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Oportun Financial (OPRT) Institutional Ownership

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$7.60 +0.10 (+1.33%)
Closing price 04:00 PM Eastern
Extended Trading
$7.56 -0.04 (-0.59%)
As of 05:57 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 Massive. Learn more.
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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)
71
Total
Institutional Inflows
(last 12 months)
$66.72M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$10.34M
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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
8/21/2026 AXQ Capital LP13,696$78K0.0%N/A0.030%
8/19/2026 Hsbc Holdings PLC38,501$220K0.0%-34.7%0.084%
8/18/2026 Empowered Funds LLC203,478$1.16M0.0%N/A0.442%
8/17/2026 Bank of America Corp DE147,136$840K0.0%N/A0.320%
8/15/2026 Man Group plc95,360$545K0.0%N/A0.207%
8/15/2026 Meros Investment Management LP1,125,231$6.43B2.0%N/A2.447%
8/14/2026 Hsbc Holdings PLC38,501$220K0.0%N/A0.084%
8/14/2026 PDT Partners LLC30,346$173K0.0%N/A0.066%
8/14/2026 Canada Pension Plan Investment Board12,900$74K0.0%N/A0.028%
8/14/2026 The Manufacturers Life Insurance Company 11,509$66K0.0%N/A0.025%
8/14/2026 Algert Global LLC94,331$539K0.0%+52.1%0.205%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.32,651$186K0.0%N/A0.071%
8/13/2026 Pinnacle Holdings LLC5,727$33K0.0%N/A0.012%
8/13/2026 Globeflex Capital L P81,800$467K0.1%N/A0.178%
8/7/2026 BlackRock Inc.3,370,232$19.24M0.0%N/A7.343%
8/7/2026 Deutsche Bank AG35,916$205K0.0%N/A0.078%
8/6/2026 Bank of New York Mellon Corp215,338$1.23M0.0%N/A0.469%
8/6/2026 State of Wyoming13,254$76K0.0%N/A0.029%
6/16/2026 Empowered Funds LLC188,920$871K0.0%+9.8%0.413%
5/22/2026 Segall Bryant & Hamill LLC624,813$2.88M0.0%-4.1%1.366%
5/19/2026 Bank of America Corp DE166,934$770K0.0%+44.5%0.365%
5/18/2026 Empowered Funds LLC188,920$871K0.0%+9.8%0.413%
5/16/2026 Lazard Asset Management LLC274,968$1.27M0.0%N/A0.601%
5/15/2026 Union Square Park Capital Management LLC100,000$461K0.3%N/A0.219%
5/14/2026 Renaissance Technologies LLC100,079$461K0.0%-24.3%0.219%
5/14/2026 Globeflex Capital L P81,800$377K0.1%-20.5%0.179%
5/14/2026 State of Wyoming39,090$180K0.0%-54.2%0.085%
5/12/2026 Arbiter Partners Capital Management LLC192,106$886K0.5%+36.1%0.420%
5/7/2026 Dimensional Fund Advisors LP1,363,788$6.29M0.0%+20.8%2.982%
5/5/2026 Bank of New York Mellon Corp211,625$976K0.0%-6.9%0.476%
5/2/2026 Castleview Partners LLC22,093$102K0.1%N/A0.050%
4/29/2026 R Squared Ltd12,973$60K0.0%-23.4%0.029%
4/28/2026 Abel Hall LLC12,355$57K0.0%N/A0.028%
4/28/2026 Berger Financial Group Inc243,575$1.12M0.1%+23.9%0.547%
3/20/2026 Hsbc Holdings PLC58,980$314K0.0%+176.5%0.133%
2/19/2026 Invesco Ltd.100,127$530K0.0%-5.0%0.227%
2/18/2026 State of Tennessee Department of Treasury26,802$145K0.0%N/A0.061%
2/18/2026 Mackenzie Financial Corp68,368$365K0.0%+21.1%0.155%
2/18/2026 Empowered Funds LLC172,033$910K0.0%+11.2%0.390%
2/18/2026 XTX Topco Ltd46,794$248K0.0%-16.1%0.106%
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2/18/2026 Zacks Investment Management16,072$85K0.0%-28.8%0.036%
2/18/2026 nVerses Capital LLC15,212$80K0.2%N/A0.034%
2/18/2026 Odyssean LLC18,912$100K0.1%N/A0.043%
2/18/2026 Millennium Management LLC1,899,552$10.05M0.0%+54.1%4.304%
2/18/2026 Man Group plc49,775$263K0.0%N/A0.113%
2/18/2026 Engineers Gate Manager LP15,500$82K0.0%-39.2%0.035%
2/18/2026 Bridgeway Capital Management LLC317,236$1.68M0.0%+12.9%0.719%
2/18/2026 Boothbay Fund Management LLC778,300$4.12M0.1%-0.4%1.764%
2/17/2026 PDT Partners LLC68,348$362K0.0%+24.3%0.155%
2/17/2026 AQR Capital Management LLC99,800$528K0.0%+134.1%0.226%
2/17/2026 Trexquant Investment LP128,234$678K0.0%+211.0%0.291%
2/17/2026 Jump Financial LLC73,583$389K0.0%-49.6%0.167%
2/17/2026 Russell Investments Group Ltd.150,460$796K0.0%+4,474.6%0.341%
2/17/2026 State of Wisconsin Investment Board44,035$233K0.0%-18.0%0.100%
2/17/2026 Kemnay Advisory Services Inc.5,225$28K0.0%N/A0.012%
2/16/2026 Squarepoint Ops LLC155,324$822K0.0%+195.5%0.352%
2/16/2026 Barclays PLC149,925$793K0.0%+56.2%0.340%
2/13/2026 Marshall Wace LLP121,011$640K0.0%-69.1%0.274%
2/13/2026 Segall Bryant & Hamill LLC651,582$3.45M0.0%+236.4%1.477%
2/13/2026 State Street Corp743,465$3.93M0.0%+3.4%1.685%
2/13/2026 Boston Partners597,328$3.16M0.0%+12.4%1.354%
2/13/2026 Wells Fargo & Company MN45,414$240K0.0%+51.2%0.103%
2/12/2026 MetLife Investment Management LLC12,834$68K0.0%-42.2%0.029%
2/12/2026 Renaissance Technologies LLC132,179$699K0.0%-36.5%0.300%
2/12/2026 Dimensional Fund Advisors LP1,129,065$5.97M0.0%+11.6%2.559%
2/12/2026 Integrated Quantitative Investments LLC125,043$661K0.1%+288.0%0.283%
2/12/2026 Federated Hermes Inc.40,000$212K0.0%+96.9%0.091%
2/12/2026 Campbell & CO Investment Adviser LLC73,457$389K0.0%+124.5%0.166%
2/12/2026 Arbiter Partners Capital Management LLC141,109$746K0.4%N/A0.320%
2/12/2026 Nuveen LLC71,450$378K0.0%+64.2%0.162%
2/11/2026 Empowered Funds LLC172,033$910K0.0%+11.2%0.390%
2/11/2026 WINTON GROUP Ltd131,936$698K0.0%-27.0%0.299%
2/10/2026 Goldman Sachs Group Inc.402,937$2.13M0.0%+53.7%0.913%
2/9/2026 Geode Capital Management LLC1,266,447$6.70M0.0%+7.6%2.870%
2/9/2026 Clearstead Advisors LLC5,574$29K0.0%+192.9%0.013%
2/6/2026 Legato Capital Management LLC84,338$446K0.0%N/A0.191%
2/6/2026 Flaharty Asset Management LLC16,000$85K0.0%+23.1%0.036%
2/4/2026 Simcoe Capital LLC795,469$4.21M4.0%N/A1.803%
1/30/2026 R Squared Ltd16,935$90K0.0%N/A0.038%
1/23/2026 State of Alaska Department of Revenue11,037$58K0.0%N/A0.025%
1/21/2026 Summa Corp.396,766$2.10M0.9%-11.8%0.899%
1/21/2026 Daytona Street Capital LLC20,000$106K0.1%N/A0.045%
1/1/2026 JPMorgan Chase & Co.220,241$1.36M0.0%-11.3%0.499%
11/18/2025 Acuitas Investments LLC892,449$5.51M3.5%+20.4%2.022%
11/17/2025 PharVision Advisers LLC12,489$77K0.0%N/A0.028%
11/17/2025 Susquehanna International Group LLP30,265$187K0.0%-81.4%0.069%
11/17/2025Prosperity Wealth Management Inc.46,300$286K0.1%N/A0.105%
11/17/2025 Millennium Management LLC1,232,281$7.60M0.0%-7.6%2.792%
11/17/2025 Citadel Advisors LLC563,911$3.48M0.0%-8.8%1.278%
11/17/2025 Centiva Capital LP14,000$86K0.0%N/A0.032%
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11/17/2025 Bank of America Corp DE48,824$301K0.0%-58.6%0.111%
11/17/2025 Cannell Capital LLC1,470,870$9.08M1.4%-8.1%3.333%
11/17/2025 Boothbay Fund Management LLC781,360$4.82M0.1%-24.3%1.771%
11/14/2025 Zacks Investment Management22,579$139K0.0%N/A0.051%
11/14/2025 Virtu Financial LLC10,371$64K0.0%N/A0.024%
11/14/2025 Two Sigma Investments LP557,051$3.44M0.0%+10.8%1.262%
11/14/2025 Bridgeway Capital Management LLC280,884$1.73M0.0%+6.8%0.636%
11/14/2025 Squarepoint Ops LLC52,555$324K0.0%+95.9%0.119%
11/13/2025 Boston Partners531,367$3.28M0.0%+8.6%1.204%
11/13/2025 Kennedy Capital Management LLC176,971$1.09M0.0%-23.1%0.401%


OPRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 institutional investors and hedge funds held shares of Oportun Financial. The most heavily invested institutionals were Meros Investment Management LP ($6.43B), BlackRock Inc. ($19.24M), Vanguard Group Inc. ($13.00M), Millennium Management LLC ($10.05M), Cannell Capital LLC ($9.08M), Long Focus Capital Management LLC ($8.32M), and Acadian Asset Management LLC ($7.65M).Learn more on Oportun Financial's institutional investors.

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

Of the 106 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: BlackRock Inc. ($3.37M), Cannell Capital LLC ($1.58M), Millennium Management LLC ($1.21M), Meros Investment Management LP ($1.13M), Simcoe Capital LLC ($795.47K), CenterBook Partners LP ($700.83K), and Segall Bryant & Hamill LLC ($651.58K).

Institutional investors have bought a total of 11,933,500 shares in the last 24 months. This purchase volume represents approximately $66.72M in transactions.

Of the 26 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: Marshall Wace LLP ($270.41K), Boothbay Fund Management LLC ($254.44K), Summa Corp. ($168.57K), Susquehanna International Group LLP ($132.30K), Cannell Capital LLC ($130.37K), Renaissance Technologies LLC ($108.10K), and Millennium Management LLC ($100.77K).

Institutional investors have sold a total of 1,796,419 shares in the last 24 months. This volume of shares sold represents approximately $10.34M in transactions.


Related Companies

Institutional ownership data for NASDAQ:OPRT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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