Who owns Oportun Financial Corporation (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-Q1 13F filings. 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
17 tracked funds added or opened OPRT while 24 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, NEUBERGER BERMAN GROUP LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2025-Q4 and 2026-Q1, across 125 tracked filers holding OPRT, 73 increased or opened the position and 68 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 7
- VANGUARD CAPITAL MANAGEMENT LLC$8M
- Meros Investment Management, LP$3M
- CANNELL CAPITAL LLC$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- LAZARD ASSET MANAGEMENT LLC$1M
- VANGUARD FIDUCIARY TRUST CO$1M
Full exits 8
- VANGUARD GROUP INC$12M
- TWO SIGMA ADVISERS, LP$3M
- Boston Partners$3M
- GLYNN CAPITAL MANAGEMENT LLC$3M
- ACADIAN ASSET MANAGEMENT LLC$3M
- Point72 Asset Management, L.P.$1M
Largest adds
- Forager Capital Management, LLC$3M
- AQR CAPITAL MANAGEMENT LLC$3M
- MACKENZIE FINANCIAL CORP$2M
- GOLDMAN SACHS GROUP INC$2M
- TWO SIGMA INVESTMENTS, LP$1M
- Trexquant Investment LP$859K
Largest trims
- NEUBERGER BERMAN GROUP LLC$3M
- GEODE CAPITAL MANAGEMENT, LLC$2M
- BlackRock, Inc.$2M
- BNP PARIBAS FINANCIAL MARKETS$2M
- MORGAN STANLEY$1M
- Long Focus Capital Management, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC trimmed | 3,809,912 | $18M | 8.0% | 2026-Q1 |
| Forager Capital Management, LLC added | 3,361,726 | $15M | 7.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,077,660 | $14M | 6.5% | 2026-Q1 |
| FINDELL CAPITAL MANAGEMENT LLC added | 2,748,300 | $13M | 5.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,253,182 | $10M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,628,478 | $8M | 3.4% | 2026-Q1 |
| Long Focus Capital Management, LLC | 1,515,777 | $7M | 3.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,363,788 | $6M | 2.9% | 2026-Q1 |
| Simcoe Capital LLC added | 1,002,271 | $5M | 2.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 961,641 | $4M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 948,802 | $4M | 2.0% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 859,329 | $4M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 818,287 | $4M | 1.7% | 2026-Q1 |
| STATE STREET CORP added | 752,325 | $3M | 1.6% | 2026-Q1 |
| Meros Investment Management, LP new | 726,385 | $3M | 1.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 683,114 | $3M | 1.4% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 638,592 | $3M | 1.4% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 488,236 | $2M | 1.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 450,930 | $2M | 0.9% | 2026-Q1 |
| Summa Corp. | 396,766 | $2M | 0.8% | 2026-Q1 |
| CANNELL CAPITAL LLC trimmed | 372,697 | $2M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 362,323 | $2M | 0.8% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 334,123 | $2M | 0.7% | 2026-Q1 |
| Trexquant Investment LP added | 333,569 | $2M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 294,562 | $1M | 0.6% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC new | 274,968 | $1M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 259,485 | $1M | 0.5% | 2026-Q1 |
| Berger Financial Group, Inc added | 243,575 | $1M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 211,625 | $976K | 0.4% | 2026-Q1 |
| Arbiter Partners Capital Management LLC added | 192,106 | $886K | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 188,920 | $871K | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 166,934 | $770K | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 151,017 | $696K | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 152,577 | $676K | 0.3% | 2026-Q1 |
| EMG Holdings, L.P. | 139,172 | $642K | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 127,488 | $588K | 0.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 125,834 | $580K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 122,023 | $563K | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 118,019 | $544K | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 105,963 | $488K | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 105,212 | $485K | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 100,079 | $461K | 0.2% | 2026-Q1 |
| Union Square Park Capital Management, LLC trimmed | 100,000 | $461K | 0.2% | 2026-Q1 |
| MYDA Advisors LLC added | 99,270 | $458K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 93,614 | $432K | 0.2% | 2026-Q1 |
| Integrated Quantitative Investments LLC trimmed | 91,312 | $421K | 0.2% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P trimmed | 81,800 | $377K | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 80,270 | $370K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 78,412 | $361K | 0.2% | 2026-Q1 |
| Man Group plc added | 77,797 | $359K | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 4,697 | $346K | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 70,620 | $326K | 0.1% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 68,047 | $314K | 0.1% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 67,696 | $312K | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 62,039 | $286K | 0.1% | 2026-Q1 |
| Legato Capital Management LLC trimmed | 59,219 | $273K | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 59,154 | $273K | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC | 58,980 | $267K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 57,486 | $265K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 55,575 | $249K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 46,676 | $215K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 44,919 | $207K | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 42,390 | $195K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 42,233 | $195K | 0.1% | 2026-Q1 |
| Graham Capital Management, L.P. added | 41,658 | $192K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 2,263,271 | $12M | 5.5% | 2025-Q4 stale |
| Portolan Capital Management, LLC added | 1,619,470 | $12M | 5.3% | 2025-Q2 stale |
| Acuitas Investments, LLC added | 892,449 | $6M | 2.5% | 2025-Q3 stale |
| CenterBook Partners LP added | 700,833 | $4M | 2.0% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 642,100 | $3M | 1.6% | 2025-Q4 stale |
| Boston Partners added | 597,328 | $3M | 1.4% | 2025-Q4 stale |
| GLYNN CAPITAL MANAGEMENT LLC | 588,233 | $3M | 1.4% | 2025-Q4 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 541,542 | $3M | 1.3% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 186,246 | $1M | 0.5% | 2025-Q3 stale |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 176,971 | $1M | 0.5% | 2025-Q3 stale |
| Point72 Asset Management, L.P. added | 202,308 | $1M | 0.5% | 2025-Q4 stale |
| Informed Momentum Co LLC trimmed | 137,783 | $987K | 0.5% | 2025-Q2 stale |
| Inspire Investing, LLC new | 150,441 | $928K | 0.4% | 2025-Q3 stale |
| Squarepoint Ops LLC added | 155,324 | $822K | 0.4% | 2025-Q4 stale |
| Walleye Capital LLC trimmed | 107,741 | $771K | 0.4% | 2025-Q2 stale |
| WINTON GROUP Ltd trimmed | 131,936 | $698K | 0.3% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 93,155 | $667K | 0.3% | 2025-Q2 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 94,795 | $520K | 0.2% | 2025-Q1 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 92,721 | $490K | 0.2% | 2025-Q4 stale |
| OMERS ADMINISTRATION Corp added | 77,500 | $425K | 0.2% | 2025-Q1 stale |
| Qube Research & Technologies Ltd trimmed | 58,306 | $417K | 0.2% | 2025-Q2 stale |
| Jump Financial, LLC trimmed | 73,583 | $389K | 0.2% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 66,721 | $366K | 0.2% | 2025-Q1 stale |
| Quantbot Technologies LP added | 54,687 | $337K | 0.2% | 2025-Q3 stale |
| Prosperity Wealth Management, Inc. new | 46,300 | $286K | 0.1% | 2025-Q3 stale |
| EntryPoint Capital, LLC new | 42,145 | $260K | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 47,378 | $251K | 0.1% | 2025-Q4 stale |
| XTX Topco Ltd trimmed | 46,794 | $248K | 0.1% | 2025-Q4 stale |
| SkyView Investment Advisors, LLC trimmed | 45,000 | $247K | 0.1% | 2025-Q1 stale |
| ExodusPoint Capital Management, LP added | 39,200 | $242K | 0.1% | 2025-Q3 stale |
| Verition Fund Management LLC | 43,910 | $232K | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 41,885 | $230K | 0.1% | 2025-Q1 stale |
| FEDERATED HERMES, INC. added | 40,000 | $212K | 0.1% | 2025-Q4 stale |
| Dynamic Technology Lab Private Ltd added | 39,342 | $208K | 0.1% | 2025-Q4 stale |
| Jain Global LLC new | 36,436 | $200K | 0.1% | 2025-Q1 stale |
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.