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Oportun Financial (OPRT) Institutional Ownership

Oportun Financial logo
$4.41 +0.30 (+7.30%)
As of 04:00 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)
30
Total
Institutional Inflows
(last 12 months)
$8.48M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$7.54M
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OPRT Institutional Buying and Selling by Quarter

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Oportun Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/5/2025Flaharty Asset Management LLC50,000$194K0.0%+11.1%0.139%
1/31/2025Acuitas Investments LLC1,150,204$4.46M3.8%+11.9%3.197%
1/28/2025Empowered Funds LLC116,228$451K0.0%+5.1%0.323%
1/27/2025Telos Capital Management Inc.13,343$52K0.0%N/A0.037%
12/26/2024JPMorgan Chase & Co.76,925$216K0.0%-8.3%0.214%
11/21/2024SkyView Investment Advisors LLC107,500$302K0.1%+59.3%0.299%
11/16/2024Geode Capital Management LLC311,450$875K0.0%+4.9%0.866%
11/15/2024XTX Topco Ltd10,322$29K0.0%-25.0%0.029%
11/15/2024RBF Capital LLC978,079$2.75M0.1%+82.9%2.719%
11/15/2024Jacobs Levy Equity Management Inc.176,118$495K0.0%-36.2%0.490%
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11/14/2024Walleye Capital LLC60,738$171K0.0%-37.9%0.170%
11/8/2024Connor Clark & Lunn Investment Management Ltd.18,565$52K0.0%N/A0.052%
11/6/2024Empowered Funds LLC110,620$311K0.0%+5.4%0.310%
9/16/2024Cubist Systematic Strategies LLC23,108$67K0.0%-17.7%0.065%
8/16/2024SkyView Investment Advisors LLC67,500$196K0.0%+28.6%0.190%
8/15/2024Long Focus Capital Management LLC1,740,777$5.05M0.2%+6.0%4.891%
8/15/2024Millennium Management LLC1,507,012$4.37M0.0%+26.4%4.234%
8/14/2024Cubist Systematic Strategies LLC23,108$67K0.0%-17.7%0.065%
8/14/2024Marshall Wace LLP274,969$797K0.0%+53.3%0.773%
8/12/2024EMG Holdings L.P.711,631$2.06M1.0%-67.8%2.000%
8/9/2024Renaissance Technologies LLC227,000$658K0.0%+16.1%0.638%
8/9/2024Dimensional Fund Advisors LP582,391$1.69M0.0%-0.7%1.636%
8/8/2024Federated Hermes Inc.50,000$145K0.0%-44.4%0.140%
8/8/2024American Century Companies Inc.37,161$108K0.0%-15.6%0.104%
8/6/2024Acadian Asset Management LLC781,787$2.27M0.0%-3.9%2.197%
8/5/2024Acuitas Investments LLC543,634$1.58M0.8%N/A1.528%
8/1/2024Flaharty Asset Management LLC35,000$102K0.0%+75.0%0.098%
5/20/2024Virtu Financial LLC13,152$32K0.0%-40.1%0.037%
5/16/2024Jacobs Levy Equity Management Inc.261,595$636K0.0%-15.0%0.735%
5/15/2024Public Employees Retirement System of Ohio15,103$37K0.0%+30.4%0.042%
5/10/2024Acadian Asset Management LLC813,254$1.98M0.0%+11.2%2.285%
5/10/2024Vanguard Group Inc.1,293,535$3.14M0.0%-7.2%3.635%
5/7/2024Empowered Funds LLC97,432$237K0.0%+8.2%0.274%
4/3/2024 Versant Capital Management Inc30,601$74K0.0%+85.2%0.089%
2/21/2024Findell Capital Management LLC2,000,000$7.82M4.9%N/A5.843%
2/15/2024Park West Asset Management LLC565,235$2.21M0.2%-57.9%1.651%
2/14/2024Findell Capital Management LLC2,000,000$7.82M5.2%N/A5.843%
2/13/2024EMG Holdings L.P.2,484,149$9.71M1.6%-0.4%7.257%
2/13/2024Tower Research Capital LLC TRC14,594$57K0.0%+7,197.0%0.043%
2/9/2024Dynamic Technology Lab Private Ltd16,997$66K0.0%N/A0.050%
2/7/2024Jump Financial LLC110,411$432K0.0%+350.4%0.323%
2/7/2024Summa Corp.563,808$2.20M1.5%N/A1.647%
2/5/2024Flaharty Asset Management LLC40,000$156K0.0%+900.0%0.117%
1/31/2024Federated Hermes Inc.80,800$316K0.0%+61.0%0.236%
1/26/2024Cerity Partners LLC94,872$371K0.0%+291.0%0.277%
1/12/2024 SG Americas Securities LLC10,198$40K0.0%N/A0.030%
12/19/2023Public Employees Retirement System of Ohio5,382$39K0.0%N/A0.016%
12/6/2023Citigroup Inc.89,450$646K0.0%+21,717.1%0.261%
11/15/2023Tejara Capital Ltd502,651$3.63M2.1%+5.2%1.468%
11/14/2023Corton Capital Inc.14,888$107K0.1%N/A0.044%
11/14/2023Trexquant Investment LP48,069$347K0.0%N/A0.141%
11/13/2023Connor Clark & Lunn Investment Management Ltd.27,455$198K0.0%N/A0.081%
11/13/2023Kayne Anderson Rudnick Investment Management LLC2,145,402$15.49M0.0%-0.5%6.303%
11/13/2023Federated Hermes Inc.50,189$362K0.0%-37.3%0.147%
11/13/2023Clearbridge Investments LLC110,560$798K0.0%-25.5%0.325%
11/13/2023Acadian Asset Management LLC538,627$3.89M0.0%+407.6%1.582%
11/13/2023Tejara Capital Ltd502,651$3.63M2.7%+5.2%1.477%
11/9/2023Institutional Venture Management XIV LLC3,047,831$22.01M32.5%-10.6%8.953%
11/9/2023Citigroup Inc.89,450$646K0.0%+21,717.1%0.263%
11/8/2023Janney Montgomery Scott LLC15,443$111K0.0%N/A0.045%
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11/7/2023Barclays PLC36,952$267K0.0%+132.7%0.109%
11/3/2023Berger Financial Group Inc157,098$1.13M0.1%N/A0.462%
10/27/2023Acuitas Investments LLC288,210$2.08M1.2%N/A0.847%
10/24/2023Bank of New York Mellon Corp76,347$551K0.0%+3.9%0.224%
9/21/2023Barclays PLC15,881$95K0.0%-55.9%0.047%
9/1/2023 Portside Wealth Group LLC227,256$1.36M0.1%N/A0.668%
8/15/2023RBF Capital LLC449,917$2.69M0.2%+6.1%1.322%
8/11/2023Kayne Anderson Rudnick Investment Management LLC2,156,990$12.88M0.0%+1.6%6.365%
8/11/2023Brandywine Global Investment Management LLC13,070$78K0.0%N/A0.039%
8/11/2023Clearbridge Investments LLC148,375$886K0.0%-27.2%0.438%
(Data available from 1/1/2016 forward)

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OPRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OPRT shares?

During the previous two years, 70 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), Findell Capital Management LLC ($7.82M), Millennium Management LLC ($5.83M), Bank of Montreal Can ($5.08M), Long Focus Capital Management LLC ($5.05M), and Acuitas Investments LLC ($4.46M).Learn more on OPRT's institutional investors.

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

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

Which institutional investors have been buying Oportun Financial stock?

Of the 56 institutional investors that purchased Oportun Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Findell Capital Management LLC ($4M), EMG Holdings L.P. ($2.05M), Long Focus Capital Management LLC ($1.31M), Acuitas Investments LLC ($954.20K), Bank of Montreal Can ($845.28K), Summa Corp. ($563.81K), and Acadian Asset Management LLC ($514.66K).

How much institutional buying is happening at Oportun Financial?

Institutional investors have bought a total of 13,871,283 shares in the last 24 months. This purchase volume represents approximately $59.29M in transactions.

Which Oportun Financial major shareholders have been selling company stock?

Of the 27 institutional investors that sold Oportun Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EMG Holdings L.P. ($1.60M), Clearbridge Investments LLC ($951.33K), Park West Asset Management LLC ($778.64K), Institutional Venture Management XIV LLC ($360.86K), Jacobs Levy Equity Management Inc. ($214.83K), Acadian Asset Management LLC ($201.36K), and Union Square Park Capital Management LLC ($165.80K).

How much institutional selling is happening at Oportun Financial?

Institutional investors have sold a total of 4,854,119 shares in the last 24 months. This volume of shares sold represents approximately $18.63M in transactions.


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This page (NASDAQ:OPRT) was last updated on 4/16/2025 by MarketBeat.com Staff
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