Oportun FinancialOPRT
13F holders, Q3 2024 (September 30)72holders +2
8new positions
7sold out
3famous investors
$2.81avg. 13F price*
At the end of Q3 2024, 72 institutions reported holding Oportun Financial Corp. (OPRT) in their 13F filings, up 2 from Q2 2024. 8 opened new positions and 7 sold out. The largest holders were Findell Capital Management LLC ($9.7M), Long Focus Capital Management, LLC ($4.9M) and Boothbay Fund Management, LLC ($4.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.4M |
| Exits | 7 | $658K |
All 13F filers, Q2 2024 → Q3 2024: 1,885,663 shares bought and 1,447,442 shares sold, net +438,221 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Findell Capital Management LLC | 5.42% | No change | 3,469,600 | $9.7M |
| Long Focus Capital Management, LLC | 0.43% | No change | 1,740,777 | $4.9M |
| Boothbay Fund Management, LLC | 0.14% | No change | 1,448,600 | $4.1M |
| Millennium Management | 0.00% | Reduce -7.2% | 1,398,784 | $3.9M |
| Vanguard Group Inc. | 0.00% | Reduce -2.6% | 1,280,200 | $3.6M |
| Acuitas Investments, LLC | 1.29% | Add +89.1% | 1,027,844 | $2.9M |
| RBF Capital, LLC | 0.14% | Add +82.8% | 978,079 | $2.7M |
| BlackRock, Inc. | 0.00% | — | 850,213 | $2.4M |
| Acadian Asset Management LLC | 0.01% | Add +3.0% | 805,554 | $2.3M |
| EMG Holdings, L.P. | 2.89% | No change | 711,631 | $2.0M |
| Union Square Park Capital Management, LLC | 2.65% | Add +0.6% | 698,681 | $2.0M |
| Madrone Advisors, LLC | 0.28% | No change | 623,295 | $1.8M |
| Glynn Capital Management LLC | 0.38% | No change | 588,233 | $1.7M |
| Summa Corp. | 0.76% | No change | 563,808 | $1.6M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -6.7% | 543,327 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Add +30.1% | 455,100 | $1.3M |
| Renaissance Technologies | 0.00% | Add +52.7% | 346,693 | $974K |
| Kennedy Capital Management LLC | 0.02% | New | 345,767 | $972K |
| Geode Capital Management, LLC | 0.00% | Add +5.0% | 311,450 | $875K |
| Marshall Wace, LLP | 0.00% | Add +5.5% | 290,130 | $815K |
| Two Sigma Investments, LP | 0.00% | Reduce -9.4% | 282,360 | $793K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -27.0% | 234,720 | $660K |
| Berger Financial Group, Inc | 0.04% | Add +3.3% | 181,313 | $509K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -36.3% | 176,118 | $495K |
| Invesco Ltd. | 0.00% | Add +0.4% | 165,956 | $466K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -77.1% | 152,210 | $428K |
| Empowered Funds, LLC | 0.00% | Add +5.4% | 110,620 | $311K |
| SkyView Investment Advisors, LLC | 0.05% | Add +59.3% | 107,500 | $302K |
| State Street Corp. | 0.00% | No change | 103,783 | $292K |
| Citadel Advisors | 0.00% | Reduce -13.8% | 101,850 | $286K |
| Federated Hermes, Inc. | 0.00% | Add +100.0% | 100,000 | $281K |
| Globeflex Capital L P | 0.02% | No change | 81,800 | $230K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.3% | 76,925 | $216K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.0% | 68,016 | $191K |
| Morgan Stanley | 0.00% | Reduce -75.7% | 64,013 | $180K |
| Walleye Capital LLC | 0.00% | Reduce -38.0% | 60,738 | $171K |
| Amundi | 0.00% | No change | 60,172 | $159K |
| Bank of America Corp. | 0.00% | Reduce -7.2% | 53,648 | $151K |
| Northern Trust Corp. | 0.00% | Reduce -7.6% | 47,344 | $133K |
| Flaharty Asset Management, LLC | 0.02% | Add +28.6% | 45,000 | $126K |
| Gsa Capital Partners LLP | 0.01% | Reduce -0.5% | 43,293 | $122K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 40,565 | $114K |
| Dag Ventures, LLC | 1.49% | No change | 38,452 | $108K |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 36,959 | $104K |
| American Century Companies Inc. | 0.00% | Reduce -2.6% | 36,181 | $102K |
| Bank of Montreal | 0.00% | New | 35,410 | $97K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.2% | 32,514 | $91K |
| Cubist Systematic Strategies, LLC | 0.00% | Add +25.3% | 28,945 | $81K |
| Osaic Holdings, Inc. | 0.00% | New | 26,891 | $76K |
| Cerity Partners LLC | 0.00% | New | 24,264 | $68K |
| HSBC Holdings PLC | 0.00% | No change | 22,758 | $63K |
| Barclays PLC | 0.00% | No change | 19,333 | $54K |
| Simplex Trading, LLC | 0.00% | Reduce -14.9% | 19,208 | $53K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 18,565 | $52K |
| Prudential Financial Inc. | 0.00% | New | 17,950 | $50K |
| PDT Partners, LLC | 0.00% | No change | 15,409 | $43K |
| Heron Bay Capital Management | 0.01% | New | 14,621 | $41K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 14,241 | $40K |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.4% | 13,429 | $38K |
| Quadrature Capital Ltd | 0.00% | Reduce -4.3% | 12,859 | $36K |
| XTX Topco Ltd | 0.00% | Reduce -25.0% | 10,322 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +103.0% | 7,676 | $22K |
| US Bancorp \de | 0.00% | Reduce -13.3% | 3,911 | $11K |
| UBS Group AG | 0.00% | Add +826.8% | 1,038 | $3K |
| FMR LLC | 0.00% | No change | 668 | $2K |
| Group One Trading LLC | 0.00% | Add +297.0% | 401 | $1K |
| Royal Bank of Canada | 0.00% | New | 394 | $1K |
| Wells Fargo & Company | 0.00% | No change | 113 | $318 |
| Tucker Asset Management LLC | 0.00% | No change | 91 | $256 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 20 | $56 |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | No change | 15 | $42 |
| Citigroup Inc. | 0.00% | No change | 4 | $11 |
"% of holder's portfolio" is OPRT's weight in each manager's 13F, not the share of Oportun Financial Corp. the manager owns.