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

CUSIP: 68376D104

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / Common Stock, $0.0001 par value per share
Shares outstanding
44,491,848
Total 13F shares
34,057,682
Share change
+1,732,818
Total reported value
$210,131,652
Price per share
$6.17
Number of holders
123
Value change
+$8,484,018
Number of buys
75
Number of sells
40

Security key

68376D104

Report period

Q3 2025

Institutions

123

Top holders

10

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
NB Alternatives Advisers LLC
13D/G signal
NB Alternatives Advisers LLC
Evidence rows
50
Latest as of
21 Aug 2025
13D/G 13F 3/4/5 Lead comparable stake: 9.9% 13D/G row: NB Alternatives Advisers LLC Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
NB Alternatives Advisers LLC
13D/G
9.9%
$22,509,311
4,387,780 shares
$0 23 May 2025
Findell Capital Partners LP
13D/G
Finn Management GP LLC
6.9%
$21,523,905
3,006,300 shares
-$1,682,506 14 Jul 2025
BlackRock, Inc.
13F 13D/G
Company
5.5%
from 13D/G
$18,135,871
2,532,943 shares
30 Jun 2025
CASTLELAKE L.P.
13D/G
McLaren Harbor, LLC
5.5%
$16,354,630
2,426,503 shares
$0 30 Jun 2025
Long Focus Capital Management, LLC
13F 13D/G
Company
4.8%
from 13D/G
$10,852,963
1,515,777 shares
30 Jun 2025
MILLENNIUM MANAGEMENT LLC
13F 13D/G
Company
3%
from 13D/G
$9,544,638
1,333,050 shares
30 Jun 2025
Institutional Venture Partners XIV, L.P.
13D/G
2.3%
$4,208,093
820,291 shares
$0 31 Dec 2024
Ginny Lee
3/4/5
Director
0.23%
$719,668
100,518 shares
18 Jul 2025
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
Jo Ann Barefoot
3/4/5
Director
0.21%
$684,765
95,643 shares
18 Jul 2025
Louis Miramontes
3/4/5
Director
0.21%
$584,244
93,930 shares
21 Aug 2025
Sandra Adele Smith
3/4/5
Director
0.18%
$578,066
80,740 shares
18 Jul 2025
Richard N. Tambor
3/4/5
Director
0.17%
$549,692
76,777 shares
18 Jul 2025
Carlos Minetti
3/4/5
Director
0.15%
$483,946
67,594 shares
18 Jul 2025
Mohit Daswani
3/4/5
Director
0.13%
$429,676
60,014 shares
18 Jul 2025
Warren Wilcox
3/4/5
Director
0.04%
$112,215
18,041 shares
19 Aug 2025
Neuberger Berman Group LLC
13F
Company
13F
8.8%
$28,190,123
3,937,168 shares
30 Jun 2025
FINDELL CAPITAL MANAGEMENT LLC
13F
Company
13F
6.4%
$20,307,908
2,836,300 shares
30 Jun 2025
Portolan Capital Management, LLC
13F
Company
13F
3.6%
$11,595,405
1,619,470 shares
30 Jun 2025
VANGUARD GROUP INC
13F
Company
13F
3.6%
$11,570,790
1,616,032 shares
30 Jun 2025
CANNELL CAPITAL LLC
13F
Company
13F
3.6%
$11,464,907
1,601,244 shares
30 Jun 2025
ACADIAN ASSET MANAGEMENT LLC
13F
Company
13F
2.4%
$7,652,000
1,069,116 shares
30 Jun 2025
BOOTHBAY FUND MANAGEMENT, LLC
13F
Company
13F
2.3%
$7,394,440
1,032,743 shares
30 Jun 2025
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
1.9%
$6,192,489
864,795 shares
30 Jun 2025
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
1.7%
$5,563,272
776,844 shares
30 Jun 2025
Acuitas Investments, LLC
13F
Company
13F
1.7%
$5,308,718
741,441 shares
30 Jun 2025
TWO SIGMA ADVISERS, LP
13F
Company
13F
1.5%
$4,828,704
674,400 shares
30 Jun 2025
GLYNN CAPITAL MANAGEMENT LLC
13F
Company
13F
1.3%
$4,211,748
588,233 shares
30 Jun 2025
MARSHALL WACE, LLP
13F
Company
13F
1.3%
$4,117,788
575,110 shares
30 Jun 2025
Summa Corp.
13F
Company
13F
1.3%
$4,047,820
565,338 shares
30 Jun 2025
CITADEL ADVISORS LLC
13F
Company
13F
1.2%
$3,887,386
542,931 shares
30 Jun 2025
TWO SIGMA INVESTMENTS, LP
13F
Company
13F
1.1%
$3,598,559
502,592 shares
30 Jun 2025
Boston Partners
13F
Company
13F
1.1%
$3,502,430
489,166 shares
30 Jun 2025
Invesco Ltd.
13F
Company
13F
1.1%
$3,468,963
484,492 shares
30 Jun 2025
CenterBook Partners LP
13F
Company
13F
0.93%
$2,950,049
412,018 shares
30 Jun 2025
STATE STREET CORP
13F
Company
13F
0.89%
$2,822,579
394,215 shares
30 Jun 2025
Connor, Clark & Lunn Investment Management Ltd.
13F
Company
13F
0.87%
$2,781,689
388,504 shares
30 Jun 2025
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
0.78%
$2,490,248
347,800 shares
30 Jun 2025
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.59%
$1,882,443
262,911 shares
30 Jun 2025
JPMORGAN CHASE & CO
13F
Company
13F
0.56%
$1,778,000
248,324 shares
30 Jun 2025
NORTHERN TRUST CORP
13F
Company
13F
0.54%
$1,705,633
238,217 shares
30 Jun 2025
KENNEDY CAPITAL MANAGEMENT LLC
13F
Company
13F
0.52%
$1,648,332
230,214 shares
30 Jun 2025
MORGAN STANLEY
13F
Company
13F
0.51%
$1,616,570
225,778 shares
30 Jun 2025
Berger Financial Group, Inc
13F
Company
13F
0.44%
$1,407,248
196,543 shares
30 Jun 2025
Jump Financial, LLC
13F
Company
13F
0.37%
$1,164,524
162,643 shares
30 Jun 2025
GOLDMAN SACHS GROUP INC
13F
Company
13F
0.36%
$1,156,483
161,520 shares
30 Jun 2025
D. E. Shaw & Co., Inc.
13F
Company
13F
0.36%
$1,132,769
158,208 shares
30 Jun 2025
EMG Holdings, L.P.
13F
Company
13F
0.31%
$996,472
139,172 shares
30 Jun 2025
Informed Momentum Co LLC
13F
Company
13F
0.31%
$986,526
137,783 shares
30 Jun 2025
Empowered Funds, LLC
13F
Company
13F
0.31%
$978,851
136,711 shares
30 Jun 2025
WINTON GROUP Ltd
13F
Company
13F
0.28%
$885,663
123,696 shares
30 Jun 2025
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 Q3 2025

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

Institutions
123
Shares
34,057,682
Rows loaded
123
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 Q3 2025 vs Q2 2025 Across Filers

Q2 2025 holders
105
Q3 2025 holders
123
Holder diff
18
Investor Q2 2025 Shares Q3 2025 Shares Share Diff Share Chg % Q2 2025 value Q3 2025 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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