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

CUSIP: 68376D104

Q4 2020 13F Holders as of 31 Dec 2020

Holder snapshot 6 signals
Share change
+934,148
SEC-reported price per share
$19.37
Number of holders
74
Value change
+$19,109,849
Number of buys
39
Number of sells
17
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
46,041,276

Security key

68376D104

Report period

Q4 2020

Institutions

74

Top holders

10

Ownership snapshot

Top reported holders 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 comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Institutional Venture Man...
Disclosed value leader
Institutional Venture Man...
Comparable rows
0/15
Latest evidence
30 Sep 2020
13F Highest disclosed value: $45,376,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Institutional Venture Management XIV, LLC has the largest disclosed position value at $45.38M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Institutional Venture Management XIV, LLC's linked filing trail.
Disclosed position value Top 5
Institutional Venture Management ... $45.38M
KAYNE ANDERSON RUDNICK INVESTMENT... $42.55M
BlackRock Finance, Inc. $22.07M
GLYNN CAPITAL MANAGEMENT LLC $13.99M
ASHFORD CAPITAL MANAGEMENT INC $10.92M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Institutional Venture Management XIV, LLC
13F
Company
13F
—
denominator unverified
$45,376,000
3,848,691 shares
— 30 Sep 2020
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$42,554,000
3,609,281 shares
— 30 Sep 2020
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$22,073,000
1,872,131 shares
— 30 Sep 2020
GLYNN CAPITAL MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$13,988,000
1,186,454 shares
— 30 Sep 2020
ASHFORD CAPITAL MANAGEMENT INC
13F
Company
13F
—
denominator unverified
$10,921,000
926,286 shares
— 30 Sep 2020
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$10,746,000
911,445 shares
— 30 Sep 2020
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 2020

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

Institutions
74
Shares
18,058,300
Rows available
74
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2020 vs Q3 2020 Across Filers

Q3 2020 holders
64
Q4 2020 holders
74
Holder diff
10
Investor Q3 2020 Shares Q4 2020 Shares Share Diff Share Chg % Q3 2020 value Q4 2020 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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