Oportun Financial Ownership | Who Owns Oportun Financial?

Overview Forecast RevenueFinancials Chart Transcripts

Oportun Financial Ownership Summary

Oportun Financial is owned by 72.63% institutional investors, 6.37% insiders, and 21.00% retail investors. Neuberger berman group is the largest institutional shareholder, holding 8.45% of OPRT shares. Strategic Advisers U.S. Total Stock is the top mutual fund, with 3.04% of its assets in Oportun Financial shares.

OPRT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Oportun Financial	72.63%	6.37%	21.00%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Credit Services Stocks	45.07%	10.14%	44.79%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Neuberger berman group	3.94M	8.45%	$24.29M
Blackrock funding, inc. /de	2.97M	6.39%	$18.36M
Findell capital management	2.57M	5.51%	$15.85M
Vanguard group	2.11M	4.52%	$13.00M
Forager capital management	1.96M	4.20%	$12.08M
Millennium management	1.50M	3.76%	$5.83M
Long focus capital management	1.52M	3.25%	$9.35M
Cannell capital	1.47M	3.16%	$9.08M
Geode capital management	1.18M	2.53%	$7.26M
Blackrock	848.02K	2.18%	$2.46M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Findell capital management	2.57M	6.25%	$15.85M
Forager capital management	1.96M	5.33%	$12.08M
Acuitas investments	741.44K	3.54%	$5.51M
Cannell capital	1.47M	1.38%	$9.08M
Dag ventures	38.45K	1.38%	$111.51K
Summa	449.97K	1.22%	$2.78M
Glynn capital management	588.23K	1.15%	$3.63M
Emg	139.17K	0.32%	$858.69K
Long focus capital management	1.52M	0.31%	$9.35M
Centerbook partners lp	700.83K	0.21%	$4.32M

Top Buyers

Holder	Shares	% Assets	Change
Forager capital management	1.96M	5.33%	1.96M
Vanguard group	2.11M	0.00%	490.61K
Blackrock funding, inc. /de	2.97M	0.00%	441.99K
Geode capital management	1.18M	0.00%	400.06K
State street	719.27K	0.00%	325.06K

Top Sellers

Holder	Shares	% Assets	Change
Portolan capital management	-	-	-1.62M
Union square park capital management	-	-	-532.88K
Invesco	105.45K	0.00%	-379.05K
Blackrock	848.02K	0.00%	-362.94K
Stifel financial	-	-	-336.47K

New Positions

Holder	Shares	% Assets	Change	Value
Forager capital management	1.96M	5.33%	1.96M	$12.08M
Segall bryant & hamill	193.69K	0.02%	193.69K	$1.20M
Inspire investing	150.44K	0.09%	150.44K	$928.22K
D. e. shaw	82.32K	0.00%	82.32K	$319.40K
Principal financial group	63.02K	0.00%	63.02K	$388.82K

Sold Out

Holder	Change
Northwestern mutual wealth management	-36.00
Eversource wealth advisors	-90.00
Rise advisors	-94.00
Aspect partners	-100.00
National bank of canada /fi/	-969.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	118	16.83%	33,824,790	8.72%	72	1.63%	73	14.06%	27	8.00%
Jun 30, 2025	106	9.28%	32,202,320	24.87%	69	2.15%	67	-1.47%	27	35.00%
Mar 31, 2025	96	20.00%	25,742,909	19.80%	56	2.32%	69	60.47%	18	-
Dec 31, 2024	19	-74.67%	5,417,336	-74.55%	13	0.48%	12	-58.62%	3	-85.71%
Sep 30, 2024	74	-	21,288,261	-13.49%	53	1.33%	29	-	21	-27.59%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Strategic Advisers U.S. Total Stock	1.34M	3.04%	861.19K
Vanguard US Total Market Shares ETF	861.13K	2.38%	-
Vanguard Total Stock Mkt Idx Inv	887.99K	2.02%	-19.62K
iShares Russell 2000 ETF	840.50K	1.91%	-
Boston Partners Small Cap Value II Inv	396.90K	0.90%	4.97K
Invesco Dorsey Wright SmallCap Momt ETF	349.65K	0.79%	454.00
Fidelity Small Cap Index	333.38K	0.76%	333.38K
Vanguard Institutional Extnd Mkt Idx Tr	330.63K	0.75%	-122.90K
iShares Russell 2000 Value ETF	290.39K	0.66%	-
Fidelity Small-Mid Multifactor ETF	247.16K	0.56%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 10, 2025	Layton Kathleen I.	Chief Legal Officer	Sell	$27.98K
Mar 10, 2025	Mueller Casey	Global Controller and PAO	Sell	$814.64
Mar 10, 2025	Mueller Casey	Global Controller and PAO	Sell	$130.74K
Mar 10, 2025	Mueller Casey	Global Controller and PAO	Sell	$3.81K
Mar 10, 2025	Mueller Casey	Global Controller and PAO	Sell	$12.94K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	1
2025 Q2	-	-
2025 Q1	-	13
2024 Q4	6	2
2024 Q3	-	4

OPRT Ownership FAQ

Who Owns Oportun Financial?

Oportun Financial shareholders are primarily institutional investors at 72.63%, followed by 6.37% insiders and 21.00% retail investors. The average institutional ownership in Oportun Financial's industry, Credit Services Stocks, is 45.07%, which Oportun Financial exceeds.

Who owns the most shares of Oportun Financial?

Oportun Financial’s largest shareholders are Neuberger berman group (3.94M shares, 8.45%), Blackrock funding, inc. /de (2.97M shares, 6.39%), and Findell capital management (2.57M shares, 5.51%). Together, they hold 20.36% of Oportun Financial’s total shares outstanding.

Does Blackrock own Oportun Financial?

Yes, BlackRock owns 2.18% of Oportun Financial, totaling 848.02K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 2.46M$. In the last quarter, BlackRock decreased its holdings by -363K shares, a -29.97% change.

Who is Oportun Financial’s biggest shareholder by percentage of total assets invested?

Findell capital management is Oportun Financial’s biggest shareholder by percentage of total assets invested, with 6.25% of its assets in 2.57M Oportun Financial shares, valued at 15.85M$.

Who is the top mutual fund holder of Oportun Financial shares?

Strategic Advisers U.S. Total Stock is the top mutual fund holder of Oportun Financial shares, with 3.04% of its total shares outstanding invested in 1.34M Oportun Financial shares.

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