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Oportun Finl Corp shares owned by Root Financial Partners

Quarter-by-quarter ownership of Oportun Finl Corp (OPRT) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Oportun Finl Corp

Tip: Access up to 7 years of quarterly data

All positions including Oportun Finl Corp held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oportun Finl Corp by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5k 320 4.61

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Dimensional U.s. Equity Market Etf Etf (DFUS)
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Dimensional U.s. Small Cap Etf Etf (DFAS)
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View all positions for Root Financial Partners

Top funds holding Oportun Finl Corp

Neuberger Berman Group
BlackRock
Findell Capital Management
Forager Capital Management
Vanguard Group
Millennium Management
Vanguard Capital Management
Long Focus Capital Management
Dimensional Fund Advisors
Simcoe Capital
Two Sigma Investments
Geode Capital Management
Boothbay Fund Management
Goldman Sachs Group
State Street Corporation

View all funds holding Oportun Finl Corp