Oportun Financial Corp - Common Stock, $0.0001 par value per share (OPRT)

Q: What does CUSIP 68376D104 represent in this 13F holders report?

CUSIP 68376D104 is the security identifier for OPRT - Oportun Financial Corp - Common Stock, $0.0001 par value per share used to aggregate holder disclosures.

Q: How many institutions held OPRT - Oportun Financial Corp - Common Stock, $0.0001 par value per share in Q4 2019?

55 institutional investors reported OPRT - Oportun Financial Corp - Common Stock, $0.0001 par value per share for Q4 2019. Use the holders table for investor-level position and value details.

CUSIP: 68376D104

Q4 2019 13F Holders as of 31 Dec 2019

Type / Class: Equity / Common Stock, $0.0001 par value per share
Shares outstanding: 44,491,848
Total 13F shares: 13,309,499
Share change: +764,020
Total reported value: $314,593,000
Price per share: $23.80
Number of holders: 55
Value change: +$27,861,866
Number of buys: 45
Number of sells: 26

Security key

68376D104

Report period

Q4 2019

Institutions

Top holders

OPRT full security history Newer quarter: Q1 2020 Previous quarter: Q3 2019 Oportun Financial Corp SEC filings Oportun Financial Corp company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 68376D104

Newer quarter: Q1 2020 Previous quarter: Q3 2019

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Ownership snapshot

Top shareholders of OPRT - Oportun Financial Corp - Common Stock, $0.0001 par value per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.

Lead holder

Institutional Venture Management XIV, LLC

13D/G signal

—

Evidence rows

Latest as of

30 Sep 2019

13F Lead comparable stake: 8.7%

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Institutional Venture Management XIV, LLC	13F Company 13F	8.7%	$62,426,000 3,848,691 shares	—	30 Sep 2019
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F Company 13F	6.6%	$47,456,000 2,925,773 shares	—	30 Sep 2019
FMR LLC	13F Company 13F	3.8%	$24,902,000 1,705,796 shares	—	30 Sep 2019
BlackRock Finance, Inc.	13F Company 13F	1.5%	$10,600,000 653,498 shares	—	30 Sep 2019
Clearbridge Investments, LLC	13F Company 13F	1.4%	$10,420,000 642,428 shares	—	30 Sep 2019
GOLDMAN SACHS GROUP INC	13F Company 13F	1.2%	$8,624,000 531,650 shares	—	30 Sep 2019
Alyeska Investment Group, L.P.	13F Company 13F	0.62%	$4,475,000 275,883 shares	—	30 Sep 2019
Blackstone Inc.	13F Company 13F	0.42%	$3,001,000 185,000 shares	—	30 Sep 2019
MENDON CAPITAL ADVISORS CORP	13F Company 13F	0.31%	$2,218,000 136,725 shares	—	30 Sep 2019
MILLENNIUM MANAGEMENT LLC	13F Company 13F	0.29%	$2,071,000 127,697 shares	—	30 Sep 2019
ELLINGTON MANAGEMENT GROUP LLC	13F Company 13F	0.27%	$1,958,000 120,700 shares	—	30 Sep 2019
Shoals Capital Management LP	13F Company 13F	0.26%	$1,891,000 116,568 shares	—	30 Sep 2019
Gillson Capital LP	13F Company 13F	0.24%	$1,751,000 107,943 shares	—	30 Sep 2019
FEDERATED HERMES, INC.	13F Company 13F	0.22%	$1,622,000 100,000 shares	—	30 Sep 2019
Marshall Wace North America L.P.	13F Company 13F	0.22%	$1,622,000 100,000 shares	—	30 Sep 2019
VANGUARD GROUP INC	13F Company 13F	0.22%	$1,622,000 100,000 shares	—	30 Sep 2019
Weiss Asset Management LP	13F Company 13F	0.22%	$1,622,000 100,000 shares	—	30 Sep 2019
Maven Securities LTD	13F Company 13F	0.21%	$1,529,000 92,745 shares	—	30 Sep 2019
NORGES BANK	13F Company 13F	0.17%	$1,217,000 75,000 shares	—	30 Sep 2019
ASHFORD CAPITAL MANAGEMENT INC	13F Company 13F	0.15%	$1,097,000 67,633 shares	—	30 Sep 2019
WELLINGTON MANAGEMENT GROUP LLP	13F Company 13F	0.14%	$997,000 61,499 shares	—	30 Sep 2019
CITADEL ADVISORS LLC	13F Company 13F	0.11%	$811,000 50,000 shares	—	30 Sep 2019
HBK INVESTMENTS L P	13F Company 13F	0.11%	$811,000 50,000 shares	—	30 Sep 2019
OXFORD ASSET MANAGEMENT LLP	13F Company 13F	0.1%	$722,000 44,490 shares	—	30 Sep 2019
Laurion Capital Management LP	13F Company 13F	0.09%	$649,000 40,000 shares	—	30 Sep 2019
Monashee Investment Management LLC	13F Company 13F	0.09%	$649,000 40,000 shares	—	30 Sep 2019
DC Investments Management, LLC	13F Company 13F	0.08%	$602,000 37,106 shares	—	30 Sep 2019
JPMORGAN CHASE & CO	13F Company 13F	0.07%	$507,000 31,250 shares	—	30 Sep 2019
BANK OF AMERICA CORP /DE/	13F Company 13F	0.06%	$453,000 27,907 shares	—	30 Sep 2019
Point72 Asset Management, L.P.	13F Company 13F	0.06%	$406,000 25,000 shares	—	30 Sep 2019
Retirement System Of Texas Teacher	13F Individual 13F	0.06%	$406,000 25,000 shares	—	30 Sep 2019
LPL Financial LLC	13F Company 13F	0.04%	$288,000 17,775 shares	—	30 Sep 2019
Weiss Multi-Strategy Advisers LLC	13F Company 13F	0.03%	$243,000 15,000 shares	—	30 Sep 2019
TOWNSQUARE CAPITAL LLC	13F Company 13F	0.03%	$248,000 14,587 shares	—	30 Sep 2019
MYDA Advisors LLC	13F Company 13F	0.03%	$227,000 14,000 shares	—	30 Sep 2019
BlueCrest Capital Management Ltd	13F Company 13F	0.03%	$211,000 13,000 shares	—	30 Sep 2019
Schonfeld Strategic Advisors LLC	13F Company 13F	0.02%	$177,000 10,898 shares	—	30 Sep 2019
Point72 Hong Kong Ltd	13F Company 13F	0.02%	$117,000 7,221 shares	—	30 Sep 2019
WELLS FARGO & COMPANY/MN	13F Company 13F	0.01%	$75,000 4,615 shares	—	30 Sep 2019
UBS Group AG	13F Company 13F	0%	$19,000 1,163 shares	—	30 Sep 2019
Global Retirement Partners, LLC	13F Company 13F	0%	$12,000 770 shares	—	30 Sep 2019
Catalyst Capital Advisors LLC	13F Company 13F	0%	$6,000 370 shares	—	30 Sep 2019
CWM, LLC	13F Company 13F	0%	$2,000 98 shares	—	30 Sep 2019

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2019

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

13,309,499

Rows loaded

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q4 2019 vs Q3 2019 Across Filers

Q3 2019 holders

Q4 2019 holders

Holder diff

Investor	Q3 2019 Shares	Q4 2019 Shares	Share Diff	Share Chg %	Q3 2019 Value $	Q4 2019 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.