Oportun FinancialOPRT
13F holders, Q1 2026 (March 31)126holders +6
31new positions
27sold out
5famous investors
$4.61avg. 13F price*
At the end of Q1 2026, 126 institutions reported holding Oportun Financial Corp. (OPRT) in their 13F filings, up 6 from Q4 2025. 31 opened new positions and 27 sold out. The largest holders were Neuberger Berman Group LLC ($17.6M), Forager Capital Management, LLC ($15.5M) and BlackRock, Inc. ($14.2M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $9.0M |
| Exits | 27 | $14.6M |
All 13F filers, Q4 2025 → Q1 2026: 6,487,900 shares bought and 4,583,004 shares sold, net +1,904,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| Neuberger Berman Group LLC | 0.01% | Reduce -3.2% | 3,809,912 | $17.6M |
| Forager Capital Management, LLC | 7.72% | Add +41.3% | 3,361,726 | $15.5M |
| BlackRock, Inc. | 0.00% | Reduce -0.9% | 3,077,660 | $14.2M |
| Findell Capital Management LLC | 3.73% | Add +7.0% | 2,748,300 | $12.7M |
| Millennium Management | 0.01% | Add +18.6% | 2,253,182 | $10.4M |
| Vanguard Capital Management LLC | 0.00% | — | 1,628,478 | $7.5M |
| Long Focus Capital Management, LLC | 0.31% | No change | 1,515,777 | $7.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +20.8% | 1,363,788 | $6.3M |
| Simcoe Capital LLC | 4.24% | Add +26.0% | 1,002,271 | $4.6M |
| Two Sigma Investments, LP | 0.00% | Add +53.8% | 961,641 | $4.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -25.1% | 948,802 | $4.4M |
| Boothbay Fund Management, LLC | 0.09% | Add +10.4% | 859,329 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +103.1% | 818,287 | $3.8M |
| State Street Corp. | 0.00% | Add +1.2% | 752,325 | $3.5M |
| Meros Investment Management, LP | 1.45% | New | 726,385 | $3.3M |
| AQR Capital Management | 0.00% | Add +590.2% | 688,837 | $3.2M |
| Segall Bryant & Hamill, LLC | 0.04% | Reduce -4.1% | 624,813 | $2.9M |
| Mackenzie Financial Corp. | 0.00% | Add +614.1% | 488,236 | $2.3M |
| American Century Companies Inc. | 0.00% | Add +26.5% | 450,930 | $2.1M |
| Summa Corp. | 0.76% | No change | 396,766 | $1.8M |
| Cannell Capital LLC | 1.12% | New | 372,697 | $1.7M |
| Vanguard Portfolio Management LLC | 0.00% | — | 362,323 | $1.7M |
| Bridgeway Capital Management, LLC | 0.03% | Add +5.3% | 334,123 | $1.5M |
| Trexquant Investment LP | 0.01% | Add +160.1% | 333,569 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +5.7% | 294,562 | $1.4M |
| Lazard Asset Management LLC | 0.00% | New | 274,968 | $1.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 259,485 | $1.2M |
| Berger Financial Group, Inc | 0.06% | Add +23.9% | 243,575 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.9% | 211,625 | $976K |
| Arbiter Partners Capital Management LLC | 0.60% | Add +36.1% | 192,106 | $886K |
| Empowered Funds, LLC | 0.01% | Add +9.8% | 188,920 | $871K |
| Bank of America Corp. | 0.00% | Add +44.5% | 166,934 | $770K |
| Nuveen, LLC | 0.00% | Add +111.4% | 151,017 | $696K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 152,577 | $676K |
| EMG Holdings, L.P. | 0.94% | No change | 139,172 | $642K |
| Vanguard Global Advisers, LLC | 0.00% | — | 127,488 | $588K |
| Morgan Stanley | 0.00% | Reduce -63.8% | 125,834 | $580K |
| Citadel Advisors | 0.00% | Reduce -55.2% | 122,023 | $563K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -31.8% | 118,019 | $544K |
| Barclays PLC | 0.00% | Reduce -29.3% | 105,963 | $488K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.5% | 105,212 | $485K |
| Renaissance Technologies | 0.00% | Reduce -24.3% | 100,079 | $461K |
| Union Square Park Capital Management, LLC | 0.40% | New | 100,000 | $461K |
| MYDA Advisors LLC | 0.11% | New | 99,270 | $458K |
| Invesco Ltd. | 0.00% | Reduce -6.5% | 93,614 | $432K |
| Integrated Quantitative Investments LLC | 0.08% | Reduce -27.0% | 91,312 | $421K |
| Globeflex Capital L P | 0.06% | Reduce -20.5% | 81,800 | $377K |
| Prudential Financial Inc. | 0.00% | Add +36.1% | 80,270 | $370K |
| Marshall Wace, LLP | 0.00% | Reduce -34.5% | 79,198 | $365K |
| UBS Group AG | 0.00% | Reduce -18.8% | 78,412 | $361K |
| Man Group plc | 0.00% | Add +56.3% | 77,797 | $359K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 68,047 | $314K |
| Panagora Asset Management Inc. | 0.00% | Add +1.1% | 67,696 | $312K |
| Algert Global LLC | 0.00% | New | 62,039 | $286K |
| Legato Capital Management LLC | 0.02% | Reduce -29.8% | 59,219 | $273K |
| Martingale Asset Management L P | 0.01% | Reduce -0.0% | 59,154 | $273K |
| HSBC Holdings PLC | 0.00% | No change | 58,980 | $267K |
| Susquehanna International Group, LLP | 0.00% | Add +78.7% | 57,486 | $265K |
| Jones Financial Companies LLLP | 0.00% | New | 55,575 | $249K |
| Rhumbline Advisers | 0.00% | Reduce -1.2% | 46,676 | $215K |
| Los Angeles Capital Management LLC | 0.00% | New | 44,919 | $207K |
| Voya Investment Management LLC | 0.00% | Reduce -1.1% | 42,390 | $195K |
| D. E. Shaw & Co. | 0.00% | New | 42,233 | $195K |
| Graham Capital Management, L.P. | 0.01% | Add +3.7% | 41,658 | $192K |
| State of Wyoming | 0.02% | Reduce -54.2% | 39,090 | $180K |
| Dag Ventures, LLC | 0.14% | No change | 38,452 | $177K |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.5% | 37,520 | $173K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -75.3% | 37,210 | $172K |
| PDT Partners, LLC | 0.01% | Reduce -48.2% | 35,433 | $163K |
| Deutsche Bank AG | 0.00% | New | 34,727 | $160K |
| Cerity Partners LLC | 0.00% | Add +34.1% | 32,551 | $150K |
| T. Rowe Price Associates Inc. | 0.00% | Add +32.5% | 31,733 | $147K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -58.9% | 30,176 | $139K |
| Sei Investments Co. | 0.00% | No change | 28,081 | $129K |
| State of Wisconsin Investment Board | 0.00% | Reduce -38.6% | 27,034 | $125K |
| Castleview Partners, LLC | 0.05% | New | 22,093 | $102K |
| State of Alaska, Department of Revenue | 0.00% | Add +90.6% | 21,037 | $96K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.5% | 19,165 | $88K |
| Odyssean, LLC | 0.03% | No change | 18,912 | $87K |
| Cwm, LLC | 0.00% | Add +37141.7% | 17,876 | $82K |
| Flaharty Asset Management, LLC | 0.01% | No change | 16,000 | $74K |
| Wells Fargo & Company | 0.00% | Reduce -66.3% | 15,308 | $71K |
| MetLife Investment Management, LLC | 0.00% | Add +14.8% | 14,735 | $68K |
| Brooklyn Investment Group | 0.00% | New | 14,169 | $65K |
| Centiva Capital, LP | 0.00% | No change | 14,000 | $65K |
| New York State Common Retirement Fund | 0.00% | No change | 13,500 | $62K |
| FMR LLC | 0.00% | Add +373.8% | 13,436 | $62K |
| R Squared Ltd | 0.03% | Reduce -23.4% | 12,973 | $60K |
| Abel Hall, LLC | 0.01% | New | 12,355 | $57K |
| Intech Investment Management LLC | 0.00% | Reduce -36.7% | 10,836 | $50K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -14.0% | 10,833 | $50K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,700 | $49K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 10,593 | $49K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 10,404 | $48K |
| Pinnacle Holdings, LLC | 0.01% | New | 5,727 | $26K |
| Simplex Trading, LLC | 0.00% | Add +176.9% | 5,306 | $24K |
| Legal & General Group Plc | 0.00% | No change | 3,630 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,418 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +42.2% | 2,926 | $13K |
| Group One Trading LLC | 0.00% | Reduce -8.5% | 2,548 | $12K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2744.9% | 2,532 | $12K |
| California State Teachers Retirement System | 0.00% | Reduce -12.1% | 2,192 | $10K |
| Citigroup Inc. | 0.00% | Reduce -91.7% | 1,890 | $9K |
| MAI Capital Management | 0.00% | Add +8663.2% | 1,665 | $8K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.6% | 1,341 | $6K |
| Allworth Financial LP | 0.00% | New | 1,029 | $5K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 762 | $4K |
| Arax Advisory Partners | 0.00% | Add +19000.0% | 573 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -56.7% | 477 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 388 | $2K |
| Rothschild Investment LLC | 0.00% | New | 359 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | Add +262.4% | 337 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 320 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 187 | $862 |
| GAMMA Investing LLC | 0.00% | Reduce -1.9% | 156 | $719 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 132 | $609 |
| Osaic Holdings, Inc. | 0.00% | New | 100 | $461 |
| JPL Wealth Management, LLC | 0.00% | New | 72 | $332 |
| SJS Investment Consulting Inc. | 0.00% | New | 67 | $309 |
| Farther Finance Advisors, LLC | 0.00% | New | 66 | $302 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 15 | $69 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -78.8% | 11 | $51 |
| Essential Partners LLC | 0.00% | New | 6 | $28 |
| IFP Advisors, Inc | 0.00% | New | 3 | $14 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $5 |
| 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.