Oportun FinancialOPRT
13F holders, Q4 2025 (December 31)120holders −5
14new positions
20sold out
5famous investors
$5.29avg. 13F price*
At the end of Q4 2025, 120 institutions reported holding Oportun Financial Corp. (OPRT) in their 13F filings, down 5 from Q3 2025. 14 opened new positions and 20 sold out. The largest holders were Neuberger Berman Group LLC ($20.8M), BlackRock, Inc. ($16.4M) and Findell Capital Management LLC ($13.6M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.0M |
| Exits | 20 | $17.3M |
All 13F filers, Q3 2025 → Q4 2025: 4,308,376 shares bought and 4,405,911 shares sold, net −97,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Neuberger Berman Group LLC | 0.02% | No change | 3,937,168 | $20.8M |
| BlackRock, Inc. | 0.00% | Add +4.4% | 3,105,600 | $16.4M |
| Findell Capital Management LLC | 4.51% | No change | 2,568,300 | $13.6M |
| Forager Capital Management, LLC | 5.70% | Add +21.6% | 2,380,000 | $12.6M |
| Vanguard Group Inc. | 0.00% | Add +7.4% | 2,263,271 | $12.0M |
| Millennium Management | 0.01% | Add +54.1% | 1,899,552 | $10.0M |
| Long Focus Capital Management, LLC | 0.40% | No change | 1,515,777 | $8.0M |
| Geode Capital Management, LLC | 0.00% | Add +7.6% | 1,266,447 | $6.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +11.6% | 1,129,065 | $6.0M |
| Simcoe Capital LLC | 3.96% | — | 795,469 | $4.2M |
| Boothbay Fund Management, LLC | 0.11% | Reduce -0.4% | 778,300 | $4.1M |
| State Street Corp. | 0.00% | Add +3.4% | 743,465 | $3.9M |
| Segall Bryant & Hamill, LLC | 0.05% | Add +236.4% | 651,582 | $3.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -0.3% | 642,100 | $3.4M |
| Two Sigma Investments, LP | 0.01% | Add +12.3% | 625,387 | $3.3M |
| Boston Partners | 0.00% | Add +12.4% | 597,328 | $3.2M |
| Glynn Capital Management LLC | 1.07% | No change | 588,233 | $3.1M |
| Acadian Asset Management LLC | 0.00% | Reduce -44.8% | 541,542 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +53.7% | 402,937 | $2.1M |
| Summa Corp. | 0.90% | Reduce -11.8% | 396,766 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Add +68.7% | 357,203 | $1.9M |
| American Century Companies Inc. | 0.00% | Add +98.3% | 356,499 | $1.9M |
| Morgan Stanley | 0.00% | Add +12.2% | 347,228 | $1.8M |
| Bridgeway Capital Management, LLC | 0.04% | Add +12.9% | 317,236 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -6.5% | 278,625 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -51.7% | 272,411 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +158.4% | 227,412 | $1.2M |
| Point72 Asset Management | 0.00% | New | 202,308 | $1.1M |
| Berger Financial Group, Inc | 0.06% | No change | 196,543 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -40.8% | 172,909 | $915K |
| Empowered Funds, LLC | 0.02% | Add +11.2% | 172,033 | $910K |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.0% | 160,810 | $851K |
| Squarepoint Ops LLC | 0.00% | Add +195.6% | 155,324 | $822K |
| Russell Investments Group, Ltd. | 0.00% | Add +4474.6% | 150,460 | $796K |
| Barclays PLC | 0.00% | Add +56.2% | 149,925 | $793K |
| Arbiter Partners Capital Management LLC | 0.40% | New | 141,109 | $746K |
| EMG Holdings, L.P. | 1.19% | No change | 139,172 | $736K |
| Renaissance Technologies | 0.00% | Reduce -36.5% | 132,179 | $699K |
| WINTON GROUP Ltd | 0.02% | Reduce -27.0% | 131,936 | $698K |
| Trexquant Investment LP | 0.01% | Add +211.0% | 128,234 | $678K |
| Integrated Quantitative Investments LLC | 0.14% | Add +288.0% | 125,043 | $661K |
| Marshall Wace, LLP | 0.00% | Reduce -69.1% | 121,011 | $640K |
| Bank of America Corp. | 0.00% | Add +136.7% | 115,562 | $611K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce 0.0% | 113,722 | $602K |
| Globeflex Capital L P | 0.08% | No change | 102,900 | $544K |
| Invesco Ltd. | 0.00% | Reduce -5.0% | 100,127 | $530K |
| AQR Capital Management | 0.00% | Add +134.1% | 99,800 | $528K |
| UBS Group AG | 0.00% | Add +13.7% | 96,567 | $511K |
| Principal Financial Group Inc. | 0.00% | Add +47.1% | 92,721 | $490K |
| State of Wyoming | 0.05% | Reduce -0.3% | 85,270 | $451K |
| Legato Capital Management LLC | 0.04% | New | 84,338 | $446K |
| Jump Financial, LLC | 0.01% | Reduce -49.6% | 73,583 | $389K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +124.5% | 73,457 | $389K |
| Nuveen, LLC | 0.00% | Add +64.2% | 71,450 | $378K |
| Mackenzie Financial Corp. | 0.00% | Add +21.1% | 68,368 | $365K |
| PDT Partners, LLC | 0.02% | Add +24.3% | 68,348 | $362K |
| Panagora Asset Management Inc. | 0.00% | No change | 66,934 | $354K |
| HSBC Holdings PLC | 0.00% | Add +176.5% | 58,980 | $314K |
| Martingale Asset Management L P | 0.01% | Reduce -0.0% | 59,162 | $313K |
| Prudential Financial Inc. | 0.00% | Add +6.4% | 58,960 | $312K |
| Man Group plc | 0.00% | New | 49,775 | $263K |
| Jane Street Group, LLC | 0.00% | Reduce -55.5% | 47,378 | $251K |
| Rhumbline Advisers | 0.00% | Reduce -8.2% | 47,253 | $250K |
| XTX Topco Ltd | 0.01% | Reduce -16.1% | 46,794 | $248K |
| Wells Fargo & Company | 0.00% | Add +51.2% | 45,414 | $240K |
| State of Wisconsin Investment Board | 0.00% | Reduce -18.0% | 44,035 | $233K |
| Verition Fund Management LLC | 0.00% | No change | 43,910 | $232K |
| Voya Investment Management LLC | 0.00% | Add +33.2% | 42,871 | $227K |
| Graham Capital Management, L.P. | 0.01% | Reduce -2.0% | 40,171 | $213K |
| Federated Hermes, Inc. | 0.00% | Add +96.9% | 40,000 | $212K |
| Dynamic Technology Lab Private Ltd | 0.05% | Add +4.0% | 39,342 | $208K |
| Dag Ventures, LLC | 0.11% | — | 38,452 | $203K |
| Susquehanna International Group, LLP | 0.00% | Add +6.3% | 32,161 | $170K |
| Sei Investments Co. | 0.00% | New | 28,081 | $149K |
| State of Tennessee, Department of Treasury | 0.00% | New | 26,802 | $145K |
| Heron Bay Capital Management | 0.03% | Add +4.6% | 25,761 | $136K |
| Cerity Partners LLC | 0.00% | No change | 24,264 | $128K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 23,955 | $127K |
| Gsa Capital Partners LLP | 0.01% | Reduce -55.0% | 23,075 | $122K |
| Citigroup Inc. | 0.00% | Add +1.8% | 22,849 | $121K |
| Daytona Street Capital LLC | 0.08% | — | 20,000 | $106K |
| Odyssean, LLC | 0.07% | — | 18,912 | $100K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.7% | 18,692 | $99K |
| Intech Investment Management LLC | 0.00% | No change | 17,109 | $91K |
| R Squared Ltd | 0.04% | New | 16,935 | $90K |
| Zacks Investment Management | 0.00% | Reduce -28.8% | 16,072 | $85K |
| Flaharty Asset Management, LLC | 0.01% | Add +23.1% | 16,000 | $85K |
| Engineers Gate Manager LP | 0.00% | Reduce -39.2% | 15,500 | $82K |
| nVerses Capital, LLC | 0.18% | — | 15,212 | $80K |
| Centiva Capital, LP | 0.00% | No change | 14,000 | $74K |
| New York State Common Retirement Fund | 0.00% | No change | 13,500 | $71K |
| MetLife Investment Management, LLC | 0.00% | Reduce -42.2% | 12,834 | $68K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.0% | 12,599 | $67K |
| State of Alaska, Department of Revenue | 0.00% | New | 11,037 | $58K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 10,404 | $55K |
| Clearstead Advisors, LLC | 0.00% | Add +192.9% | 5,574 | $29K |
| Kemnay Advisory Services Inc. | 0.00% | New | 5,225 | $28K |
| Legal & General Group Plc | 0.00% | No change | 3,630 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,418 | $18K |
| Trust Co. of Toledo NA | 0.00% | No change | 3,080 | $16K |
"% of holder's portfolio" is OPRT's weight in each manager's 13F, not the share of Oportun Financial Corp. the manager owns.