Oportun Financial Corporation

Historical 13F Holders

Symbol
OPRT
CUSIP
68376D104
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 68376D104 since 12/18/2024, largest first.

Filer % of Class Filed
NB Alternatives Advisers LLC 13D/A 9.9% 5/28/2025
Event 5/23/2025
Forager Capital Management, LLC 13G/A
9.8% 7/23/2026
Event 6/30/2026
Findell Capital Partners LP 13D/A
6.9% 7/15/2025
Event 7/14/2025
BlackRock, Inc. 13G 5.5% 10/17/2025
Event 9/30/2025
Under 5%, checked the "5 percent or less" box, or amended by a later filing (6)
Long Focus Capital Management, LLC 13G/A
4.8% 2/11/2025
Event 12/31/2024
Millennium Management LLC 13G/A
3.0% 7/18/2025
Event 6/30/2025
Institutional Venture Partners XIV, L.P. 13G/A
2.3% 2/14/2025
Event 12/31/2024
Integrated Core Strategies (US) LLC 13G/A
2.1% 7/13/2026
Event 6/30/2026
Castlelake L.P. 13G/A
0% 8/14/2026
Event 6/30/2026
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 8 45.3 k $379 k
2026 Q2 140 38.0 M $218 M
2026 Q1 132 35.1 M $162 M
2025 Q4 125 33.8 M $179 M
2025 Q3 128 34.3 M $211 M
2025 Q2 110 32.4 M $232 M
2025 Q1 99 25.8 M $144 M
2024 Q4 81 21.5 M $83.5 M
2024 Q3 76 21.4 M $60.0 M
2024 Q2 76 21.2 M $61.4 M
2024 Q1 86 21.2 M $51.5 M
2023 Q4 94 25.2 M $98.4 M
2023 Q3 94 21.9 M $158 M
2023 Q2 95 22.2 M $132 M
2023 Q1 100 23.0 M $88.7 M
2022 Q4 125 23.8 M $131 M
2022 Q3 121 22.4 M $97.8 M
2022 Q2 126 23.1 M $191 M
2022 Q1 114 22.5 M $323 M
2021 Q4 98 21.8 M $440 M
2021 Q3 80 20.6 M $516 M
2021 Q2 76 19.8 M $396 M
2021 Q1 79 18.8 M $390 M
2020 Q4 76 18.1 M $350 M
2020 Q3 69 16.2 M $191 M
2020 Q2 71 16.2 M $218 M
2020 Q1 65 16.5 M $174 M
2019 Q4 57 13.4 M $317 M
2019 Q3 44 12.5 M $201 M
2019 Q2 1 98.0 $2.00 k
2019 Q1 1 98.0 $2.00 k