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 2023?

97 institutional investors reported OPRT - Oportun Financial Corp - Common Stock, $0.0001 par value per share for Q1 2023. Use the holders table for investor-level position and value details.

CUSIP: 68376D104

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class: Equity / Common Stock, $0.0001 par value per share
Shares outstanding: 44,491,848
Total 13F shares: 22,968,037
Share change: -364,260
Total reported value: $88,662,505
Put/Call ratio: 3611%
Price per share: $3.86
Number of holders: 97
Value change: -$6,635,405
Number of buys: 40
Number of sells: 70

Security key

68376D104

Report period

Q1 2023

Institutions

Top holders

OPRT full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2023 Previous quarter: Q4 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: Q2 2023 Previous quarter: Q4 2022

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 2022

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%	$18,781,887 3,408,691 shares	—	31 Dec 2022
BlackRock Finance, Inc.	13F Company 13F	5.8%	$14,186,515 2,574,685 shares	—	31 Dec 2022
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F Company 13F	4.7%	$11,642,313 2,112,942 shares	—	31 Dec 2022
VANGUARD GROUP INC	13F Company 13F	3.4%	$8,249,583 1,497,202 shares	—	31 Dec 2022
Park West Asset Management LLC	13F Company 13F	2.6%	$6,336,500 1,150,000 shares	—	31 Dec 2022
WELLINGTON MANAGEMENT GROUP LLP	13F Company 13F	2.4%	$5,865,246 1,064,473 shares	—	31 Dec 2022
Clearbridge Investments, LLC	13F Company 13F	2.4%	$5,850,992 1,061,886 shares	—	31 Dec 2022
General Catalyst Group Management, LLC	13F Company 13F	2.1%	$5,204,504 944,556 shares	—	31 Dec 2022

Show 42 additional holder rows in the full holder list

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Madrone Advisors, LLC	13F Company 13F	2.1%	$5,140,593 932,957 shares	—	31 Dec 2022
EMG Holdings, L.P.	13F Company 13F	1.5%	$3,738,744 678,538 shares	—	31 Dec 2022
GLYNN CAPITAL MANAGEMENT LLC	13F Company 13F	1.3%	$3,241,164 588,233 shares	—	31 Dec 2022
GEODE CAPITAL MANAGEMENT, LLC	13F Company 13F	1.2%	$2,908,000 527,800 shares	—	31 Dec 2022
STATE STREET CORP	13F Company 13F	1.1%	$2,710,683 491,957 shares	—	31 Dec 2022
MILLENNIUM MANAGEMENT LLC	13F Company 13F	1%	$2,543,000 461,522 shares	—	31 Dec 2022
ASHFORD CAPITAL MANAGEMENT INC	13F Company 13F	0.83%	$2,023,217 367,190 shares	—	31 Dec 2022
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	13F Company 13F	0.67%	$1,630,409 295,900 shares	—	31 Dec 2022
ACADIAN ASSET MANAGEMENT LLC	13F Company 13F	0.62%	$1,523,000 276,688 shares	—	31 Dec 2022
MORGAN STANLEY	13F Company 13F	0.61%	$1,488,748 270,190 shares	—	31 Dec 2022
RBF Capital, LLC	13F Company 13F	0.51%	$1,257,000 228,084 shares	—	31 Dec 2022
NORTHERN TRUST CORP	13F Company 13F	0.5%	$1,235,468 224,223 shares	—	31 Dec 2022
Tejara Capital Ltd	13F Company 13F	0.5%	$1,233,590 223,882 shares	—	31 Dec 2022
CITADEL ADVISORS LLC	13F Company 13F	0.46%	$1,129,280 204,951 shares	—	31 Dec 2022
BRIDGEWAY CAPITAL MANAGEMENT, LLC	13F Company 13F	0.45%	$1,103,102 200,200 shares	—	31 Dec 2022
RENAISSANCE TECHNOLOGIES LLC	13F Company 13F	0.43%	$1,061,000 192,500 shares	—	31 Dec 2022
HST Ventures, LLC	13F Company 13F	0.42%	$1,024,843 185,997 shares	—	31 Dec 2022
GOLDMAN SACHS GROUP INC	13F Company 13F	0.41%	$1,000,429 181,566 shares	—	31 Dec 2022
STIFEL FINANCIAL CORP	13F Company 13F	0.38%	$943,098 171,159 shares	—	31 Dec 2022
Bank of New York Mellon Corp	13F Company 13F	0.36%	$890,493 161,614 shares	—	31 Dec 2022
AQR CAPITAL MANAGEMENT LLC	13F Company 13F	0.33%	$810,389 147,076 shares	—	31 Dec 2022
WELLS FARGO & COMPANY/MN	13F Company 13F	0.32%	$779,086 141,395 shares	—	31 Dec 2022
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F Company 13F	0.32%	$776,271 140,884 shares	—	31 Dec 2022
STATE OF WISCONSIN INVESTMENT BOARD	13F Company 13F	0.27%	$656,241 119,100 shares	—	31 Dec 2022
Invesco Ltd.	13F Company 13F	0.25%	$609,505 110,618 shares	—	31 Dec 2022
Trexquant Investment LP	13F Company 13F	0.23%	$564,037 102,366 shares	—	31 Dec 2022
FEDERATED HERMES, INC.	13F Company 13F	0.22%	$551,000 100,000 shares	—	31 Dec 2022
Alphabet Inc.	13F Company 13F	0.21%	$522,282 94,788 shares	—	31 Dec 2022
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	13F Company 13F	0.21%	$509,000 92,291 shares	—	31 Dec 2022
TOWNSQUARE CAPITAL LLC	13F Company 13F	0.2%	$487,769 88,524 shares	—	31 Dec 2022
DIMENSIONAL FUND ADVISORS LP	13F Company 13F	0.18%	$451,000 81,822 shares	—	31 Dec 2022
BANK OF AMERICA CORP /DE/	13F Company 13F	0.16%	$398,009 72,234 shares	—	31 Dec 2022
Nuveen Asset Management, LLC	13F Company 13F	0.16%	$396,000 71,824 shares	—	31 Dec 2022
PRUDENTIAL FINANCIAL INC	13F Company 13F	0.15%	$360,106 65,355 shares	—	31 Dec 2022
AMERICAN CENTURY COMPANIES INC	13F Company 13F	0.15%	$357,120 64,813 shares	—	31 Dec 2022
TWO SIGMA ADVISERS, LP	13F Company 13F	0.13%	$323,437 58,700 shares	—	31 Dec 2022
Daiwa Securities Group Inc.	13F Company 13F	0.13%	$319,000 57,895 shares	—	31 Dec 2022
Squarepoint Ops LLC	13F Company 13F	0.11%	$272,701 49,492 shares	—	31 Dec 2022
Cubist Systematic Strategies, LLC	13F Company 13F	0.11%	$272,348 49,428 shares	—	31 Dec 2022
Connor, Clark & Lunn Investment Management Ltd.	13F Company 13F	0.1%	$249,834 45,342 shares	—	31 Dec 2022
TWO SIGMA INVESTMENTS, LP	13F Company 13F	0.1%	$242,864 44,077 shares	—	31 Dec 2022
RHUMBLINE ADVISERS	13F Company 13F	0.1%	$237,000 42,971 shares	—	31 Dec 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 Q1 2023

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

Institutions

22,968,037

Rows loaded

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 2023 vs Q4 2022 Across Filers

Q4 2022 holders

119

Q1 2023 holders

Holder diff

-22

Investor	Q4 2022 Shares	Q1 2023 Shares	Share Diff	Share Chg %	Q4 2022 value	Q1 2023 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend