OPORTUN FINL CORP (OPRT)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
129
Reporting holders
$216.9M
Reported value
82.4%
Of shares outstanding
0.2%
Held as options
+7
Holder change
Institutions report 37,891,647 shares against 45,987,253 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Forager Capital Management, LLC | $25.8M | 4,512,045 | 9.69% | 4q | +34.2%+$6.6M |
| NEUBERGER BERMAN GROUP LLC | $22.2M | 3,893,025 | 0.01% | 5q | +2.2%+$474.6K |
| BlackRock, Inc. | $19.2M | 3,370,232 | 0.00% | 8q | +9.5%+$1.7M |
| FINDELL CAPITAL MANAGEMENT LLC | $16.0M | 2,798,300 | 2.25% | 11q | +1.8%+$285.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.9M | 1,742,023 | 0.00% | 2q | +7.0%+$648.3K |
| DIMENSIONAL FUND ADVISORS LP | $9.5M | 1,663,841 | 0.00% | 21q | +22.0%+$1.7M |
| Long Focus Capital Management, LLC | $8.7M | 1,515,777 | 0.22% | 14q | HELD |
| GOLDMAN SACHS GROUP INC | $7.3M | 1,286,133 | 0.00% | 28q | +57.2%+$2.7M |
| Simcoe Capital LLC | $6.5M | 1,134,197 | 3.95% | 3q | +13.2%+$753.3K |
| Meros Investment Management, LP | $6.4M | 1,125,231 | 2.04% | 2q | +54.9%+$2.3M |
| BOOTHBAY FUND MANAGEMENT, LLC | $6.3M | 1,101,930 | 0.08% | 10q | +28.2%+$1.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $6.2M | 1,081,651 | 0.00% | 27q | +14.0%+$758.8K |
| TWO SIGMA INVESTMENTS, LP | $5.5M | 963,560 | 0.00% | 19q | HELD |
| MILLENNIUM MANAGEMENT LLC | $5.4M | 945,987 | 0.00% | 19q | -58.0%-$7.5M |
| AMERICAN CENTURY COMPANIES INC | $4.7M | 822,881 | 0.00% | 16q | +82.5%+$2.1M |
| STATE STREET CORP | $4.6M | 797,256 | 0.00% | 27q | +6.0%+$256.6K |
| AQR CAPITAL MANAGEMENT LLC | $4.3M | 752,758 | 0.00% | 4q | +9.3%+$365.0K |
| MACKENZIE FINANCIAL CORP | $3.7M | 656,694 | 0.00% | 5q | +34.5%+$961.9K |
| CITADEL ADVISORS LLC | $3.0M | 516,723 | 0.00% | 21q | +323.5%+$2.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3M | 407,832 | 0.00% | 2q | +12.6%+$259.9K |
| Trexquant Investment LP | $2.2M | 391,710 | 0.01% | 4q | +17.4%+$332.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.0M | 350,581 | 0.04% | 23q | +4.9%+$94.0K |
| NORTHERN TRUST CORP | $1.9M | 331,156 | 0.00% | 27q | +12.4%+$209.0K |
| Summa Corp. | $1.7M | 293,266 | 0.53% | 11q | -26.1%-$591.0K |
| Berger Financial Group, Inc | $1.7M | 291,041 | 0.08% | 12q | +19.5%+$271.0K |
| VANGUARD FIDUCIARY TRUST CO | $1.6M | 281,352 | 0.00% | 2q | +8.4%+$124.9K |
| LAZARD ASSET MANAGEMENT LLC | $1.6M | 279,234 | 0.00% | 2q | +1.6%+$24.4K |
| JANE STREET GROUP, LLC | $1.5M | 221,279 | 0.00% | 4q | HELD |
| Arbiter Partners Capital Management LLC | $1.4M | 244,212 | 0.37% | 3q | +27.1%+$297.5K |
| Bank of New York Mellon Corp | $1.2M | 215,338 | 0.00% | 5q | +1.8%+$21.2K |
| Empowered Funds, LLC | $1.2M | 203,478 | 0.01% | 13q | +7.7%+$83.1K |
| Union Square Park Capital Management, LLC | $1.1M | 200,000 | 0.41% | 2q | +100.0%+$571.0K |
| JPMORGAN CHASE & CO | $987.1K | 172,267 | 0.00% | 28q | +12.9%+$112.8K |
| BNP PARIBAS FINANCIAL MARKETS | $949.3K | 166,255 | 0.00% | 7q | +343.1%+$735.1K |
| MYDA Advisors LLC | $851.4K | 149,114 | 0.13% | 2q | +50.2%+$284.6K |
| Vanguard Global Advisers, LLC | $850.4K | 148,925 | 0.00% | 2q | +16.8%+$122.4K |
| BANK OF AMERICA CORP /DE/ | $840.1K | 147,136 | 0.00% | 28q | -11.9%-$113.0K |
| EMG Holdings, L.P. | $794.1K | 139,072 | 0.63% | 15q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $642.8K | 112,581 | 0.00% | 6q | +7.0%+$42.1K |
| Sixth Street Partners Management Company, L.P. | $642.8K | 112,581 | 0.00% | new | NEW |
| BARCLAYS PLC | $594.8K | 104,167 | 0.00% | 18q | -1.7%-$10.3K |
| Nuveen, LLC | $555.5K | 97,283 | 0.00% | 5q | -35.6%-$306.8K |
| Man Group plc | $544.5K | 95,360 | 0.00% | 3q | +22.6%+$100.3K |
| ALGERT GLOBAL LLC | $538.6K | 94,331 | 0.01% | 2q | -24.0%-$169.9K |
| MORGAN STANLEY | $509.0K | 89,140 | 0.00% | 27q | -29.2%-$209.5K |
| Point72 Asset Management, L.P. | $501.5K | 87,833 | 0.00% | new | NEW |
| Invesco Ltd. | $483.3K | 84,644 | 0.00% | 26q | -9.6%-$51.2K |
| GLOBEFLEX CAPITAL L P | $467.1K | 81,800 | 0.06% | 12q | HELD |
| VOYA INVESTMENT MANAGEMENT LLC | $423.3K | 74,138 | 0.00% | 4q | +74.9%+$181.3K |
| PRUDENTIAL FINANCIAL INC | $403.2K | 70,610 | 0.00% | 4q | -12.0%-$55.2K |
| PANAGORA ASSET MANAGEMENT INC | $385.7K | 67,553 | 0.00% | 5q | HELD |
| FULLER & THALER ASSET MANAGEMENT, INC. | $385.3K | 67,482 | 0.00% | 2q | -0.8%-$3.2K |
| Graham Capital Management, L.P. | $369.5K | 64,719 | 0.01% | 5q | +55.4%+$131.7K |
| XTX Topco Ltd | $353.9K | 61,972 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $353.3K | 61,879 | 0.00% | 4q | +66.3%+$140.9K |
| MARTINGALE ASSET MANAGEMENT L P | $337.8K | 59,154 | 0.01% | 5q | HELD |
| Integrated Quantitative Investments LLC | $331.3K | 58,028 | 0.05% | 5q | -36.5%-$190.1K |
| Dynamic Technology Lab Private Ltd | $309.0K | 54,079 | 0.07% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $292.2K | 51,179 | 0.00% | 19q | -48.9%-$279.2K |
| RHUMBLINE ADVISERS | $287.0K | 50,270 | 0.00% | 5q | +7.7%+$20.5K |
| D. E. Shaw & Co., Inc. | $233.3K | 40,858 | 0.00% | 2q | -3.3%-$7.9K |
| HSBC HOLDINGS PLC | $220.2K | 38,501 | 0.00% | 12q | -34.7%-$117.1K |
| DAG VENTURES, LLC | $219.6K | 38,452 | 0.18% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $216.4K | 37,896 | 0.00% | 2q | +254.2%+$155.3K |
| DEUTSCHE BANK AG\ | $205.1K | 35,916 | 0.00% | 2q | +3.4%+$6.8K |
| WELLS FARGO & COMPANY/MN | $199.8K | 34,994 | 0.00% | 5q | +14.3%+$25.0K |
| Walleye Capital LLC | $195.2K | 34,191 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $192.4K | 12,803 | 0.00% | 18q | -77.7%-$671.6K |
| Y-Intercept (Hong Kong) Ltd | $190.4K | 33,350 | 0.00% | new | NEW |
| UBS Group AG | $188.0K | 32,922 | 0.00% | 28q | -58.0%-$259.7K |
| Connor, Clark & Lunn Investment Management Ltd. | $186.4K | 32,651 | 0.00% | 8q | -72.3%-$487.5K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $181.8K | 31,840 | 0.00% | new | NEW |
| PDT Partners, LLC | $173.3K | 30,346 | 0.01% | 6q | -14.4%-$29.0K |
| SEI INVESTMENTS CO | $160.3K | 28,081 | 0.00% | 3q | HELD |
| Cerity Partners LLC | $158.8K | 27,819 | 0.00% | 8q | -14.5%-$27.0K |
| Mariner, LLC | $147.7K | 25,871 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $133.6K | 23,397 | 0.00% | 5q | +58.8%+$49.5K |
| MARSHALL WACE, LLP | $132.1K | 23,133 | 0.00% | 13q | -70.8%-$320.1K |
| SIMPLEX TRADING, LLC | $119.7K | 12,969 | 0.00% | 9q | +144.4%+$70.7K |
| Squarepoint Ops LLC | $111.9K | 19,602 | 0.00% | new | NEW |
| CITIGROUP INC | $110.0K | 19,265 | 0.00% | 27q | +919.3%+$99.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $109.9K | 19,241 | 0.00% | 5q | HELD |
| GROUP ONE TRADING LLC | $102.8K | 4,912 | 0.00% | 3q | +92.8%+$49.5K |
| Modern Wealth Management, LLC | $91.4K | 16,000 | 0.00% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $90.6K | 15,873 | 0.00% | 4q | -41.3%-$63.7K |
| FMR LLC | $88.6K | 15,523 | 0.00% | 18q | +15.5%+$11.9K |
| Abel Hall, LLC | $81.6K | 14,290 | 0.01% | 2q | +15.7%+$11.0K |
| Centiva Capital, LP | $79.9K | 14,000 | 0.00% | 4q | HELD |
| AXQ CAPITAL, LP | $78.2K | 13,696 | 0.01% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $77.1K | 13,500 | 0.00% | 5q | HELD |
| State of Wyoming | $75.7K | 13,254 | 0.01% | 5q | -66.1%-$147.5K |
| Creative Planning | $73.9K | 12,936 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $73.7K | 12,900 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $72.8K | 15,800 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $70.4K | 11,720 | 0.00% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $65.7K | 11,509 | 0.00% | 5q | +6.2%+$3.9K |
| PharVision Advisers, LLC | $61.9K | 10,837 | 1.17% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $59.4K | 10,404 | 0.00% | 5q | HELD |
| Pinnacle Holdings, LLC | $32.7K | 5,727 | 0.01% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $24.8K | 4,310 | 0.00% | 2q | -92.2%-$294.8K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | McLaren Harbor, LLCwith 5 co-filers | 0.0% |
| 2026-07-23 | 13G/A | Forager Capital Management, LLCwith 3 co-filers | 9.8% |
| 2026-07-13 | 13G/A | Millennium Management LLCwith 3 co-filers | 2.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 129 | $216.9M | 37,891,647 | 22 | 56 | 29 | 0.2% |
| Q1 2026 | 122 | $162.3M | 35,150,457 | 30 | 35 | 39 | 0.4% |
| Q4 2025 | 113 | $176.3M | 33,216,639 | 16 | 48 | 23 | 0.3% |
| Q3 2025 | 119 | $206.0M | 33,328,950 | 29 | 43 | 24 | 0.2% |
| Q2 2025 | 101 | $224.3M | 31,089,603 | 30 | 33 | 28 | 0.8% |
| Q1 2025 | 88 | $137.5M | 24,569,670 | 23 | 42 | 16 | 0.4% |
| Q4 2024 | 73 | $80.1M | 20,472,088 | 11 | 27 | 18 | 0.8% |
| Q3 2024 | 69 | $57.5M | 20,389,722 | 9 | 16 | 19 | 0.4% |
| Q2 2024 | 66 | $58.2M | 19,975,894 | 7 | 20 | 27 | 0.5% |
| Q1 2024 | 72 | $48.8M | 20,007,074 | 7 | 23 | 28 | 0.4% |
| Q4 2023 | 81 | $78.8M | 20,155,090 | 12 | 37 | 18 | 0.0% |
| Q3 2023 | 86 | $152.7M | 21,137,624 | 17 | 29 | 22 | 0.0% |
| Q2 2023 | 86 | $130.1M | 21,779,326 | 23 | 23 | 28 | 0.0% |
| Q1 2023 | 86 | $85.1M | 22,035,984 | 11 | 26 | 29 | 0.2% |
| Q4 2022 | 100 | $118.1M | 21,421,408 | 21 | 32 | 27 | 0.1% |
| Q3 2022 | 114 | $98.2M | 22,368,939 | 20 | 34 | 41 | 0.5% |
| Q2 2022 | 116 | $192.5M | 23,074,031 | 21 | 55 | 24 | 0.6% |
| Q1 2022 | 108 | $323.6M | 22,535,073 | 25 | 42 | 24 | 0.2% |
| Q4 2021 | 95 | $439.9M | 21,752,747 | 25 | 34 | 17 | 0.0% |
| Q3 2021 | 78 | $516.1M | 20,622,019 | 8 | 27 | 21 | 0.0% |
| Q2 2021 | 75 | $395.8M | 19,759,856 | 8 | 28 | 23 | 0.0% |
| Q1 2021 | 77 | $389.9M | 18,825,250 | 7 | 20 | 27 | 0.0% |
| Q4 2020 | 75 | $349.8M | 18,058,496 | 7 | 32 | 12 | 0.0% |
| Q3 2020 | 68 | $191.1M | 16,198,412 | 4 | 20 | 20 | 0.0% |
| Q2 2020 | 70 | $217.6M | 16,202,758 | 21 | 30 | 4 | 0.0% |
| Q1 2020 | 62 | $174.1M | 16,506,562 | 13 | 21 | 16 | 0.0% |
| Q4 2019 | 55 | $316.6M | 13,394,518 | 33 | 12 | 5 | 0.0% |
| Q3 2019 | 43 | $200.8M | 12,545,479 | 42 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $2.0K | 98 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $2.0K | 98 | 1 | 0 | 0 | 0.0% |