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 Q1 2022?

105 institutional investors reported OPRT - Oportun Financial Corp - Common Stock, $0.0001 par value per share for Q1 2022. Use the holders table for investor-level position and value details.

CUSIP: 68376D104

Q1 2022 13F Holders as of 31 Mar 2022

Type / Class: Equity / Common Stock, $0.0001 par value per share
Shares outstanding: 44,491,848
Total 13F shares: 22,403,998
Share change: +650,532
Total reported value: $321,702,727
Price per share: $14.36
Number of holders: 105
Value change: +$8,924,064
Number of buys: 64
Number of sells: 36

Security key

68376D104

Report period

Q1 2022

Institutions

105

Top holders

OPRT full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2022 Previous quarter: Q4 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: Q2 2022 Previous quarter: Q4 2021

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

Lead holder

Institutional Venture Man...

13D/G signal

—

Evidence rows

Latest as of

31 Dec 2021

13F Lead comparable stake: 7.7% Showing first 8 of 50 holder rows. Open remaining rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Institutional Venture Management XIV, LLC	13F Company 13F	7.7%	$69,026,000 3,408,691 shares	—	31 Dec 2021
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F Company 13F	7.5%	$67,697,000 3,343,040 shares	—	31 Dec 2021
WELLINGTON MANAGEMENT GROUP LLP	13F Company 13F	5.8%	$52,325,000 2,583,972 shares	—	31 Dec 2021
BlackRock Finance, Inc.	13F Company 13F	5.1%	$45,574,000 2,250,564 shares	—	31 Dec 2021
ASHFORD CAPITAL MANAGEMENT INC	13F Company 13F	3.8%	$34,299,000 1,693,764 shares	—	31 Dec 2021
VANGUARD GROUP INC	13F Company 13F	2.4%	$21,754,000 1,074,310 shares	—	31 Dec 2021
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	13F Company 13F	1.9%	$16,929,000 836,019 shares	—	31 Dec 2021
Clearbridge Investments, LLC	13F Company 13F	1.4%	$12,610,000 622,708 shares	—	31 Dec 2021

Show 42 additional holder rows in the full holder list

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
GLYNN CAPITAL MANAGEMENT LLC	13F Company 13F	1.3%	$11,912,000 588,233 shares	—	31 Dec 2021
Ribbit Capital GP III, Ltd.	13F Company 13F	1.3%	$11,283,000 586,513 shares	—	31 Dec 2021
GOLDMAN SACHS GROUP INC	13F Company 13F	1.1%	$9,822,000 485,021 shares	—	31 Dec 2021
STATE STREET CORP	13F Company 13F	0.97%	$8,727,000 430,943 shares	—	31 Dec 2021
GEODE CAPITAL MANAGEMENT, LLC	13F Company 13F	0.79%	$7,156,000 353,417 shares	—	31 Dec 2021
Hillsdale Investment Management Inc.	13F Company 13F	0.56%	$5,024,000 248,100 shares	—	31 Dec 2021
MARSHALL WACE, LLP	13F Company 13F	0.42%	$3,789,000 187,118 shares	—	31 Dec 2021
NORTHERN TRUST CORP	13F Company 13F	0.41%	$3,714,000 183,431 shares	—	31 Dec 2021
CITADEL ADVISORS LLC	13F Company 13F	0.39%	$3,524,000 173,999 shares	—	31 Dec 2021
WELLS FARGO & COMPANY/MN	13F Company 13F	0.38%	$3,440,000 169,872 shares	—	31 Dec 2021
MORGAN STANLEY	13F Company 13F	0.37%	$3,373,000 166,527 shares	—	31 Dec 2021
MILLENNIUM MANAGEMENT LLC	13F Company 13F	0.33%	$2,936,000 144,998 shares	—	31 Dec 2021
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F Company 13F	0.32%	$2,882,000 142,284 shares	—	31 Dec 2021
JPMORGAN CHASE & CO	13F Company 13F	0.32%	$2,851,000 140,752 shares	—	31 Dec 2021
BRIDGEWAY CAPITAL MANAGEMENT, LLC	13F Company 13F	0.31%	$2,835,000 140,000 shares	—	31 Dec 2021
AMERIPRISE FINANCIAL INC	13F Company 13F	0.31%	$2,798,000 138,169 shares	—	31 Dec 2021
DIMENSIONAL FUND ADVISORS LP	13F Company 13F	0.3%	$2,716,000 134,131 shares	—	31 Dec 2021
Bank of New York Mellon Corp	13F Company 13F	0.21%	$1,930,000 95,295 shares	—	31 Dec 2021
Alphabet Inc.	13F Company 13F	0.21%	$1,919,000 94,788 shares	—	31 Dec 2021
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	13F Company 13F	0.2%	$1,805,000 89,129 shares	—	31 Dec 2021
Daiwa Securities Group Inc.	13F Company 13F	0.19%	$1,685,000 83,191 shares	—	31 Dec 2021
Nuveen Asset Management, LLC	13F Company 13F	0.17%	$1,543,000 77,680 shares	—	31 Dec 2021
BANK OF AMERICA CORP /DE/	13F Company 13F	0.17%	$1,539,000 75,985 shares	—	31 Dec 2021
ACADIAN ASSET MANAGEMENT LLC	13F Company 13F	0.15%	$1,322,000 65,330 shares	—	31 Dec 2021
Russell Investments Group, Ltd.	13F Company 13F	0.15%	$1,305,000 64,536 shares	—	31 Dec 2021
TWO SIGMA INVESTMENTS, LP	13F Company 13F	0.12%	$1,123,000 55,459 shares	—	31 Dec 2021
STIFEL FINANCIAL CORP	13F Company 13F	0.12%	$1,120,000 55,305 shares	—	31 Dec 2021
D. E. Shaw & Co., Inc.	13F Company 13F	0.09%	$766,000 37,825 shares	—	31 Dec 2021
Swiss National Bank	13F Company 13F	0.08%	$749,000 37,000 shares	—	31 Dec 2021
TOWNSQUARE CAPITAL LLC	13F Company 13F	0.08%	$735,000 36,331 shares	—	31 Dec 2021
FEDERATED HERMES, INC.	13F Company 13F	0.08%	$689,000 34,000 shares	—	31 Dec 2021
LOS ANGELES CAPITAL MANAGEMENT LLC	13F Company 13F	0.08%	$682,000 33,663 shares	—	31 Dec 2021
Invesco Ltd.	13F Company 13F	0.07%	$633,000 31,260 shares	—	31 Dec 2021
Cubist Systematic Strategies, LLC	13F Company 13F	0.07%	$611,000 30,195 shares	—	31 Dec 2021
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	13F Company 13F	0.06%	$525,000 25,902 shares	—	31 Dec 2021
AQR CAPITAL MANAGEMENT LLC	13F Company 13F	0.06%	$518,000 25,577 shares	—	31 Dec 2021
LPL Financial LLC	13F Company 13F	0.06%	$498,000 24,605 shares	—	31 Dec 2021
RHUMBLINE ADVISERS	13F Company 13F	0.05%	$492,000 24,303 shares	—	31 Dec 2021
TWO SIGMA ADVISERS, LP	13F Company 13F	0.05%	$482,000 23,800 shares	—	31 Dec 2021
M&T BANK CORP	13F Company 13F	0.05%	$453,000 22,352 shares	—	31 Dec 2021
RENAISSANCE TECHNOLOGIES LLC	13F Company 13F	0.05%	$441,000 21,800 shares	—	31 Dec 2021
Neuberger Berman Group LLC	13F Company 13F	0.05%	$425,000 20,996 shares	—	31 Dec 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 Q1 2022

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

Institutions

105

22,403,998

Rows loaded

105

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

* 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. An asterisk next to the price means the price is likely invalid.

Compare Q1 2022 vs Q4 2021 Across Filers

Q4 2021 holders

Q1 2022 holders

105

Holder diff

Investor	Q4 2021 Shares	Q1 2022 Shares	Share Diff	Share Chg %	Q4 2021 value	Q1 2022 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend