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
43,974,327
Price per share
$5.29
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
34,057,596
Total reported value
$210,131,121
% of total 13F portfolios
0%
Share change
+1,732,732
Value change
+$8,483,487
Number of holders
122
Price from insider filings
$5.29
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
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 30 Sep 2025, 122 institutional investors reported holding 34,057,596 shares of Oportun Financial Corp - Common Stock (OPRT). This represents 77% of the company’s total 43,974,327 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Oportun Financial Corp - Common Stock (OPRT) together control 65% 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 9% 3,937,168 0% 0.02% $24,292,327
BlackRock, Inc. 6.8% 2,974,937 +17% 0% $18,355,361
FINDELL CAPITAL MANAGEMENT LLC 5.8% 2,568,300 -9.4% 7.2% $15,846,411
VANGUARD GROUP INC 4.8% 2,106,640 +30% 0% $12,997,968
Forager Capital Management, LLC 4.5% 1,957,588 5.3% $12,078,318
Long Focus Capital Management, LLC 3.4% 1,515,777 0% 0.55% $9,352,344
CANNELL CAPITAL LLC 3.3% 1,470,870 -8.1% 2.4% $9,075,268
MILLENNIUM MANAGEMENT LLC 2.8% 1,232,281 -7.6% 0.01% $7,603,174
GEODE CAPITAL MANAGEMENT, LLC 2.7% 1,176,907 +51% 0% $7,262,513
DIMENSIONAL FUND ADVISORS LP 2.3% 1,012,114 +17% 0% $6,244,882
ACADIAN ASSET MANAGEMENT LLC 2.2% 981,810 -8.2% 0.01% $6,056,000
Acuitas Investments, LLC 2% 892,449 +20% 3.5% $5,506,410
BOOTHBAY FUND MANAGEMENT, LLC 1.8% 781,360 -24% 0.12% $4,820,991
STATE STREET CORP 1.6% 719,273 +82% 0% $4,437,914
CenterBook Partners LP 1.6% 700,833 +70% 0.21% $4,324,140
TWO SIGMA ADVISERS, LP 1.5% 644,300 -4.5% 0.01% $3,975,331
GLYNN CAPITAL MANAGEMENT LLC 1.3% 588,233 0% 1.1% $3,629,398
CITADEL ADVISORS LLC 1.3% 563,911 +3.9% 0% $3,479,331
TWO SIGMA INVESTMENTS, LP 1.3% 557,051 +11% 0.01% $3,437,005
Boston Partners 1.2% 531,367 +8.6% 0% $3,278,540
Summa Corp. 1% 449,966 -20% 1.2% $2,776,290
MARSHALL WACE, LLP 0.89% 391,425 -32% 0% $2,415,093
MORGAN STANLEY 0.7% 309,564 +37% 0% $1,910,010
NORTHERN TRUST CORP 0.68% 297,866 +25% 0% $1,837,833
Connor, Clark & Lunn Investment Management Ltd. 0.66% 291,996 -25% 0.01% $1,801,615

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 159 $841 -$113,339 $5.29 1
2025 Q3 34,057,596 $210,131,121 +$8,483,487 $6.17 122
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