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

CUSIP: 68376D104

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Common Stock, $0.0001 par value per share
Shares outstanding
44,491,848
Total 13F shares
33,758,540
Share change
-1,120,202
Total reported value
$178,593,289
Put/Call ratio
496%
Price per share
$5.29
Number of holders
118
Value change
-$9,168,868
Number of buys
63
Number of sells
51

Security key

68376D104

Report period

Q4 2025

Institutions

118

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
31 Dec 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
$18,355,361
2,974,937 shares
30 Sep 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
$9,352,344
1,515,777 shares
30 Sep 2025
MILLENNIUM MANAGEMENT LLC
13D/G 13F
Company
3%
$9,544,105
1,333,050 shares
-$3,589,422 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
Joseph Andrew Schueller
3/4/5
SVP-Controller, PAO & PFO
0.17%
$378,777
73,980 shares
31 Dec 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%
$24,292,327
3,937,168 shares
30 Sep 2025
FINDELL CAPITAL MANAGEMENT LLC
13F
Company
13F
5.8%
$15,846,411
2,568,300 shares
30 Sep 2025
VANGUARD GROUP INC
13F
Company
13F
4.7%
$12,997,968
2,106,640 shares
30 Sep 2025
Forager Capital Management, LLC
13F
Company
13F
4.4%
$12,078,318
1,957,588 shares
30 Sep 2025
CANNELL CAPITAL LLC
13F
Company
13F
3.3%
$9,075,268
1,470,870 shares
30 Sep 2025
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
2.6%
$7,262,513
1,176,907 shares
30 Sep 2025
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
2.3%
$6,244,882
1,012,114 shares
30 Sep 2025
ACADIAN ASSET MANAGEMENT LLC
13F
Company
13F
2.2%
$6,056,000
981,810 shares
30 Sep 2025
Acuitas Investments, LLC
13F
Company
13F
2%
$5,506,410
892,449 shares
30 Sep 2025
BOOTHBAY FUND MANAGEMENT, LLC
13F
Company
13F
1.8%
$4,820,991
781,360 shares
30 Sep 2025
STATE STREET CORP
13F
Company
13F
1.6%
$4,437,914
719,273 shares
30 Sep 2025
CenterBook Partners LP
13F
Company
13F
1.6%
$4,324,140
700,833 shares
30 Sep 2025
TWO SIGMA ADVISERS, LP
13F
Company
13F
1.4%
$3,975,331
644,300 shares
30 Sep 2025
GLYNN CAPITAL MANAGEMENT LLC
13F
Company
13F
1.3%
$3,629,398
588,233 shares
30 Sep 2025
CITADEL ADVISORS LLC
13F
Company
13F
1.3%
$3,479,331
563,911 shares
30 Sep 2025
TWO SIGMA INVESTMENTS, LP
13F
Company
13F
1.3%
$3,437,005
557,051 shares
30 Sep 2025
Boston Partners
13F
Company
13F
1.2%
$3,278,540
531,367 shares
30 Sep 2025
Summa Corp.
13F
Company
13F
1%
$2,776,290
449,966 shares
30 Sep 2025
MARSHALL WACE, LLP
13F
Company
13F
0.88%
$2,415,093
391,425 shares
30 Sep 2025
MORGAN STANLEY
13F
Company
13F
0.7%
$1,910,010
309,564 shares
30 Sep 2025
NORTHERN TRUST CORP
13F
Company
13F
0.67%
$1,837,833
297,866 shares
30 Sep 2025
Connor, Clark & Lunn Investment Management Ltd.
13F
Company
13F
0.66%
$1,801,615
291,996 shares
30 Sep 2025
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.63%
$1,733,054
280,884 shares
30 Sep 2025
GOLDMAN SACHS GROUP INC
13F
Company
13F
0.59%
$1,617,657
262,181 shares
30 Sep 2025
JPMORGAN CHASE & CO
13F
Company
13F
0.5%
$1,358,886
220,241 shares
30 Sep 2025
BNP PARIBAS FINANCIAL MARKETS
13F
Company
13F
0.48%
$1,306,498
211,750 shares
30 Sep 2025
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
0.47%
$1,284,464
208,179 shares
30 Sep 2025
Berger Financial Group, Inc
13F
Company
13F
0.44%
$1,212,671
196,543 shares
30 Sep 2025
SEGALL BRYANT & HAMILL, LLC
13F
Company
13F
0.44%
$1,195,049
193,687 shares
30 Sep 2025
Cubist Systematic Strategies, LLC
13F
Company
13F
0.42%
$1,149,138
186,246 shares
30 Sep 2025
WINTON GROUP Ltd
13F
Company
13F
0.41%
$1,115,413
180,780 shares
30 Sep 2025
AMERICAN CENTURY COMPANIES INC
13F
Company
13F
0.4%
$1,109,230
179,778 shares
30 Sep 2025
KENNEDY CAPITAL MANAGEMENT LLC
13F
Company
13F
0.4%
$1,091,911
176,971 shares
30 Sep 2025
Empowered Funds, LLC
13F
Company
13F
0.35%
$954,400
154,684 shares
30 Sep 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 Q4 2025

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

Institutions
118
Shares
33,758,540
Rows loaded
118
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 Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
123
Q4 2025 holders
118
Holder diff
-5
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 value Q4 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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