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Oportun Financial Ownership | Who Owns Oportun Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Oportun Financial Ownership Summary

Oportun Financial is owned by 13.92% institutional investors, 5.89% insiders, and 80.20% 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

TypeName% Inst% Insiders% Retail
StockOportun Financial13.92%5.89%80.20%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryCredit Services Stocks39.41%11.37%49.22%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Neuberger berman group3.81M7.91%$17.56M
Forager capital management3.36M6.98%$15.50M
Blackrock funding, inc. /de3.08M6.39%$14.19M
Findell capital management2.75M5.70%$12.67M
Vanguard group2.26M4.85%$11.97M
Millennium management2.25M4.68%$10.39M
Long focus capital management1.52M3.15%$6.99M
Dimensional fund advisors lp1.36M2.83%$6.29M
Blackrock848.02K2.18%$2.46M
Two sigma investments, lp961.64K2.00%$4.43M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Forager capital management3.36M7.72%$15.50M
Findell capital management2.75M3.71%$12.67M
Meros investment management, lp726.38K1.45%$3.35M
Cannell capital372.70K1.05%$1.72M
Summa396.77K0.76%$1.83M
Arbiter partners capital management192.11K0.51%$885.61K
Emg139.17K0.32%$858.69K
Union square park capital management100.00K0.20%$461.00K
Long focus capital management1.52M0.18%$6.99M
Corton capital10.61K0.16%$65.46K

Top Buyers

HolderShares% AssetsChange
Forager capital management3.36M7.72%981.73K
Meros investment management, lp726.38K1.45%726.38K
Aqr capital management688.84K0.00%589.04K
Mackenzie financial488.24K0.00%419.87K
Goldman sachs group818.29K0.00%415.35K

Top Sellers

HolderShares% AssetsChange
Portolan capital management---1.62M
Acuitas investments---892.45K
Centerbook partners lp---700.83K
Boston partners---597.33K
Glynn capital management---588.23K

New Positions

HolderShares% AssetsChangeValue
Meros investment management, lp726.38K1.45%726.38K$3.35M
Lazard asset management274.97K0.00%274.97K$1.27M
Vanguard fiduciary trust259.49K0.00%259.49K$1.20M
Inspire investing150.44K0.09%150.44K$928.22K
Vanguard global advisers127.49K0.00%127.49K$587.72K

Sold Out

HolderChange
Northwestern mutual wealth management-36.00
Kilter group-86.00
Rise advisors-94.00
Aspect partners-100.00
National bank of canada /fi/-969.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202648-60.33%6,705,025-80.14%130.27%26-62.32%16-44.83%
Dec 31, 202580-36.00%20,911,870-38.60%440.84%47-38.96%16-42.86%
Sep 30, 202511816.83%33,824,7908.72%721.63%7314.06%278.00%
Jun 30, 20251069.28%32,202,32024.87%692.15%67-1.47%2735.00%
Mar 31, 20259620.00%25,742,90919.80%562.32%6960.47%18-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Strategic Advisers U.S. Total Stock1.34M3.04%861.19K
Vanguard Total Stock Mkt Idx Inv1.13M2.48%-
Vanguard US Total Market Shares ETF861.13K2.38%-
iShares Russell 2000 ETF981.74K2.15%8.27K
Vanguard Institutional Extnd Mkt Idx Tr461.65K1.01%-
Boston Partners Small Cap Value II Inv436.52K0.98%19.90K
Avantis US Small Cap Value ETF407.54K0.89%-
Fidelity Small Cap Index394.53K0.89%4.28K
Invesco Dorsey Wright SmallCap Momt ETF349.65K0.79%454.00
U.S. Equity Small Cap Corporate Cl OF345.91K0.78%-

Recent Insider Transactions

DateNameRoleActivityValue
Mar 10, 2026Kirscht Patrick Chief Credit OfficerSell$94.87K
Mar 10, 2026Kirscht Patrick Chief Credit OfficerSell$59.29K
Mar 10, 2026Kirscht Patrick Chief Credit OfficerSell$69.44K
Mar 10, 2026Kirscht Patrick Chief Credit OfficerSell$42.46K
Mar 10, 2026Layton Kathleen I. Chief Legal OfficerSell$6.85K

Insider Transactions Trends

DateBuySell
2026 Q2--
2026 Q1-7
2025 Q4--
2025 Q3-1
2025 Q2--

OPRT Ownership FAQ

Who Owns Oportun Financial?

Oportun Financial shareholders are primarily institutional investors at 13.92%, followed by 5.89% insiders and 80.19% retail investors. The average institutional ownership in Oportun Financial's industry, Credit Services Stocks, is 39.41%, which Oportun Financial falls below.

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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