Oportun FinancialOPRT
13F holders, Q2 2024 (June 30)70holders −6
7new positions
13sold out
3famous investors
$2.90avg. 13F price*
At the end of Q2 2024, 70 institutions reported holding Oportun Financial Corp. (OPRT) in their 13F filings, down 6 from Q1 2024. 7 opened new positions and 13 sold out. The largest holders were Findell Capital Management LLC ($10.1M), Long Focus Capital Management, LLC ($5.0M) and Millennium Management ($4.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.3M |
| Exits | 13 | $1.8M |
All 13F filers, Q1 2024 → Q2 2024: 3,917,403 shares bought and 3,367,383 shares sold, net +550,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Findell Capital Management LLC | 5.44% | Add +71.7% | 3,469,600 | $10.1M |
| Long Focus Capital Management, LLC | 0.52% | Add +6.0% | 1,740,777 | $5.0M |
| Millennium Management | 0.00% | Add +26.4% | 1,507,012 | $4.4M |
| Boothbay Fund Management, LLC | 0.14% | Add +107.4% | 1,448,600 | $4.2M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 1,314,683 | $3.8M |
| BlackRock Inc. | 0.00% | Reduce -30.0% | 848,021 | $2.5M |
| Acadian Asset Management LLC | 0.01% | Reduce -3.9% | 781,787 | $2.3M |
| EMG Holdings, L.P. | 2.43% | Reduce -67.8% | 711,631 | $2.1M |
| Union Square Park Capital Management, LLC | 3.09% | Reduce -8.4% | 694,435 | $2.0M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +23.7% | 664,460 | $1.9M |
| Madrone Advisors, LLC | 0.32% | No change | 623,295 | $1.8M |
| Glynn Capital Management LLC | 0.34% | No change | 588,233 | $1.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.7% | 582,391 | $1.7M |
| Summa Corp. | 0.79% | No change | 563,808 | $1.6M |
| Acuitas Investments, LLC | 0.84% | New | 543,634 | $1.6M |
| RBF Capital, LLC | 0.09% | No change | 534,902 | $1.6M |
| Two Sigma Advisers, LP | 0.00% | Add +12.8% | 349,700 | $1.0M |
| Bridgeway Capital Management, LLC | 0.02% | Add +2.4% | 321,592 | $933K |
| Two Sigma Investments, LP | 0.00% | Add +15.0% | 311,535 | $903K |
| Geode Capital Management, LLC | 0.00% | Reduce -2.1% | 296,767 | $861K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Add +5.6% | 276,253 | $801K |
| Marshall Wace, LLP | 0.00% | Add +53.3% | 274,969 | $797K |
| Morgan Stanley | 0.00% | Reduce -25.9% | 263,207 | $763K |
| Renaissance Technologies | 0.00% | Add +16.1% | 227,000 | $658K |
| Berger Financial Group, Inc | 0.04% | No change | 175,610 | $509K |
| Invesco Ltd. | 0.00% | Add +1.2% | 165,227 | $479K |
| Citadel Advisors | 0.00% | Add +61.4% | 118,090 | $342K |
| Tejara Capital Ltd | 0.11% | Reduce -40.5% | 107,553 | $312K |
| Empowered Funds, LLC | 0.01% | Add +7.8% | 104,992 | $304K |
| State Street Corp. | 0.00% | Add +7.6% | 103,783 | $301K |
| Walleye Capital LLC | 0.00% | New | 97,884 | $284K |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 83,888 | $243K |
| Globeflex Capital L P | 0.02% | No change | 81,800 | $237K |
| SkyView Investment Advisors, LLC | 0.04% | Add +28.6% | 67,500 | $196K |
| HST Ventures, LLC | 0.08% | New | 58,056 | $168K |
| Bank of America Corp. | 0.00% | Add +35.2% | 57,785 | $168K |
| Amundi | 0.00% | New | 60,172 | $155K |
| Goldman Sachs Group Inc. | 0.00% | Add +50.2% | 52,642 | $153K |
| Northern Trust Corp. | 0.00% | Reduce -11.3% | 51,227 | $149K |
| Federated Hermes, Inc. | 0.00% | Reduce -44.4% | 50,000 | $145K |
| Squarepoint Ops LLC | 0.00% | Reduce -5.7% | 44,783 | $130K |
| Gsa Capital Partners LLP | 0.01% | Reduce -16.1% | 43,497 | $126K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -22.5% | 40,565 | $118K |
| Dag Ventures, LLC | 1.38% | No change | 38,452 | $112K |
| American Century Companies Inc. | 0.00% | Reduce -15.6% | 37,161 | $108K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 36,529 | $106K |
| Flaharty Asset Management, LLC | 0.01% | Add +75.0% | 35,000 | $102K |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.1% | 27,061 | $78K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -17.7% | 23,108 | $67K |
| HSBC Holdings PLC | 0.00% | No change | 22,758 | $66K |
| Simplex Trading, LLC | 0.00% | New | 22,584 | $65K |
| Barclays PLC | 0.00% | Reduce -62.3% | 19,333 | $56K |
| PDT Partners, LLC | 0.00% | Reduce -47.4% | 15,409 | $45K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -5.7% | 14,241 | $41K |
| XTX Topco Ltd | 0.00% | Reduce -19.6% | 13,765 | $40K |
| Quadrature Capital Ltd | 0.00% | New | 13,440 | $39K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 13,044 | $38K |
| US Bancorp \de | 0.00% | Reduce -2.0% | 4,512 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +272.1% | 3,781 | $11K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,500 | $4K |
| Rhumbline Advisers | 0.00% | No change | 1,357 | $4K |
| FMR LLC | 0.00% | Reduce -83.8% | 668 | $2K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.4% | 434 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -66.0% | 113 | $328 |
| UBS Group AG | 0.00% | Reduce -98.9% | 112 | $325 |
| Group One Trading LLC | 0.00% | Reduce -79.8% | 101 | $293 |
| Tucker Asset Management LLC | 0.00% | New | 91 | $264 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 20 | $51 |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Reduce -99.9% | 15 | $44 |
| Citigroup Inc. | 0.00% | Reduce -95.3% | 4 | $12 |
"% of holder's portfolio" is OPRT's weight in each manager's 13F, not the share of Oportun Financial Corp. the manager owns.