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Oportun Financial (OPRT) Institutional Ownership

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$6.19 -0.06 (-0.96%)
Closing price 08/14/2025 04:00 PM Eastern
Extended Trading
$6.18 -0.01 (-0.08%)
As of 08/14/2025 07:26 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.

Institutional Ownership Changes (13F Filings) for Oportun Financial (NASDAQ:OPRT)

Current
Institutional Ownership
Percentage
82.70%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$32.07M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$18.92M
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OPRT Institutional Buying and Selling by Quarter

Oportun Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025PDT Partners LLC55,008$394K0.0%+79.6%0.125%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,325$131K0.0%N/A0.042%
8/14/2025The Manufacturers Life Insurance Company 11,903$85K0.0%N/A0.027%
8/14/2025RBF Capital LLC107,560$770K0.0%-65.4%0.244%
8/14/2025NewEdge Advisors LLC15,646$112K0.0%-34.9%0.036%
8/14/2025Qube Research & Technologies Ltd58,306$417K0.0%-77.4%0.132%
8/14/2025WINTON 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%
5/19/2025Jane Street Group LLC191,066$1.05M0.0%+238.6%0.509%
5/16/2025 Empowered Funds LLC124,980$686K0.0%+7.5%0.333%
5/16/2025Goldman Sachs Group Inc.313,446$1.72M0.0%+499.3%0.714%
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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%
5/15/2025 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%
2/17/2025Squarepoint 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%
2/17/2025 OMERS 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%
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%
2/14/2025 Northern Trust Corp58,486$227K0.0%+23.5%0.163%
2/14/2025 Berger Financial Group Inc172,910$671K0.0%-4.6%0.481%
2/14/2025RBF 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%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.

This little-known company holds nearly 100 patents and trades for around $7
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%
(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, 85 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), Acadian Asset Management LLC ($7.65M), and Boothbay Fund Management LLC ($7.21M).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 71 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 ($981.25K), Millennium Management LLC ($852.57K), Acadian Asset Management LLC ($696.07K), Summa Corp. ($566.81K), Boston Partners ($496.87K), and RBF Capital LLC ($469.13K).

How much institutional buying is happening at Oportun Financial?

Institutional investors have bought a total of 5,799,594 shares in the last 24 months. This purchase volume represents approximately $32.07M in transactions.

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

Of the 23 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), RBF Capital LLC ($296.98K), Jacobs Levy Equity Management Inc. ($255.34K), Long Focus Capital Management LLC ($225K), and Walleye Capital LLC ($223.44K).

How much institutional selling is happening at Oportun Financial?

Institutional investors have sold a total of 3,322,872 shares in the last 24 months. This volume of shares sold represents approximately $18.92M in transactions.



This page (NASDAQ:OPRT) was last updated on 8/15/2025 by MarketBeat.com Staff
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