Security key
68376D104
Oportun Financial Corp - Common Stock, $0.0001 par value per share (OPRT)
CUSIP: 68376D104
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common Stock, $0.0001 par value per share
- Shares outstanding
- 44,491,848
- Total 13F shares
- 35,136,473
- Share change
- +1,584,656
- Total reported value
- $161,940,388
- Put/Call ratio
- 138%
- Price per share
- $4.61
- Number of holders
- 124
- Value change
- +$4,982,216
- Number of buys
- 68
- Number of sells
- 63
Report period
Q1 2026
Institutions
124
Top holders
10
OPRT full security history
Previous quarter: Q4 2025
Oportun Financial Corp SEC filings
Oportun Financial Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 68376D104
Recent filing periods:
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 the largest verified stakes, then open the linked filing trail.
Lead holder
NB Alternatives Advisers LLC
13D/G signal
NB Alternatives Advisers LLC
Evidence rows
50
Latest as of
31 Mar 2026
13D/G
13F
3/4/5
Lead comparable stake: 9.9%
13D/G row: NB Alternatives Advisers LLC
| 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 |
| Forager Capital Management, LLC |
13D/G
13F
Company
|
7.9%
|
$16,141,625
3,514,856 shares
|
+$5,841,514 | 31 Mar 2026 |
| 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
|
$16,428,623
3,105,600 shares
|
— | 31 Dec 2025 |
| CASTLELAKE L.P. |
13D/G
McLaren Harbor, LLC
|
5.5%
|
$16,354,630
2,426,503 shares
|
$0 | 30 Jun 2025 |
| INTEGRATED CORE STRATEGIES (US) LLC |
13D/G
Millennium Management LLC
|
5%
|
$12,266,087
2,246,536 shares
|
$0 | 11 Mar 2026 |
| Long Focus Capital Management, LLC |
13D/G
13F
Company
|
4.8%
|
$8,930,186
1,740,777 shares
|
$0 | 31 Dec 2024 |
| MILLENNIUM MANAGEMENT LLC |
13F
13D/G
Company
|
3%
from 13D/G
|
$10,048,630
1,899,552 shares
|
— | 31 Dec 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 |
| 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
|
8.8%
|
$20,827,619
3,937,168 shares
|
— | 31 Dec 2025 |
| FINDELL CAPITAL MANAGEMENT LLC |
13F
Company
|
5.8%
|
$13,586,307
2,568,300 shares
|
— | 31 Dec 2025 |
| VANGUARD GROUP INC |
13F
Company
|
5.1%
|
$11,972,703
2,263,271 shares
|
— | 31 Dec 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
2.8%
|
$6,700,990
1,266,447 shares
|
— | 31 Dec 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
2.5%
|
$5,972,920
1,129,065 shares
|
— | 31 Dec 2025 |
| Simcoe Capital LLC |
13F
Company
|
1.8%
|
$4,208,031
795,469 shares
|
— | 31 Dec 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC |
13F
Company
|
1.7%
|
$4,117,207
778,300 shares
|
— | 31 Dec 2025 |
| STATE STREET CORP |
13F
Company
|
1.7%
|
$3,932,930
743,465 shares
|
— | 31 Dec 2025 |
| SEGALL BRYANT & HAMILL, LLC |
13F
Company
|
1.5%
|
$3,446,869
651,582 shares
|
— | 31 Dec 2025 |
| TWO SIGMA ADVISERS, LP |
13F
Company
|
1.4%
|
$3,396,709
642,100 shares
|
— | 31 Dec 2025 |
| TWO SIGMA INVESTMENTS, LP |
13F
Company
|
1.4%
|
$3,308,297
625,387 shares
|
— | 31 Dec 2025 |
| Boston Partners |
13F
Company
|
1.3%
|
$3,159,870
597,328 shares
|
— | 31 Dec 2025 |
| GLYNN CAPITAL MANAGEMENT LLC |
13F
Company
|
1.3%
|
$3,111,753
588,233 shares
|
— | 31 Dec 2025 |
| ACADIAN ASSET MANAGEMENT LLC |
13F
Company
|
1.2%
|
$2,864,000
541,542 shares
|
— | 31 Dec 2025 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
0.91%
|
$2,131,537
402,937 shares
|
— | 31 Dec 2025 |
| Summa Corp. |
13F
Company
|
0.89%
|
$2,099,241
396,766 shares
|
— | 31 Dec 2025 |
| BNP PARIBAS FINANCIAL MARKETS |
13F
Company
|
0.8%
|
$1,889,604
357,203 shares
|
— | 31 Dec 2025 |
| AMERICAN CENTURY COMPANIES INC |
13F
Company
|
0.8%
|
$1,885,880
356,499 shares
|
— | 31 Dec 2025 |
| MORGAN STANLEY |
13F
Company
|
0.78%
|
$1,836,836
347,228 shares
|
— | 31 Dec 2025 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.71%
|
$1,678,178
317,236 shares
|
— | 31 Dec 2025 |
| NORTHERN TRUST CORP |
13F
Company
|
0.63%
|
$1,473,927
278,625 shares
|
— | 31 Dec 2025 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.61%
|
$1,441,054
272,411 shares
|
— | 31 Dec 2025 |
| Bank of New York Mellon Corp |
13F
Company
|
0.51%
|
$1,203,009
227,412 shares
|
— | 31 Dec 2025 |
| Point72 Asset Management, L.P. |
13F
Company
|
0.45%
|
$1,070,209
202,308 shares
|
— | 31 Dec 2025 |
| Berger Financial Group, Inc |
13F
Company
|
0.44%
|
$1,039,713
196,543 shares
|
— | 31 Dec 2025 |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
Company
|
0.39%
|
$914,689
172,909 shares
|
— | 31 Dec 2025 |
| Empowered Funds, LLC |
13F
Company
|
0.39%
|
$910,055
172,033 shares
|
— | 31 Dec 2025 |
| JPMORGAN CHASE & CO |
13F
Company
|
0.36%
|
$850,685
160,810 shares
|
— | 31 Dec 2025 |
| Squarepoint Ops LLC |
13F
Company
|
0.35%
|
$821,664
155,324 shares
|
— | 31 Dec 2025 |
| Russell Investments Group, Ltd. |
13F
Company
|
0.34%
|
$795,933
150,460 shares
|
— | 31 Dec 2025 |
| BARCLAYS PLC |
13F
Company
|
0.34%
|
$793,104
149,925 shares
|
— | 31 Dec 2025 |
| Arbiter Partners Capital Management LLC |
13F
Company
|
0.32%
|
$746,467
141,109 shares
|
— | 31 Dec 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 Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
124
Shares
35,136,473
Rows loaded
124
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
118
Q1 2026 holders
124
Holder diff
6
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.