Oportun Financial OPRT Institutional Ownership

NASDAQ OPRT

$7.36 -0.12 (-1.60%)

At close: Aug 28, 2026 · 4:00 PM EDT

Institutions by Trading Activity

132 Institutions

Increased 83 62.9%

Unchanged 16 12.1%

Reduced 33 25.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

78.13%

▲+4.37 pp QoQ

Shares Held by Institutions

37.83Mn

of 48.42Mn outstanding

▲+12.16% QoQ

Shares Outstanding

48.42Mn

10.59Mn held outside 13F filers

Institutional Investors

132

filed 13F for Jun 2026

▲+9 vs prior quarter

Net Shares Added (QoQ)

+4.10Mn

accumulated since last quarter

Value of Holdings

$278.43Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Oportun Financial Corp (NASDAQ:OPRT) has 121 institutional investors that have filed 13F reports for the period ending March 2026.

These investors held 73.8% of outstanding shares in March 2026, down from 73.9% in December 2025.
Their total shares held in OPRT increased 22.27% from the prior quarter, while the number of investors in Oportun Financial increased 27.37% year over year.
Of these 121 funds, 69 grew their exposure to Oportun Financial, 39 cut back, and 13 maintained positions.
In total, institutional investors held 34.99Mn shares in Oportun Financial as of March 2026, up by 6.37Mn shares quarter on quarter, and up 8.27Mn shares year over year.
Neuberger Berman Group LLC holds the largest position in OPRT at 3.81Mn shares as of March 31, 2026, or 8.03% of shares outstanding.
The biggest buyers of Oportun Financial for the quarter ending March 2026 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 largest sales of OPRT for the quarter ending March 2026 came from 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 March 2026 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).

Form 13F Holdings

132 Institutional Holders

Report period 30 Jun, 2026

Total shares held 37.83Mn

Of outstanding 78.13%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Forager Capital Management, LLC	0001802986	4,512,045	9.32%	▲1,150,319	+34.22%	$25.76Mn
2	Neuberger Berman Group LLC	0001465109	3,893,025	8.04%	▲83,113	+2.18%	$22.23Mn
3	BlackRock, Inc.	0002012383	3,370,232	6.96%	▲292,572	+9.51%	$19.24Mn
4	FINDELL CAPITAL MANAGEMENT LLC	0001814465	2,798,300	5.78%	▲50,000	+1.82%	$15.98Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,742,023	3.60%	▲113,545	+6.97%	$9.95Mn
6	DIMENSIONAL FUND ADVISORS LP	0000354204	1,663,841	3.44%	▲300,053	+22.00%	$9.50Mn
7	Long Focus Capital Management, LLC	0001602716	1,515,777	3.13%	0	0.00%	$8.66Mn
8	Goldman Sachs Group Inc	0000886982	1,286,133	2.66%	▲467,846	+57.17%	$7.34Mn
9	Simcoe Capital LLC	0002109203	1,134,197	2.34%	▲131,926	+13.16%	$6.48Mn
10	Meros Investment Management, LP	0001911372	1,125,231	2.32%	▲398,846	+54.91%	$6.43Mn
11	BOOTHBAY FUND MANAGEMENT, LLC	0001549230	1,101,930	2.28%	▲242,601	+28.23%	$6.29Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,081,651	2.23%	▲132,849	+14.00%	$6.18Mn
13	TWO SIGMA INVESTMENTS, LP	0001179392	963,560	1.99%	▲1,919	+0.20%	$5.50Mn
14	MILLENNIUM MANAGEMENT LLC	0001273087	945,987	1.95%	▼1,307,195	-58.02%	$5.40Mn
15	AMERICAN CENTURY COMPANIES INC	0000748054	822,881	1.70%	▲371,951	+82.49%	$4.70Mn
16	State Street Corp	0000093751	797,256	1.65%	▲44,931	+5.97%	$4.55Mn
17	AQR CAPITAL MANAGEMENT LLC	0001167557	752,758	1.55%	▲63,921	+9.28%	$4.30Mn
18	MACKENZIE FINANCIAL CORP	0000919859	656,694	1.36%	▲168,458	+34.50%	$3.75Mn
19	CITADEL ADVISORS LLC	0001423053	516,723	1.07%	▲394,700	+323.46%	$2.95Mn
20	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	407,832	0.84%	▲45,509	+12.56%	$2.33Mn

Showing 1 to 20 of 132 holders