OPRT · NASDAQ · Financial - Credit Services

Oportun Financial (OPRT)

Offers personal loans, auto-secured credit, and automated savings tools for credit-constrained members.

$8.19
vs last close−0.10 (−1.21%)

13F · 13D/G · Form 4

Institutions≈ 82.27%37.83M shares
137 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders10.37%4.77M shares
19 holders · as of Sep 14, 2026
Strategic holders5.28%2.43M shares
1 holder · as of Aug 14, 2025
Other≈ 2.08%955.5K shares
remainder

45.99M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

13F · 13D/G · Form 4

HolderStakeSharesDate
Forager Capital Management, LLCInstitution
9.81%4.51Mas of Jun 30, 2026
NB Alternatives Advisers LLCInstitution
9.54%4.39Mfiled May 28, 2025
Neuberger Berman Group LLCInstitution
8.47%3.89Mas of Jun 30, 2026
BlackRock, Inc.Institution
7.33%3.37Mas of Jun 30, 2026
Findell Capital Management LLCInstitution
6.08%2.80Mas of Jun 30, 2026
McLaren Harbor, LLCStrategic
5.28%2.43Mfiled Aug 14, 2025
Vanguard Capital Management LLCInstitution
3.79%1.74Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
3.62%1.66Mas of Jun 30, 2026
Long Focus Capital Management, LLCInstitution
3.30%1.52Mas of Jun 30, 2026
Raul VazquezInsiderdirector, officer: Chief Executive Officer
2.89%1.33Mfiled Mar 12, 2026
Goldman Sachs Group IncInstitution
2.80%1.29Mas of Jun 30, 2026
Simcoe Capital LLCInstitution
2.47%1.13Mas of Jun 30, 2026
Meros Investment Management, LPInstitution
2.45%1.13Mas of Jun 30, 2026
Boothbay Fund Management, LLCInstitution
2.40%1.10Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.35%1.08Mas of Jun 30, 2026
Two Sigma Investments, LPInstitution
2.10%963,560as of Jun 30, 2026
Millennium Management LLCInstitution
2.06%945,987as of Jun 30, 2026
American Century Companies IncInstitution
1.79%822,881as of Jun 30, 2026
State Street CorpInstitution
1.73%797,256as of Jun 30, 2026
AQR Capital Management LLCInstitution
1.64%752,758as of Jun 30, 2026
Mackenzie Financial CorpInstitution
1.43%656,694as of Jun 30, 2026
Jonathan Aaron CoblentzInsiderofficer: CFO & Chief Admin Officer
1.13%518,789filed Mar 12, 2025
Citadel Advisors LLCInstitution
1.12%516,723as of Jun 30, 2026
Patrick KirschtInsiderofficer: Chief Credit Officer
1.12%514,665filed Mar 12, 2026
Douglas K. BlandInsiderdirector, officer: Chief Executive Officer
1.01%463,822filed Jun 11, 2026

13F, as of Jun 30, 2026

137 holders · 37.83M shares · 23 new positions · 84 increased · 33 reduced · 15 closed

HolderShares% outstandingChg q/qFiled
Forager Capital Management, LLC4.51M9.81%+1.15MAug 14, 2026
Neuberger Berman Group LLC3.89M8.47%+83.1KAug 13, 2026
BlackRock, Inc.3.37M7.33%+292.6KAug 7, 2026
Findell Capital Management LLC2.80M6.08%+50.0KAug 14, 2026
Vanguard Capital Management LLC1.74M3.79%+113.5KAug 13, 2026
Dimensional Fund Advisors LP1.66M3.62%+300.1KAug 11, 2026
Long Focus Capital Management, LLC1.52M3.30%0Aug 14, 2026
Goldman Sachs Group Inc1.29M2.80%+467.8KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
NB Alternatives Advisers LLC9.90%4.39M13DMay 28, 2025
Forager Capital Management, LLC7.90%3.51M13GApr 21, 2026
Findell Capital Management LLCincl. Warren Wilcox, Finn Brian +2 more6.90%3.01M13DJul 15, 2025
Rory O’Neillincl. Evan Carruthers, CL VI Ventures Offshore, L.P. +3 more6.30%2.43M13GNov 21, 2024
BlackRock, Inc.5.50%2.42M13GOct 17, 2025
McLaren Harbor, LLC5.50%2.43M13GAug 14, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 10, 2026
Kathleen I. Laytonofficer: Chief Legal Officer
Sale4,223$7.80292,006
Sep 11, 2026
Joseph Andrew Schuellerofficer: SVP-Controller, CAO
Sale28$7.8071,121
Sep 10, 2026
Joseph Andrew Schuellerofficer: SVP-Controller, CAO
Sale2,831$7.8071,149
Mar 10, 2026
Kathleen I. Laytonofficer: Chief Legal Officer
Sale · 3 lots19,355$4.90225,872
Mar 10, 2026
Patrick Kirschtofficer: Chief Credit Officer
Sale · 4 lots54,299$4.90439,618

House and Senate disclosures

Not reported.