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 2022?

119 institutional investors reported OPRT - Oportun Financial Corp - Common Stock, $0.0001 par value per share for Q4 2022. Use the holders table for investor-level position and value details.

CUSIP: 68376D104

Q4 2022 13F Holders as of 31 Dec 2022

Security type / class: Equity / Common Stock, $0.0001 par value per share
Total 13F shares: 23,332,297
Total 13F value: $128,558,477
Share change: -215,775
Put/Call ratio: 278%
SEC-reported price per share: $5.51
Number of holders: 119
Value change: -$375,936
Number of buys: 58
Number of sells: 58
Shares outstanding: 44,491,848

Security key

68376D104

Report period

Q4 2022

Institutions

119

Top holders

OPRT full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2023 Previous quarter: Q3 2022 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 2023 Previous quarter: Q3 2022

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

Institutional Venture Man...

Disclosed value leader

Institutional Venture Man...

Comparable rows

15/15

Latest evidence

30 Sep 2022

13F Lead comparable stake: 7.7% Showing 1-6 of 15 holder rows.

Quick read

Institutional Venture Management XIV, LLC leads the comparable SEC ownership view at 7.7%.

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 Institutional Venture Management XIV, LLC's linked filing trail.

Comparable ownership Top 5

Institutional Venture Management ... 7.7%

BlackRock Finance, Inc. 6.3%

KAYNE ANDERSON RUDNICK INVESTMENT... 5.4%

VANGUARD GROUP INC 3.2%

WELLINGTON MANAGEMENT GROUP LLP 3%

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
Institutional Venture Management XIV, LLC	13F Company 13F	7.7%	$14,896,000 3,408,691 shares	—	30 Sep 2022
BlackRock Finance, Inc.	13F Company 13F	6.3%	$12,232,000 2,799,120 shares	—	30 Sep 2022
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F Company 13F	5.4%	$10,549,000 2,413,952 shares	—	30 Sep 2022
VANGUARD GROUP INC	13F Company 13F	3.2%	$6,298,000 1,441,116 shares	—	30 Sep 2022
WELLINGTON MANAGEMENT GROUP LLP	13F Company 13F	3%	$5,758,000 1,317,621 shares	—	30 Sep 2022
Clearbridge Investments, LLC	13F Company 13F	2.4%	$4,647,000 1,063,348 shares	—	30 Sep 2022

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 2022

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

Institutions

119

23,332,297

Rows available

119

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 2022 vs Q3 2022 Across Filers

Q3 2022 holders

107

Q4 2022 holders

119

Holder diff

Investor	Q3 2022 Shares	Q4 2022 Shares	Share Diff	Share Chg %	Q3 2022 value	Q4 2022 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend