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Oportun Financial Corporation (OPRT) institutional ownership

Latest close $5.30 Jul 23, 2026
Market cap$255M 52-week range SectorFinancial Services
Funds holding · Q1 2026
134
reported OPRT position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
70 buyers · 64 sellers

Oportun Financial Corporation (OPRT) price and institutional activity

Dates

Q1 2026

$0 bought by 70 investors
Forager Capital Management, LLCMeros Investment Management, LP +68 more
$0 sold by 64 investors
Two Sigma Advisers, LPBoston Partners +62 more
Bought Sold Totals per quarter; hover a bar for the names.

Oportun Financial Corporation (OPRT) institutional activity · 134

Investor Type Est. change Change Δ Own Date
Forager Capital Management, LLC · Added
Change +982K Date Q1 2026
Forager Capital Management, LLC Added· Q1 2026 +982K Q1 2026
Meros Investment Management, LP · New
Change +726K Date Q1 2026
Meros Investment Management, LP New· Q1 2026 +726K Q1 2026
Two Sigma Advisers, LP · Exited
Change −642K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −642K −100.0% Q1 2026
Boston Partners · Exited
Change −597K Δ Own −100.0% Date Q1 2026
Boston Partners Exited· Q1 2026 −597K −100.0% Q1 2026
AQR Capital Management LLC · Added
Change +589K Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +589K Q1 2026
Glynn Capital Management LLC · Exited
Change −588K Δ Own −100.0% Date Q1 2026
Glynn Capital Management LLC Exited· Q1 2026 −588K −100.0% Q1 2026
Acadian Asset Management LLC · Exited
Change −542K Δ Own −100.0% Date Q1 2026
Acadian Asset Management LLC Exited· Q1 2026 −542K −100.0% Q1 2026
Mackenzie Financial Corp · Added
Change +420K Date Q1 2026
Mackenzie Financial Corp Added· Q1 2026 +420K Q1 2026
Goldman Sachs Group Inc · Added
Change +415K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +415K Q1 2026
Cannell Capital LLC · New
Change +373K Date Q1 2026
Cannell Capital LLC New· Q1 2026 +373K Q1 2026
Millennium Management LLC · Added
Change +354K Date Q1 2026
Millennium Management LLC Added· Q1 2026 +354K Q1 2026
Two Sigma Investments, LP · Added
Change +336K Δ Own +53.8% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +336K +53.8% Q1 2026
BNP Paribas Financial Markets · Reduced
Change −320K Date Q1 2026
BNP Paribas Financial Markets Reduced· Q1 2026 −320K Q1 2026
Geode · Reduced
Change −318K Date Q1 2026
Geode Reduced· Q1 2026 −318K Q1 2026
Lazard Asset Management LLC · New
Change +275K Date Q1 2026
Lazard Asset Management LLC New· Q1 2026 +275K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 134

Famous investor activity in Oportun Financial Corporation (OPRT)

Oportun Financial Corporation (OPRT) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Tambor Richard N. · Director 4 operations 0
Owned 36K Trade date Jun 15, 2026 Filed date Jun 29, 2026
Tambor Richard N. Director 4 operations 0 36K Jun 15, 2026 Jun 29, 2026
Bland Douglas K. · Director 2 operations 928K
Owned 464K Trade date Jun 10, 2026 Filed date Jun 11, 2026
Bland Douglas K. Director 2 operations 928K 464K Jun 10, 2026 Jun 11, 2026
Kirscht Patrick · Officer 4 operations −$266K
Price $4.90 Qty −54K Owned 473K Trade date Mar 10, 2026 Filed date Mar 12, 2026
Kirscht Patrick Officer 4 operations $4.90 −54K −$266K 473K Mar 10, 2026 Mar 12, 2026
Kirscht Patrick · Officer 2 operations 113K
Owned 38K Trade date Mar 10, 2026 Filed date Mar 12, 2026
Kirscht Patrick Officer 2 operations 113K 38K Mar 10, 2026 Mar 12, 2026
Vazquez Raul · Director, Officer 4 operations -90K
Owned 1.4M Trade date Mar 10, 2026 Filed date Mar 12, 2026
Vazquez Raul Director, Officer 4 operations -90K 1.4M Mar 10, 2026 Mar 12, 2026
Layton Kathleen I. · Officer 3 operations −$95K
Price $4.90 Qty −19K Owned 226K Trade date Mar 10, 2026 Filed date Mar 12, 2026
Layton Kathleen I. Officer 3 operations $4.90 −19K −$95K 226K Mar 10, 2026 Mar 12, 2026
Layton Kathleen I. · Officer 2 operations 106K
Owned 35K Trade date Mar 10, 2026 Filed date Mar 12, 2026
Layton Kathleen I. Officer 2 operations 106K 35K Mar 10, 2026 Mar 12, 2026
Schueller Joseph Andrew · Officer Grant (A) 46K
Owned 74K Trade date Dec 31, 2025 Filed date Jan 5, 2026
Schueller Joseph Andrew Officer Grant (A) 46K 74K Dec 31, 2025 Jan 5, 2026
Kirscht Patrick · Officer Grant (A) 96K
Owned 494K Trade date Dec 31, 2025 Filed date Jan 5, 2026
Kirscht Patrick Officer Grant (A) 96K 494K Dec 31, 2025 Jan 5, 2026
Layton Kathleen I. · Officer Grant (A) 86K
Owned 245K Trade date Dec 31, 2025 Filed date Jan 5, 2026
Layton Kathleen I. Officer Grant (A) 86K 245K Dec 31, 2025 Jan 5, 2026
Schueller Joseph Andrew · Officer Grant (A) 28K
Owned 28K Trade date Sep 10, 2025 Filed date Sep 11, 2025
Schueller Joseph Andrew Officer Grant (A) 28K 28K Sep 10, 2025 Sep 11, 2025
Layton Kathleen I. · Officer Sell −$28K
Price $6.64 Qty −4K Owned 159K Trade date Sep 10, 2025 Filed date Sep 11, 2025
Layton Kathleen I. Officer Sell $6.64 −4K −$28K 159K Sep 10, 2025 Sep 11, 2025
Miramontes Louis · Director Grant (A) 4K
Owned 94K Trade date Aug 21, 2025 Filed date Aug 21, 2025
Miramontes Louis Director Grant (A) 4K 94K Aug 21, 2025 Aug 21, 2025
Wilcox Warren · Director Grant (A) 18K
Owned 18K Trade date Aug 19, 2025 Filed date Aug 21, 2025
Wilcox Warren Director Grant (A) 18K 18K Aug 19, 2025 Aug 21, 2025
14 of 14

Oportun Financial Corporation (OPRT) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Institutional Venture Partners Xiv, L.P. 3.4M
% of shares outstanding 12.0% Filing date Feb 14, 2022
Institutional Venture Partners Xiv, L.P. 3.4M 12.0% Feb 14, 2022
Forager Capital Management, LLC 4.5M
% of shares outstanding 9.8% Filing date Jul 23, 2026
Forager Capital Management, LLC 4.5M 9.8% Jul 23, 2026
Ellington Management Group LLC
% of shares outstanding 7.3% Filing date Jan 17, 2024
Ellington Management Group LLC 7.3% Jan 17, 2024
Kayne Anderson Rudnick Investment Management LLC 2.1M
% of shares outstanding 6.4% Filing date Feb 14, 2023
Kayne Anderson Rudnick Investment Management LLC 2.1M 6.4% Feb 14, 2023
Findell Capital Management LLC 2.0M
% of shares outstanding 5.7% Filing date May 14, 2024
Findell Capital Management LLC 2.0M 5.7% May 14, 2024
Greylock Xii Limited Partnership 1.3M
% of shares outstanding 4.0% Filing date Feb 7, 2023
Greylock Xii Limited Partnership 1.3M 4.0% Feb 7, 2023
BlackRock Inc. 1.3M
% of shares outstanding 3.8% Filing date Jul 7, 2023
BlackRock Inc. 1.3M 3.8% Jul 7, 2023
Madrone Partners, L.P. 933K
% of shares outstanding 3.3% Filing date Feb 4, 2022
Madrone Partners, L.P. 933K 3.3% Feb 4, 2022
8 of 11

Oportun Financial Corporation (OPRT) ownership FAQ

Who owns OPRT?

134 reporting institutions disclosed OPRT position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.