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 Q2 2021?

73 institutional investors reported OPRT - Oportun Financial Corp - Common Stock, $0.0001 par value per share for Q2 2021. Use the holders table for investor-level position and value details.

CUSIP: 68376D104

Q2 2021 13F Holders as of 30 Jun 2021

Security type / class: Equity / Common Stock, $0.0001 par value per share
Total 13F shares: 19,759,234
Total 13F value: $395,792,930
Share change: +934,386
SEC-reported price per share: $20.03
Number of holders: 73
Value change: +$18,005,178
Number of buys: 37
Number of sells: 33
Shares outstanding: 44,491,848

Security key

68376D104

Report period

Q2 2021

Institutions

Top holders

OPRT full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2021 Previous quarter: Q1 2021 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: Q3 2021 Previous quarter: Q1 2021

Recent filing periods:

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

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

KAYNE ANDERSON RUDNICK IN...

Disclosed value leader

KAYNE ANDERSON RUDNICK IN...

Comparable rows

15/15

Latest evidence

31 Mar 2021

13F Lead comparable stake: 7.8% Showing 1-6 of 15 holder rows.

Quick read

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC leads the comparable SEC ownership view at 7.8%.

15 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 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC's linked filing trail.

Comparable ownership Top 5

KAYNE ANDERSON RUDNICK INVESTMENT... 7.8%

Institutional Venture Management ... 7.7%

BlackRock Finance, Inc. 5.3%

ASHFORD CAPITAL MANAGEMENT INC 2.9%

GLYNN CAPITAL MANAGEMENT LLC 2.7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F Company 13F	7.8%	$72,311,000 3,491,587 shares	—	31 Mar 2021
Institutional Venture Management XIV, LLC	13F Company 13F	7.7%	$70,594,000 3,408,691 shares	—	31 Mar 2021
BlackRock Finance, Inc.	13F Company 13F	5.3%	$49,011,000 2,366,600 shares	—	31 Mar 2021
ASHFORD CAPITAL MANAGEMENT INC	13F Company 13F	2.9%	$26,414,000 1,275,430 shares	—	31 Mar 2021
GLYNN CAPITAL MANAGEMENT LLC	13F Company 13F	2.7%	$24,571,000 1,186,454 shares	—	31 Mar 2021
VANGUARD GROUP INC	13F Company 13F	2.2%	$20,602,000 994,751 shares	—	31 Mar 2021

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 Q2 2021

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

Institutions

19,759,234

Rows available

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 Q2 2021 vs Q1 2021 Across Filers

Q1 2021 holders

Q2 2021 holders

Holder diff

-3

Investor	Q1 2021 Shares	Q2 2021 Shares	Share Diff	Share Chg %	Q1 2021 value	Q2 2021 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend