Oportun Financial Corp - Common Stock (OPRT)

Historical Holders from Q1 2019 to Q3 2025

Symbol
OPRT on Nasdaq
CUSIP
68376D104
Type / Class
Equity / Common Stock
Shares outstanding
44M
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
34.1M
Holdings value
$210M
% of all portfolios
0.003%
Grand Portfolio weight change
+0%
Number of holders
122
Number of buys
74
Number of sells
-40
Average Value change %
+0%
Average buys %
+0.001%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Oportun Financial Corp - Common Stock (OPRT)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
NB Alternatives Advisers LLC 9.9% $22.5M 4.39M NB Alternatives Advisers LLC May 23, 2025
Findell Capital Partners LP 6.9% -7.14% $21.5M -$1.68M 3.01M -7.25% Finn Management GP LLC Jul 14, 2025
CASTLELAKE L.P. 5.5% $16.4M 2.43M McLaren Harbor, LLC Jun 30, 2025
BlackRock, Inc. 5.5% $14.9M 2.42M BlackRock, Inc. Sep 30, 2025
Forager Capital Management, LLC 5.1% $13.8M 2.24M Forager Capital Management, LLC Oct 13, 2025
Long Focus Capital Management, LLC 4.8% $8.93M 1.74M LONG FOCUS CAPITAL MANAGEMENT, LLC Dec 31, 2024
MILLENNIUM MANAGEMENT LLC 3% -42% $9.54M -$3.59M 1.33M -27.3% Millennium Management LLC Jun 30, 2025
Institutional Venture Partners XIV, L.P. 2.3% $4.21M 820K Institutional Venture Partners XIV, L.P. Dec 31, 2024

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 34.1M $210M +$8.48M $6.17 122
2025 Q2 32.2M $231M +$46.6M $7.16 105
2025 Q1 25.8M $144M +$24.3M $5.49 93
2024 Q4 21.5M $83.5M +$1.38M $3.88 74
2024 Q3 21.3M $59.8M +$1.21M $2.81 72
2024 Q2 20.8M $60.4M +$1.91M $2.90 70
2024 Q1 24.1M $58.5M -$2.94M $2.43 77
2023 Q4 24.6M $96.3M +$10.1M $3.91 88
2023 Q3 21.9M $158M -$283K $7.22 90
2023 Q2 22.2M $132M -$3.45M $5.97 91
2023 Q1 23M $88.7M -$6.64M $3.86 97
2022 Q4 23.3M $129M -$376K $5.51 119
2022 Q3 22.4M $97.7M -$7.73M $4.37 107
2022 Q2 22.7M $188M -$1.43M $8.27 110
2022 Q1 22.4M $322M +$8.92M $14.36 105
2021 Q4 21.8M $440M +$8.83M $20.25 95
2021 Q3 20.6M $516M +$21.9M $25.03 76
2021 Q2 19.8M $396M +$18M $20.03 73
2021 Q1 18.8M $390M +$16.1M $20.71 76
2020 Q4 18.1M $350M +$19.1M $19.37 74
2020 Q3 16.2M $191M -$457K $11.79 64
2020 Q2 16.1M $217M +$6.48M $13.44 65
2020 Q1 16.5M $174M +$32M $10.55 60
2019 Q4 13.3M $315M +$27.9M $23.80 55
2019 Q3 12.5M $201M +$201M $16.22 42
2019 Q2 98 $2K $0 $20.41 1
2019 Q1 98 $2K $0 $20.41 1