Oportun Financial Ownership | Who Owns Oportun Financial?

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Oportun Financial Ownership Summary

Oportun Financial is owned by 77.42% institutional investors, 6.44% insiders, and 16.14% retail investors. Neuberger berman group is the largest institutional shareholder, holding 7.91% 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	77.42%	6.44%	16.14%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Credit Services Stocks	60.09%	14.54%	25.37%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Neuberger berman group	3.81M	7.91%	$17.56M
Forager capital management	3.36M	6.98%	$15.50M
Blackrock funding, inc. /de	3.08M	6.39%	$14.19M
Findell capital management	2.75M	5.70%	$12.67M
Vanguard group	2.26M	4.85%	$11.97M
Millennium management	2.25M	4.68%	$10.39M
Long focus capital management	1.52M	3.15%	$6.99M
Dimensional fund advisors lp	1.36M	2.83%	$6.29M
Blackrock	848.02K	2.18%	$2.46M
Two sigma investments, lp	961.64K	2.00%	$4.43M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Forager capital management	3.36M	7.72%	$15.50M
Findell capital management	2.75M	3.71%	$12.67M
Meros investment management, lp	726.38K	1.45%	$3.35M
Cannell capital	372.70K	1.05%	$1.72M
Summa	396.77K	0.76%	$1.83M
Arbiter partners capital management	192.11K	0.51%	$885.61K
Emg	139.17K	0.32%	$858.69K
Union square park capital management	100.00K	0.20%	$461.00K
Long focus capital management	1.52M	0.18%	$6.99M
Corton capital	10.61K	0.16%	$65.46K

Top Buyers

Holder	Shares	% Assets	Change
Forager capital management	3.36M	7.72%	981.73K
Meros investment management, lp	726.38K	1.45%	726.38K
Aqr capital management	688.84K	0.00%	589.04K
Mackenzie financial	488.24K	0.00%	419.87K
Goldman sachs group	818.29K	0.00%	415.35K

Top Sellers

Holder	Shares	% Assets	Change
Portolan capital management	-	-	-1.62M
Acuitas investments	-	-	-892.45K
Centerbook partners lp	-	-	-700.83K
Segall bryant & hamill	-	-	-624.81K
Boston partners	-	-	-597.33K

New Positions

Holder	Shares	% Assets	Change	Value
Meros investment management, lp	726.38K	1.45%	726.38K	$3.35M
Lazard asset management	274.97K	0.00%	274.97K	$1.27M
Vanguard fiduciary trust	259.49K	0.00%	259.49K	$1.20M
Inspire investing	150.44K	0.09%	150.44K	$928.22K
Vanguard global advisers	127.49K	0.00%	127.49K	$587.72K

Sold Out

Holder	Change
Ifp advisors	-3.00
Northwestern mutual wealth management	-36.00
Kilter group	-86.00
Rise advisors	-94.00
Aspect partners	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	137	5.38%	37,897,621	7.86%	77	1.48%	85	16.44%	32	-20.00%
Mar 31, 2026	48	-60.33%	6,705,025	-80.14%	13	0.27%	26	-62.32%	16	-44.83%
Dec 31, 2025	80	-36.00%	20,911,870	-38.60%	44	0.84%	47	-38.96%	16	-42.86%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Strategic Advisers U.S. Total Stock	1.34M	3.04%	861.19K
Vanguard Morn Total Stk Mkt Idx Investor	1.19M	2.60%	-
Vanguard Total Stock Mkt Idx Inv	1.19M	2.60%	-
Vanguard MStar Total Stk Mkt Idx Invest	1.19M	2.60%	-
iShares Russell 2000 ETF	1.11M	2.41%	-19.68K
Vanguard US Total Market Shares ETF	861.13K	2.38%	-
Avantis US Small Cap Value ETF	779.56K	1.70%	2.75K
Vanguard Institutional Extnd Mkt Idx Tr	507.62K	1.10%	-
Acuitas US Microcap Strategy	500.69K	1.09%	177.82K
Boston Partners Small Cap Value II Inv	436.52K	0.98%	19.90K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 10, 2026	Kirscht Patrick	Chief Credit Officer	Sell	$94.87K
Mar 10, 2026	Kirscht Patrick	Chief Credit Officer	Sell	$59.29K
Mar 10, 2026	Kirscht Patrick	Chief Credit Officer	Sell	$69.44K
Mar 10, 2026	Kirscht Patrick	Chief Credit Officer	Sell	$42.46K
Mar 10, 2026	Layton Kathleen I.	Chief Legal Officer	Sell	$6.85K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	-
2026 Q2	-	-
2026 Q1	-	7
2025 Q4	-	-
2025 Q3	-	1

OPRT Ownership FAQ

Who Owns Oportun Financial?

Oportun Financial shareholders are primarily institutional investors at 77.42%, followed by 6.44% insiders and 16.14% retail investors. The average institutional ownership in Oportun Financial's industry, Credit Services Stocks, is 60.09%, which Oportun Financial exceeds.

Who owns the most shares of Oportun Financial?

Oportun Financial’s largest shareholders are Neuberger berman group (3.81M shares, 7.91%), Forager capital management (3.36M shares, 6.98%), and Blackrock funding, inc. /de (3.08M shares, 6.39%). Together, they hold 21.28% 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?

Forager capital management is Oportun Financial’s biggest shareholder by percentage of total assets invested, with 7.72% of its assets in 3.36M Oportun Financial shares, valued at 15.5M$.

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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