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Oportun Financial (OPRT) Institutional Ownership

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+0.76 (+20.77%)
(As of 05/10/2024 ET)
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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)
35
Total
Institutional Inflows
(last 12 months)
$50.46M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$11.08M
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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
5/7/2024 Empowered Funds LLC97,432$237K0.0%+8.2%0.274%
4/3/2024 Versant Capital Management Inc30,601$74K0.0%+85.2%0.089%
2/21/2024Findell Capital Management LLC2,000,000$7.82M4.9%N/A5.843%
2/15/2024Park West Asset Management LLC565,235$2.21M0.2%-57.9%1.651%
2/14/2024Findell Capital Management LLC2,000,000$7.82M5.2%N/A5.843%
2/13/2024EMG Holdings L.P.2,484,149$9.71M1.6%-0.4%7.257%
2/13/2024Tower Research Capital LLC TRC14,594$57K0.0%+7,197.0%0.043%
2/9/2024Dynamic Technology Lab Private Ltd16,997$66K0.0%N/A0.050%
2/7/2024Jump Financial LLC110,411$432K0.0%+350.4%0.323%
2/7/2024 Summa Corp.563,808$2.20M1.5%N/A1.647%
2/5/2024Flaharty Asset Management LLC40,000$156K0.0%+900.0%0.117%
1/31/2024Federated Hermes Inc.80,800$316K0.0%+61.0%0.236%
1/26/2024Cerity Partners LLC94,872$371K0.0%+291.0%0.277%
1/12/2024 SG Americas Securities LLC10,198$40K0.0%N/A0.030%
12/19/2023Public Employees Retirement System of Ohio5,382$39K0.0%N/A0.016%
12/6/2023Citigroup Inc.89,450$646K0.0%+21,717.1%0.261%
11/15/2023Tejara Capital Ltd502,651$3.63M2.1%+5.2%1.468%
11/14/2023Corton Capital Inc.14,888$107K0.1%N/A0.044%
11/14/2023Trexquant Investment LP48,069$347K0.0%N/A0.141%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.27,455$198K0.0%N/A0.081%
11/13/2023Kayne Anderson Rudnick Investment Management LLC2,145,402$15.49M0.0%-0.5%6.303%
11/13/2023Federated Hermes Inc.50,189$362K0.0%-37.3%0.147%
11/13/2023Clearbridge Investments LLC110,560$798K0.0%-25.5%0.325%
11/13/2023Acadian Asset Management LLC538,627$3.89M0.0%+407.6%1.582%
11/13/2023Tejara Capital Ltd502,651$3.63M2.7%+5.2%1.477%
11/9/2023Institutional Venture Management XIV LLC3,047,831$22.01M32.5%-10.6%8.953%
11/9/2023Citigroup Inc.89,450$646K0.0%+21,717.1%0.263%
11/8/2023 Janney Montgomery Scott LLC15,443$111K0.0%N/A0.045%
11/7/2023Barclays PLC36,952$267K0.0%+132.7%0.109%
11/3/2023 Berger Financial Group Inc157,098$1.13M0.1%N/A0.462%
10/27/2023Acuitas Investments LLC288,210$2.08M1.2%N/A0.847%
10/24/2023 Bank of New York Mellon Corp76,347$551K0.0%+3.9%0.224%
9/21/2023Barclays PLC15,881$95K0.0%-55.9%0.047%
9/1/2023 Portside Wealth Group LLC227,256$1.36M0.1%N/A0.668%
8/15/2023RBF Capital LLC449,917$2.69M0.2%+6.1%1.322%
8/11/2023Kayne Anderson Rudnick Investment Management LLC2,156,990$12.88M0.0%+1.6%6.365%
8/11/2023Brandywine Global Investment Management LLC13,070$78K0.0%N/A0.039%
8/11/2023Clearbridge Investments LLC148,375$886K0.0%-27.2%0.438%
8/11/2023Tejara Capital Ltd477,651$2.85M1.4%-9.9%1.409%
8/7/2023Mirabella Financial Services LLP18,697$112K0.0%N/A0.055%
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8/2/2023Bank of Montreal Can845,275$5.08M0.0%N/A2.494%
8/1/2023 Portside Wealth Group LLC227,256$1.36M0.0%N/A0.671%
7/27/2023Virtu Financial LLC13,306$79K0.0%N/A0.039%
7/27/2023EA Series Trust41,541$248K0.0%N/A0.123%
7/10/2023 Versant Capital Management Inc16,522$99K0.0%+23.4%0.049%
7/10/2023AE Wealth Management LLC13,525$81K0.0%N/A0.040%
5/17/2023Long Focus Capital Management LLC743,355$2.87M0.2%N/A2.193%
5/15/2023Globeflex Capital L P18,469$71K0.0%N/A0.055%
5/12/2023EMG Holdings L.P.2,725,702$10.52M1.1%+301.7%8.044%
5/12/2023Long Focus Capital Management LLC468,498$1.81M0.2%N/A1.383%
5/12/2023Clearbridge Investments LLC203,822$787K0.0%-80.8%0.602%
5/12/2023Martingale Asset Management L P13,600$52K0.0%-62.5%0.040%
5/12/2023Tejara Capital Ltd530,068$2.05M1.0%+136.8%1.564%
5/11/2023Acadian Asset Management LLC106,792$411K0.0%-61.4%0.315%
5/9/2023 US Bancorp DE13,291$51K0.0%-13.5%0.039%
5/8/2023Federated Hermes Inc.180,000$695K0.0%+80.0%0.531%
4/28/2023 SG Americas Securities LLC15,823$61K0.0%N/A0.047%
4/10/2023 Versant Capital Management Inc13,384$52K0.0%+30.6%0.040%
3/23/2023MetLife Investment Management LLC15,022$83K0.0%N/A0.045%
2/13/2023Martingale Asset Management L P36,272$200K0.0%-14.4%0.109%
2/10/2023 Industry Ventures L.L.C.20,276$112K0.2%N/A0.061%
2/10/2023EMG Holdings L.P.678,538$3.74M0.6%N/A2.044%
2/10/2023 New York Life Investment Management LLC39,500$218K0.0%+12.7%0.119%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.45,342$250K0.0%+70.1%0.137%
2/7/2023 Vista Wealth Management Group LLC35,565$196K0.0%+37.8%0.107%
1/26/2023 Baker Tilly Wealth Management LLC12,270$68K0.0%N/A0.037%
1/25/2023 Versant Capital Management Inc10,246$56K0.0%+44.1%0.031%
1/12/2023 Industry Ventures L.L.C.20,276$112K0.2%N/A0.061%
12/30/2022 Versant Capital Management Inc7,108$31K0.0%+79.0%0.021%
11/16/2022 Alphabet Inc.94,788$414K0.0%N/A0.286%
11/16/2022Ashford Capital Management Inc.373,298$1.63M0.2%-68.7%1.125%
11/15/2022Union Square Park Capital Management LLC51,262$224K0.2%N/A0.154%
11/15/2022Park West Asset Management LLC643,360$2.81M0.2%N/A1.938%
11/15/2022Martingale Asset Management L P42,372$186K0.0%-26.1%0.128%
11/14/2022Healthcare of Ontario Pension Plan Trust Fund315,800$1.38M0.0%+1,105.3%0.951%
11/14/2022 Hennion & Walsh Asset Management Inc.22,469$98K0.0%+13.9%0.068%
11/10/2022 Connor Clark & Lunn Investment Management Ltd.26,658$116K0.0%N/A0.081%
11/10/2022Hillsdale Investment Management Inc.10,800$47K0.0%-97.4%0.033%
11/9/2022 Zurcher Kantonalbank Zurich Cantonalbank7,233$32K0.0%+1,558.9%0.022%
11/4/2022Prudential Financial Inc.121,855$532K0.0%-24.0%0.370%
11/3/2022Royce & Associates LP15,125$66K0.0%N/A0.046%
11/2/2022 Daiwa Securities Group Inc.57,895$253K0.0%-16.3%0.176%
10/31/2022 SG Americas Securities LLC11,860$52K0.0%-39.7%0.036%
10/31/2022 Dupont Capital Management Corp39,764$174K0.0%N/A0.121%
10/25/2022 Denali Advisors LLC9,500$42K0.0%+187.9%0.029%
10/25/2022 Vista Wealth Management Group LLC25,818$110K0.0%N/A0.078%
9/16/2022Federated Hermes Inc.30,000$248K0.0%+20.3%0.091%
8/16/2022Delphia USA Inc.10,222$85K0.1%N/A0.031%
8/15/2022Ashford Capital Management Inc.1,191,983$9.86M1.4%-35.2%3.620%
8/15/2022Zebra Capital Management LLC30,857$255K0.7%+38.0%0.094%
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8/12/2022Kayne Anderson Rudnick Investment Management LLC2,420,567$20.02M0.1%-9.1%7.377%
8/11/2022Clearbridge Investments LLC848,335$7.02M0.0%+27.8%2.585%
8/11/2022Healthcare of Ontario Pension Plan Trust Fund26,200$217K0.0%-59.1%0.080%
8/11/2022Martingale Asset Management L P57,349$475K0.0%N/A0.175%
8/9/2022 Swiss National Bank45,300$375K0.0%+12.4%0.138%
8/8/2022TownSquare Capital LLC67,038$554K0.0%+3.3%0.204%
8/5/2022 Los Angeles Capital Management LLC30,813$255K0.0%-8.5%0.094%
8/4/2022HST Ventures LLC61,903$512K0.3%N/A0.189%
8/2/2022 Versant Capital Management Inc3,971$33K0.0%+50.0%0.012%
7/29/2022 SG Americas Securities LLC19,660$163K0.0%N/A0.060%
(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, 66 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), EMG Holdings L.P. ($9.71M), Findell Capital Management LLC ($7.82M), Bank of Montreal Can ($5.08M), Acadian Asset Management LLC ($3.89M), and Tejara Capital Ltd ($3.63M).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 59 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), EMG Holdings L.P. ($2.73M), Long Focus Capital Management LLC ($1.21M), Bank of Montreal Can ($845.28K), Park West Asset Management LLC ($643.36K), Summa Corp. ($563.81K), and Portside Wealth Group LLC ($454.51K).

How much institutional buying is happening at Oportun Financial?

Institutional investors have bought a total of 13,723,642 shares in the last 24 months. This purchase volume represents approximately $64.87M in transactions.

Which Oportun Financial major shareholders have been selling company stock?

Of the 18 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: Ashford Capital Management Inc. ($1.47M), Clearbridge Investments LLC ($951.33K), Park West Asset Management LLC ($778.64K), Hillsdale Investment Management Inc. ($401.80K), Institutional Venture Management XIV LLC ($360.86K), Kayne Anderson Rudnick Investment Management LLC ($253.10K), and Acadian Asset Management LLC ($169.90K).

How much institutional selling is happening at Oportun Financial?

Institutional investors have sold a total of 4,639,826 shares in the last 24 months. This volume of shares sold represents approximately $24.47M in transactions.


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This page (NASDAQ:OPRT) was last updated on 5/10/2024 by MarketBeat.com Staff

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