Oportun Financial Ownership | Who Owns Oportun Financial?


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Oportun Financial Ownership Summary


Oportun Financial is owned by 53.27% institutional investors, 9.69% insiders, and 37.04% retail investors. Findell capital management is the largest institutional shareholder, holding 8.92% of OPRT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.41% of its assets in Oportun Financial shares.

OPRT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockOportun Financial53.27%9.69%37.04%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryCredit Services Stocks49.87%8.04%42.08%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Findell capital management3.47M8.92%$10.06M
Long focus capital management1.74M4.47%$5.05M
Millennium management1.51M3.87%$4.37M
Boothbay fund management1.45M3.72%$4.20M
Vanguard group1.31M3.38%$3.81M
Blackrock848.02K2.18%$2.46M
Acadian asset management781.79K2.01%$2.27M
Emg711.63K1.83%$2.06M
Union square park capital management694.43K1.79%$2.01M
Fuller & thaler asset management664.46K1.71%$1.93M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Findell capital management3.47M4.85%$10.06M
Union square park capital management694.43K1.78%$2.01M
Dag ventures38.45K1.38%$111.51K
Emg711.63K1.01%$2.06M
Acuitas investments543.63K0.84%$1.58M
Summa563.81K0.79%$1.64M
Glynn capital management588.23K0.34%$1.71M
Madrone advisors623.29K0.32%$1.81M
Long focus capital management1.74M0.19%$5.05M
Boothbay fund management1.45M0.10%$4.20M

Top Buyers

HolderShares% AssetsChange
Findell capital management3.47M4.85%1.45M
Boothbay fund management1.45M0.10%750.00K
Acuitas investments543.63K0.84%543.63K
Millennium management1.51M0.00%314.55K
Fuller & thaler asset management664.46K0.01%127.12K

Top Sellers

HolderShares% AssetsChange
Neuberger berman group---3.76M
Emg711.63K1.01%-1.50M
Blackrock848.02K0.00%-362.94K
Stifel financial---336.47K
Jane street group---138.45K

New Positions

HolderShares% AssetsChangeValue
Acuitas investments543.63K0.84%543.63K$1.58M
Amundi60.17K0.00%60.17K$155.24K
Simplex trading22.58K-22.58K$65.00K
Quadrature capital13.44K0.00%13.44K$39.24K
Tucker asset management91.000.00%91.00$264.00

Sold Out

HolderChange
Eversource wealth advisors-90.00
Qube research-434.00
Royal bank of canada-528.00
Advisor group-712.00
Quantbot technologies lp-800.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202474-21,288,261-13.49%531.33%29-21-27.59%
Jun 30, 202474-10.84%24,609,0782.29%631.62%29-3.33%29-12.12%
Mar 31, 202483-7.78%24,059,148-2.35%621.51%30-50.82%3373.68%
Dec 31, 202390-2.17%24,637,40012.64%641.81%6127.08%19-24.00%
Sep 30, 202392-2.13%21,872,626-2.32%591.37%48-5.88%25-19.35%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv861.13K2.41%-
Vanguard Institutional Extnd Mkt Idx Tr391.65K1.09%-
Kennedy Micro Cap Opportunities344.13K0.96%344.13K
Fidelity Extended Market Index168.50K0.47%-5.37K
Invesco FTSE RAFI US 1500 Small-Mid ETF166.09K0.46%-
FullerThaler Behavioral Micro-Cap Core152.21K0.43%-509.90K
DFA US Targeted Value I132.04K0.37%-
Dominion Global Trends - Managed EUR I117.00K0.33%-
Dimensional US Targeted Value ETF113.85K0.32%-
Bridgeway Omni Small-Cap Value N112.50K0.31%-

Recent Insider Transactions


DateNameRoleActivityValue
Dec 13, 2024Daswani Mohit-Buy$28.94K
Dec 13, 2024Minetti Carlos-Buy$58.35K
Dec 11, 2024Williams R Neil-Buy$96.75K
Dec 10, 2024Kirscht Patrick Chief Credit OfficerSell$31.93K
Dec 09, 2024Mueller Casey Global Controller and PAOSell$11.88K

Insider Transactions Trends


DateBuySell
2024 Q462
2024 Q3-4
2024 Q2--
2024 Q1--
2023 Q4--

OPRT Ownership FAQ


Who Owns Oportun Financial?

Oportun Financial shareholders are primarily institutional investors at 53.27%, followed by 9.69% insiders and 37.04% retail investors. The average institutional ownership in Oportun Financial's industry, Credit Services Stocks, is 49.87%, which Oportun Financial exceeds.

Who owns the most shares of Oportun Financial?

Oportun Financial’s largest shareholders are Findell capital management (3.47M shares, 8.92%), Long focus capital management (1.74M shares, 4.47%), and Millennium management (1.51M shares, 3.87%). Together, they hold 17.27% 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 4.85% of its assets in 3.47M Oportun Financial shares, valued at 10.06M$.

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 2.41% of its total shares outstanding invested in 861.13K Oportun Financial shares.

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