Oportun Financial Ownership | Who Owns Oportun Financial?
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. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.38% 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 |
| Acuitas investments | 1.15M | 3.67% | 122.36K |
| Millennium management | 1.50M | 0.00% | 104.19K |
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 |
|---|---|---|---|---|
| D. e. shaw | 82.32K | 0.00% | 82.32K | $319.40K |
| Mackenzie financial | 50.57K | 0.00% | 50.57K | $362.07K |
| Martingale asset management l p | 27.99K | 0.00% | 27.99K | $200.43K |
| Gwn securities | 16.75K | 0.02% | 16.75K | $120.22K |
| Graham capital management | 16.69K | 0.00% | 16.69K | $119.53K |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -36.00 |
| Advisor group | -80.00 |
| Eversource wealth advisors | -90.00 |
| Quantbot technologies lp | -800.00 |
| National bank of canada /fi/ | -969.00 |
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 |
|---|---|---|---|
| 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 | 822.47K | 1.87% | -15.64K |
| Strategic Advisers U.S. Total Stock | 477.11K | 1.09% | 372.26K |
| Boston Partners Small Cap Value II Inv | 396.90K | 0.90% | 4.97K |
| Invesco Dorsey Wright SmallCap Momt ETF | 351.47K | 0.80% | - |
| 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 | 288.67K | 0.66% | 214.00 |
| Kennedy Micro Cap Opportunities | 230.21K | 0.52% | 88.82K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 10, 2025 | Mueller Casey | Global Controller and PAO | Sell | $12.94K |
| Mar 10, 2025 | Mueller Casey | Global Controller and PAO | Sell | $814.64 |
| Mar 10, 2025 | Mueller Casey | Global Controller and PAO | Sell | $3.81K |
| Mar 10, 2025 | Mueller Casey | Global Controller and PAO | Sell | $130.74K |
| Mar 10, 2025 | Mueller Casey | Global Controller and PAO | Sell | $8.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 13 |
| 2024 Q4 | 6 | 2 |
| 2024 Q3 | - | 4 |
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