Oportun Financial Ownership | Who Owns Oportun Financial?

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Oportun Financial Ownership Summary

Oportun Financial is owned by 69.15% institutional investors, 6.83% insiders, and 24.02% retail investors. Findell capital management is the largest institutional shareholder, holding 8.68% 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	69.15%	6.83%	24.02%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Credit Services Stocks	53.72%	9.31%	36.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Findell capital management	3.47M	8.68%	$13.46M
Blackrock funding, inc. /de	2.53M	5.44%	$18.14M
Millennium management	1.50M	3.76%	$5.83M
Portolan capital management	1.62M	3.48%	$11.60M
Cannell capital	1.60M	3.44%	$11.46M
Long focus capital management	1.52M	3.25%	$10.85M
Vanguard group	1.28M	3.20%	$4.97M
Acuitas investments	1.15M	2.88%	$4.46M
Acadian asset management	1.07M	2.30%	$7.65M
Boothbay fund management	1.03M	2.22%	$7.39M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Findell capital management	3.47M	5.51%	$13.46M
Acuitas investments	1.15M	3.67%	$4.46M
Cannell capital	1.60M	3.43%	$11.46M
Dag ventures	38.45K	1.38%	$111.51K
Summa	563.81K	1.07%	$2.19M
Glynn capital management	588.23K	0.95%	$4.21M
Emg	139.17K	0.73%	$996.47K
Portolan capital management	1.62M	0.73%	$11.60M
Long focus capital management	1.52M	0.41%	$10.85M
Boothbay fund management	1.03M	0.14%	$7.39M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	2.53M	0.00%	1.67M
Cannell capital	1.60M	3.43%	1.58M
Portolan capital management	1.62M	0.73%	801.12K
Inspire investing	150.44K	0.09%	150.44K
Acuitas investments	1.15M	3.67%	122.36K

Top Sellers

Holder	Shares	% Assets	Change
Neuberger berman group	-	-	-3.76M
Union square park capital management	-	-	-532.88K
Marshall wace, llp	575.11K	0.00%	-529.14K
Madrone advisors	16.59K	0.02%	-524.05K
Blackrock	848.02K	0.00%	-362.94K

New Positions

Holder	Shares	% Assets	Change	Value
Inspire investing	150.44K	0.09%	150.44K	$928.22K
D. e. shaw	82.32K	0.00%	82.32K	$319.40K
Mackenzie financial	50.57K	0.00%	50.57K	$362.07K
Voya investment management	32.19K	0.00%	32.19K	$198.64K
Martingale asset management l p	27.99K	0.00%	27.99K	$200.43K

Sold Out

Holder	Change
Northwestern mutual wealth management	-36.00
Advisor group	-80.00
Eversource wealth advisors	-90.00
Rise advisors	-94.00
Quantbot technologies lp	-800.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	74	-10.84%	24,609,078	2.29%	63	1.62%	29	-3.33%	29	-12.12%

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 69.15%, followed by 6.83% insiders and 24.02% retail investors. The average institutional ownership in Oportun Financial's industry, Credit Services Stocks, is 53.72%, which Oportun Financial exceeds.

Who owns the most shares of Oportun Financial?

Oportun Financial’s largest shareholders are Findell capital management (3.47M shares, 8.68%), Blackrock funding, inc. /de (2.53M shares, 5.44%), and Millennium management (1.5M shares, 3.76%). Together, they hold 17.88% of Oportun Financial’s total shares outstanding.

Does Blackrock own Oportun Financial?

BlackRock is not among the top 10 institutional shareholders of Oportun Financial.

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 5.51% of its assets in 3.47M Oportun Financial shares, valued at 13.46M$.

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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