Oportun Financial (OPRT) Institutional Ownership $6.57 -0.18 (-2.67%) Closing price 09/5/2025 04:00 PM EasternExtended Trading$6.64 +0.07 (+1.00%) As of 09/5/2025 06:37 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Oportun Financial (NASDAQ:OPRT)CurrentInstitutional OwnershipPercentage82.70%Number ofInstitutional Buyers(last 12 months)58TotalInstitutional Inflows(last 12 months)$44.79MNumber ofInstitutional Sellers(last 12 months)25TotalInstitutional Outflows(last 12 months)$22.12M Get OPRT Insider Trade Alerts Want to know when executives and insiders are buying or selling Oportun Financial stock? 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Skip Chart & View Institutional Buying and Selling Data OPRT Institutional Buying and Selling by Quarter Oportun Financial Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/19/2025 State of Wyoming109,375$783K0.1%N/A0.249% 8/15/2025 Cannell Capital LLC1,601,244$11.47M3.4%+7,067.0%3.638% 8/15/2025 Engineers Gate Manager LP14,880$107K0.0%-42.4%0.034% 8/15/2025 BNP Paribas Financial Markets89,286$639K0.0%+1,266.5%0.203% 8/15/2025 Boothbay Fund Management LLC1,032,743$7.39M0.1%-21.4%2.347% 8/15/2025 Bridgeway Capital Management LLC262,911$1.88M0.0%+4.7%0.597% 8/15/2025 Bank of America Corp DE118,051$845K0.0%-56.7%0.268% 8/14/2025 PDT Partners LLC55,008$394K0.0%+79.6%0.125% 8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,325$131K0.0%N/A0.042% 8/14/2025 The Manufacturers Life Insurance Company 11,903$85K0.0%N/A0.027% Get the Latest News and Ratings for OPRT and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Oportun Financial and its competitors with MarketBeat's FREE daily newsletter. 8/14/2025 RBF Capital LLC107,560$770K0.0%-65.4%0.244% 8/14/2025 NewEdge Advisors LLC15,646$112K0.0%-34.9%0.036% 8/14/2025 Qube Research & Technologies Ltd58,306$417K0.0%-77.4%0.132% 8/14/2025 WINTON GROUP Ltd123,696$886K0.0%+68.4%0.281% 8/14/2025 Federated Hermes Inc.20,427$146K0.0%-54.9%0.046% 8/13/2025 Jump Financial LLC162,643$1.17M0.0%+126.2%0.370% 8/13/2025 Marshall Wace LLP575,110$4.12M0.0%-47.9%1.307% 8/13/2025 Walleye Capital LLC107,741$771K0.0%-63.4%0.245% 8/13/2025 Kennedy Capital Management LLC230,214$1.65M0.0%+9.5%0.523% 8/13/2025 Invesco Ltd.484,492$3.47M0.0%+246.5%1.101% 8/13/2025 Arrowstreet Capital Limited Partnership93,155$667K0.0%+78.3%0.212% 8/13/2025 Panagora Asset Management Inc.66,831$479K0.0%N/A0.152% 8/13/2025 New York State Common Retirement Fund13,500$97K0.0%N/A0.031% 8/13/2025 Corsair Capital Management L.P.10,000$72K0.0%N/A0.023% 8/12/2025 Boston Partners489,166$3.50M0.0%-1.6%1.111% 8/12/2025 XTX Topco Ltd55,158$395K0.0%-19.0%0.125% 8/12/2025 American Century Companies Inc.72,407$518K0.0%+32.6%0.165% 8/12/2025 Heron Bay Capital Management24,627$176K0.0%+58.9%0.056% 8/12/2025 Rhumbline Advisers48,650$348K0.0%N/A0.111% 8/12/2025 CenterBook Partners LP412,018$2.95M0.2%N/A0.936% 8/12/2025 JPMorgan Chase & Co.248,324$1.78M0.0%+44.7%0.564% 8/11/2025 Integrated Quantitative Investments LLC32,093$230K0.1%N/A0.073% 8/8/2025 Intech Investment Management LLC15,286$109K0.0%N/A0.035% 8/8/2025 Police & Firemen s Retirement System of New Jersey7,618$55K0.0%N/A0.017% 8/8/2025 Geode Capital Management LLC776,844$5.56M0.0%+131.6%1.771% 8/7/2025 Boston Partners489,166$3.50M0.0%-1.6%1.115% 8/7/2025 Acadian Asset Management LLC1,069,116$7.65M0.0%+1.3%2.437% 8/7/2025 Connor Clark & Lunn Investment Management Ltd.388,504$2.78M0.0%+15.3%0.886% 8/5/2025 Corton Capital Inc.14,695$105K0.1%N/A0.033% 8/1/2025 GWN Securities Inc.16,748$120K0.0%N/A0.038% 7/31/2025 Acuitas Investments LLC741,441$5.31M4.2%+3.8%1.690% 7/25/2025 Summa Corp.565,338$4.05M2.1%+0.5%1.289% 5/21/2025 Acadian Asset Management LLC1,055,274$5.79M0.0%+18.9%2.814% 5/20/2025 Flaharty Asset Management LLC60,000$329K0.0%+20.0%0.160% 5/19/2025 Jane Street Group LLC191,066$1.05M0.0%+238.6%0.509% 5/16/2025 Empowered Funds LLC124,980$686K0.0%+7.5%0.333% 5/16/2025 Goldman Sachs Group Inc.313,446$1.72M0.0%+499.3%0.714% 5/16/2025 NewEdge Advisors LLC24,026$132K0.0%N/A0.064% 5/16/2025 Millennium Management LLC1,936,797$10.63M0.0%+28.9%5.165% 5/16/2025 Jacobs Levy Equity Management Inc.20,914$115K0.0%-80.6%0.056% 5/16/2025 Boothbay Fund Management LLC1,313,957$7.21M0.2%-9.3%3.504% 5/15/2025 PDT Partners LLC30,629$168K0.0%N/A0.082% 5/15/2025 Cubist Systematic Strategies LLC140,199$770K0.0%+164.1%0.374% 5/15/2025 Long Focus Capital Management LLC1,515,777$8.32M0.3%-12.9%4.042% 5/15/2025 OMERS ADMINISTRATION Corp77,500$425K0.0%+149.2%0.207% 5/14/2025 EMG Holdings L.P.139,172$764K0.4%-77.7%0.371% 5/14/2025 Walleye Capital LLC294,039$1.61M0.0%+374.2%0.784% 5/14/2025 Jump Financial LLC71,918$395K0.0%N/A0.192% 5/14/2025 Hsbc Holdings PLC19,856$108K0.0%-12.8%0.053% 5/13/2025 American Century Companies Inc.54,619$300K0.0%+54.0%0.146% 5/13/2025 Boston Partners496,873$2.73M0.0%N/A1.325% 5/13/2025 Informed Momentum Co LLC149,333$820K0.1%N/A0.398% 5/12/2025 Invesco Ltd.139,833$768K0.0%-15.2%0.373% 5/12/2025 Berger Financial Group Inc196,543$1.08M0.1%+13.7%0.524% 5/12/2025 Connor Clark & Lunn Investment Management Ltd.336,841$1.85M0.0%+114.1%0.898% 5/9/2025 Charles Schwab Investment Management Inc.16,000$88K0.0%N/A0.043% 5/8/2025 XTX Topco Ltd68,080$374K0.0%N/A0.182% 5/8/2025 Federated Hermes Inc.45,335$249K0.0%-49.8%0.121% 4/30/2025 Telos Capital Management Inc.20,015$110K0.0%+50.0%0.055% 4/28/2025 Acuitas Investments LLC714,392$3.92M3.3%-37.9%1.977% 2/19/2025 Public Employees Retirement System of Ohio9,641$37K0.0%-32.3%0.027% 2/17/2025 Union Square Park Capital Management LLC532,879$2.07M1.3%-23.7%1.481% 2/17/2025 Squarepoint Ops LLC20,271$79K0.0%N/A0.056% 2/17/2025 Two Sigma Investments LP312,561$1.21M0.0%+10.7%0.869% 2/17/2025 Two Sigma Advisers LP508,500$1.97M0.0%+11.7%1.413% 2/17/2025 OMERS ADMINISTRATION Corp31,100$121K0.0%N/A0.086% 2/17/2025 Millennium Management LLC1,502,970$5.83M0.0%+7.4%4.177% 2/17/2025 Jacobs Levy Equity Management Inc.107,610$418K0.0%-38.9%0.299% 2/17/2025 D. E. Shaw & Co. Inc.82,321$319K0.0%N/A0.229% 2/17/2025 Cubist Systematic Strategies LLC53,080$206K0.0%+83.4%0.148% 2/17/2025 Bridgeway Capital Management LLC237,728$922K0.0%+1.3%0.661% 2/17/2025 Balyasny Asset Management L.P.20,490$80K0.0%N/A0.057% 2/17/2025 Bank of America Corp DE61,193$237K0.0%+14.1%0.170% 2/17/2025 Ameriprise Financial Inc.22,829$89K0.0%-38.2%0.063% 2/14/2025 Jane Street Group LLC56,423$219K0.0%N/A0.157% 2/14/2025 Schonfeld Strategic Advisors LLC38,172$148K0.0%N/A0.106% 2/14/2025 Northern Trust Corp58,486$227K0.0%+23.5%0.163% 2/14/2025 Berger Financial Group Inc172,910$671K0.0%-4.6%0.481% 2/14/2025 RBF Capital LLC884,654$3.43M0.2%-9.6%2.459% 2/14/2025 Madrone Advisors LLC540,633$2.10M0.4%-13.3%1.503% 2/14/2025 Dimensional Fund Advisors LP568,311$2.21M0.0%+4.6%1.580% 2/13/2025 Barclays PLC24,447$96K0.0%+26.5%0.068% 2/13/2025 Kennedy Capital Management LLC374,863$1.45M0.0%+8.4%1.042% 2/13/2025 Renaissance Technologies LLC424,600$1.65M0.0%+22.5%1.180% 2/13/2025 Federated Hermes Inc.90,295$350K0.0%-9.7%0.251% 2/12/2025 EMG Holdings L.P.623,223$2.42M1.4%-12.4%1.732% 2/12/2025 Geode Capital Management LLC317,050$1.23M0.0%+1.8%0.881% 2/12/2025 Arrowstreet Capital Limited Partnership25,417$99K0.0%-37.3%0.071% 2/12/2025 JPMorgan Chase & Co.82,826$321K0.0%+7.7%0.230% 2/10/2025 Connor Clark & Lunn Investment Management Ltd.157,300$610K0.0%+747.3%0.437% (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, 88 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), Cannell Capital LLC ($11.47M), Millennium Management LLC ($10.63M), Long Focus Capital Management LLC ($8.32M), Findell Capital Management LLC ($7.82M), and Acadian Asset Management LLC ($7.65M).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 73 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), Cannell Capital LLC ($1.58M), Acuitas Investments LLC ($981.25K), Millennium Management LLC ($852.57K), Acadian Asset Management LLC ($696.07K), Summa Corp. ($566.81K), and Boston Partners ($496.87K). How much institutional buying is happening at Oportun Financial? Institutional investors have bought a total of 7,567,354 shares in the last 24 months. This purchase volume represents approximately $44.79M in transactions. Which of Oportun Financial's major shareholders have been selling company stock? Of the 25 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. ($572.46K), Marshall Wace LLP ($529.15K), Acuitas Investments LLC ($435.81K), Boothbay Fund Management LLC ($415.86K), RBF Capital LLC ($296.98K), Jacobs Levy Equity Management Inc. ($255.34K), and Long Focus Capital Management LLC ($225K). How much institutional selling is happening at Oportun Financial? Institutional investors have sold a total of 3,769,780 shares in the last 24 months. This volume of shares sold represents approximately $22.12M in transactions. 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