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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 SEC filings.

Institutional ownership of OPRT from SEC Form 13F filings across 92 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, 92 institutions disclosed 22.6M shares of Oportun Financial Corp worth $128.4M — about 46.7% of shares outstanding; the largest disclosed holder is NEUBERGER BERMAN GROUP LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

92

13F holders

$128.4M

value, 2026 filers

46.7%

of shares outstanding (22.6M sh)

17

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
1NEUBERGER BERMAN GROUP LLC3.9M$22.2M0.0%8%+2.2%
2BlackRock, Inc.3.4M$19.2M0.0%7%+9.5%
3VANGUARD CAPITAL MANAGEMENT LLC1.7M$9.9M0.0%3.6%-46.5%
4Long Focus Capital Management, LLC1.5M$8.7M0.2%3.1%0.0%
5GOLDMAN SACHS GROUP INC1.3M$7.3M0.0%2.7%+57.2%
6BOOTHBAY FUND MANAGEMENT, LLC1.1M$6.3M0.1%2.3%+28.2%
7GEODE CAPITAL MANAGEMENT, LLC1.1M$6.2M0.0%2.2%+14.0%
8TWO SIGMA INVESTMENTS, LP963,560$5.5M0.0%2%+0.2%
9MILLENNIUM MANAGEMENT LLC945,987$5.4M0.0%2%-58.0%
10AMERICAN CENTURY COMPANIES INC822,881$4.7M0.0%1.7%+82.5%
11MACKENZIE FINANCIAL CORP656,694$3.7M0.0%1.4%+34.5%
12CITADEL ADVISORS LLC516,723$3.0M0.0%1.1%+323.5%
13VANGUARD PORTFOLIO MANAGEMENT LLC407,832$2.3M0.0%0.8%+12.6%
14NORTHERN TRUST CORP331,156$1.9M0.0%0.7%+12.4%
15VANGUARD FIDUCIARY TRUST CO281,352$1.6M0.0%0.6%+8.4%
16LAZARD ASSET MANAGEMENT LLC279,234$1.6M0.0%0.6%+1.6%
17JANE STREET GROUP, LLCNEW221,279$1.3M0.0%0.5%new
18Bank of New York Mellon Corp215,338$1.2M0.0%0.4%+1.8%
19Union Square Park Capital Management, LLC200,000$1.1M0.4%0.4%+100.0%
20JPMORGAN CHASE & CO172,267$987,0900.0%0.4%+12.9%
21BNP PARIBAS FINANCIAL MARKETS166,255$949,3160.0%0.3%+343.1%
22MYDA Advisors LLC149,114$851,4410.1%0.3%+50.2%
23Vanguard Global Advisers, LLC148,925$850,3620.0%0.3%+16.8%
24BANK OF AMERICA CORP /DE/147,136$840,1470.0%0.3%-11.9%
25EMG Holdings, L.P.139,072$794,1010.6%0.3%-0.1%

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.