Oportun FinancialOPRT
13F holders, Q2 2025 (June 30)106holders +12
30new positions
18sold out
4famous investors
$7.16avg. 13F price*
At the end of Q2 2025, 106 institutions reported holding Oportun Financial Corp. (OPRT) in their 13F filings, up 12 from Q1 2025. 30 opened new positions and 18 sold out. The largest holders were Neuberger Berman Group LLC ($28.2M), Findell Capital Management LLC ($20.3M) and BlackRock, Inc. ($18.1M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Oportun Financial Corp.
- CUSIP
- 68376D104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $35.8M |
| Exits | 18 | $4.2M |
All 13F filers, Q1 2025 → Q2 2025: 11,563,672 shares bought and 5,149,181 shares sold, net +6,414,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| Neuberger Berman Group LLC | 0.02% | New | 3,937,168 | $28.2M |
| Findell Capital Management LLC | 9.95% | Reduce -16.6% | 2,836,300 | $20.3M |
| BlackRock, Inc. | 0.00% | Add +193.6% | 2,532,943 | $18.1M |
| Portolan Capital Management, LLC | 0.73% | Add +97.9% | 1,619,470 | $11.6M |
| Vanguard Group Inc. | 0.00% | Add +14.7% | 1,616,032 | $11.6M |
| Cannell Capital LLC | 3.58% | Add +7067.0% | 1,601,244 | $11.5M |
| Long Focus Capital Management, LLC | 0.70% | No change | 1,515,777 | $10.9M |
| Millennium Management | 0.01% | Reduce -31.2% | 1,333,050 | $9.5M |
| Acadian Asset Management LLC | 0.02% | Add +1.3% | 1,069,116 | $7.7M |
| Boothbay Fund Management, LLC | 0.24% | Reduce -21.4% | 1,032,743 | $7.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +22.6% | 864,795 | $6.2M |
| Geode Capital Management, LLC | 0.00% | Add +131.6% | 776,844 | $5.6M |
| Acuitas Investments, LLC | 4.22% | Add +3.8% | 741,441 | $5.3M |
| Two Sigma Advisers, LP | 0.01% | Reduce -6.7% | 674,400 | $4.8M |
| Glynn Capital Management LLC | 0.95% | No change | 588,233 | $4.2M |
| Marshall Wace, LLP | 0.00% | Reduce -47.9% | 575,110 | $4.1M |
| Summa Corp. | 2.10% | Add +0.5% | 565,338 | $4.0M |
| Citadel Advisors | 0.00% | Add +21.6% | 542,931 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -9.9% | 502,592 | $3.6M |
| Boston Partners | 0.00% | Reduce -1.6% | 489,166 | $3.5M |
| Invesco Ltd. | 0.00% | Add +246.5% | 484,492 | $3.5M |
| CenterBook Partners LP | 0.16% | New | 412,018 | $3.0M |
| State Street Corp. | 0.00% | Add +192.5% | 394,215 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +15.3% | 388,504 | $2.8M |
| Renaissance Technologies | 0.00% | Reduce -28.7% | 347,800 | $2.5M |
| Bridgeway Capital Management, LLC | 0.04% | Add +4.7% | 262,911 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +44.7% | 248,324 | $1.8M |
| Northern Trust Corp. | 0.00% | Add +259.4% | 238,217 | $1.7M |
| Kennedy Capital Management LLC | 0.04% | Add +9.5% | 230,214 | $1.6M |
| Morgan Stanley | 0.00% | Add +20.0% | 225,778 | $1.6M |
| Berger Financial Group, Inc | 0.09% | No change | 196,543 | $1.4M |
| Jump Financial, LLC | 0.01% | Add +126.2% | 162,643 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.5% | 161,520 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -28.4% | 158,208 | $1.1M |
| EMG Holdings, L.P. | 1.29% | No change | 139,172 | $996K |
| Informed Momentum Co LLC | 0.15% | Reduce -7.7% | 137,783 | $987K |
| Empowered Funds, LLC | 0.01% | Add +9.4% | 136,711 | $979K |
| WINTON GROUP Ltd | 0.05% | Add +68.4% | 123,696 | $886K |
| Gsa Capital Partners LLP | 0.06% | Add +20.2% | 120,444 | $862K |
| Bank of America Corp. | 0.00% | Reduce -56.7% | 118,051 | $845K |
| State of Wyoming | 0.10% | New | 109,375 | $783K |
| Walleye Capital LLC | 0.01% | Reduce -63.4% | 107,741 | $771K |
| RBF Capital, LLC | 0.04% | Reduce -65.4% | 107,560 | $770K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +524.6% | 99,939 | $716K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -31.6% | 95,919 | $687K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +78.3% | 93,155 | $667K |
| BNP Paribas Financial Markets | 0.00% | Add +1266.5% | 89,286 | $639K |
| Globeflex Capital L P | 0.05% | No change | 81,800 | $586K |
| Bank of New York Mellon Corp | 0.00% | New | 77,310 | $554K |
| Barclays PLC | 0.00% | Add +227.6% | 76,794 | $550K |
| Simplex Trading, LLC | 0.01% | Add +604.2% | 72,558 | $519K |
| American Century Companies Inc. | 0.00% | Add +32.6% | 72,407 | $518K |
| Panagora Asset Management Inc. | 0.00% | New | 66,831 | $479K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -77.4% | 58,306 | $417K |
| XTX Topco Ltd | 0.02% | Reduce -19.0% | 55,158 | $395K |
| PDT Partners, LLC | 0.02% | Add +79.6% | 55,008 | $394K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.4% | 53,069 | $380K |
| Mackenzie Financial Corp. | 0.00% | New | 50,569 | $362K |
| Rhumbline Advisers | 0.00% | New | 48,650 | $348K |
| UBS Group AG | 0.00% | Add +72.9% | 48,343 | $346K |
| Verition Fund Management LLC | 0.00% | Reduce -52.0% | 43,910 | $314K |
| Nuveen, LLC | 0.00% | New | 43,517 | $312K |
| Integrated Quantitative Investments LLC | 0.07% | New | 32,093 | $230K |
| Martingale Asset Management L P | 0.00% | New | 27,993 | $200K |
| HSBC Holdings PLC | 0.00% | Add +31.8% | 26,178 | $195K |
| Squarepoint Ops LLC | 0.00% | Reduce -64.9% | 26,829 | $192K |
| Heron Bay Capital Management | 0.03% | Add +58.9% | 24,627 | $176K |
| Cerity Partners LLC | 0.00% | No change | 24,264 | $174K |
| Wells Fargo & Company | 0.00% | New | 21,486 | $154K |
| MetLife Investment Management, LLC | 0.00% | New | 20,561 | $147K |
| Federated Hermes, Inc. | 0.00% | Reduce -54.9% | 20,427 | $146K |
| Equitable Holdings, Inc. | 0.00% | No change | 20,000 | $143K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 18,325 | $131K |
| T. Rowe Price Associates Inc. | 0.00% | New | 16,796 | $121K |
| GWN Securities Inc. | 0.02% | New | 16,748 | $120K |
| Graham Capital Management, L.P. | 0.00% | New | 16,694 | $120K |
| Madrone Advisors, LLC | 0.02% | Reduce -96.9% | 16,587 | $119K |
| NewEdge Advisors, LLC | 0.00% | Reduce -34.9% | 15,646 | $112K |
| Intech Investment Management LLC | 0.00% | New | 15,286 | $109K |
| Engineers Gate Manager LP | 0.00% | Reduce -42.5% | 14,880 | $107K |
| Corton Capital Inc. | 0.12% | New | 14,695 | $105K |
| New York State Common Retirement Fund | 0.00% | New | 13,500 | $97K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -38.8% | 12,810 | $92K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 11,903 | $85K |
| Citigroup Inc. | 0.00% | Add +469.0% | 11,238 | $80K |
| Corsair Capital Management, L.P. | 0.01% | New | 10,000 | $72K |
| Group One Trading LLC | 0.00% | Reduce -51.4% | 9,302 | $67K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 7,618 | $55K |
| Royal Bank of Canada | 0.00% | Add +141.0% | 4,617 | $33K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 3,418 | $24K |
| Trust Co. of Toledo NA | 0.00% | New | 3,080 | $22K |
| Legal & General Group Plc | 0.00% | New | 3,042 | $22K |
| US Bancorp \de | 0.00% | No change | 2,798 | $20K |
| California State Teachers Retirement System | 0.00% | New | 2,089 | $15K |
| Clearstead Advisors, LLC | 0.00% | New | 1,903 | $14K |
| FMR LLC | 0.00% | Add +32.7% | 1,258 | $9K |
| Quarry LP | 0.00% | Reduce -59.4% | 1,254 | $9K |
| Amalgamated Bank | 0.00% | New | 1,143 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.2% | 920 | $7K |
| Sterling Capital Management LLC | 0.00% | New | 904 | $6K |
"% of holder's portfolio" is OPRT's weight in each manager's 13F, not the share of Oportun Financial Corp. the manager owns.