Oportun FinancialOPRT
13F holders, Q1 2024 (March 31)76holders
3famous investors
$2.43avg. 13F price*
At the end of Q1 2024, 76 institutions reported holding Oportun Financial Corp. (OPRT) in their 13F filings. The largest holders were EMG Holdings, L.P. ($5.4M), Findell Capital Management LLC ($4.9M) and Long Focus Capital Management, LLC ($4.0M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Oportun Financial Corp.
- CUSIP
- 68376D104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.0M |
| Exits | 17 | $4.0M |
Ownership 76 holders
| EMG Holdings, L.P. | 5.90% | Reduce -11.0% | 2,209,900 | $5.4M |
| Findell Capital Management LLC | 2.90% | Add +1.1% | 2,021,000 | $4.9M |
| Long Focus Capital Management, LLC | 0.46% | Add +24.8% | 1,641,580 | $4.0M |
| Vanguard Group Inc. | 0.00% | Reduce -7.2% | 1,293,535 | $3.1M |
| BlackRock Inc. | 0.00% | Reduce -18.9% | 1,210,956 | $2.9M |
| Millennium Management | 0.00% | Reduce -9.1% | 1,192,459 | $2.9M |
| Acadian Asset Management LLC | 0.01% | Add +11.2% | 813,254 | $2.0M |
| Union Square Park Capital Management, LLC | 3.48% | Add +105.6% | 758,360 | $1.8M |
| Boothbay Fund Management, LLC | 0.05% | New | 698,600 | $1.7M |
| Madrone Advisors, LLC | 0.21% | No change | 623,295 | $1.5M |
| Glynn Capital Management LLC | 0.27% | No change | 588,233 | $1.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.3% | 586,336 | $1.4M |
| Summa Corp. | 0.75% | No change | 563,808 | $1.4M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +64.2% | 537,342 | $1.3M |
| RBF Capital, LLC | 0.07% | Reduce -9.3% | 534,902 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -8.0% | 355,371 | $864K |
| Stifel Financial Corp. | 0.00% | Add +47.3% | 336,472 | $818K |
| Bridgeway Capital Management, LLC | 0.02% | Reduce -5.3% | 314,032 | $763K |
| Two Sigma Advisers, LP | 0.00% | Add +6.5% | 309,900 | $753K |
| Susquehanna International Group, LLP | 0.00% | Add +5.2% | 303,763 | $738K |
| Geode Capital Management, LLC | 0.00% | Add +0.6% | 303,213 | $737K |
| Two Sigma Investments, LP | 0.00% | Reduce -0.0% | 271,005 | $659K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -15.0% | 261,595 | $636K |
| Renaissance Technologies | 0.00% | Add +12.1% | 195,585 | $475K |
| Tejara Capital Ltd | 0.16% | Reduce -61.2% | 180,827 | $439K |
| Marshall Wace, LLP | 0.00% | Reduce -24.0% | 179,332 | $436K |
| Berger Financial Group, Inc | 0.04% | Add +11.8% | 175,610 | $427K |
| Invesco Ltd. | 0.00% | Add +52.1% | 163,310 | $397K |
| Jane Street Group, LLC | 0.00% | Add +75.5% | 138,446 | $336K |
| Empowered Funds, LLC | 0.00% | Add +8.2% | 97,432 | $237K |
| State Street Corp. | 0.00% | No change | 96,483 | $234K |
| Federated Hermes, Inc. | 0.00% | Add +11.4% | 90,000 | $219K |
| Globeflex Capital L P | 0.02% | No change | 81,800 | $199K |
| JPMorgan Chase & Co. | 0.00% | Add +236.3% | 79,664 | $194K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -5.6% | 74,010 | $180K |
| Citadel Advisors | 0.00% | Reduce -37.9% | 73,163 | $178K |
| Bank of Montreal | 0.00% | Reduce -43.6% | 63,110 | $157K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -9.1% | 59,809 | $145K |
| Northern Trust Corp. | 0.00% | Add +3.1% | 57,756 | $140K |
| SkyView Investment Advisors, LLC | 0.02% | New | 52,500 | $128K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 52,327 | $127K |
| Gsa Capital Partners LLP | 0.01% | Reduce -63.1% | 51,865 | $126K |
| Barclays PLC | 0.00% | Reduce -38.8% | 51,325 | $125K |
| Squarepoint Ops LLC | 0.00% | Add +30.4% | 47,477 | $115K |
| American Century Companies Inc. | 0.00% | Reduce -27.1% | 44,046 | $107K |
| Bank of America Corp. | 0.00% | Reduce -57.0% | 42,754 | $104K |
| State of Wisconsin Investment Board | 0.00% | Reduce -50.6% | 42,700 | $104K |
| Dag Ventures, LLC | 1.18% | No change | 38,452 | $93K |
| Ameriprise Financial Inc. | 0.00% | Add +10.0% | 37,279 | $91K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -70.2% | 35,040 | $85K |
| Versant Capital Management, Inc | 0.02% | Add +85.2% | 30,601 | $74K |
| PDT Partners, LLC | 0.01% | Add +27.4% | 29,271 | $71K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -59.6% | 28,067 | $68K |
| HSBC Holdings PLC | 0.00% | No change | 22,758 | $55K |
| Hennion & Walsh Asset Management, Inc. | 0.00% | Reduce -3.8% | 20,588 | $50K |
| Flaharty Asset Management, LLC | 0.01% | Reduce -50.0% | 20,000 | $49K |
| XTX Topco Ltd | 0.01% | Reduce -16.8% | 17,123 | $42K |
| Man Group plc | 0.00% | No change | 15,537 | $38K |
| Public Employees Retirement System of Ohio | 0.00% | Add +30.4% | 15,103 | $37K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Add +157.7% | 13,914 | $34K |
| Virtu Financial LLC | 0.00% | Reduce -40.1% | 13,152 | $32K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 13,044 | $32K |
| UBS Group AG | 0.00% | Reduce -72.2% | 10,178 | $25K |
| US Bancorp \de | 0.00% | Reduce -29.3% | 4,604 | $11K |
| FMR LLC | 0.00% | Reduce -11.5% | 4,114 | $10K |
| Venturi Wealth Management, LLC | 0.00% | No change | 2,000 | $5K |
| Global Retirement Partners, LLC | 0.00% | New | 1,500 | $4K |
| Rhumbline Advisers | 0.00% | No change | 1,357 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.0% | 1,016 | $2K |
| Quantbot Technologies LP | 0.00% | Reduce -80.0% | 800 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 712 | $2K |
| Group One Trading LLC | 0.00% | No change | 501 | $1K |
| Royal Bank of Canada | 0.00% | New | 528 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -73.4% | 332 | $807 |
| Citigroup Inc. | 0.00% | No change | 86 | $209 |
| CIBC Private Wealth Group LLC | 0.00% | New | 20 | $47 |
"% of holder's portfolio" is OPRT's weight in each manager's 13F, not the share of Oportun Financial Corp. the manager owns.