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Oportun Financial (OPRT) Institutional Ownership

Oportun Financial logo
$5.94 +0.14 (+2.41%)
As of 02:08 PM Eastern
This is a fair market value 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)
78
Total
Institutional Inflows
(last 12 months)
$61.39M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$21.88M
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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
6/16/2026Empowered Funds LLC188,920$871K0.0%+9.8%0.413%
5/22/2026Segall Bryant & Hamill LLC624,813$2.88M0.0%-4.1%1.366%
5/19/2026Bank of America Corp DE166,934$770K0.0%+44.5%0.365%
5/18/2026Empowered Funds LLC188,920$871K0.0%+9.8%0.413%
5/16/2026Lazard Asset Management LLC274,968$1.27M0.0%N/A0.601%
5/15/2026Union Square Park Capital Management LLC100,000$461K0.3%N/A0.219%
5/14/2026Renaissance Technologies LLC100,079$461K0.0%-24.3%0.219%
5/14/2026Globeflex Capital L P81,800$377K0.1%-20.5%0.179%
5/14/2026State of Wyoming39,090$180K0.0%-54.2%0.085%
5/12/2026Arbiter Partners Capital Management LLC192,106$886K0.5%+36.1%0.420%
5/7/2026Dimensional Fund Advisors LP1,363,788$6.29M0.0%+20.8%2.982%
5/5/2026Bank of New York Mellon Corp211,625$976K0.0%-6.9%0.476%
5/2/2026 Castleview Partners LLC22,093$102K0.1%N/A0.050%
4/29/2026R Squared Ltd12,973$60K0.0%-23.4%0.029%
4/28/2026 Abel Hall LLC12,355$57K0.0%N/A0.028%
4/28/2026Berger Financial Group Inc243,575$1.12M0.1%+23.9%0.547%
3/20/2026Hsbc Holdings PLC58,980$314K0.0%+176.5%0.133%
2/19/2026Invesco Ltd.100,127$530K0.0%-5.0%0.227%
2/18/2026State of Tennessee Department of Treasury26,802$145K0.0%N/A0.061%
2/18/2026Mackenzie Financial Corp68,368$365K0.0%+21.1%0.155%
2/18/2026Empowered Funds LLC172,033$910K0.0%+11.2%0.390%
2/18/2026XTX Topco Ltd46,794$248K0.0%-16.1%0.106%
2/18/2026Zacks Investment Management16,072$85K0.0%-28.8%0.036%
2/18/2026nVerses Capital LLC15,212$80K0.2%N/A0.034%
2/18/2026Odyssean LLC18,912$100K0.1%N/A0.043%
2/18/2026Millennium Management LLC1,899,552$10.05M0.0%+54.1%4.304%
2/18/2026Man Group plc49,775$263K0.0%N/A0.113%
2/18/2026Engineers Gate Manager LP15,500$82K0.0%-39.2%0.035%
2/18/2026Bridgeway Capital Management LLC317,236$1.68M0.0%+12.9%0.719%
2/18/2026Boothbay Fund Management LLC778,300$4.12M0.1%-0.4%1.764%
2/17/2026PDT Partners LLC68,348$362K0.0%+24.3%0.155%
2/17/2026AQR Capital Management LLC99,800$528K0.0%+134.1%0.226%
2/17/2026Trexquant Investment LP128,234$678K0.0%+211.0%0.291%
2/17/2026Jump Financial LLC73,583$389K0.0%-49.6%0.167%
2/17/2026Russell Investments Group Ltd.150,460$796K0.0%+4,474.6%0.341%
2/17/2026State of Wisconsin Investment Board44,035$233K0.0%-18.0%0.100%
2/17/2026Kemnay Advisory Services Inc.5,225$28K0.0%N/A0.012%
2/16/2026Squarepoint Ops LLC155,324$822K0.0%+195.5%0.352%
2/16/2026Barclays PLC149,925$793K0.0%+56.2%0.340%
2/13/2026Marshall Wace LLP121,011$640K0.0%-69.1%0.274%
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2/13/2026Segall Bryant & Hamill LLC651,582$3.45M0.0%+236.4%1.477%
2/13/2026State Street Corp743,465$3.93M0.0%+3.4%1.685%
2/13/2026Boston Partners597,328$3.16M0.0%+12.4%1.354%
2/13/2026Wells Fargo & Company MN45,414$240K0.0%+51.2%0.103%
2/12/2026MetLife Investment Management LLC12,834$68K0.0%-42.2%0.029%
2/12/2026Renaissance Technologies LLC132,179$699K0.0%-36.5%0.300%
2/12/2026Dimensional Fund Advisors LP1,129,065$5.97M0.0%+11.6%2.559%
2/12/2026Integrated Quantitative Investments LLC125,043$661K0.1%+288.0%0.283%
2/12/2026Federated Hermes Inc.40,000$212K0.0%+96.9%0.091%
2/12/2026Campbell & CO Investment Adviser LLC73,457$389K0.0%+124.5%0.166%
2/12/2026Arbiter Partners Capital Management LLC141,109$746K0.4%N/A0.320%
2/12/2026Nuveen LLC71,450$378K0.0%+64.2%0.162%
2/11/2026Empowered Funds LLC172,033$910K0.0%+11.2%0.390%
2/11/2026WINTON GROUP Ltd131,936$698K0.0%-27.0%0.299%
2/10/2026Goldman Sachs Group Inc.402,937$2.13M0.0%+53.7%0.913%
2/9/2026Geode Capital Management LLC1,266,447$6.70M0.0%+7.6%2.870%
2/9/2026Clearstead Advisors LLC5,574$29K0.0%+192.9%0.013%
2/6/2026Legato Capital Management LLC84,338$446K0.0%N/A0.191%
2/6/2026 Flaharty Asset Management LLC16,000$85K0.0%+23.1%0.036%
2/4/2026Simcoe Capital LLC795,469$4.21M4.0%N/A1.803%
1/30/2026R Squared Ltd16,935$90K0.0%N/A0.038%
1/23/2026 State of Alaska Department of Revenue11,037$58K0.0%N/A0.025%
1/21/2026Summa Corp.396,766$2.10M0.9%-11.8%0.899%
1/21/2026Daytona Street Capital LLC20,000$106K0.1%N/A0.045%
1/1/2026JPMorgan 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%
11/17/2025PharVision Advisers LLC12,489$77K0.0%N/A0.028%
11/17/2025Susquehanna International Group LLP30,265$187K0.0%-81.4%0.069%
11/17/2025Prosperity Wealth Management Inc.46,300$286K0.1%N/A0.105%
11/17/2025Millennium Management LLC1,232,281$7.60M0.0%-7.6%2.792%
11/17/2025Citadel Advisors LLC563,911$3.48M0.0%-8.8%1.278%
11/17/2025Centiva Capital LP14,000$86K0.0%N/A0.032%
11/17/2025Bank of America Corp DE48,824$301K0.0%-58.6%0.111%
11/17/2025Cannell Capital LLC1,470,870$9.08M1.4%-8.1%3.333%
11/17/2025Boothbay Fund Management LLC781,360$4.82M0.1%-24.3%1.771%
11/14/2025Zacks Investment Management22,579$139K0.0%N/A0.051%
11/14/2025Virtu Financial LLC10,371$64K0.0%N/A0.024%
11/14/2025Two Sigma Investments LP557,051$3.44M0.0%+10.8%1.262%
11/14/2025Bridgeway Capital Management LLC280,884$1.73M0.0%+6.8%0.636%
11/14/2025Squarepoint Ops LLC52,555$324K0.0%+95.9%0.119%
11/13/2025Boston Partners531,367$3.28M0.0%+8.6%1.204%
11/13/2025Kennedy Capital Management LLC176,971$1.09M0.0%-23.1%0.401%
11/13/2025BNP Paribas Financial Markets211,750$1.31M0.0%+137.2%0.480%
11/13/2025Mackenzie Financial Corp56,477$348K0.0%+11.7%0.128%
11/13/2025WINTON GROUP Ltd180,780$1.12M0.0%+46.1%0.410%
11/13/2025Dynamic Technology Lab Private Ltd37,809$233K0.0%N/A0.086%
11/12/2025Dimensional Fund Advisors LP1,012,114$6.25M0.0%+17.0%2.293%
11/12/2025Segall Bryant & Hamill LLC193,687$1.20M0.0%N/A0.439%
11/12/2025Quantbot Technologies LP54,687$337K0.0%N/A0.124%
11/7/2025CenterBook Partners LP700,833$4.32M0.2%+70.1%1.592%
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11/7/2025GSA Capital Partners LLP51,233$316K0.0%-57.5%0.116%
11/7/2025Vanguard Group Inc.2,106,640$13.00M0.0%+30.4%4.787%
11/7/2025JPMorgan Chase & Co.220,241$1.36M0.0%-11.3%0.500%
11/6/2025Rhumbline Advisers51,467$318K0.0%+5.8%0.117%
11/4/2025State of Wyoming85,488$527K0.1%-21.8%0.194%
11/4/2025Principal Financial Group Inc.63,018$389K0.0%N/A0.143%
11/4/2025 Flaharty Asset Management LLC13,000$80K0.0%N/A0.030%
10/28/2025Campbell & CO Investment Adviser LLC32,720$202K0.0%N/A0.074%
10/27/2025Summa Corp.449,966$2.78M1.2%-20.4%1.022%
10/23/2025SG Americas Securities LLC18,537$114K0.0%N/A0.042%


OPRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 114 institutional investors and hedge funds held shares of Oportun Financial. The most heavily invested institutionals were Vanguard Group Inc. ($13.00M), Millennium Management LLC ($10.05M), Cannell Capital LLC ($9.08M), Long Focus Capital Management LLC ($8.32M), Acadian Asset Management LLC ($7.65M), Geode Capital Management LLC ($6.70M), and Dimensional Fund Advisors LP ($6.29M).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 99 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: Cannell Capital LLC ($1.58M), Millennium Management LLC ($1.52M), Acuitas Investments LLC ($844.05K), Simcoe Capital LLC ($795.47K), CenterBook Partners LP ($700.83K), Segall Bryant & Hamill LLC ($651.58K), and Boston Partners ($605.04K).

Institutional investors have bought a total of 10,083,247 shares in the last 24 months. This purchase volume represents approximately $61.39M in transactions.

Of the 31 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 ($799.56K), Boothbay Fund Management LLC ($535.66K), Bank of America Corp DE ($223.95K), RBF Capital LLC ($203.55K), Qube Research & Technologies Ltd ($199.71K), Walleye Capital LLC ($186.30K), and Summa Corp. ($168.57K).

Institutional investors have sold a total of 3,403,174 shares in the last 24 months. This volume of shares sold represents approximately $21.88M in transactions.


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This page (NASDAQ:OPRT) was last updated on 8/4/2026 by MarketBeat.com Staff.
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