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Oportun Financial (OPRT) Institutional Ownership

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$6.69 +0.37 (+5.85%)
As of 03:26 PM Eastern
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Institutional Ownership Changes (13F Filings) for Oportun Financial (NASDAQ:OPRT)

Current
Institutional Ownership
Percentage
82.70%
Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$44.79M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$22.12M
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Skip Chart & View Institutional Buying and Selling Data

OPRT Institutional Buying and Selling by Quarter

Oportun Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 State of Wyoming109,375$783K0.1%N/A0.249%
8/15/2025 Cannell Capital LLC1,601,244$11.47M3.4%+7,067.0%3.638%
8/15/2025 Engineers Gate Manager LP14,880$107K0.0%-42.4%0.034%
8/15/2025 BNP Paribas Financial Markets89,286$639K0.0%+1,266.5%0.203%
8/15/2025 Boothbay Fund Management LLC1,032,743$7.39M0.1%-21.4%2.347%
8/15/2025 Bridgeway Capital Management LLC262,911$1.88M0.0%+4.7%0.597%
8/15/2025 Bank of America Corp DE118,051$845K0.0%-56.7%0.268%
8/14/2025 PDT Partners LLC55,008$394K0.0%+79.6%0.125%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,325$131K0.0%N/A0.042%
8/14/2025 The Manufacturers Life Insurance Company 11,903$85K0.0%N/A0.027%
8/14/2025 RBF Capital LLC107,560$770K0.0%-65.4%0.244%
8/14/2025 NewEdge Advisors LLC15,646$112K0.0%-34.9%0.036%
8/14/2025 Qube Research & Technologies Ltd58,306$417K0.0%-77.4%0.132%
8/14/2025 WINTON GROUP Ltd123,696$886K0.0%+68.4%0.281%
8/14/2025 Federated Hermes Inc.20,427$146K0.0%-54.9%0.046%
8/13/2025 Jump Financial LLC162,643$1.17M0.0%+126.2%0.370%
8/13/2025 Marshall Wace LLP575,110$4.12M0.0%-47.9%1.307%
8/13/2025 Walleye Capital LLC107,741$771K0.0%-63.4%0.245%
8/13/2025 Kennedy Capital Management LLC230,214$1.65M0.0%+9.5%0.523%
8/13/2025 Invesco Ltd.484,492$3.47M0.0%+246.5%1.101%
8/13/2025 Arrowstreet Capital Limited Partnership93,155$667K0.0%+78.3%0.212%
8/13/2025 Panagora Asset Management Inc.66,831$479K0.0%N/A0.152%
8/13/2025 New York State Common Retirement Fund13,500$97K0.0%N/A0.031%
8/13/2025 Corsair Capital Management L.P.10,000$72K0.0%N/A0.023%
8/12/2025 Boston Partners489,166$3.50M0.0%-1.6%1.111%
8/12/2025 XTX Topco Ltd55,158$395K0.0%-19.0%0.125%
8/12/2025 American Century Companies Inc.72,407$518K0.0%+32.6%0.165%
8/12/2025 Heron Bay Capital Management24,627$176K0.0%+58.9%0.056%
8/12/2025 Rhumbline Advisers48,650$348K0.0%N/A0.111%
8/12/2025 CenterBook Partners LP412,018$2.95M0.2%N/A0.936%
8/12/2025 JPMorgan Chase & Co.248,324$1.78M0.0%+44.7%0.564%
8/11/2025 Integrated Quantitative Investments LLC32,093$230K0.1%N/A0.073%
8/8/2025 Intech Investment Management LLC15,286$109K0.0%N/A0.035%
8/8/2025 Police & Firemen s Retirement System of New Jersey7,618$55K0.0%N/A0.017%
8/8/2025 Geode Capital Management LLC776,844$5.56M0.0%+131.6%1.771%
8/7/2025 Boston Partners489,166$3.50M0.0%-1.6%1.115%
8/7/2025 Acadian Asset Management LLC1,069,116$7.65M0.0%+1.3%2.437%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.388,504$2.78M0.0%+15.3%0.886%
8/5/2025 Corton Capital Inc.14,695$105K0.1%N/A0.033%
8/1/2025 GWN Securities Inc.16,748$120K0.0%N/A0.038%
7/31/2025 Acuitas Investments LLC741,441$5.31M4.2%+3.8%1.690%
7/25/2025 Summa Corp.565,338$4.05M2.1%+0.5%1.289%
5/21/2025Acadian Asset Management LLC1,055,274$5.79M0.0%+18.9%2.814%
5/20/2025Flaharty Asset Management LLC60,000$329K0.0%+20.0%0.160%
5/19/2025Jane Street Group LLC191,066$1.05M0.0%+238.6%0.509%
5/16/2025Empowered Funds LLC124,980$686K0.0%+7.5%0.333%
5/16/2025Goldman Sachs Group Inc.313,446$1.72M0.0%+499.3%0.714%
5/16/2025NewEdge Advisors LLC24,026$132K0.0%N/A0.064%
5/16/2025Millennium Management LLC1,936,797$10.63M0.0%+28.9%5.165%
5/16/2025Jacobs Levy Equity Management Inc.20,914$115K0.0%-80.6%0.056%
5/16/2025Boothbay Fund Management LLC1,313,957$7.21M0.2%-9.3%3.504%
5/15/2025PDT Partners LLC30,629$168K0.0%N/A0.082%
5/15/2025Cubist Systematic Strategies LLC140,199$770K0.0%+164.1%0.374%
5/15/2025Long Focus Capital Management LLC1,515,777$8.32M0.3%-12.9%4.042%
5/15/2025OMERS ADMINISTRATION Corp77,500$425K0.0%+149.2%0.207%
5/14/2025EMG Holdings L.P.139,172$764K0.4%-77.7%0.371%
5/14/2025Walleye Capital LLC294,039$1.61M0.0%+374.2%0.784%
5/14/2025Jump Financial LLC71,918$395K0.0%N/A0.192%
5/14/2025Hsbc Holdings PLC19,856$108K0.0%-12.8%0.053%
5/13/2025American Century Companies Inc.54,619$300K0.0%+54.0%0.146%
5/13/2025Boston Partners496,873$2.73M0.0%N/A1.325%
5/13/2025Informed Momentum Co LLC149,333$820K0.1%N/A0.398%
5/12/2025Invesco Ltd.139,833$768K0.0%-15.2%0.373%
5/12/2025Berger Financial Group Inc196,543$1.08M0.1%+13.7%0.524%
5/12/2025Connor Clark & Lunn Investment Management Ltd.336,841$1.85M0.0%+114.1%0.898%
5/9/2025Charles Schwab Investment Management Inc.16,000$88K0.0%N/A0.043%
5/8/2025XTX Topco Ltd68,080$374K0.0%N/A0.182%
5/8/2025Federated Hermes Inc.45,335$249K0.0%-49.8%0.121%
4/30/2025Telos Capital Management Inc.20,015$110K0.0%+50.0%0.055%
4/28/2025Acuitas Investments LLC714,392$3.92M3.3%-37.9%1.977%
2/19/2025Public Employees Retirement System of Ohio9,641$37K0.0%-32.3%0.027%
2/17/2025Union Square Park Capital Management LLC532,879$2.07M1.3%-23.7%1.481%
2/17/2025Squarepoint Ops LLC20,271$79K0.0%N/A0.056%
2/17/2025Two Sigma Investments LP312,561$1.21M0.0%+10.7%0.869%
2/17/2025Two Sigma Advisers LP508,500$1.97M0.0%+11.7%1.413%
2/17/2025OMERS ADMINISTRATION Corp31,100$121K0.0%N/A0.086%
2/17/2025Millennium Management LLC1,502,970$5.83M0.0%+7.4%4.177%
2/17/2025Jacobs Levy Equity Management Inc.107,610$418K0.0%-38.9%0.299%
2/17/2025D. E. Shaw & Co. Inc.82,321$319K0.0%N/A0.229%
2/17/2025Cubist Systematic Strategies LLC53,080$206K0.0%+83.4%0.148%
2/17/2025Bridgeway Capital Management LLC237,728$922K0.0%+1.3%0.661%
2/17/2025Balyasny Asset Management L.P.20,490$80K0.0%N/A0.057%
2/17/2025Bank of America Corp DE61,193$237K0.0%+14.1%0.170%
2/17/2025Ameriprise Financial Inc.22,829$89K0.0%-38.2%0.063%
2/14/2025Jane Street Group LLC56,423$219K0.0%N/A0.157%
2/14/2025Schonfeld Strategic Advisors LLC38,172$148K0.0%N/A0.106%
2/14/2025Northern Trust Corp58,486$227K0.0%+23.5%0.163%
2/14/2025Berger Financial Group Inc172,910$671K0.0%-4.6%0.481%
2/14/2025RBF Capital LLC884,654$3.43M0.2%-9.6%2.459%
2/14/2025Madrone Advisors LLC540,633$2.10M0.4%-13.3%1.503%
2/14/2025Dimensional Fund Advisors LP568,311$2.21M0.0%+4.6%1.580%
2/13/2025Barclays PLC24,447$96K0.0%+26.5%0.068%
2/13/2025Kennedy Capital Management LLC374,863$1.45M0.0%+8.4%1.042%
2/13/2025Renaissance Technologies LLC424,600$1.65M0.0%+22.5%1.180%
2/13/2025Federated Hermes Inc.90,295$350K0.0%-9.7%0.251%
2/12/2025EMG Holdings L.P.623,223$2.42M1.4%-12.4%1.732%
2/12/2025Geode Capital Management LLC317,050$1.23M0.0%+1.8%0.881%
2/12/2025Arrowstreet Capital Limited Partnership25,417$99K0.0%-37.3%0.071%
2/12/2025JPMorgan Chase & Co.82,826$321K0.0%+7.7%0.230%
2/10/2025Connor Clark & Lunn Investment Management Ltd.157,300$610K0.0%+747.3%0.437%
(Data available from 1/1/2016 forward)

OPRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OPRT shares?

During the previous two years, 88 institutional investors and hedge funds held shares of Oportun Financial. The most heavily invested institutionals were Institutional Venture Management XIV LLC ($22.01M), Kayne Anderson Rudnick Investment Management LLC ($15.49M), Cannell Capital LLC ($11.47M), Millennium Management LLC ($10.63M), Long Focus Capital Management LLC ($8.32M), Findell Capital Management LLC ($7.82M), and Acadian Asset Management LLC ($7.65M).Learn more on Oportun Financial's institutional investors.

What percentage of Oportun Financial's stock is owned by institutional investors?

82.70% of Oportun Financial's stock is owned by institutional investors. Learn more on OPRT's institutional investor holdings.

Which institutional investors have been buying Oportun Financial's stock?

Of the 73 institutional investors that purchased Oportun Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Findell Capital Management LLC ($4M), Cannell Capital LLC ($1.58M), Acuitas Investments LLC ($981.25K), Millennium Management LLC ($852.57K), Acadian Asset Management LLC ($696.07K), Summa Corp. ($566.81K), and Boston Partners ($496.87K).

How much institutional buying is happening at Oportun Financial?

Institutional investors have bought a total of 7,567,354 shares in the last 24 months. This purchase volume represents approximately $44.79M in transactions.

Which of Oportun Financial's major shareholders have been selling company stock?

Of the 25 institutional investors that sold Oportun Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EMG Holdings L.P. ($572.46K), Marshall Wace LLP ($529.15K), Acuitas Investments LLC ($435.81K), Boothbay Fund Management LLC ($415.86K), RBF Capital LLC ($296.98K), Jacobs Levy Equity Management Inc. ($255.34K), and Long Focus Capital Management LLC ($225K).

How much institutional selling is happening at Oportun Financial?

Institutional investors have sold a total of 3,769,780 shares in the last 24 months. This volume of shares sold represents approximately $22.12M in transactions.


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This page (NASDAQ:OPRT) was last updated on 9/12/2025 by MarketBeat.com Staff
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