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 2.39% 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 | 86.48% | 14.02% | -0.50% |
| Industry | Credit Services Stocks | 49.88% | 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 |
| Acuitas investments | 1.15M | 2.88% | $4.46M |
| 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 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Findell capital management | 3.47M | 4.85% | $10.06M |
| Acuitas investments | 1.15M | 3.67% | $4.46M |
| Union square park capital management | 694.43K | 1.78% | $2.01M |
| Dag ventures | 38.45K | 1.38% | $111.51K |
| Summa | 563.81K | 1.07% | $2.19M |
| Emg | 711.63K | 1.01% | $2.06M |
| 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 |
| Millennium management | 1.51M | 0.00% | 314.55K |
| Fuller & thaler asset management | 664.46K | 0.01% | 127.12K |
| Acuitas investments | 1.15M | 3.67% | 122.36K |
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 |
|---|---|---|---|---|
| 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 |
| Telos capital management | 13.34K | 0.01% | 13.34K | $51.77K |
| 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 | 2.39% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 391.65K | 1.09% | - |
| Kennedy Micro Cap Opportunities | 372.54K | 1.04% | 28.40K |
| Invesco FTSE RAFI US 1500 Small-Mid ETF | 165.88K | 0.46% | - |
| Fidelity Extended Market Index | 162.41K | 0.45% | -1.31K |
| FullerThaler Behavioral Micro-Cap Core | 152.21K | 0.43% | -509.90K |
| DFA US Targeted Value I | 132.04K | 0.37% | - |
| Dimensional US Targeted Value ETF | 127.27K | 0.35% | 166.00 |
| EA Bridgeway Omni Small-Cap Value ETF | 120.02K | 0.33% | 129.00 |
| Dominion Global Trends - Managed EUR I | 117.00K | 0.33% | - |
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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