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Who owns OPRTWhat OPRT owns — n/a

Who owns Oportun Financial Corp?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of OPRT from SEC Form 13F filings across 133 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 133 institutions disclosed 37.8M shares of Oportun Financial Corp worth $215.7M — about 78% of shares outstanding; the largest disclosed holder is Forager Capital Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

133

13F holders

$215.7M

value, 2026 filers

78%

of shares outstanding (37.8M sh)

24

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OPRT's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Forager Capital Management, LLC4.5M$25.8M9.7%9.3%+34.2%
2NEUBERGER BERMAN GROUP LLC3.9M$22.2M0.0%8%+2.2%
3BlackRock, Inc.3.4M$19.2M0.0%7%+9.5%
4FINDELL CAPITAL MANAGEMENT LLC2.8M$16.0M2.2%5.8%+1.8%
5VANGUARD CAPITAL MANAGEMENT LLC1.7M$9.9M0.0%3.6%+7.0%
6DIMENSIONAL FUND ADVISORS LP1.7M$9.5M0.0%3.4%+22.0%
7Long Focus Capital Management, LLC1.5M$8.7M0.2%3.1%0.0%
8GOLDMAN SACHS GROUP INC1.3M$7.3M0.0%2.7%+57.2%
9Simcoe Capital LLC1.1M$6.5M3.9%2.3%+13.2%
10Meros Investment Management, LP1.1M$6.4M2.0%2.3%+54.9%
11BOOTHBAY FUND MANAGEMENT, LLC1.1M$6.3M0.1%2.3%+28.2%
12GEODE CAPITAL MANAGEMENT, LLC1.1M$6.2M0.0%2.2%+14.0%
13TWO SIGMA INVESTMENTS, LP963,560$5.5M0.0%2%+0.2%
14MILLENNIUM MANAGEMENT LLC945,987$5.4M0.0%2%-58.0%
15AMERICAN CENTURY COMPANIES INC822,881$4.7M0.0%1.7%+82.5%
16STATE STREET CORP797,256$4.6M0.0%1.6%+6.0%
17AQR CAPITAL MANAGEMENT LLC752,758$4.3M0.0%1.6%+9.3%
18MACKENZIE FINANCIAL CORP656,694$3.7M0.0%1.4%+34.5%
19CITADEL ADVISORS LLC516,723$3.0M0.0%1.1%+323.5%
20VANGUARD PORTFOLIO MANAGEMENT LLC407,832$2.3M0.0%0.8%+12.6%
21Trexquant Investment LP391,710$2.2M0.0%0.8%+17.4%
22BRIDGEWAY CAPITAL MANAGEMENT, LLC350,581$2.0M0.0%0.7%+4.9%
23NORTHERN TRUST CORP331,156$1.9M0.0%0.7%+12.4%
24Summa Corp.293,266$1.7M0.5%0.6%-26.1%
25Berger Financial Group, Inc291,041$1.7M0.1%0.6%+19.5%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.