Latest Period
Q1 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 Q1 2026
Institutions Reporting
124
Shares (Excl. Options)
35,136,473
Price
$4.61
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- Type / Class
- Equity / Common Stock, $0.0001 par value per share
- Symbol
- OPRT on Nasdaq
- Shares outstanding
- 44,491,848
- Price per share
- $6.03
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 35,136,473
- Total reported value
- $161,940,388
- % of total 13F portfolios
- 0%
- Share change
- +1,584,656
- Value change
- +$4,982,216
- Number of holders
- 124
- Price from insider filings
- $6.03
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- OPRT - Oportun Financial Corp - Common Stock, $0.0001 par value per share is tracked under CUSIP 68376D104.
- 124 institutions reported positions in Q1 2026.
- 9 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 118 to 124 between Q4 2025 and Q1 2026.
- Reported value moved from $178,593,289 to $161,940,388.
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 124 institutions filings for Q1 2026.
Security key
68376D104
Latest holder period
Q1 2026
13F holders
124
13D/G owners
9
CIK / CUSIP context first
Open Q1 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:
Significant Owners of Oportun Financial Corp - Common Stock, $0.0001 par value per share (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 | |||
| Forager Capital Management, LLC | 7.9% | +56% | $16,141,625 | +$5,841,514 | 3,514,856 | +57% | Forager Capital Management, LLC | 31 Mar 2026 |
| 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 | |||
| INTEGRATED CORE STRATEGIES (US) LLC | 5% | $12,266,087 | 2,246,536 | Millennium Management LLC | 11 Mar 2026 | |||
| 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 Mar 2026, 124 institutional investors reported holding 35,136,473 shares of Oportun Financial Corp - Common Stock, $0.0001 par value per share (OPRT). This represents 79% of the company’s total 44,491,848 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Oportun Financial Corp - Common Stock, $0.0001 par value per share (OPRT) together control 68% 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 | 8.6% | 3,809,912 | -3.2% | 0.01% | $17,563,694 |
| Forager Capital Management, LLC | 7.6% | 3,361,726 | +41% | 7.7% | $15,497,557 |
| BlackRock, Inc. | 6.9% | 3,077,660 | -0.9% | 0% | $14,188,012 |
| FINDELL CAPITAL MANAGEMENT LLC | 6.2% | 2,748,300 | +7% | 3.7% | $12,669,663 |
| MILLENNIUM MANAGEMENT LLC | 5.1% | 2,253,182 | +19% | 0.01% | $10,387,169 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.7% | 1,628,478 | 0% | 0% | $7,507,284 |
| Long Focus Capital Management, LLC | 3.4% | 1,515,777 | 0% | 0.31% | $6,987,732 |
| DIMENSIONAL FUND ADVISORS LP | 3.1% | 1,363,788 | +21% | 0% | $6,286,562 |
| Simcoe Capital LLC | 2.3% | 1,002,271 | +26% | 4.2% | $4,620,469 |
| TWO SIGMA INVESTMENTS, LP | 2.2% | 961,641 | +54% | 0% | $4,433,165 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 948,802 | -25% | 0% | $4,375,335 |
| BOOTHBAY FUND MANAGEMENT, LLC | 1.9% | 859,329 | +10% | 0.09% | $3,961,507 |
| GOLDMAN SACHS GROUP INC | 1.8% | 818,287 | +103% | 0% | $3,772,303 |
| STATE STREET CORP | 1.7% | 752,325 | +1.2% | 0% | $3,468,218 |
| Meros Investment Management, LP | 1.6% | 726,385 | 1.5% | $3,348,635 | |
| AQR CAPITAL MANAGEMENT LLC | 1.5% | 688,837 | +590% | 0% | $3,175,539 |
| SEGALL BRYANT & HAMILL, LLC | 1.4% | 624,813 | -4.1% | 0.04% | $2,880,388 |
| MACKENZIE FINANCIAL CORP | 1.1% | 488,236 | +614% | 0% | $2,250,768 |
| AMERICAN CENTURY COMPANIES INC | 1% | 450,930 | +26% | 0% | $2,078,787 |
| Summa Corp. | 0.89% | 396,766 | 0% | 0.76% | $1,829,091 |
| CANNELL CAPITAL LLC | 0.84% | 372,697 | 1.1% | $1,718,133 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.81% | 362,323 | 0% | 0% | $1,670,309 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.75% | 334,123 | +5.3% | 0.03% | $1,540,307 |
| Trexquant Investment LP | 0.75% | 333,569 | +160% | 0.01% | $1,537,753 |
| NORTHERN TRUST CORP | 0.66% | 294,562 | +5.7% | 0% | $1,357,932 |
Institutional Holders of Oportun Financial Corp - Common Stock, $0.0001 par value per share (OPRT) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 35,136,473 | $161,940,388 | +$4,982,216 | $4.61 | 124 |
| 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 |
| 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 |