Oportun Financial Corp - Common Stock (OPRT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
OPRT on Nasdaq
Shares outstanding
44,204,512
Price per share
$6.05
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
33,699,560
Total reported value
$178,278,926
% of total 13F portfolios
0%
Share change
-1,111,549
Value change
-$9,083,856
Number of holders
117
Price from insider filings
$6.05
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Oportun Financial Corp - Common Stock (OPRT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
NB Alternatives Advisers LLC 9.9% $22,509,311 4,387,780 NB Alternatives Advisers LLC 23 May 2025
Findell Capital Partners LP 6.9% -7.1% $21,523,905 -$1,682,506 3,006,300 -7.3% Finn Management GP LLC 14 Jul 2025
CASTLELAKE L.P. 5.5% $16,354,630 2,426,503 McLaren Harbor, LLC 30 Jun 2025
BlackRock, Inc. 5.5% $14,922,688 2,418,588 BlackRock, Inc. 30 Sep 2025
VANGUARD GROUP INC 5.1% $11,972,704 2,263,271 The Vanguard Group 31 Dec 2025
Forager Capital Management, LLC 5.1% $13,838,446 2,242,860 Forager Capital Management, LLC 13 Oct 2025
Long Focus Capital Management, LLC 4.8% $8,930,186 1,740,777 LONG FOCUS CAPITAL MANAGEMENT, LLC 31 Dec 2024
MILLENNIUM MANAGEMENT LLC 3% -42% $9,544,105 -$3,589,422 1,333,050 -27% Millennium Management LLC 30 Jun 2025
Institutional Venture Partners XIV, L.P. 2.3% $4,208,093 820,291 Institutional Venture Partners XIV, L.P. 31 Dec 2024

As of 31 Dec 2025, 117 institutional investors reported holding 33,699,560 shares of Oportun Financial Corp - Common Stock (OPRT). This represents 76% of the company’s total 44,204,512 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Oportun Financial Corp - Common Stock (OPRT) together control 64% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
NEUBERGER BERMAN GROUP LLC 8.9% 3,937,168 0% 0.02% $20,827,619
BlackRock, Inc. 7% 3,105,600 +4.4% 0% $16,428,623
FINDELL CAPITAL MANAGEMENT LLC 5.8% 2,568,300 0% 4.5% $13,586,307
Forager Capital Management, LLC 5.4% 2,380,000 +22% 5.7% $12,590,200
VANGUARD GROUP INC 5.1% 2,263,271 +7.4% 0% $11,972,703
MILLENNIUM MANAGEMENT LLC 4.3% 1,899,552 +54% 0.01% $10,048,630
Long Focus Capital Management, LLC 3.4% 1,515,777 0% 0.41% $8,018,460
GEODE CAPITAL MANAGEMENT, LLC 2.9% 1,266,447 +7.6% 0% $6,700,990
DIMENSIONAL FUND ADVISORS LP 2.6% 1,129,065 +12% 0% $5,972,920
Simcoe Capital LLC 1.8% 795,469 0% 4% $4,208,031
BOOTHBAY FUND MANAGEMENT, LLC 1.8% 778,300 -0.39% 0.11% $4,117,207
STATE STREET CORP 1.7% 743,465 +3.4% 0% $3,932,930
SEGALL BRYANT & HAMILL, LLC 1.5% 651,582 +236% 0.05% $3,446,869
TWO SIGMA ADVISERS, LP 1.5% 642,100 -0.34% 0.01% $3,396,709
TWO SIGMA INVESTMENTS, LP 1.4% 625,387 +12% 0% $3,308,297
Boston Partners 1.4% 597,328 +12% 0% $3,159,870
GLYNN CAPITAL MANAGEMENT LLC 1.3% 588,233 0% 1.1% $3,111,753
ACADIAN ASSET MANAGEMENT LLC 1.2% 541,542 -45% 0% $2,864,000
GOLDMAN SACHS GROUP INC 0.91% 402,937 +54% 0% $2,131,537
Summa Corp. 0.9% 396,766 -12% 0.9% $2,099,241
BNP PARIBAS FINANCIAL MARKETS 0.81% 357,203 0% 0% $1,889,604
AMERICAN CENTURY COMPANIES INC 0.81% 356,499 +98% 0% $1,885,880
MORGAN STANLEY 0.79% 347,228 +12% 0% $1,836,836
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.72% 317,236 +13% 0.04% $1,678,178
NORTHERN TRUST CORP 0.63% 278,625 -6.5% 0% $1,473,927

Institutional Holders of Oportun Financial Corp - Common Stock (OPRT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 33,699,560 $178,278,926 -$9,083,856 $5.29 117
2025 Q3 34,057,682 $210,131,652 +$8,484,018 $6.17 123
2025 Q2 32,202,400 $230,574,192 +$46,599,242 $7.16 105
2025 Q1 25,787,909 $143,630,461 +$24,282,534 $5.49 93
2024 Q4 21,516,048 $83,480,055 +$1,382,361 $3.88 74
2024 Q3 21,288,352 $59,805,035 +$1,208,489 $2.81 72
2024 Q2 20,847,939 $60,438,981 +$1,912,087 $2.90 70
2024 Q1 20,297,919 $49,326,712 -$2,934,856 $2.43 76
2023 Q4 20,876,261 $81,622,552 -$4,649,140 $3.91 87
2023 Q3 21,872,626 $157,917,631 -$284,362 $7.22 90
2023 Q2 22,165,170 $132,357,671 -$3,529,048 $5.97 92
2023 Q1 22,968,037 $88,662,505 -$6,635,405 $3.86 97
2022 Q4 23,332,297 $128,558,477 -$375,936 $5.51 119
2022 Q3 22,366,598 $97,739,320 -$7,897,635 $4.37 107
2022 Q2 22,741,342 $188,093,239 -$1,427,323 $8.27 109
2022 Q1 22,403,998 $321,702,727 +$8,924,064 $14.36 105
2021 Q4 21,751,387 $439,838,214 +$8,833,763 $20.25 95
2021 Q3 20,621,462 $516,100,774 +$21,924,662 $25.03 76
2021 Q2 19,759,234 $395,792,930 +$18,005,178 $20.03 73
2021 Q1 18,825,044 $389,865,658 +$16,139,937 $20.71 76
2020 Q4 18,058,300 $349,780,619 +$19,109,849 $19.37 74
2020 Q3 16,179,965 $190,800,630 -$456,738 $11.79 64
2020 Q2 16,147,969 $217,011,708 +$6,479,270 $13.44 65
2020 Q1 16,487,077 $173,959,000 +$32,017,950 $10.55 60
2019 Q4 13,309,499 $314,593,000 +$27,861,866 $23.80 55
2019 Q3 12,545,381 $200,760,000 +$200,760,003 $16.22 42
2019 Q2 98 $2,000 $20.41 1
2019 Q1 98 $2,000 $20.41 1