Who owns Oportun Finl Corp?

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Analyze quarterly positions in Oportun Finl Corp with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Oportun Finl Corp stock

Who bought or sold Oportun Finl Corp this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Neuberger Berman Group 3.8M $18M -3% Mar 2026
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Forager Capital Management 3.4M $16M 41% Mar 2026
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BlackRock 3.1M $14M -1% Mar 2026
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Findell Capital Management 2.7M $13M 7% Mar 2026
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Millennium Management 2.3M $10M 19% Mar 2026
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Vanguard Capital Management 1.6M $7.5M 100% Mar 2026
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Long Focus Capital Management 1.5M $7.0M 0% Mar 2026
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Dimensional Fund Advisors 1.4M $6.3M 21% Mar 2026
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Simcoe Capital 1.0M $4.6M 26% Mar 2026
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Two Sigma Investments 962k $4.4M 54% Mar 2026
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Geode Capital Management 949k $4.4M -25% Mar 2026
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Boothbay Fund Management 859k $4.0M 10% Mar 2026
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Goldman Sachs Group 818k $3.8M 103% Mar 2026
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State Street Corporation 752k $3.5M 1% Mar 2026
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Meros Investment Management 726k $3.3M 100% Mar 2026
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AQR Capital Management 689k $3.1M 590% Mar 2026
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Segall Bryant & Hamill 625k $2.9M -4% Mar 2026
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Mackenzie Financial 488k $2.3M 614% Mar 2026
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American Century Companies 451k $2.1M 26% Mar 2026
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Summa Corp. 397k $1.8M 0% Mar 2026
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Cannell Capital 373k $1.7M 100% Mar 2026
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Vanguard Portfolio Management 362k $1.7M 100% Mar 2026
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Bridgeway Capital Management 334k $1.5M 5% Mar 2026
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Trexquant Investment 334k $1.5M 160% Mar 2026
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Northern Trust 295k $1.4M 6% Mar 2026
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Lazard Asset Management 275k $1.3M 100% Mar 2026
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Vanguard Fiduciary Trust 260k $1.2M 100% Mar 2026
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Berger Financial Group 244k $1.1M 24% Mar 2026
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Bank of New York Mellon 212k $976k -7% Mar 2026
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Fort Hoosac Management 192k $886k 36% Mar 2026
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Empowered Funds 189k $871k 10% Mar 2026
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Bank of America Corporation 167k $770k 100% Mar 2026
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Citadel Advisors 165k $763k -39% Mar 2026
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Nuveen 151k $696k 111% Mar 2026
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EMG Holdings 139k $642k 0% Mar 2026
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Vanguard Global Advisers 128k $588k 100% Mar 2026
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Morgan Stanley 126k $580k -64% Mar 2026
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Connor, Clark & Lunn Investment Management 118k $544k -32% Mar 2026
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Susquehanna International 111k $510k -5% Mar 2026
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Barclays 106k $489k -29% Mar 2026
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Charles Schwab Investment Management 105k $485k -7% Mar 2026
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Renaissance Technologies 100k $461k -24% Mar 2026
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Union Square Park Capital Management 100k $461k 100% Mar 2026
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MYDA Advisors 99k $458k 100% Mar 2026
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Invesco 94k $432k -7% Mar 2026
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Integrated Quantitative Investments 91k $421k -27% Mar 2026
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Globeflex Capital 82k $377k -21% Mar 2026
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Prudential Financial 80k $370k 36% Mar 2026
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Marshall Wace 79k $365k -35% Mar 2026
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UBS Group 78k $362k -19% Mar 2026
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Man Group 78k $359k 56% Mar 2026
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Hanna Zanoni 68k $314k 100% Mar 2026
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PanAgora Asset Management 68k $312k 1% Mar 2026
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Algert Coldiron Investors 62k $286k 100% Mar 2026
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Legato Capital Management 59k $273k -30% Mar 2026
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Martingale Asset Management 59k $273k 0% Mar 2026
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Hsbc Holdings 59k $267k 0% Mar 2026
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Jones Financial Companies, L.L 56k $249k 100% Mar 2026
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Rhumbline Advisers 47k $215k -1% Mar 2026
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Thomas Stevens, CFA" 45k $207k 100% Mar 2026
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Ing Investment Management 42k $195k -1% Mar 2026
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D. E. Shaw & Co 42k $195k 100% Mar 2026
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Graham Capital Management 42k $192k 4% Mar 2026
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State of Wyoming 39k $180k -54% Mar 2026
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DAG Ventures 39k $177k 0% Mar 2026
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Bnp Paribas Arbitrage, Snc 38k $173k -89% Mar 2026
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Russell Investments 37k $172k -75% Mar 2026
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PDT Partners 35k $163k -48% Mar 2026
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Deutsche Bank Aktiengesellschaft 35k $160k 100% Mar 2026
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HPM Partners 33k $150k 34% Mar 2026
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T. Rowe Price Associates 32k $147k 32% Mar 2026
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Campbell & Co. Investment Adviser 30k $139k -59% Mar 2026
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Sei Investments 28k $129k 0% Mar 2026
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State of Wisconsin Investment Board 27k $125k -39% Mar 2026
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Castleview Partners 22k $102k 100% Mar 2026
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Alaska Retirement Management Board 21k $120k 0% Jun 2026
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Mirae Asset Global Etfs Holdings 19k $88k 3% Mar 2026
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CWM 18k $82k 37142% Mar 2026
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Wells Fargo & Company 15k $71k -66% Mar 2026
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MetLife Investment Advisors 15k $68k 15% Mar 2026
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Abel Hall 14k $82k 16% Jun 2026
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Skopos Labs 14k $65k 100% Mar 2026
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Centiva Capital 14k $65k 0% Mar 2026
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New York State Common Retirement Fund 14k $77k 0% Jun 2026
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FMR 13k $62k 374% Mar 2026
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R Squared 13k $60k -23% Mar 2026
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Jane Street 11k $52k -82% Mar 2026
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Intech Investment Management 11k $50k -37% Mar 2026
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Manufacturers Life Insurance Company 11k $50k -14% Mar 2026
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Mercer Global Advisors 11k $49k 100% Mar 2026
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Harbor Capital Advisors 11k $49k 100% Mar 2026
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Police & Firemen's Retirement System of New Jersey 10k $48k 0% Mar 2026
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Pinnacle Holdings 5.7k $26k 100% Mar 2026
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Simplex Trading 5.3k $25k 177% Mar 2026
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Legal & General Group 3.6k $17k 0% Mar 2026
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Summit Investment Advisors 3.4k $16k 0% Mar 2026
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Tower Research Capital 2.9k $14k 42% Mar 2026
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Group One Trading 2.5k $12k -9% Mar 2026
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Ubs Global Asset Management Americas 2.5k $12k 2745% Mar 2026
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California State Teachers Retirement System 2.2k $10k -12% Mar 2026
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Citigroup 1.9k $8.7k 100% Mar 2026
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MAI Wealth Advisors 1.7k $7.7k 8663% Mar 2026
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Hanson McClain Advisors 1.0k $4.7k 100% Mar 2026
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Sterling Capital Management 842.00 $4.8k -37% Jun 2026
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Owl Creek Wealth Partners 762.00 $3.5k 100% Mar 2026
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SRS Capital Advisors 573.00 $2.6k 19000% Mar 2026
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Royal Bank of Canada 477.00 $2.1k 100% Mar 2026
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Parallel Advisors 388.00 $1.8k 100% Mar 2026
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Rothschild Investment 359.00 $1.7k 100% Mar 2026
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EverSource Wealth Advisors 339.00 $1.9k 81% Jun 2026
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Pnc Financial Services 337.00 $1.6k 262% Mar 2026
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Bogart Wealth 230.00 $1.3k 100% Jun 2026
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Farther Finance Advisors 216.00 $1.2k 227% Jun 2026
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GAMMA Investing 147.00 $839.002500 -6% Jun 2026
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Basecamp Wealth Advisors 132.00 $608.995200 100% Mar 2026
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Advisor Group Holdings 100.00 $461.000000 100% Mar 2026
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JPL Wealth Management 72.00 $331.999200 100% Mar 2026
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SJS Investment Consulting 67.00 $308.997300 100% Mar 2026
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Capital Advisors 36.00 $0 0% Jun 2026
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Transamerica Financial Advisors 15.00 $69.000000 100% Mar 2026
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SBI Securities 11.00 $51.000400 -79% Mar 2026
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Essential Partners 6.00 $28.000200 100% Mar 2026
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IFP Advisors 3.00 $14.000100 100% Mar 2026
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Caitong International Asset Management 1.00 $5.000000 100% Mar 2026
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Who sold out of Oportun Finl Corp?

Fund or Company Name Date Sold Shares Held Valued At
Two Sigma Advisers Dec 2025 642k $3.4M
Robeco Investment Management Dec 2025 597k $3.2M
Glynn Capital Management Dec 2025 588k $3.1M
Acadian Asset Management Dec 2025 542k $2.9M
Point72 Asset Management Dec 2025 202k $1.1M
Squarepoint Ops Dec 2025 155k $822k
Winton Capital Dec 2025 132k $698k
Principal Financial Group Dec 2025 93k $491k
Jump Financial Dec 2025 74k $389k
XTX Topco Dec 2025 47k $248k
Verition Fund Management Dec 2025 44k $232k
Federated Investors Dec 2025 40k $212k
Dynamic Technology Lab Private Dec 2025 39k $208k
State of Tennessee, Treasury Department Dec 2025 27k $145k
Heron Bay Capital Management Dec 2025 26k $136k
GSA Capital Partners Dec 2025 23k $122k
Zacks Investment Management Dec 2025 16k $85k
Flaharty Asset Management Mar 2026 16k $74k
Engineers Gate Manager Dec 2025 16k $82k
nVerses Capital Dec 2025 15k $81k
Hartland & Co Dec 2025 5.6k $30k
Kemnay Advisory Services Dec 2025 5.2k $28k
Goss Wealth Management Dec 2025 2.2k $12k
Root Financial Partners Mar 2026 320.00 $1.5k