Oportun Financial Corp (OPRT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

2,568,775Shares held by institutions

$11,418,205Value of institutional holdings

75.27%Institutional ownership %

43.52%Shares Changed QoQ

105No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

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.
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.
Of these 118 holders, 68 added to their stakes in Oportun Financial, 30 trimmed positions, and 20 made no changes.
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.
Neuberger Berman Group LLC is the top holder of Oportun Financial as of December 31, 2025, with 3.94Mn shares representing 8.15% of outstanding stock.
The biggest buyers of Oportun Financial for the quarter ending December 2025 included Simcoe Capital LLC (795.47K), MILLENNIUM MANAGEMENT LLC (667.27K), SEGALL BRYANT & HAMILL, LLC (457.9K), Forager Capital Management, LLC (422.41K), Point72 Asset Management, L.P. (202.31K).
The largest sales of OPRT for the quarter ending December 2025 came from ACADIAN ASSET MANAGEMENT LLC (440.27K), CITADEL ADVISORS LLC (291.5K), Jpmorgan Chase & Co (279.67K), MARSHALL WACE, LLP (270.41K), Connor, Clark & Lunn Investment Management Ltd. (119.09K).
Per Business Quant, the top 10 investors in OPRT for the quarter ending December 2025 include 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 (1.9Mn), Long Focus Capital Management, LLC (1.52Mn), GEODE CAPITAL MANAGEMENT, LLC (1.27Mn), DIMENSIONAL FUND ADVISORS LP (1.13Mn), Simcoe Capital LLC (795.47K).

118 Institutional Holders

2,568,775 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	130,663	4.39%	$0.00
Neuberger Berman Group LLC	31 Dec, 2025	0	0.00%	$0.00
FINDELL CAPITAL MANAGEMENT LLC	31 Dec, 2025	0	0.00%	$0.00
Barclays Plc	31 Dec, 2025	34,621	30.03%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	156,631	7.44%	$0.00
Forager Capital Management, LLC	31 Dec, 2025	422,412	21.58%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	96,627	452.95%	$0.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	667,271	54.15%	$0.00
Simcoe Capital LLC	31 Dec, 2025	795,469	0.00%	$0.00
Long Focus Capital Management, LLC	31 Dec, 2025	0	0.00%	$0.00
Summa Corp.	31 Dec, 2025	-53,200	-11.82%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	89,540	7.61%	$0.00
Point72 Asset Management, L.P.	31 Dec, 2025	202,308	0.00%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	116,951	11.56%	$0.00
Berger Financial Group, Inc	31 Dec, 2025	0	0.00%	$0.00
BOOTHBAY FUND MANAGEMENT, LLC	31 Dec, 2025	-3,060	-0.39%	$0.00
Squarepoint Ops LLC	31 Dec, 2025	102,769	195.55%	$0.00
State Street Corp	31 Dec, 2025	24,192	3.36%	$0.00
Russell Investments Group, Ltd.	31 Dec, 2025	147,171	4,474.64%	$0.00
SEGALL BRYANT & HAMILL, LLC	31 Dec, 2025	457,895	236.41%	$0.00

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