Oportun Financial Ownership | Who Owns Oportun Financial?

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Oportun Financial Ownership Summary

Oportun Financial is owned by 13.56% institutional investors, 9.14% insiders, and 77.31% retail investors. Findell capital management is the largest institutional shareholder, holding 8.68% of OPRT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.51% of its assets in Oportun Financial shares.

OPRT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Oportun Financial	13.56%	9.14%	77.31%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Credit Services Stocks	39.92%	8.89%	51.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Findell capital management	3.47M	8.68%	$13.46M
Long focus capital management	1.74M	4.36%	$6.75M
Millennium management	1.50M	3.76%	$5.83M
Boothbay fund management	1.45M	3.62%	$5.62M
Vanguard group	1.28M	3.20%	$4.97M
Acuitas investments	1.15M	2.88%	$4.46M
Acadian asset management	887.71K	2.22%	$3.44M
Rbf capital	884.65K	2.21%	$3.43M
Blackrock funding, inc. /de	879.78K	2.20%	$3.41M
Blackrock	848.02K	2.18%	$2.46M

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
Emg	623.22K	1.44%	$2.42M
Dag ventures	38.45K	1.38%	$111.51K
Union square park capital management	532.88K	1.33%	$2.07M
Summa	563.81K	1.07%	$2.19M
Madrone advisors	540.63K	0.40%	$2.10M
Glynn capital management	588.23K	0.34%	$1.71M
Long focus capital management	1.74M	0.22%	$6.75M
Rbf capital	884.65K	0.18%	$3.43M

Top Buyers

Holder	Shares	% Assets	Change
Connor, clark & lunn investment management	157.30K	0.00%	138.74K
Acuitas investments	1.15M	3.67%	122.36K
Millennium management	1.50M	0.00%	104.19K
D. e. shaw	82.32K	0.00%	82.32K
Acadian asset management	887.71K	0.01%	82.16K

Top Sellers

Holder	Shares	% Assets	Change
Neuberger berman group	-	-	-3.76M
Blackrock	848.02K	0.00%	-362.94K
Stifel financial	-	-	-336.47K
Union square park capital management	532.88K	1.33%	-165.80K
Fuller & thaler asset management	-	-	-152.21K

New Positions

Holder	Shares	% Assets	Change	Value
D. e. shaw	82.32K	0.00%	82.32K	$319.40K
Jane street group	56.42K	-	56.42K	$218.92K
Schonfeld strategic advisors	38.17K	0.00%	38.17K	$148.11K
Omers administration	31.10K	0.00%	31.10K	$120.67K
Balyasny asset management	20.49K	0.00%	20.49K	$79.50K

Sold Out

Holder	Change
Eversource wealth advisors	-90.00
Qube research	-434.00
Quantbot technologies lp	-800.00
Global retirement partners	-1.50K
Venturi wealth management	-2.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	83	-7.78%	24,059,148	-2.35%	62	1.51%	30	-50.82%	33	73.68%
Dec 31, 2023	90	-2.17%	24,637,400	12.64%	64	1.81%	61	27.08%	19	-24.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	907.61K	2.51%	46.47K
Vanguard US Total Market Shares ETF	861.13K	2.38%	-
Strategic Advisers U.S. Total Stock	840.98K	2.33%	840.98K
Vanguard Institutional Extnd Mkt Idx Tr	438.63K	1.21%	46.98K
Boston Partners Small Cap Value II Inv	194.58K	0.54%	194.58K
Invesco FTSE RAFI US 1500 Small-Mid ETF	186.23K	0.52%	-
Fidelity Extended Market Index	158.97K	0.44%	-1.01K
FullerThaler Behavioral Micro-Cap Core	152.21K	0.43%	-509.90K
Dimensional US Targeted Value ETF	150.99K	0.42%	-
Kennedy Micro Cap Opportunities	141.39K	0.39%	-231.15K

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 Q1	-	13
2024 Q4	6	2
2024 Q3	-	4
2024 Q2	-	-
2024 Q1	-	-

OPRT Ownership FAQ

Who Owns Oportun Financial?

Oportun Financial shareholders are primarily institutional investors at 13.56%, followed by 9.14% insiders and 77.30% retail investors. The average institutional ownership in Oportun Financial's industry, Credit Services Stocks, is 39.92%, which Oportun Financial falls below.

Who owns the most shares of Oportun Financial?

Oportun Financial’s largest shareholders are Findell capital management (3.47M shares, 8.68%), Long focus capital management (1.74M shares, 4.36%), and Millennium management (1.5M shares, 3.76%). Together, they hold 16.80% 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?

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?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Oportun Financial shares, with 2.51% of its total shares outstanding invested in 907.6K Oportun Financial shares.

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