capital Management, LLC (422.41K), Point72 Asset Management, L.P. (202.31K).
Leading sellers of Oportun Financial stock in December 2025 included ACADIAN ASSET MANAGEMENT LLC (440.27K), CITADEL ADVISORS LLC (291.50K), MARSHALL WACE, LLP (270.41K), Connor, Clark & Lunn Investment Management Ltd. (119.09K), RENAISSANCE TECHNOLOGIES LLC (76.00K).
The top 10 institutional holders of Oportun Financial for the quarter ending December 2025 included 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 (1.90Mn), Long Focus Capital Management, LLC (1.52Mn), GEODE CAPITAL MANAGEMENT, LLC (1.27Mn), DIMENSIONAL FUND ADVISORS LP (1.13Mn), Simcoe Capital LLC (795.47K).

113 Institutional Holders

9,251,196 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
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
GOLDMAN SACHS GROUP INC	31 Dec, 2025	402,937	140,756	53.69%	$2,131,537.00
Summa Corp.	31 Dec, 2025	396,766	-53,200	-11.82%	$2,099,241.00

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