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Oportun Financial (OPRT) Institutional Ownership

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$6.87 +0.13 (+1.94%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Oportun Financial (NASDAQ:OPRT)

Current
Institutional Ownership
Percentage
82.70%
Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$21.80M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$15.07M
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OPRT Institutional Buying and Selling by Quarter

Oportun Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025Acadian Asset Management LLC1,055,274$5.79M0.0%+18.9%2.814%
5/20/2025Flaharty Asset Management LLC60,000$329K0.0%+20.0%0.160%
5/19/2025Jane Street Group LLC191,066$1.05M0.0%+238.6%0.509%
5/16/2025Empowered Funds LLC124,980$686K0.0%+7.5%0.333%
5/16/2025Goldman Sachs Group Inc.313,446$1.72M0.0%+499.3%0.714%
5/16/2025NewEdge Advisors LLC24,026$132K0.0%N/A0.064%
5/16/2025Millennium Management LLC1,936,797$10.63M0.0%+28.9%5.165%
5/16/2025Jacobs Levy Equity Management Inc.20,914$115K0.0%-80.6%0.056%
5/16/2025Boothbay Fund Management LLC1,313,957$7.21M0.2%-9.3%3.504%
5/15/2025PDT Partners LLC30,629$168K0.0%N/A0.082%
5/15/2025Cubist Systematic Strategies LLC140,199$770K0.0%+164.1%0.374%
5/15/2025Long Focus Capital Management LLC1,515,777$8.32M0.3%-12.9%4.042%
5/15/2025OMERS ADMINISTRATION Corp77,500$425K0.0%+149.2%0.207%
5/14/2025EMG Holdings L.P.139,172$764K0.4%-77.7%0.371%
5/14/2025Walleye Capital LLC294,039$1.61M0.0%+374.2%0.784%
5/14/2025Jump Financial LLC71,918$395K0.0%N/A0.192%
5/14/2025Hsbc Holdings PLC19,856$108K0.0%-12.8%0.053%
5/13/2025American Century Companies Inc.54,619$300K0.0%+54.0%0.146%
5/13/2025Boston Partners496,873$2.73M0.0%N/A1.325%
5/13/2025Informed Momentum Co LLC149,333$820K0.1%N/A0.398%
5/12/2025Invesco Ltd.139,833$768K0.0%-15.2%0.373%
5/12/2025Berger Financial Group Inc196,543$1.08M0.1%+13.7%0.524%
5/12/2025Connor Clark & Lunn Investment Management Ltd.336,841$1.85M0.0%+114.1%0.898%
5/9/2025Charles Schwab Investment Management Inc.16,000$88K0.0%N/A0.043%
5/8/2025XTX Topco Ltd68,080$374K0.0%N/A0.182%
5/8/2025Federated Hermes Inc.45,335$249K0.0%-49.8%0.121%
4/30/2025Telos Capital Management Inc.20,015$110K0.0%+50.0%0.055%
4/28/2025Acuitas Investments LLC714,392$3.92M3.3%-37.9%1.977%
2/19/2025Public Employees Retirement System of Ohio9,641$37K0.0%-32.3%0.027%
2/17/2025Union Square Park Capital Management LLC532,879$2.07M1.3%-23.7%1.481%
2/17/2025Squarepoint Ops LLC20,271$79K0.0%N/A0.056%
2/17/2025Two Sigma Investments LP312,561$1.21M0.0%+10.7%0.869%
2/17/2025Two Sigma Advisers LP508,500$1.97M0.0%+11.7%1.413%
2/17/2025OMERS ADMINISTRATION Corp31,100$121K0.0%N/A0.086%
2/17/2025Millennium Management LLC1,502,970$5.83M0.0%+7.4%4.177%
2/17/2025Jacobs Levy Equity Management Inc.107,610$418K0.0%-38.9%0.299%
2/17/2025D. E. Shaw & Co. Inc.82,321$319K0.0%N/A0.229%
2/17/2025Cubist Systematic Strategies LLC53,080$206K0.0%+83.4%0.148%
2/17/2025Bridgeway Capital Management LLC237,728$922K0.0%+1.3%0.661%
2/17/2025Balyasny Asset Management L.P.20,490$80K0.0%N/A0.057%
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2/17/2025Bank of America Corp DE61,193$237K0.0%+14.1%0.170%
2/17/2025Ameriprise Financial Inc.22,829$89K0.0%-38.2%0.063%
2/14/2025Jane Street Group LLC56,423$219K0.0%N/A0.157%
2/14/2025Schonfeld Strategic Advisors LLC38,172$148K0.0%N/A0.106%
2/14/2025Northern Trust Corp58,486$227K0.0%+23.5%0.163%
2/14/2025Berger Financial Group Inc172,910$671K0.0%-4.6%0.481%
2/14/2025RBF Capital LLC884,654$3.43M0.2%-9.6%2.459%
2/14/2025Madrone Advisors LLC540,633$2.10M0.4%-13.3%1.503%
2/14/2025Dimensional Fund Advisors LP568,311$2.21M0.0%+4.6%1.580%
2/13/2025Barclays PLC24,447$96K0.0%+26.5%0.068%
2/13/2025Kennedy Capital Management LLC374,863$1.45M0.0%+8.4%1.042%
2/13/2025Renaissance Technologies LLC424,600$1.65M0.0%+22.5%1.180%
2/13/2025Federated Hermes Inc.90,295$350K0.0%-9.7%0.251%
2/12/2025EMG Holdings L.P.623,223$2.42M1.4%-12.4%1.732%
2/12/2025Geode Capital Management LLC317,050$1.23M0.0%+1.8%0.881%
2/12/2025Arrowstreet Capital Limited Partnership25,417$99K0.0%-37.3%0.071%
2/12/2025JPMorgan Chase & Co.82,826$321K0.0%+7.7%0.230%
2/10/2025Connor Clark & Lunn Investment Management Ltd.157,300$610K0.0%+747.3%0.437%
2/5/2025Flaharty Asset Management LLC50,000$194K0.0%+11.1%0.139%
1/31/2025Acuitas Investments LLC1,150,204$4.46M3.8%+11.9%3.197%
1/28/2025Empowered Funds LLC116,228$451K0.0%+5.1%0.323%
1/27/2025Telos Capital Management Inc.13,343$52K0.0%N/A0.037%
12/26/2024JPMorgan Chase & Co.76,925$216K0.0%-8.3%0.214%
11/21/2024SkyView Investment Advisors LLC107,500$302K0.1%+59.3%0.299%
11/16/2024Geode Capital Management LLC311,450$875K0.0%+4.9%0.866%
11/15/2024XTX Topco Ltd10,322$29K0.0%-25.0%0.029%
11/15/2024RBF Capital LLC978,079$2.75M0.1%+82.9%2.719%
11/15/2024Jacobs Levy Equity Management Inc.176,118$495K0.0%-36.2%0.490%
11/14/2024Walleye Capital LLC60,738$171K0.0%-37.9%0.170%
11/8/2024Connor Clark & Lunn Investment Management Ltd.18,565$52K0.0%N/A0.052%
11/6/2024Empowered Funds LLC110,620$311K0.0%+5.4%0.310%
9/16/2024Cubist Systematic Strategies LLC23,108$67K0.0%-17.7%0.065%
8/16/2024SkyView Investment Advisors LLC67,500$196K0.0%+28.6%0.190%
8/15/2024Long Focus Capital Management LLC1,740,777$5.05M0.2%+6.0%4.891%
8/15/2024Millennium Management LLC1,507,012$4.37M0.0%+26.4%4.234%
8/14/2024Cubist Systematic Strategies LLC23,108$67K0.0%-17.7%0.065%
8/14/2024Marshall Wace LLP274,969$797K0.0%+53.3%0.773%
8/12/2024EMG Holdings L.P.711,631$2.06M1.0%-67.8%2.000%
8/9/2024Renaissance Technologies LLC227,000$658K0.0%+16.1%0.638%
8/9/2024Dimensional Fund Advisors LP582,391$1.69M0.0%-0.7%1.636%
8/8/2024Federated Hermes Inc.50,000$145K0.0%-44.4%0.140%
8/8/2024American Century Companies Inc.37,161$108K0.0%-15.6%0.104%
8/6/2024Acadian Asset Management LLC781,787$2.27M0.0%-3.9%2.197%
8/5/2024Acuitas Investments LLC543,634$1.58M0.8%N/A1.528%
8/1/2024Flaharty Asset Management LLC35,000$102K0.0%+75.0%0.098%
5/20/2024Virtu Financial LLC13,152$32K0.0%-40.1%0.037%
5/16/2024Jacobs Levy Equity Management Inc.261,595$636K0.0%-15.0%0.735%
5/15/2024Public Employees Retirement System of Ohio15,103$37K0.0%+30.4%0.042%
5/10/2024Acadian Asset Management LLC813,254$1.98M0.0%+11.2%2.285%
5/10/2024Vanguard Group Inc.1,293,535$3.14M0.0%-7.2%3.635%
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5/7/2024Empowered Funds LLC97,432$237K0.0%+8.2%0.274%
4/3/2024Versant Capital Management Inc30,601$74K0.0%+85.2%0.089%
2/21/2024Findell Capital Management LLC2,000,000$7.82M4.9%N/A5.843%
2/15/2024Park West Asset Management LLC565,235$2.21M0.2%-57.9%1.651%
2/14/2024Findell Capital Management LLC2,000,000$7.82M5.2%N/A5.843%
2/13/2024EMG Holdings L.P.2,484,149$9.71M1.6%-0.4%7.257%
2/13/2024Tower Research Capital LLC TRC14,594$57K0.0%+7,197.0%0.043%
2/9/2024Dynamic Technology Lab Private Ltd16,997$66K0.0%N/A0.050%
2/7/2024Jump Financial LLC110,411$432K0.0%+350.4%0.323%
2/7/2024Summa Corp.563,808$2.20M1.5%N/A1.647%
(Data available from 1/1/2016 forward)

OPRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OPRT shares?

During the previous two years, 76 institutional investors and hedge funds held shares of Oportun Financial. The most heavily invested institutionals were Institutional Venture Management XIV LLC ($22.01M), Kayne Anderson Rudnick Investment Management LLC ($15.49M), Millennium Management LLC ($10.63M), Long Focus Capital Management LLC ($8.32M), Findell Capital Management LLC ($7.82M), Boothbay Fund Management LLC ($7.21M), and Acadian Asset Management LLC ($5.79M).Learn more on Oportun Financial's institutional investors.

What percentage of Oportun Financial's stock is owned by institutional investors?

82.70% of Oportun Financial's stock is owned by institutional investors. Learn more on OPRT's institutional investor holdings.

Which institutional investors have been buying Oportun Financial's stock?

Of the 63 institutional investors that purchased Oportun Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Findell Capital Management LLC ($4M), Acuitas Investments LLC ($954.20K), Millennium Management LLC ($852.57K), Bank of Montreal Can ($845.28K), Acadian Asset Management LLC ($682.23K), Summa Corp. ($563.81K), and Boston Partners ($496.87K).

How much institutional buying is happening at Oportun Financial?

Institutional investors have bought a total of 5,019,879 shares in the last 24 months. This purchase volume represents approximately $21.80M in transactions.

Which of Oportun Financial's major shareholders have been selling company stock?

Of the 22 institutional investors that sold Oportun Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EMG Holdings L.P. ($2.07M), Acuitas Investments LLC ($435.81K), Jacobs Levy Equity Management Inc. ($255.34K), Long Focus Capital Management LLC ($225K), Union Square Park Capital Management LLC ($165.80K), Boothbay Fund Management LLC ($134.64K), and Federated Hermes Inc. ($94.67K).

How much institutional selling is happening at Oportun Financial?

Institutional investors have sold a total of 3,728,071 shares in the last 24 months. This volume of shares sold represents approximately $15.07M in transactions.


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This page (NASDAQ:OPRT) was last updated on 7/2/2025 by MarketBeat.com Staff
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