Oportun FinancialOPRT
13F holders, Q4 2024 (December 31)76holders +4
10new positions
7sold out
4famous investors
$3.88avg. 13F price*
At the end of Q4 2024, 76 institutions reported holding Oportun Financial Corp. (OPRT) in their 13F filings, up 4 from Q3 2024. 10 opened new positions and 7 sold out. The largest holders were Findell Capital Management LLC ($13.5M), Long Focus Capital Management, LLC ($6.8M) and Millennium Management ($5.8M). 4 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.0M |
| Exits | 7 | $882K |
All 13F filers, Q3 2024 → Q4 2024: 1,278,431 shares bought and 1,014,730 shares sold, net +263,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Findell Capital Management LLC | 6.45% | No change | 3,469,600 | $13.5M |
| Long Focus Capital Management, LLC | 0.52% | No change | 1,740,777 | $6.8M |
| Millennium Management | 0.01% | Add +7.5% | 1,502,970 | $5.8M |
| Boothbay Fund Management, LLC | 0.18% | No change | 1,448,600 | $5.6M |
| Vanguard Group Inc. | 0.00% | No change | 1,280,200 | $5.0M |
| Acuitas Investments, LLC | 3.67% | Add +11.9% | 1,150,204 | $4.5M |
| Acadian Asset Management LLC | 0.01% | Add +10.2% | 887,710 | $3.4M |
| RBF Capital, LLC | 0.18% | Reduce -9.6% | 884,654 | $3.4M |
| BlackRock, Inc. | 0.00% | Add +3.5% | 879,779 | $3.4M |
| EMG Holdings, L.P. | 3.38% | Reduce -12.4% | 623,223 | $2.4M |
| Glynn Capital Management LLC | 0.54% | No change | 588,233 | $2.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.6% | 568,311 | $2.2M |
| Summa Corp. | 1.07% | No change | 563,808 | $2.2M |
| Madrone Advisors, LLC | 0.40% | Reduce -13.3% | 540,633 | $2.1M |
| Union Square Park Capital Management, LLC | 2.25% | Reduce -23.7% | 532,879 | $2.1M |
| Two Sigma Advisers, LP | 0.00% | Add +11.7% | 508,500 | $2.0M |
| Renaissance Technologies | 0.00% | Add +22.5% | 424,600 | $1.6M |
| Kennedy Capital Management LLC | 0.03% | Add +8.4% | 374,863 | $1.5M |
| Geode Capital Management, LLC | 0.00% | Add +1.8% | 317,050 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +10.7% | 312,561 | $1.2M |
| Marshall Wace, LLP | 0.00% | Add +0.0% | 290,259 | $1.1M |
| Bridgeway Capital Management, LLC | 0.02% | Add +1.3% | 237,728 | $922K |
| Citadel Advisors | 0.00% | Add +78.0% | 181,299 | $703K |
| Berger Financial Group, Inc | 0.05% | Reduce -4.6% | 172,910 | $671K |
| Invesco Ltd. | 0.00% | Reduce -0.7% | 164,878 | $640K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +747.3% | 157,300 | $610K |
| Empowered Funds, LLC | 0.01% | Add +5.1% | 116,228 | $451K |
| State Street Corp. | 0.00% | Add +8.0% | 112,083 | $435K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -38.9% | 107,610 | $418K |
| Gsa Capital Partners LLP | 0.03% | Add +127.7% | 98,579 | $382K |
| Federated Hermes, Inc. | 0.00% | Reduce -9.7% | 90,295 | $350K |
| JPMorgan Chase & Co. | 0.00% | Add +7.7% | 82,826 | $321K |
| D. E. Shaw & Co. | 0.00% | New | 82,321 | $319K |
| Globeflex Capital L P | 0.03% | No change | 81,800 | $317K |
| Morgan Stanley | 0.00% | Add +1.4% | 64,913 | $252K |
| Walleye Capital LLC | 0.00% | Add +2.1% | 62,004 | $241K |
| Bank of America Corp. | 0.00% | Add +14.1% | 61,193 | $237K |
| Northern Trust Corp. | 0.00% | Add +23.5% | 58,486 | $227K |
| Jane Street Group, LLC | 0.00% | New | 56,423 | $219K |
| SkyView Investment Advisors, LLC | 0.03% | Reduce -48.8% | 55,000 | $213K |
| Cubist Systematic Strategies, LLC | 0.00% | Add +83.4% | 53,080 | $206K |
| Goldman Sachs Group Inc. | 0.00% | Add +60.9% | 52,299 | $203K |
| Flaharty Asset Management, LLC | 0.03% | Add +11.1% | 50,000 | $194K |
| Susquehanna International Group, LLP | 0.00% | Add +211.2% | 41,793 | $162K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 38,172 | $148K |
| Quadrature Capital Ltd | 0.00% | Add +186.1% | 36,791 | $143K |
| American Century Companies Inc. | 0.00% | Reduce -2.0% | 35,463 | $138K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 31,100 | $121K |
| Citigroup Inc. | 0.00% | Add +720200.0% | 28,812 | $112K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -37.3% | 25,417 | $99K |
| Barclays PLC | 0.00% | Add +26.4% | 24,447 | $95K |
| Cerity Partners LLC | 0.00% | No change | 24,264 | $94K |
| HSBC Holdings PLC | 0.00% | No change | 22,758 | $90K |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.2% | 22,829 | $89K |
| Balyasny Asset Management L.P. | 0.00% | New | 20,490 | $80K |
| Squarepoint Ops LLC | 0.00% | New | 20,271 | $79K |
| Heron Bay Capital Management | 0.01% | Add +4.8% | 15,330 | $59K |
| Telos Capital Management, Inc. | 0.01% | New | 13,343 | $52K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -32.3% | 9,641 | $37K |
| US Bancorp \de | 0.00% | Reduce -26.8% | 2,863 | $11K |
| Simplex Trading, LLC | 0.00% | Reduce -85.1% | 2,858 | $11K |
| UBS Group AG | 0.00% | Add +169.3% | 2,795 | $11K |
| R Squared Ltd | 0.01% | — | 2,630 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.8% | 2,014 | $8K |
| Point72 (DIFC) Ltd | 0.00% | New | 1,610 | $6K |
| FMR LLC | 0.00% | No change | 668 | $3K |
| Group One Trading LLC | 0.00% | No change | 401 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 325 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -52.5% | 187 | $1K |
| Wells Fargo & Company | 0.00% | No change | 113 | $438 |
| Tucker Asset Management LLC | 0.00% | Reduce -20.9% | 72 | $279 |
| SBI Securities Co., Ltd. | 0.00% | — | 51 | $198 |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -100.0% | 23 | $87 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 20 | $75 |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | No change | 15 | $58 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 47 | $0 |
"% of holder's portfolio" is OPRT's weight in each manager's 13F, not the share of Oportun Financial Corp. the manager owns.