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

CUSIP: 68376D104

Q2 2023 13F Holders as of 30 Jun 2023

Holder snapshot 7 signals
Share change
-844,408
Put/Call ratio
0%
SEC-reported price per share
$5.97
Number of holders
92
Value change
-$3,529,048
Number of buys
49
Open additional details 1 more signal available
Number of sells
61
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
46,041,276

Security key

68376D104

Report period

Q2 2023

Institutions

92

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 Jun 2023
13F 3/4/5 Highest disclosed value: $13,157,547 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 $13.16M.

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 ... $13.16M
BlackRock Finance, Inc. $10.62M
EMG Holdings, L.P. $10.52M
KAYNE ANDERSON RUDNICK INVESTMENT... $8.2M
VANGUARD GROUP INC $5.88M

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
$13,157,547
3,408,691 shares
— 31 Mar 2023
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$10,617,176
2,750,564 shares
— 31 Mar 2023
EMG Holdings, L.P.
13F
Company
13F
—
denominator unverified
$10,521,210
2,725,702 shares
— 31 Mar 2023
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$8,196,445
2,123,431 shares
— 31 Mar 2023
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$5,880,760
1,523,513 shares
— 31 Mar 2023
Park West Asset Management LLC
13F
Company
13F
—
denominator unverified
$5,549,545
1,437,706 shares
— 31 Mar 2023
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 2023

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

Institutions
92
Shares
22,165,170
Rows available
92
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 2023 vs Q1 2023 Across Filers

Q1 2023 holders
97
Q2 2023 holders
92
Holder diff
-5
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 value Q2 2023 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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