Oportun Financial Corp - OPRT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Forager Capital Management, LLC History No change 4,512,045 25,763 9.69% 9.69% 1 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 3,893,025 22,229 0.01% 0.01% 2 0 0.0% Q2 2026 Oct 27, 2026
BlackRock, Inc. History No change 3,370,232 19,244 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
FINDELL CAPITAL MANAGEMENT LLC History No change 2,798,300 15,978 2.25% 2.25% 4 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,930,588 15,715 0.0% 0.0% 5 +266,747 16.03% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,742,023 9,946 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
Long Focus Capital Management, LLC History No change 1,515,777 8,655 0.22% 0.22% 7 0 0.0% Q2 2026 Aug 14, 2026
Simcoe Capital LLC History Reduced 1,013,637 8,251 5.66% 3.95% 8 -120,560 -10.63% Q3 2026 Nov 05, 2026
GOLDMAN SACHS GROUP INC History No change 1,286,133 7,343 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 14, 2026
CenterBook Partners LP History New 868,310 7,068 0.32% — 10 +868,310 New Q3 2026 Nov 02, 2026
Meros Investment Management, LP History No change 1,125,231 6,425 2.04% 2.04% 11 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History Added to 780,176 6,350 0.01% 0.0% 12 +123,482 18.8% Q3 2026 Nov 02, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 1,101,930 6,292 0.08% 0.08% 13 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,081,651 6,178 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 963,560 5,501 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 945,987 5,401 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 822,881 4,698 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 797,256 4,552 0.0% 0.0% 18 0 0.0% Q2 2026 Sep 22, 2026
AQR CAPITAL MANAGEMENT LLC History No change 752,758 4,298 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 531,123 3,032 0.0% 0.0% 20 0 0.0% Q2 2026 Sep 02, 2026
Summa Corp. History No change 293,266 2,387 0.49% 0.53% 21 0 0.0% Q3 2026 Oct 29, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 407,832 2,328 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 391,710 2,236 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 350,581 2,001 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 331,156 1,890 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Added to 223,958 1,823 0.0% 0.0% 26 +8,620 4.0% Q3 2026 Nov 05, 2026
Berger Financial Group, Inc History No change 291,041 1,661 0.08% 0.08% 27 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD FIDUCIARY TRUST CO History No change 281,352 1,606 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 279,234 1,594 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 256,679 1,465 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 203,478 1,161 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
Union Square Park Capital Management, LLC History No change 200,000 1,142 0.41% 0.41% 32 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 172,267 987 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 166,255 949 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
MYDA Advisors LLC History No change 149,114 851 0.13% 0.13% 35 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 148,925 850 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 147,136 840 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
EMG Holdings, L.P. History No change 139,072 794 0.63% 0.63% 38 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 85,940 700 0.0% 0.0% 39 +20,793 31.92% Q3 2026 Nov 05, 2026
Arbiter Partners Capital Management LLC History No change 122,106 697 0.37% 0.37% 40 0 0.0% Q2 2026 Aug 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 112,581 642 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 104,167 594 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 97,283 555 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 95,360 544 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 94,331 538 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 89,140 508 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 87,833 501 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 61,159 497 0.0% 0.0% 48 +48,223 372.78% Q3 2026 Nov 02, 2026
Invesco Ltd. History No change 84,644 483 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
GLOBEFLEX CAPITAL L P History No change 81,800 467 0.06% 0.06% 50 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 74,138 423 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 70,610 403 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 12, 2026
PANAGORA ASSET MANAGEMENT INC History No change 67,553 385 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 06, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 67,482 385 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 12, 2026
Graham Capital Management, L.P. History No change 64,719 369 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 61,879 353 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 06, 2026
XTX Topco Ltd History No change 61,972 353 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 59,154 337 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 13, 2026
Integrated Quantitative Investments LLC History No change 58,028 331 0.05% 0.05% 59 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Technology Lab Private Ltd History No change 54,079 309 0.07% 0.07% 60 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 51,179 292 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 50,270 287 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History No change 40,858 233 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 38,501 220 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
DAG Ventures, LLC History No change 38,452 219 0.18% 0.18% 65 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 35,916 205 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 34,994 199 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 34,191 195 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 03, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 33,489 192 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 33,703 192 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 32,922 187 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 32,651 186 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 31,840 181 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 20,475 177 0.0% 0.0% 74 +8,755 74.7% Q3 2026 Oct 13, 2026
PDT Partners, LLC History No change 30,346 173 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 21,037 171 0.0% 0.0% 76 0 0.0% Q3 2026 Oct 15, 2026
SEI INVESTMENTS CO History No change 28,081 160 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 27,819 158 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History Added to 19,400 157 0.01% 0.01% 79 +6,146 46.37% Q3 2026 Oct 28, 2026
Mariner, LLC History No change 25,871 147 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 23,397 133 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 23,133 132 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Abel Hall, LLC History Reduced 14,101 114 0.02% 0.01% 83 -189 -1.32% Q3 2026 Oct 19, 2026
Squarepoint Ops LLC History No change 19,602 111 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History New 13,508 109 0.0% — 86 +13,508 New Q3 2026 Oct 28, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 19,241 109 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 18,948 108 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 19, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 11,400 92 0.0% — 88 +11,400 New Q3 2026 Nov 02, 2026
Modern Wealth Management, LLC History No change 16,000 91 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 15,873 90 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 15,523 88 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 10,069 82 0.01% 0.01% 92 -3,180 -24.0% Q3 2026 Oct 22, 2026
Centiva Capital, LP History No change 14,000 79 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
AXQ CAPITAL, LP History No change 13,696 78 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 13,500 77 0.0% 0.0% 95 0 0.0% Q2 2026 Jul 29, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 12,900 73 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 15,800 72 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 11,509 65 0.0% 0.0% 98 0 0.0% Q2 2026 Sep 09, 2026
SIMPLEX TRADING, LLC History Reduced 7,649 62 0.0% 0.0% 99 -5,320 -41.02% Q3 2026 Nov 04, 2026
Virtu Financial LLC History No change 10,899 62 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 10,404 59 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Holdings, LLC History No change 5,727 32 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 4,912 28 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,310 24 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 2,596 21 0.0% — 106 +2,449 1665.99% Q3 2026 Oct 08, 2026
Tower Research Capital LLC (TRC) History No change 3,829 21 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 11, 2026
DekaBank Deutsche Girozentrale History New 2,427 20 0.0% — 108 +2,427 New Q3 2026 Oct 27, 2026
Legal & General Group Plc History No change 3,630 20 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 2,351 19 0.0% 0.0% 109 -16,914 -87.8% Q3 2026 Nov 04, 2026
Ameritas Investment Partners, Inc. History No change 3,418 19 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 2,707 15 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,532 14 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 2,141 12 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History New 1,222 9 0.0% — 114 +1,222 New Q3 2026 Oct 23, 2026
SJS Investment Consulting Inc. History Added to 765 6 0.0% — 116 +642 521.95% Q3 2026 Oct 26, 2026
Farther Finance Advisors, LLC History Added to 799 6 0.0% 0.0% 117 +583 269.91% Q3 2026 Oct 08, 2026
Sterling Capital Management LLC History Added to 848 6 0.0% 0.0% 115 +6 0.71% Q3 2026 Oct 22, 2026
Owl Creek Wealth Partners LLC History No change 762 6 0.0% 0.0% 118 0 0.0% Q3 2026 Oct 20, 2026
Arax Advisory Partners History No change 1,033 5 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History Added to 521 4 0.0% 0.0% 120 +182 53.69% Q3 2026 Nov 04, 2026
Parkside Financial Bank & Trust History New 420 3 0.0% — 124 +420 New Q3 2026 Oct 27, 2026
Trellis Wealth Advisors LLC History New 400 3 0.0% — 126 +400 New Q3 2026 Oct 19, 2026
Root Financial Partners, LLC History New 371 3 0.0% — 125 +371 New Q3 2026 Oct 21, 2026
Parallel Advisors, LLC History Added to 468 3 0.0% 0.0% 122 +80 20.62% Q3 2026 Nov 03, 2026
Essential Partners LLC History Added to 371 3 0.0% 0.0% 123 +64 20.85% Q3 2026 Oct 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 568 3 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 24, 2026
ROTHSCHILD INVESTMENT LLC History No change 450 2 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 06, 2026
Provenance Wealth Advisors, LLC History New 232 1 0.0% — 130 +232 New Q3 2026 Oct 30, 2026
IFP Advisors, Inc History New 194 1 0.0% — 129 +194 New Q3 2026 Oct 16, 2026
Bogart Wealth, LLC History No change 230 1 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 24, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.0% — -33,350 -100.0% Q3 2026 Oct 16, 2026
PharVision Advisers, LLC History Closed out 0 0 — 1.17% — -10,837 -100.0% Q3 2026 Oct 29, 2026
Latitude Advisors, LLC History New 100 0 — — — +100 New Q3 2026 Oct 27, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -42 -100.0% Q3 2026 Oct 07, 2026
Polaris Financial Partners History New 22 0 — — — +22 New Q3 2026 Oct 02, 2026
True Wealth Design, LLC History New 14 0 — — — +14 New Q3 2026 Oct 13, 2026
Ascentis Wealth Management, LLC History New 11 0 — — — +11 New Q3 2026 Nov 03, 2026
Fortitude Family Office, LLC History New 1 0 — — — +1 New Q3 2026 Oct 14, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 29, 2026
FIFTH THIRD BANCORP History No change 105 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 40 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 36 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
OSAIC HOLDINGS, INC. History No change 80 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
JPL Wealth Management, LLC History No change 69 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 155 0 — — — 0 0.0% Q2 2026 Aug 14, 2026