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 3.9M $21M 0% Dec 2025
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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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Forager Capital Management 2.4M $13M 22% Dec 2025
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Vanguard Group 2.3M $12M 7% Dec 2025
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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 744k $3.9M 3% Dec 2025
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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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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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American Century Companies 357k $1.9M 98% Dec 2025
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Trexquant Investment 334k $1.5M 160% Mar 2026
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Bridgeway Capital Management 317k $1.7M 13% Dec 2025
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Northern Trust 279k $1.5M -6% Dec 2025
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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 172k $910k 11% Dec 2025
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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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Barclays 150k $793k 56% Dec 2025
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EMG Holdings 139k $642k 0% Mar 2026
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Renaissance Technologies 132k $699k -37% Dec 2025
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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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Marshall Wace 121k $640k -69% Dec 2025
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Connor, Clark & Lunn Investment Management 118k $544k -32% Mar 2026
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Susquehanna International 117k $618k 286% Dec 2025
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Charles Schwab Investment Management 114k $602k 0% Dec 2025
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Union Square Park Capital Management 100k $461k 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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UBS Group 78k $362k -19% Mar 2026
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Man Group 78k $359k 56% Mar 2026
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Jump Financial 74k $389k -50% Dec 2025
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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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XTX Topco 47k $248k -16% Dec 2025
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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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State of Wisconsin Investment Board 44k $233k -18% Dec 2025
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Verition Fund Management 44k $232k 0% Dec 2025
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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 $203k 100% Dec 2025
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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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Campbell & Co. Investment Adviser 30k $139k -59% Mar 2026
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Sei Investments 28k $129k 0% Mar 2026
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Castleview Partners 22k $102k 100% Mar 2026
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Alaska Retirement Management Board 21k $96k 91% Mar 2026
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Mirae Asset Global Etfs Holdings 19k $88k 3% Mar 2026
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Flaharty Asset Management 16k $74k 0% Mar 2026
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Engineers Gate Manager 16k $82k -39% Dec 2025
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Wells Fargo & Company 15k $71k -66% Mar 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 $62k 0% Mar 2026
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R Squared 13k $60k -23% Mar 2026
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MetLife Investment Advisors 13k $68k -42% Dec 2025
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Abel Hall 12k $57k 100% 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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Kemnay Advisory Services 5.2k $28k 100% Dec 2025
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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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FMR 2.8k $15k 243% Dec 2025
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Us Bancorp 2.8k $15k 0% Dec 2025
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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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Tower Research Capital 2.1k $11k -27% Dec 2025
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Simplex Trading 1.9k $10k -76% Dec 2025
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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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Sterling Capital Management 1.3k $6.2k -43% Mar 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 -77% 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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Pnc Financial Services 337.00 $1.6k 262% Mar 2026
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Root Financial Partners 320.00 $1.5k 100% Mar 2026
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EverSource Wealth Advisors 187.00 $862.481400 100% Mar 2026
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GAMMA Investing 156.00 $719.004000 -2% 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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Farther Finance Advisors 66.00 $302.002800 100% Mar 2026
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CWM 48.00 $0 -32% Dec 2025
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Tucker Asset Management 40.00 $212.000000 100% Dec 2025
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Capital Advisors 36.00 $0 0% Mar 2026
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Atlantic Trust 20.00 $106.000000 0% Dec 2025
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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
Jpmorgan Chase & Co Sep 2025 220k $1.4M
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
Prosperity Wealth Management Sep 2025 46k $286k
EntryPoint Capital Sep 2025 42k $260k
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
nVerses Capital Dec 2025 15k $81k
Virtu Financial Sep 2025 10k $64k
Hartland & Co Dec 2025 5.6k $30k
Trust Co Of Toledo Na Dec 2025 3.1k $16k
Quarry Sep 2025 2.3k $14k
Goss Wealth Management Dec 2025 2.2k $12k
Advisor Group Holdings Sep 2025 1.6k $9.9k
Amalgamated Bank Dec 2025 1.3k $7.0k
Kilter Group Sep 2025 86.00 $530.998400
Hanson McClain Advisors Sep 2025 6.00 $37.999800