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Oportun Financial (OPRT) Institutional Ownership

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$6.47 -0.45 (-6.50%)
Closing price 05/21/2025 04:00 PM Eastern
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$6.58 +0.11 (+1.62%)
As of 05/21/2025 06:15 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%
5/20/2025 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%0.836%
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%
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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%
2/5/2025 Flaharty Asset Management LLC50,000$194K0.0%+11.1%0.139%
1/31/2025 Acuitas Investments LLC1,150,204$4.46M3.8%+11.9%3.197%
1/28/2025 Empowered Funds LLC116,228$451K0.0%+5.1%0.323%
1/27/2025 Telos Capital Management Inc.13,343$52K0.0%N/A0.037%
12/26/2024 JPMorgan Chase & Co.76,925$216K0.0%-8.3%0.214%
11/21/2024SkyView Investment Advisors LLC107,500$302K0.1%+59.3%0.299%
11/16/2024 Geode Capital Management LLC311,450$875K0.0%+4.9%0.866%
11/15/2024 XTX Topco Ltd10,322$29K0.0%-25.0%0.029%
11/15/2024 RBF Capital LLC978,079$2.75M0.1%+82.9%2.719%
11/15/2024 Jacobs Levy Equity Management Inc.176,118$495K0.0%-36.2%0.490%
11/14/2024 Walleye Capital LLC60,738$171K0.0%-37.9%0.170%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.18,565$52K0.0%N/A0.052%
11/6/2024 Empowered Funds LLC110,620$311K0.0%+5.4%0.310%
9/16/2024 Cubist Systematic Strategies LLC23,108$67K0.0%-17.7%0.065%
8/16/2024SkyView Investment Advisors LLC67,500$196K0.0%+28.6%0.190%
8/15/2024 Long Focus Capital Management LLC1,740,777$5.05M0.2%+6.0%4.891%
8/15/2024 Millennium Management LLC1,507,012$4.37M0.0%+26.4%4.234%
8/14/2024 Cubist Systematic Strategies LLC23,108$67K0.0%-17.7%0.065%
8/14/2024 Marshall Wace LLP274,969$797K0.0%+53.3%0.773%
8/12/2024 EMG Holdings L.P.711,631$2.06M1.0%-67.8%2.000%
8/9/2024 Renaissance Technologies LLC227,000$658K0.0%+16.1%0.638%
8/9/2024 Dimensional Fund Advisors LP582,391$1.69M0.0%-0.7%1.636%
8/8/2024 Federated Hermes Inc.50,000$145K0.0%-44.4%0.140%
8/8/2024 American 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%
8/5/2024 Acuitas Investments LLC543,634$1.58M0.8%N/A1.528%
8/1/2024 Flaharty Asset Management LLC35,000$102K0.0%+75.0%0.098%
5/20/2024 Virtu Financial LLC13,152$32K0.0%-40.1%0.037%
5/16/2024 Jacobs Levy Equity Management Inc.261,595$636K0.0%-15.0%0.735%
5/15/2024 Public 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%
5/10/2024 Vanguard Group Inc.1,293,535$3.14M0.0%-7.2%3.635%
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5/7/2024 Empowered Funds LLC97,432$237K0.0%+8.2%0.274%
4/3/2024 Versant Capital Management Inc30,601$74K0.0%+85.2%0.089%
2/21/2024 Findell Capital Management LLC2,000,000$7.82M4.9%N/A5.843%
2/15/2024 Park West Asset Management LLC565,235$2.21M0.2%-57.9%1.651%
2/14/2024 Findell Capital Management LLC2,000,000$7.82M5.2%N/A5.843%
2/13/2024 EMG Holdings L.P.2,484,149$9.71M1.6%-0.4%7.257%
2/13/2024 Tower Research Capital LLC TRC14,594$57K0.0%+7,197.0%0.043%
2/9/2024 Dynamic Technology Lab Private Ltd16,997$66K0.0%N/A0.050%
2/7/2024 Jump Financial LLC110,411$432K0.0%+350.4%0.323%
2/7/2024 Summa 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 OPRT's institutional investors.

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

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

Which institutional investors have been buying Oportun Financial stock?

Of the 63 institutional investors that purchased Oportun Financial 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 12,659,136 shares in the last 24 months. This purchase volume represents approximately $58.63M in transactions.

Which Oportun Financial major shareholders have been selling company stock?

Of the 30 institutional investors that sold Oportun Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EMG Holdings L.P. ($2.08M), Park West Asset Management LLC ($778.64K), Acuitas Investments LLC ($435.81K), Institutional Venture Management XIV LLC ($360.86K), Jacobs Levy Equity Management Inc. ($301.53K), Long Focus Capital Management LLC ($225K), and Union Square Park Capital Management LLC ($165.80K).

How much institutional selling is happening at Oportun Financial?

Institutional investors have sold a total of 5,240,515 shares in the last 24 months. This volume of shares sold represents approximately $22.47M in transactions.


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This page (NASDAQ:OPRT) was last updated on 5/22/2025 by MarketBeat.com Staff
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