Oportun FinancialOPRT
13F holders, Q2 2026 (June 30)133holders +7
22new positions
13sold out
6famous investors
$5.71avg. 13F price*
At the end of Q2 2026, 133 institutions reported holding Oportun Financial Corp. (OPRT) in their 13F filings, up 7 from Q1 2026. 22 opened new positions and 13 sold out. The largest holders were Forager Capital Management, LLC ($25.8M), Neuberger Berman Group LLC ($22.2M) and BlackRock, Inc. ($19.2M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Oportun Financial Corp.
- CUSIP
- 68376D104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $4.2M |
| Exits | 13 | $5.6M |
All 13F filers, Q1 2026 → Q2 2026: 5,938,315 shares bought and 3,262,968 shares sold, net +2,675,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Forager Capital Management, LLC | 9.69% | Add +34.2% | 4,512,045 | $25.8M |
| Neuberger Berman Group LLC | 0.01% | Add +2.2% | 3,893,025 | $22.2M |
| BlackRock, Inc. | 0.00% | Add +9.5% | 3,370,232 | $19.2M |
| Findell Capital Management LLC | 2.63% | Add +1.8% | 2,798,300 | $16.0M |
| Vanguard Capital Management LLC | 0.00% | Add +7.0% | 1,742,023 | $9.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +22.0% | 1,663,841 | $9.5M |
| Long Focus Capital Management, LLC | 0.36% | No change | 1,515,777 | $8.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +57.2% | 1,286,133 | $7.3M |
| Simcoe Capital LLC | 3.95% | Add +13.2% | 1,134,197 | $6.5M |
| Meros Investment Management, LP | 2.04% | Add +54.9% | 1,125,231 | $6.4M |
| Boothbay Fund Management, LLC | 0.12% | Add +28.2% | 1,101,930 | $6.3M |
| Geode Capital Management, LLC | 0.00% | Add +14.0% | 1,081,651 | $6.2M |
| Two Sigma Investments, LP | 0.00% | Add +0.2% | 963,560 | $5.5M |
| Millennium Management | 0.00% | Reduce -58.0% | 945,987 | $5.4M |
| American Century Companies Inc. | 0.00% | Add +82.5% | 822,881 | $4.7M |
| State Street Corp. | 0.00% | Add +6.0% | 797,256 | $4.6M |
| AQR Capital Management | 0.00% | Add +9.3% | 752,758 | $4.3M |
| Mackenzie Financial Corp. | 0.00% | Add +34.5% | 656,694 | $3.7M |
| Citadel Advisors | 0.00% | Add +323.5% | 516,723 | $3.0M |
| Vanguard Portfolio Management LLC | 0.00% | Add +12.6% | 407,832 | $2.3M |
| Trexquant Investment LP | 0.01% | Add +17.4% | 391,710 | $2.2M |
| Bridgeway Capital Management, LLC | 0.04% | Add +4.9% | 350,581 | $2.0M |
| Northern Trust Corp. | 0.00% | Add +12.4% | 331,156 | $1.9M |
| Summa Corp. | 0.53% | Reduce -26.1% | 293,266 | $1.7M |
| Berger Financial Group, Inc | 0.09% | Add +19.5% | 291,041 | $1.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +8.4% | 281,352 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Add +1.6% | 279,234 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 221,279 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 215,338 | $1.2M |
| Empowered Funds, LLC | 0.01% | Add +7.7% | 203,478 | $1.2M |
| Union Square Park Capital Management, LLC | 0.83% | Add +100.0% | 200,000 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +12.9% | 172,267 | $987K |
| BNP Paribas Financial Markets | 0.00% | Add +343.1% | 166,255 | $949K |
| MYDA Advisors LLC | 0.21% | Add +50.2% | 149,114 | $851K |
| Vanguard Global Advisers, LLC | 0.00% | Add +16.8% | 148,925 | $850K |
| Bank of America Corp. | 0.00% | Reduce -11.9% | 147,136 | $840K |
| EMG Holdings, L.P. | 1.32% | Reduce -0.1% | 139,072 | $794K |
| Arbiter Partners Capital Management LLC | 0.37% | Reduce -36.4% | 122,106 | $697K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.0% | 112,581 | $643K |
| Barclays PLC | 0.00% | Reduce -1.7% | 104,167 | $595K |
| Nuveen, LLC | 0.00% | Reduce -35.6% | 97,283 | $555K |
| Man Group plc | 0.00% | Add +22.6% | 95,360 | $545K |
| Algert Global LLC | 0.01% | Add +52.0% | 94,331 | $539K |
| Morgan Stanley | 0.00% | Reduce -29.2% | 89,140 | $509K |
| Point72 Asset Management | 0.00% | New | 87,833 | $502K |
| Invesco Ltd. | 0.00% | Reduce -9.6% | 84,644 | $483K |
| Globeflex Capital L P | 0.06% | No change | 81,800 | $467K |
| Voya Investment Management LLC | 0.00% | Add +74.9% | 74,138 | $423K |
| Prudential Financial Inc. | 0.00% | Reduce -12.0% | 70,610 | $403K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.2% | 67,553 | $386K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -0.8% | 67,482 | $385K |
| Thrivent Financial for Lutherans | 0.00% | New | 65,147 | $372K |
| Graham Capital Management, L.P. | 0.01% | Add +55.4% | 64,719 | $370K |
| XTX Topco Ltd | 0.00% | New | 61,972 | $354K |
| Russell Investments Group, Ltd. | 0.00% | Add +66.3% | 61,879 | $353K |
| Martingale Asset Management L P | 0.01% | No change | 59,154 | $338K |
| Integrated Quantitative Investments LLC | 0.05% | Reduce -36.5% | 58,028 | $331K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 54,079 | $309K |
| Renaissance Technologies | 0.00% | Reduce -48.9% | 51,179 | $292K |
| Rhumbline Advisers | 0.00% | Add +7.7% | 50,270 | $287K |
| D. E. Shaw & Co. | 0.00% | Reduce -3.3% | 40,858 | $233K |
| HSBC Holdings PLC | 0.00% | Reduce -34.7% | 38,501 | $220K |
| Dag Ventures, LLC | 0.18% | No change | 38,452 | $220K |
| Deutsche Bank AG | 0.00% | Add +3.4% | 35,916 | $205K |
| Wells Fargo & Company | 0.00% | Add +128.6% | 34,994 | $200K |
| Walleye Capital LLC | 0.00% | New | 34,191 | $195K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.5% | 33,489 | $192K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 33,350 | $190K |
| UBS Group AG | 0.00% | Reduce -58.0% | 32,922 | $188K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -72.3% | 32,651 | $186K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 31,840 | $182K |
| PDT Partners, LLC | 0.01% | Reduce -14.4% | 30,346 | $173K |
| Sei Investments Co. | 0.00% | No change | 28,081 | $160K |
| Cerity Partners LLC | 0.00% | Reduce -14.5% | 27,819 | $159K |
| Mariner, LLC | 0.00% | New | 25,871 | $148K |
| MetLife Investment Management, LLC | 0.00% | Add +58.8% | 23,397 | $134K |
| Marshall Wace, LLP | 0.00% | Reduce -70.8% | 23,133 | $132K |
| State of Alaska, Department of Revenue | 0.00% | No change | 21,037 | $120K |
| Squarepoint Ops LLC | 0.00% | New | 19,602 | $112K |
| Citigroup Inc. | 0.00% | Add +919.3% | 19,265 | $110K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.4% | 19,241 | $110K |
| Mercer Global Advisors Inc. | 0.00% | Add +77.1% | 18,948 | $108K |
| Modern Wealth Management, LLC | 0.00% | New | 16,000 | $91K |
| State of Wisconsin Investment Board | 0.00% | Reduce -41.3% | 15,873 | $91K |
| FMR LLC | 0.00% | Add +15.5% | 15,523 | $89K |
| Abel Hall, LLC | 0.01% | Add +15.7% | 14,290 | $82K |
| Centiva Capital, LP | 0.00% | No change | 14,000 | $80K |
| Axq Capital, LP | 0.01% | New | 13,696 | $78K |
| New York State Common Retirement Fund | 0.00% | No change | 13,500 | $77K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +25.1% | 13,249 | $76K |
| State of Wyoming | 0.01% | Reduce -66.1% | 13,254 | $76K |
| Simplex Trading, LLC | 0.00% | Add +144.4% | 12,969 | $74K |
| Creative Planning | 0.00% | New | 12,936 | $74K |
| Canada Pension Plan Investment Board | 0.00% | New | 12,900 | $74K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.7% | 12,803 | $73K |
| Alliancebernstein L.P. | 0.00% | New | 15,800 | $73K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,720 | $70K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.2% | 11,509 | $66K |
| Virtu Financial LLC | 0.00% | New | 10,899 | $62K |
| PharVision Advisers, LLC | 1.17% | New | 10,837 | $62K |
"% of holder's portfolio" is OPRT's weight in each manager's 13F, not the share of Oportun Financial Corp. the manager owns.