Oportun FinancialOPRT
13F holders, Q1 2025 (March 31)94holders +18
25new positions
6sold out
4famous investors
$5.57avg. 13F price*
At the end of Q1 2025, 94 institutions reported holding Oportun Financial Corp. (OPRT) in their 13F filings, up 18 from Q4 2024. 25 opened new positions and 6 sold out. The largest holders were Findell Capital Management LLC ($20.7M), Millennium Management ($10.6M) and Long Focus Capital Management, LLC ($8.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $12.9M |
| Exits | 6 | $2.2M |
All 13F filers, Q4 2024 → Q1 2025: 7,153,239 shares bought and 2,881,553 shares sold, net +4,271,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Findell Capital Management LLC | 9.97% | Reduce -2.0% | 3,401,300 | $20.7M |
| Millennium Management | 0.01% | Add +28.9% | 1,936,797 | $10.6M |
| Long Focus Capital Management, LLC | 0.57% | Reduce -12.9% | 1,515,777 | $8.3M |
| Vanguard Group Inc. | 0.00% | Add +10.0% | 1,408,727 | $7.7M |
| Boothbay Fund Management, LLC | 0.26% | Reduce -9.3% | 1,313,957 | $7.2M |
| Marshall Wace, LLP | 0.01% | Add +280.4% | 1,104,255 | $6.1M |
| Acadian Asset Management LLC | 0.02% | Add +18.9% | 1,055,274 | $5.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 862,698 | $4.7M |
| Portolan Capital Management, LLC | 0.34% | New | 818,354 | $4.5M |
| Two Sigma Advisers, LP | 0.01% | Add +42.2% | 723,000 | $4.0M |
| Acuitas Investments, LLC | 3.34% | Reduce -37.9% | 714,392 | $3.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +24.1% | 705,298 | $3.9M |
| Glynn Capital Management LLC | 0.85% | No change | 588,233 | $3.2M |
| Summa Corp. | 1.79% | Reduce -0.3% | 562,338 | $3.1M |
| Two Sigma Investments, LP | 0.01% | Add +78.5% | 557,905 | $3.1M |
| Madrone Advisors, LLC | 0.50% | No change | 540,633 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +1095.7% | 499,700 | $2.7M |
| Boston Partners | 0.00% | New | 496,873 | $2.7M |
| Renaissance Technologies | 0.00% | Add +14.8% | 487,500 | $2.7M |
| Citadel Advisors | 0.00% | Add +146.4% | 446,665 | $2.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +114.1% | 336,841 | $1.8M |
| Geode Capital Management, LLC | 0.00% | Add +5.8% | 335,452 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +499.3% | 313,446 | $1.7M |
| RBF Capital, LLC | 0.11% | Reduce -64.8% | 311,110 | $1.7M |
| Walleye Capital LLC | 0.02% | Add +374.2% | 294,039 | $1.6M |
| Bank of America Corp. | 0.00% | Add +345.8% | 272,771 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 258,015 | $1.4M |
| Bridgeway Capital Management, LLC | 0.03% | Add +5.7% | 251,180 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +168.5% | 221,020 | $1.2M |
| Kennedy Capital Management LLC | 0.03% | Reduce -43.9% | 210,196 | $1.2M |
| Berger Financial Group, Inc | 0.07% | Add +13.7% | 196,543 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +238.6% | 191,066 | $1.0M |
| Morgan Stanley | 0.00% | Add +189.8% | 188,142 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +107.2% | 171,629 | $942K |
| Informed Momentum Co LLC | 0.14% | New | 149,333 | $820K |
| Cubist Systematic Strategies, LLC | 0.01% | Add +164.1% | 140,199 | $770K |
| Invesco Ltd. | 0.00% | Reduce -15.2% | 139,833 | $768K |
| EMG Holdings, L.P. | 0.93% | Reduce -77.7% | 139,172 | $764K |
| State Street Corp. | 0.00% | Add +20.3% | 134,783 | $740K |
| Empowered Funds, LLC | 0.01% | Add +7.5% | 124,980 | $686K |
| Gsa Capital Partners LLP | 0.05% | Add +1.6% | 100,178 | $550K |
| Balyasny Asset Management L.P. | 0.00% | Add +362.6% | 94,795 | $520K |
| Verition Fund Management LLC | 0.00% | New | 91,473 | $502K |
| Globeflex Capital L P | 0.04% | No change | 81,800 | $449K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +149.2% | 77,500 | $425K |
| Squarepoint Ops LLC | 0.00% | Add +277.0% | 76,424 | $420K |
| WINTON GROUP Ltd | 0.02% | New | 73,462 | $403K |
| Jump Financial, LLC | 0.01% | New | 71,918 | $395K |
| XTX Topco Ltd | 0.02% | New | 68,080 | $374K |
| HRT Financial LP | 0.00% | New | 66,721 | $366K |
| Northern Trust Corp. | 0.00% | Add +13.3% | 66,280 | $364K |
| Flaharty Asset Management, LLC | 0.05% | Add +20.0% | 60,000 | $329K |
| American Century Companies Inc. | 0.00% | Add +54.0% | 54,619 | $300K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +105.5% | 52,242 | $287K |
| Federated Hermes, Inc. | 0.00% | Reduce -49.8% | 45,335 | $249K |
| SkyView Investment Advisors, LLC | 0.04% | Reduce -18.2% | 45,000 | $247K |
| Quadrature Capital Ltd | 0.01% | Add +13.8% | 41,885 | $230K |
| Jain Global LLC | 0.00% | New | 36,436 | $200K |
| PDT Partners, LLC | 0.01% | New | 30,629 | $168K |
| UBS Group AG | 0.00% | Add +900.4% | 27,961 | $154K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -29.6% | 26,872 | $148K |
| Engineers Gate Manager LP | 0.00% | New | 25,854 | $142K |
| Quantessence Capital LLC | 0.03% | New | 24,910 | $137K |
| Cerity Partners LLC | 0.00% | No change | 24,264 | $133K |
| NewEdge Advisors, LLC | 0.00% | New | 24,026 | $132K |
| LMR Partners LLP | 0.00% | New | 23,768 | $130K |
| Barclays PLC | 0.00% | Reduce -4.1% | 23,442 | $129K |
| Cannell Capital LLC | 0.04% | New | 22,342 | $123K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -80.6% | 20,914 | $115K |
| Telos Capital Management, Inc. | 0.01% | Add +50.0% | 20,015 | $110K |
| Equitable Holdings, Inc. | 0.00% | New | 20,000 | $110K |
| HSBC Holdings PLC | 0.00% | Reduce -12.8% | 19,856 | $108K |
| Group One Trading LLC | 0.00% | Add +4677.1% | 19,156 | $105K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Add +117446.7% | 17,632 | $97K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 16,000 | $88K |
| Heron Bay Capital Management | 0.02% | Add +1.1% | 15,500 | $85K |
| Occudo Quantitative Strategies LP | 0.01% | New | 13,126 | $74K |
| ExodusPoint Capital Management, LP | 0.00% | New | 12,680 | $70K |
| Simplex Trading, LLC | 0.00% | Add +260.5% | 10,304 | $56K |
| BNP Paribas Financial Markets | 0.00% | Add +1910.5% | 6,534 | $36K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +84.1% | 3,708 | $20K |
| Quarry LP | 0.00% | New | 3,088 | $17K |
| Point72 (DIFC) Ltd | 0.00% | Add +80.1% | 2,900 | $16K |
| US Bancorp \de | 0.00% | Reduce -2.3% | 2,798 | $15K |
| Royal Bank of Canada | 0.00% | Add +924.6% | 1,916 | $11K |
| Citigroup Inc. | 0.00% | Reduce -93.2% | 1,975 | $11K |
| National Bank of Canada | 0.00% | New | 969 | $5K |
| FMR LLC | 0.00% | Add +41.9% | 948 | $5K |
| Osaic Holdings, Inc. | 0.00% | New | 80 | $439 |
| Aspect Partners, LLC | 0.00% | New | 60 | $329 |
| SBI Securities Co., Ltd. | 0.00% | Add +2.0% | 52 | $285 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 36 | $198 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 20 | $87 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -23.4% | 36 | $0 |
"% of holder's portfolio" is OPRT's weight in each manager's 13F, not the share of Oportun Financial Corp. the manager owns.