Oportun FinancialOPRT
13F holders, Q3 2025 (September 30)125holders +19
31new positions
12sold out
4famous investors
$6.17avg. 13F price*
At the end of Q3 2025, 125 institutions reported holding Oportun Financial Corp. (OPRT) in their 13F filings, up 19 from Q2 2025. 31 opened new positions and 12 sold out. The largest holders were Neuberger Berman Group LLC ($24.3M), BlackRock, Inc. ($18.4M) and Findell Capital Management LLC ($15.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $19.0M |
| Exits | 12 | $16.0M |
All 13F filers, Q2 2025 → Q3 2025: 6,343,624 shares bought and 4,488,271 shares sold, net +1,855,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Neuberger Berman Group LLC | 0.02% | No change | 3,937,168 | $24.3M |
| BlackRock, Inc. | 0.00% | Add +17.4% | 2,974,937 | $18.4M |
| Findell Capital Management LLC | 7.24% | Reduce -9.4% | 2,568,300 | $15.8M |
| Vanguard Group Inc. | 0.00% | Add +30.4% | 2,106,640 | $13.0M |
| Forager Capital Management, LLC | 5.33% | New | 1,957,588 | $12.1M |
| Long Focus Capital Management, LLC | 0.53% | No change | 1,515,777 | $9.4M |
| Cannell Capital LLC | 2.38% | Reduce -8.1% | 1,470,870 | $9.1M |
| Millennium Management | 0.01% | Reduce -7.6% | 1,232,281 | $7.6M |
| Geode Capital Management, LLC | 0.00% | Add +51.5% | 1,176,907 | $7.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +17.0% | 1,012,114 | $6.2M |
| Acadian Asset Management LLC | 0.01% | Reduce -8.2% | 981,810 | $6.1M |
| Acuitas Investments, LLC | 3.54% | Add +20.4% | 892,449 | $5.5M |
| Boothbay Fund Management, LLC | 0.13% | Reduce -24.3% | 781,360 | $4.8M |
| State Street Corp. | 0.00% | Add +82.5% | 719,273 | $4.4M |
| CenterBook Partners LP | 0.21% | Add +70.1% | 700,833 | $4.3M |
| Two Sigma Advisers, LP | 0.01% | Reduce -4.5% | 644,300 | $4.0M |
| Glynn Capital Management LLC | 1.15% | No change | 588,233 | $3.6M |
| Citadel Advisors | 0.00% | Add +3.9% | 563,911 | $3.5M |
| Two Sigma Investments, LP | 0.01% | Add +10.8% | 557,051 | $3.4M |
| Boston Partners | 0.00% | Add +8.6% | 531,367 | $3.3M |
| Summa Corp. | 1.22% | Reduce -20.4% | 449,966 | $2.8M |
| Marshall Wace, LLP | 0.00% | Reduce -31.9% | 391,425 | $2.4M |
| Morgan Stanley | 0.00% | Add +37.1% | 309,564 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +25.0% | 297,866 | $1.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -24.8% | 291,996 | $1.8M |
| Bridgeway Capital Management, LLC | 0.04% | Add +6.8% | 280,884 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +62.3% | 262,181 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.3% | 220,241 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +137.2% | 211,750 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -40.1% | 208,179 | $1.3M |
| Berger Financial Group, Inc | 0.07% | No change | 196,543 | $1.2M |
| Segall Bryant & Hamill, LLC | 0.02% | New | 193,687 | $1.2M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +94.2% | 186,246 | $1.1M |
| WINTON GROUP Ltd | 0.04% | Add +46.1% | 180,780 | $1.1M |
| American Century Companies Inc. | 0.00% | Add +148.3% | 179,778 | $1.1M |
| Kennedy Capital Management LLC | 0.02% | Reduce -23.1% | 176,971 | $1.1M |
| Empowered Funds, LLC | 0.01% | Add +13.2% | 154,684 | $954K |
| Inspire Investing, LLC | 0.09% | New | 150,441 | $928K |
| Jump Financial, LLC | 0.01% | Reduce -10.2% | 146,000 | $901K |
| EMG Holdings, L.P. | 0.93% | No change | 139,172 | $859K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +13.8% | 113,727 | $702K |
| Jane Street Group, LLC | 0.00% | New | 106,562 | $657K |
| Invesco Ltd. | 0.00% | Reduce -78.2% | 105,447 | $651K |
| Globeflex Capital L P | 0.10% | Add +25.8% | 102,900 | $635K |
| Barclays PLC | 0.00% | Add +25.0% | 95,971 | $592K |
| Bank of New York Mellon Corp | 0.00% | Add +13.8% | 88,002 | $543K |
| State of Wyoming | 0.06% | Reduce -21.8% | 85,488 | $527K |
| UBS Group AG | 0.00% | Add +75.7% | 84,922 | $524K |
| Panagora Asset Management Inc. | 0.00% | Add +0.1% | 66,934 | $413K |
| Principal Financial Group Inc. | 0.00% | New | 63,018 | $389K |
| Martingale Asset Management L P | 0.01% | Add +111.4% | 59,166 | $365K |
| Mackenzie Financial Corp. | 0.00% | Add +11.7% | 56,477 | $348K |
| XTX Topco Ltd | 0.02% | Add +1.1% | 55,776 | $344K |
| Prudential Financial Inc. | 0.00% | New | 55,395 | $342K |
| PDT Partners, LLC | 0.02% | No change | 55,008 | $339K |
| Quantbot Technologies LP | 0.01% | New | 54,687 | $337K |
| State of Wisconsin Investment Board | 0.00% | New | 53,723 | $331K |
| Squarepoint Ops LLC | 0.00% | Add +95.9% | 52,555 | $324K |
| Rhumbline Advisers | 0.00% | Add +5.8% | 51,467 | $318K |
| Gsa Capital Partners LLP | 0.03% | Reduce -57.5% | 51,233 | $316K |
| Bank of America Corp. | 0.00% | Reduce -58.6% | 48,824 | $301K |
| Prosperity Wealth Management, Inc. | 0.10% | New | 46,300 | $286K |
| Verition Fund Management LLC | 0.00% | No change | 43,910 | $271K |
| Nuveen, LLC | 0.00% | No change | 43,517 | $269K |
| AQR Capital Management | 0.00% | New | 42,626 | $263K |
| EntryPoint Capital, LLC | 0.10% | New | 42,145 | $260K |
| Trexquant Investment LP | 0.00% | New | 41,230 | $254K |
| Graham Capital Management, L.P. | 0.01% | Add +145.6% | 41,001 | $253K |
| ExodusPoint Capital Management, LP | 0.00% | New | 39,200 | $242K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 37,809 | $233K |
| Deutsche Bank AG | 0.00% | New | 35,834 | $221K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 32,720 | $202K |
| Integrated Quantitative Investments LLC | 0.06% | Add +0.4% | 32,228 | $199K |
| Voya Investment Management LLC | 0.00% | New | 32,194 | $199K |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.0% | 30,265 | $187K |
| Wells Fargo & Company | 0.00% | Add +39.8% | 30,033 | $185K |
| Engineers Gate Manager LP | 0.00% | Add +71.3% | 25,482 | $157K |
| Heron Bay Capital Management | 0.03% | No change | 24,627 | $152K |
| Cerity Partners LLC | 0.00% | No change | 24,264 | $150K |
| T. Rowe Price Associates Inc. | 0.00% | Add +42.6% | 23,955 | $148K |
| Zacks Investment Management | 0.00% | New | 22,579 | $139K |
| Citigroup Inc. | 0.00% | Add +99.7% | 22,437 | $138K |
| MetLife Investment Management, LLC | 0.00% | Add +8.0% | 22,206 | $137K |
| HSBC Holdings PLC | 0.00% | Reduce -18.5% | 21,333 | $129K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.6% | 20,312 | $125K |
| SG Americas Securities, LLC | 0.00% | New | 18,537 | $114K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.7% | 18,198 | $112K |
| Intech Investment Management LLC | 0.00% | Add +11.9% | 17,109 | $106K |
| Centiva Capital, LP | 0.01% | New | 14,000 | $86K |
| New York State Common Retirement Fund | 0.00% | No change | 13,500 | $83K |
| RBF Capital, LLC | 0.00% | Reduce -87.8% | 13,106 | $81K |
| Flaharty Asset Management, LLC | 0.01% | New | 13,000 | $80K |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 12,810 | $79K |
| PharVision Advisers, LLC | 0.04% | New | 12,489 | $77K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.0% | 11,780 | $73K |
| Corton Capital Inc. | 0.16% | Reduce -27.8% | 10,610 | $65K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +36.6% | 10,404 | $64K |
| Virtu Financial LLC | 0.00% | New | 10,371 | $64K |
| Corsair Capital Management, L.P. | 0.01% | No change | 10,000 | $62K |
| Simplex Trading, LLC | 0.00% | Reduce -89.1% | 7,924 | $48K |
| Legal & General Group Plc | 0.00% | Add +19.3% | 3,630 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,418 | $21K |
| Russell Investments Group, Ltd. | 0.00% | New | 3,289 | $20K |
| Trust Co. of Toledo NA | 0.00% | No change | 3,080 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +206.3% | 2,818 | $17K |
| US Bancorp \de | 0.00% | No change | 2,798 | $17K |
| Sterling Capital Management LLC | 0.00% | Add +199.0% | 2,703 | $17K |
| Quarry LP | 0.00% | Add +82.9% | 2,294 | $14K |
| Royal Bank of Canada | 0.00% | Reduce -54.6% | 2,095 | $13K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 2,091 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,903 | $12K |
| Osaic Holdings, Inc. | 0.00% | Add +1880.0% | 1,584 | $10K |
| NewEdge Advisors, LLC | 0.00% | Reduce -90.6% | 1,465 | $9K |
| Amalgamated Bank | 0.00% | No change | 1,143 | $7K |
| Quadrant Capital Group LLC | 0.00% | New | 1,066 | $7K |
| FMR LLC | 0.00% | Reduce -34.2% | 828 | $5K |
| Point72 Europe (London) LLP | 0.00% | New | 370 | $2K |
| Kilter Group LLC | 0.00% | New | 86 | $531 |
| PNC Financial Services Group, Inc. | 0.00% | New | 57 | $352 |
| SBI Securities Co., Ltd. | 0.00% | Add +3.9% | 54 | $333 |
| GAMMA Investing LLC | 0.00% | New | 34 | $210 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 20 | $123 |
| Allworth Financial LP | 0.00% | New | 6 | $38 |
| Cwm, LLC | 0.00% | New | 71 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 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.