Who Owns Oportun Financial Corporation (OPRT)?Hedge Fund & Institutional Holders

$4.29-0.29 (-6.44%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.000013586125901e+172T

% of Float Held

1.3015646528098292e+287%

QoQ Change in Holders

+15 / -5

Price History

$2.41$3.98$5.55$7.13$8.70Sep 24Jun 25Mar 26

OPRT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Simcoe Capital LLCNew Position+795K+$4.2M
Summa Corp.New Position+397K+$2.1M
Point72 Asset Management, L.P.New Position+202K+$1.0M
Arbiter Partners Capital Management LLCNew Position+141K+$746K
PRINCIPAL FINANCIAL GROUP INCNew Position+93K+$490K
State of WyomingNew Position+85K+$451K
Legato Capital Management LLCNew Position+84K+$446K
DAG Ventures, LLCNew Position+38K+$203K
Daytona Street Capital LLCNew Position+20K+$105K
Odyssean, LLCNew Position+19K+$100K
R Squared LtdNew Position+17K+$89K
Flaharty Asset Management, LLCNew Position+16K+$84K
nVerses Capital, LLCNew Position+15K+$80K
State of Alaska, Department of RevenueNew Position+11K+$58K
Kemnay Advisory Services Inc.New Position+5K+$27K

OPRT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CANNELL CAPITAL LLCClosed Position-1.5M-$9.1B
BOOTHBAY FUND MANAGEMENT, LLCDecreased-3K-$4.8B
CenterBook Partners LPClosed Position-701K-$4.3B
TWO SIGMA ADVISERS, LPDecreased-2K-$4.0B
CITADEL ADVISORS LLCDecreased-292K-$3.5B
MARSHALL WACE, LLPDecreased-270K-$2.4B
NORTHERN TRUST CORPDecreased-19K-$1.8B
Connor, Clark & Lunn Investment Management Ltd.Decreased-119K-$1.8B
JPMORGAN CHASE & CODecreased-59K-$1.4B
RENAISSANCE TECHNOLOGIES LLCDecreased-76K-$1.3B
Cubist Systematic Strategies, LLCClosed Position-186K-$1.1B
WINTON GROUP LtdDecreased-49K-$1.1B
KENNEDY CAPITAL MANAGEMENT LLCClosed Position-177K-$1.1B
Inspire Investing, LLCClosed Position-150K-$928.2M
Jump Financial, LLCDecreased-72K-$900.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Neuberger Berman Group LLC3,937,168$20.0M0.01%Share
2FINDELL CAPITAL MANAGEMENT LLC2,568,300$13.6M3.91%Share
3Forager Capital Management, LLC2,380,000$12.6M5.70%Share
4MILLENNIUM MANAGEMENT LLC1,899,552$10.0M0.00%Share
5VANGUARD GROUP INC1,881,615$10.0M0.00%Share
6Long Focus Capital Management, LLC1,515,777$8.0M0.21%Share
7BlackRock, Inc.1,520,175$8.0M0.00%Share
8DIMENSIONAL FUND ADVISORS LP1,060,359$5.0M0.00%Share
9GEODE CAPITAL MANAGEMENT, LLC1,133,305$5.0M0.00%Share
10BlackRock, Inc.953,318$5.0M0.00%Share
11Simcoe Capital LLC795,469$4.2M3.96%Share
12BOOTHBAY FUND MANAGEMENT, LLC778,300$4.0M0.06%Share
13SEGALL BRYANT & HAMILL, LLC651,582$3.4M0.05%Share
14GLYNN CAPITAL MANAGEMENT LLC588,233$3.1M1.07%Share
15TWO SIGMA ADVISERS, LP642,100$3.0M0.01%Share
16TWO SIGMA INVESTMENTS, LP625,387$3.0M0.00%Share
17STATE STREET CORP743,465$3.0M0.00%Share
18Summa Corp.396,766$2.1M0.90%Share
19ACADIAN ASSET MANAGEMENT LLC541,542$2.0M0.00%Share
20VANGUARD GROUP INC259,848$1.4M0.00%Share
21Berger Financial Group, Inc196,543$1.0M0.06%Share
22GOLDMAN SACHS GROUP INC209,109$1.0M0.00%Share
23AMERICAN CENTURY COMPANIES INC356,499$1.0M0.00%Share
24Point72 Asset Management, L.P.202,308$1.0M0.00%Share
25BlackRock, Inc.252,535$1.0M0.00%Share
26MORGAN STANLEY245,010$1.0M0.00%Share
27BNP PARIBAS FINANCIAL MARKETS357,203$1.0M0.00%Share
28NORTHERN TRUST CORP272,478$1.0M0.00%Share
29CITADEL ADVISORS LLC203,881$1.0M0.00%Share
30BRIDGEWAY CAPITAL MANAGEMENT, LLC317,236$1.0M0.02%Share
31Arbiter Partners Capital Management LLC141,109$746K0.36%Share
32Trexquant Investment LP128,234$678K0.01%Share
33Integrated Quantitative Investments LLC125,043$661K0.14%Share
34GLOBEFLEX CAPITAL L P102,900$544K0.08%Share
35UBS Group AG95,557$505K0.00%Share
36PRINCIPAL FINANCIAL GROUP INC90,963$481K0.00%Share
37State of Wyoming85,270$451K0.05%Share
38Legato Capital Management LLC84,338$446K0.04%Share
39Invesco Ltd.81,413$430K0.00%Share
40PDT Partners, LLC68,348$361K0.02%Share
41VANGUARD GROUP INC67,227$355K0.00%Share
42HSBC HOLDINGS PLC58,980$314K0.00%Share
43VANGUARD GROUP INC54,581$288K0.00%Share
44Dynamic Technology Lab Private Ltd39,342$208K0.05%Share
45DAG Ventures, LLC38,452$203K0.11%Share
46Heron Bay Capital Management25,761$136K0.03%Share
47Daytona Street Capital LLC20,000$105K0.08%Share
48Odyssean, LLC18,912$100K0.07%Share
49R Squared Ltd16,935$89K0.04%Share
50Flaharty Asset Management, LLC16,000$84K0.01%Share

OPRT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025121$144.0M+12
Q3 2025109$193.0B+22
Q2 202587$165.5B-7
Q1 202594$136.4B+21
Q4 202473$523.3B+11
Q3 202462$25.1T+2
Q2 202460$22.0T-9
Q1 202469$17.6T—

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As of Q4 2025, 50 institutional investors hold OPRT (Oportun Financial Corporation). The largest holder is Neuberger Berman Group LLC with $20.0M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own OPRT?

As of Q4 2025, 50 institutional investors report holding OPRT (Oportun Financial Corporation) in their 13F filings.

Who is the largest institutional holder of OPRT?

The largest institutional holder of OPRT is Neuberger Berman Group LLC with $20.0M in shares.

Is institutional ownership of OPRT increasing or decreasing?

This quarter, 15 institutions opened new positions in OPRT and 5 closed their positions.