Who owns Oportun Financial (OPRT)
Which tracked institutional funds hold OPRT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OPRT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OPRT is one-sided between 2026-Q1 and 2026-Q2: 35 added or opened and 5 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OPRT’s largest tracked holder by dollar value, Forager Capital Management, LLC, sizes it at 9.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OPRT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 129 tracked filers holding OPRT, 81 increased or opened the position and 50 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OPRT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- JANE STREET GROUP, LLC$1M
- Point72 Asset Management, L.P.$502K
Full exits 2
- SEGALL BRYANT & HAMILL, LLC$3M
- CANNELL CAPITAL LLC$2M
Largest adds
- Forager Capital Management, LLC$10M
- BlackRock, Inc.$5M
- NEUBERGER BERMAN GROUP LLC$5M
- GOLDMAN SACHS GROUP INC$4M
- FINDELL CAPITAL MANAGEMENT LLC$3M
- DIMENSIONAL FUND ADVISORS LP$3M
Largest trims
- MILLENNIUM MANAGEMENT LLC$5M
- Connor, Clark & Lunn Investment Management Ltd.$358K
- EverSource Wealth Advisors, LLC$344K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Forager Capital Management, LLC added | 4,512,045 | $26M | 12.0% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 3,893,025 | $22M | 10.3% | 2026-Q2 |
| BlackRock, Inc. added | 3,370,232 | $19M | 9.0% | 2026-Q2 |
| FINDELL CAPITAL MANAGEMENT LLC added | 2,798,300 | $16M | 7.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,742,023 | $10M | 4.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,663,841 | $10M | 4.4% | 2026-Q2 |
| Long Focus Capital Management, LLC | 1,515,777 | $9M | 4.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,286,133 | $7M | 3.4% | 2026-Q2 |
| Simcoe Capital LLC added | 1,134,197 | $6M | 3.0% | 2026-Q2 |
| Meros Investment Management, LP added | 1,125,231 | $6M | 3.0% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 1,101,930 | $6M | 2.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,081,651 | $6M | 2.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 963,560 | $6M | 2.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 945,987 | $5M | 2.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 822,881 | $5M | 2.2% | 2026-Q2 |
| STATE STREET CORP added | 797,256 | $5M | 2.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 752,758 | $4M | 2.0% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 656,694 | $4M | 1.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 516,723 | $3M | 1.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 407,832 | $2M | 1.1% | 2026-Q2 |
| Trexquant Investment LP added | 391,710 | $2M | 1.0% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 350,581 | $2M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 331,156 | $2M | 0.9% | 2026-Q2 |
| Summa Corp. trimmed | 293,266 | $2M | 0.8% | 2026-Q2 |
| Berger Financial Group, Inc added | 291,041 | $2M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 281,352 | $2M | 0.7% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 279,234 | $2M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 221,279 | $1M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 215,338 | $1M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 203,478 | $1M | 0.5% | 2026-Q2 |
| Union Square Park Capital Management, LLC added | 200,000 | $1M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 172,267 | $987K | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 166,255 | $949K | 0.4% | 2026-Q2 |
| MYDA Advisors LLC added | 149,114 | $851K | 0.4% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 148,925 | $850K | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 147,136 | $840K | 0.4% | 2026-Q2 |
| EMG Holdings, L.P. trimmed | 139,072 | $794K | 0.4% | 2026-Q2 |
| Arbiter Partners Capital Management LLC trimmed | 122,106 | $697K | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 112,581 | $643K | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 104,167 | $595K | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 97,283 | $555K | 0.3% | 2026-Q2 |
| Man Group plc added | 95,360 | $545K | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 94,331 | $539K | 0.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 89,140 | $509K | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 87,833 | $502K | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 84,644 | $483K | 0.2% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 81,800 | $467K | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 74,138 | $423K | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 70,610 | $403K | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 67,553 | $386K | 0.2% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 67,482 | $385K | 0.2% | 2026-Q2 |
| Graham Capital Management, L.P. added | 64,719 | $370K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 61,972 | $354K | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 61,879 | $353K | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P | 59,154 | $338K | 0.2% | 2026-Q2 |
| Integrated Quantitative Investments LLC trimmed | 58,028 | $331K | 0.2% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd added | 54,079 | $309K | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 51,179 | $292K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 50,270 | $287K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 40,858 | $233K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 38,501 | $220K | 0.1% | 2026-Q2 |
| DAG VENTURES, LLC | 38,452 | $220K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 35,916 | $205K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 34,994 | $200K | 0.1% | 2026-Q2 |
| Walleye Capital LLC trimmed | 34,191 | $195K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 33,489 | $192K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 33,350 | $190K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 32,922 | $188K | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 32,651 | $186K | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 31,840 | $182K | 0.1% | 2026-Q2 |
| PDT Partners, LLC trimmed | 30,346 | $173K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO | 28,081 | $160K | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 27,819 | $159K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 25,871 | $148K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 23,397 | $134K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 23,133 | $132K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 19,602 | $112K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 19,265 | $110K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 19,241 | $110K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 18,948 | $108K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 16,000 | $91K | 0.0% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 15,873 | $91K | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 15,800 | $73K | 0.0% | 2026-Q2 |
| FMR LLC added | 15,523 | $89K | 0.0% | 2026-Q2 |
| Abel Hall, LLC added | 14,290 | $82K | 0.0% | 2026-Q2 |
| Centiva Capital, LP | 14,000 | $80K | 0.0% | 2026-Q2 |
| AXQ CAPITAL, LP new | 13,696 | $78K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 13,500 | $77K | 0.0% | 2026-Q2 |
| State of Wyoming trimmed | 13,254 | $76K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 12,969 | $74K | 0.0% | 2026-Q2 |
| Creative Planning new | 12,936 | $74K | 0.0% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD new | 12,900 | $74K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,803 | $73K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 11,720 | $70K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 11,509 | $66K | 0.0% | 2026-Q2 |
| PharVision Advisers, LLC trimmed | 10,837 | $62K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 10,404 | $59K | 0.0% | 2026-Q2 |
| Pinnacle Holdings, LLC | 5,727 | $33K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 4,912 | $28K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 4,310 | $25K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.