Who Owns Oportun Financial Corporation (OPRT)?Hedge Fund & Institutional Holders

$4.36+0.10 (+2.35%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.0000000135860002e+273T

% of Float Held

1.3015646528098293e+279%

QoQ Change in Holders

+9 / -3

Price History

$2.41$3.98$5.55$7.13$8.70Sep 24Jun 25Mar 26

OPRT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MILLENNIUM MANAGEMENT LLCIncreased+667K+$2.4B
SEGALL BRYANT & HAMILL, LLCIncreased+458K+$2.3B
Summa Corp.New Position+397K+$2.1B
Point72 Asset Management, L.P.New Position+202K+$1.0B
Arbiter Partners Capital Management LLCNew Position+141K+$746.0M
Forager Capital Management, LLCIncreased+422K+$511.7M
PRINCIPAL FINANCIAL GROUP INCNew Position+93K+$490.0M
Integrated Quantitative Investments LLCIncreased+93K+$462.2M
State of WyomingNew Position+85K+$451.0M
HSBC HOLDINGS PLCIncreased+38K+$184.7M
R Squared LtdNew Position+17K+$89.0M
PDT Partners, LLCIncreased+13K+$21.6M
GROUP ONE TRADING LLCNew Position+3K+$14.0M
Simcoe Capital LLCNew Position+795K+$4.2M
Legato Capital Management LLCNew Position+84K+$446K

OPRT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BOOTHBAY FUND MANAGEMENT, LLCDecreased-3K-$4.8B
CenterBook Partners LPClosed Position-701K-$4.3B
CITADEL ADVISORS LLCDecreased-292K-$2.5B
MARSHALL WACE, LLPDecreased-270K-$2.4B
Connor, Clark & Lunn Investment Management Ltd.Decreased-119K-$1.8B
JPMORGAN CHASE & CODecreased-59K-$1.4B
RENAISSANCE TECHNOLOGIES LLCDecreased-76K-$1.3B
Cubist Systematic Strategies, LLCClosed Position-186K-$1.1B
WINTON GROUP LtdDecreased-49K-$1.1B
KENNEDY CAPITAL MANAGEMENT LLCClosed Position-177K-$1.1B
TWO SIGMA ADVISERS, LPDecreased-2K-$975.3M
Jump Financial, LLCDecreased-72K-$900.8M
NORTHERN TRUST CORPDecreased-19K-$837.8M
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-5-$701.7M
JANE STREET GROUP, LLCDecreased-59K-$657.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Neuberger Berman Group LLC3,937,168$20.0B14.89%Share
2FINDELL CAPITAL MANAGEMENT LLC2,568,300$13.6B3.91%Share
3Forager Capital Management, LLC2,380,000$12.6B5.70%Share
4MILLENNIUM MANAGEMENT LLC1,899,552$10.0B4.21%Share
5Long Focus Capital Management, LLC1,515,777$8.0B0.21%Share
6DIMENSIONAL FUND ADVISORS LP1,060,359$5.0B1.05%Share
7SEGALL BRYANT & HAMILL, LLC651,582$3.4B46.64%Share
8TWO SIGMA INVESTMENTS, LP625,387$3.0B4.23%Share
9TWO SIGMA ADVISERS, LP642,100$3.0B5.83%Share
10Summa Corp.396,766$2.1B0.90%Share
11Boston Partners527,771$2.0B2.07%Share
12Berger Financial Group, Inc196,543$1.0B0.06%Share
13BRIDGEWAY CAPITAL MANAGEMENT, LLC317,236$1.0B0.02%Share
14GOLDMAN SACHS GROUP INC209,109$1.0B0.12%Share
15NORTHERN TRUST CORP272,478$1.0B0.13%Share
16AMERICAN CENTURY COMPANIES INC356,499$1.0B0.50%Share
17Point72 Asset Management, L.P.202,308$1.0B1.12%Share
18CITADEL ADVISORS LLC203,881$1.0B0.15%Share
19Arbiter Partners Capital Management LLC141,109$746.0M0.36%Share
20Integrated Quantitative Investments LLC125,043$661.0M0.14%Share
21GLOBEFLEX CAPITAL L P102,900$544.0M0.08%Share
22UBS Group AG95,557$505.0M0.08%Share
23PRINCIPAL FINANCIAL GROUP INC90,963$481.0M0.25%Share
24State of Wyoming85,270$451.0M0.05%Share
25Invesco Ltd.81,413$430.0M0.07%Share
26PDT Partners, LLC68,348$361.0M0.02%Share
27HSBC HOLDINGS PLC58,980$314.0M0.18%Share
28Heron Bay Capital Management25,761$136.0M0.03%Share
29R Squared Ltd16,935$89.0M0.04%Share
30Centiva Capital, LP14,000$74.0M0.60%Share
31Invesco Ltd.12,693$67.0M0.01%Share
32Invesco Ltd.6,021$31.0M0.00%Share
33GROUP ONE TRADING LLC2,786$14.0M0.02%Share
34US BANCORP \DE\2,333$12.0M0.01%Share
35VANGUARD GROUP INC1,881,615$9.0M0.13%Share
36PRINCIPAL FINANCIAL GROUP INC1,758$9.0M0.00%Share
37BlackRock, Inc.1,520,175$8.0M0.14%Share
38BlackRock, Inc.953,318$5.0M0.08%Share
39UBS Group AG1,010$5.0M0.00%Share
40Simcoe Capital LLC795,469$4.2M3.96%Share
41BOOTHBAY FUND MANAGEMENT, LLC778,300$4.0M0.06%Share
42GLYNN CAPITAL MANAGEMENT LLC588,233$3.1M1.07%Share
43STATE STREET CORP743,465$3.0M0.00%Share
44ACADIAN ASSET MANAGEMENT LLC541,542$2.0M0.00%Share
45US BANCORP \DE\465$2.0M0.00%Share
46MORGAN STANLEY245,010$1.0M0.00%Share
47BlackRock, Inc.252,535$1.0M0.02%Share
48BNP PARIBAS FINANCIAL MARKETS357,203$1.0M0.00%Share
49VANGUARD GROUP INC259,848$1.0M0.01%Share
50Trexquant Investment LP128,234$678K0.01%Share

OPRT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025120$94.8B+11
Q3 2025109$132.4B+23
Q2 202586$112.9B-8
Q1 202594$119.6B+21
Q4 202473$507.9B+11
Q3 202462$4.4T+2
Q2 202460$4.5T-9
Q1 202469$740.4T—

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As of Q4 2025, 50 institutional investors hold OPRT (Oportun Financial Corporation). The largest holder is Neuberger Berman Group LLC with $20.0B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own OPRT?

As of Q4 2025, 50 institutional investors report holding OPRT (Oportun Financial Corporation) in their 13F filings.

Who is the largest institutional holder of OPRT?

The largest institutional holder of OPRT is Neuberger Berman Group LLC with $20.0B in shares.

Is institutional ownership of OPRT increasing or decreasing?

This quarter, 9 institutions opened new positions in OPRT and 3 closed their positions.