Oportun Financial Ownership | Who Owns Oportun Financial?

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Oportun Financial Ownership Summary

Oportun Financial is owned by 44.77% institutional investors, 6.89% insiders, and 48.34% 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	44.77%	6.89%	48.34%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Credit Services Stocks	34.10%	9.51%	56.39%

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	3.11M	6.65%	$16.43M
Findell capital management	2.57M	5.51%	$15.85M
Vanguard group	2.26M	4.85%	$11.97M
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	1.27M	2.71%	$6.70M
Dimensional fund advisors lp	1.13M	2.42%	$5.97M

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
Cannell capital	1.47M	1.38%	$9.08M
Glynn capital management	588.23K	1.07%	$3.11M
Summa	396.77K	0.90%	$2.10M
Arbiter partners capital management	141.11K	0.36%	$746.47K
Emg	139.17K	0.32%	$858.69K
Long focus capital management	1.52M	0.31%	$9.35M
Corton capital	10.61K	0.16%	$65.46K
Integrated quantitative investments	125.04K	0.14%	$661.48K

Top Buyers

Holder	Shares	% Assets	Change
Forager capital management	1.96M	5.33%	1.96M
State street	719.27K	0.00%	325.06K
Segall bryant & hamill	193.69K	0.02%	193.69K
Vanguard group	2.26M	0.00%	156.63K
Inspire investing	150.44K	0.09%	150.44K

Top Sellers

Holder	Shares	% Assets	Change
Portolan capital management	-	-	-1.62M
Acuitas investments	-	-	-892.45K
Centerbook partners lp	-	-	-700.83K
Union square park capital management	-	-	-532.88K
Acadian asset management	541.54K	0.00%	-440.27K

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
Arbiter partners capital management	141.11K	0.36%	141.11K	$746.47K
Legato capital management	84.34K	0.04%	84.34K	$446.15K

Sold Out

Holder	Change
Allworth financial lp	-6.00
Northwestern mutual wealth management	-36.00
Kilter group	-86.00
Eversource wealth advisors	-90.00
Rise advisors	-94.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Strategic Advisers U.S. Total Stock	1.34M	3.04%	861.19K
Vanguard Total Stock Mkt Idx Inv	1.13M	2.57%	31.38K
Vanguard US Total Market Shares ETF	861.13K	2.38%	-
iShares Russell 2000 ETF	997.23K	2.26%	428.98K
Vanguard Institutional Extnd Mkt Idx Tr	440.42K	1.00%	-
Boston Partners Small Cap Value II Inv	416.62K	0.94%	-12.45K
Fidelity Small Cap Index	392.28K	0.89%	5.66K
iShares Russell 2000 Value ETF	353.83K	0.80%	72.64K
Invesco Dorsey Wright SmallCap Momt ETF	349.65K	0.79%	454.00
Avantis US Small Cap Value ETF	294.85K	0.67%	2.04K

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 Q1	-	7
2025 Q4	-	-
2025 Q3	-	1
2025 Q2	-	-
2025 Q1	-	13

OPRT Ownership FAQ

Who Owns Oportun Financial?

Oportun Financial shareholders are primarily institutional investors at 44.77%, followed by 6.89% insiders and 48.34% retail investors. The average institutional ownership in Oportun Financial's industry, Credit Services Stocks, is 34.10%, 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 (3.11M shares, 6.65%), and Findell capital management (2.57M shares, 5.51%). Together, they hold 20.62% 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 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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