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 Shares Held, Excluding Options
Total Filers

13D/G Filers

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 Filers Shares, Excl. Options Value, Excl. Options
2026 Q3 40 7.32 M $59.6 M
2026 Q2 133 38.0 M $218 M
2026 Q1 127 35.1 M $162 M
2025 Q4 120 33.8 M $179 M
2025 Q3 126 38.2 M $236 M
2025 Q2 107 32.4 M $232 M
2025 Q1 95 25.8 M $144 M
2024 Q4 77 21.5 M $83.5 M
2024 Q3 72 21.4 M $60.0 M
2024 Q2 71 21.2 M $61.4 M
2024 Q1 78 21.2 M $51.5 M
2023 Q4 89 25.2 M $98.4 M
2023 Q3 92 21.9 M $158 M
2023 Q2 93 22.2 M $132 M
2023 Q1 98 23.0 M $88.7 M
2022 Q4 121 23.8 M $131 M
2022 Q3 117 22.4 M $97.8 M
2022 Q2 121 23.1 M $191 M
2022 Q1 113 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 78 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 64 16.5 M $174 M
2019 Q4 56 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