Latest Period
Q2 2026
Security Snapshot
Oportun Financial Corp - Common Stock, $0.0001 par value per share (OPRT) Institutional Ownership
CUSIP: 68376D104
13F Institutional Holders and Ownership History from Q1 2019 to Q2 2026
Institutions Reporting
132
Shares (Excl. Options)
37,781,796
Price
$5.71
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- Security type / class
- Equity / Common Stock, $0.0001 par value per share
- Symbol
- OPRT on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 37,781,796
- Total 13F value
- $215,726,589
- Portfolio coverage rank
- 0%
- Share change
- +2,550,693
- Value change
- +$15,884,766
- Number of holders
- 132
- Shares outstanding
- 46,041,276
- SEC-reported price per share
- $5.59
- Insider filing price
- $5.59
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- OPRT - Oportun Financial Corp - Common Stock, $0.0001 par value per share is tracked under CUSIP 68376D104.
- 132 institutions reported positions in Q2 2026.
- 8 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 125 to 132 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $161,940,997 to $215,726,589.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 132 institutions filings for Q2 2026.
Security key
68376D104
Latest holder period
Q2 2026
13F holders
132
13D/G owners
8
CIK / CUSIP context first
Open Q2 2026 holders
OPRT full holder history
Oportun Financial Corp SEC filings
Oportun Financial Corp company facts
Oportun Financial Corp insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 68376D104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
8
Security
OPRT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Forager Capital Management, LLC | 9.8% | +24% | $25,777,313 | +$5,696,941 | 4,512,045 | +28% | Forager Capital Management, LLC | 30 Jun 2026 |
| 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 |
| BlackRock, Inc. | 5.5% | $14,922,688 | 2,418,588 | BlackRock, Inc. | 30 Sep 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 |
| INTEGRATED CORE STRATEGIES (US) LLC | 2.1% | -58% | $5,399,221 | -$7,422,883 | 945,987 | -58% | Millennium Management LLC | 30 Jun 2026 |
| 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 Jun 2026, 132 institutional investors reported holding 37,781,796 shares of Oportun Financial Corp - Common Stock, $0.0001 par value per share (OPRT). This represents 82% of the company’s total 46,041,276 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
71%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Forager Capital Management, LLC | 9.8% | 4,512,045 | +34% | 9.7% | $25,763,777 |
| NEUBERGER BERMAN GROUP LLC | 8.5% | 3,893,025 | +2.2% | 0.01% | $22,229,173 |
| BlackRock, Inc. | 7.3% | 3,370,232 | +9.5% | 0% | $19,244,025 |
| FINDELL CAPITAL MANAGEMENT LLC | 6.1% | 2,798,300 | +1.8% | 2.6% | $15,978,293 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8% | 1,742,023 | +7% | 0% | $9,946,951 |
| DIMENSIONAL FUND ADVISORS LP | 3.6% | 1,663,841 | +22% | 0% | $9,500,588 |
| Long Focus Capital Management, LLC | 3.3% | 1,515,777 | 0% | 0.36% | $8,655,087 |
| GOLDMAN SACHS GROUP INC | 2.8% | 1,286,133 | +57% | 0% | $7,343,819 |
| Simcoe Capital LLC | 2.5% | 1,134,197 | +13% | 3.9% | $6,476,265 |
| Meros Investment Management, LP | 2.4% | 1,125,231 | +55% | 2% | $6,425,069 |
| BOOTHBAY FUND MANAGEMENT, LLC | 2.4% | 1,101,930 | +28% | 0.12% | $6,292,020 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 1,081,651 | +14% | 0% | $6,178,027 |
| TWO SIGMA INVESTMENTS, LP | 2.1% | 963,560 | +0.2% | 0% | $5,501,928 |
| MILLENNIUM MANAGEMENT LLC | 2.1% | 945,987 | -58% | 0% | $5,401,586 |
| AMERICAN CENTURY COMPANIES INC | 1.8% | 822,881 | +82% | 0% | $4,698,650 |
| STATE STREET CORP | 1.7% | 797,256 | +6% | 0% | $4,552,332 |
| AQR CAPITAL MANAGEMENT LLC | 1.6% | 752,758 | +9.3% | 0% | $4,298,248 |
| MACKENZIE FINANCIAL CORP | 1.4% | 656,694 | +35% | 0% | $3,749,723 |
| CITADEL ADVISORS LLC | 1.1% | 516,723 | +323% | 0% | $2,950,488 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.89% | 407,832 | +13% | 0% | $2,328,721 |
| Trexquant Investment LP | 0.85% | 391,710 | +17% | 0.01% | $2,236,664 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.76% | 350,581 | +4.9% | 0.04% | $2,001,818 |
| NORTHERN TRUST CORP | 0.72% | 331,156 | +12% | 0% | $1,890,901 |
| Summa Corp. | 0.64% | 293,266 | -26% | 0.53% | $1,674,549 |
| Berger Financial Group, Inc | 0.63% | 291,041 | +19% | 0.08% | $1,661,845 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
30
Latest
Q2 2026
Rows shown
1-25 of 30
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 37,781,796 | $215,726,589 | +$15,884,766 | $5.71 | 132 |
| 2026 Q1 | 35,136,605 | $161,940,997 | +$4,970,950 | $4.61 | 125 |
| 2025 Q4 | 33,758,540 | $178,593,289 | -$9,168,868 | $5.29 | 118 |
| 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 |