Oportun Financial Ownership | Who Owns Oportun Financial?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Oportun Financial | 53.27% | 9.69% | 37.04% |
Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
Industry | Credit Services Stocks | 49.87% | 8.04% | 42.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Findell capital management | 3.47M | 8.92% | $10.06M |
Long focus capital management | 1.74M | 4.47% | $5.05M |
Millennium management | 1.51M | 3.87% | $4.37M |
Boothbay fund management | 1.45M | 3.72% | $4.20M |
Vanguard group | 1.31M | 3.38% | $3.81M |
Blackrock | 848.02K | 2.18% | $2.46M |
Acadian asset management | 781.79K | 2.01% | $2.27M |
Emg | 711.63K | 1.83% | $2.06M |
Union square park capital management | 694.43K | 1.79% | $2.01M |
Fuller & thaler asset management | 664.46K | 1.71% | $1.93M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Findell capital management | 3.47M | 4.85% | $10.06M |
Union square park capital management | 694.43K | 1.78% | $2.01M |
Dag ventures | 38.45K | 1.38% | $111.51K |
Emg | 711.63K | 1.01% | $2.06M |
Acuitas investments | 543.63K | 0.84% | $1.58M |
Summa | 563.81K | 0.79% | $1.64M |
Glynn capital management | 588.23K | 0.34% | $1.71M |
Madrone advisors | 623.29K | 0.32% | $1.81M |
Long focus capital management | 1.74M | 0.19% | $5.05M |
Boothbay fund management | 1.45M | 0.10% | $4.20M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Findell capital management | 3.47M | 4.85% | 1.45M |
Boothbay fund management | 1.45M | 0.10% | 750.00K |
Acuitas investments | 543.63K | 0.84% | 543.63K |
Millennium management | 1.51M | 0.00% | 314.55K |
Fuller & thaler asset management | 664.46K | 0.01% | 127.12K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Neuberger berman group | - | - | -3.76M |
Emg | 711.63K | 1.01% | -1.50M |
Blackrock | 848.02K | 0.00% | -362.94K |
Stifel financial | - | - | -336.47K |
Jane street group | - | - | -138.45K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Acuitas investments | 543.63K | 0.84% | 543.63K | $1.58M |
Amundi | 60.17K | 0.00% | 60.17K | $155.24K |
Simplex trading | 22.58K | - | 22.58K | $65.00K |
Quadrature capital | 13.44K | 0.00% | 13.44K | $39.24K |
Tucker asset management | 91.00 | 0.00% | 91.00 | $264.00 |
Sold Out
Holder | Change |
---|---|
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
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Sep 30, 2023 | 92 | -2.13% | 21,872,626 | -2.32% | 59 | 1.37% | 48 | -5.88% | 25 | -19.35% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 861.13K | 2.41% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 391.65K | 1.09% | - |
Kennedy Micro Cap Opportunities | 344.13K | 0.96% | 344.13K |
Fidelity Extended Market Index | 168.50K | 0.47% | -5.37K |
Invesco FTSE RAFI US 1500 Small-Mid ETF | 166.09K | 0.46% | - |
FullerThaler Behavioral Micro-Cap Core | 152.21K | 0.43% | -509.90K |
DFA US Targeted Value I | 132.04K | 0.37% | - |
Dominion Global Trends - Managed EUR I | 117.00K | 0.33% | - |
Dimensional US Targeted Value ETF | 113.85K | 0.32% | - |
Bridgeway Omni Small-Cap Value N | 112.50K | 0.31% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 13, 2024 | Daswani Mohit | - | Buy | $28.94K |
Dec 13, 2024 | Minetti Carlos | - | Buy | $58.35K |
Dec 11, 2024 | Williams R Neil | - | Buy | $96.75K |
Dec 10, 2024 | Kirscht Patrick | Chief Credit Officer | Sell | $31.93K |
Dec 09, 2024 | Mueller Casey | Global Controller and PAO | Sell | $11.88K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | 6 | 2 |
2024 Q3 | - | 4 |
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | - | - |
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