Oportun Financial Corp (OPRT) Ownership

6.48 ↓0.03 (-0.46%)
As of Market Close on January 27th, 2023.

Institutional Ownership

Institutional Venture Management XIV LLC is the biggest individual institutional holder of Oportun Financial Corp (OPRT), owning a total of 3.4 million shares. Combined, the top 26 institutional holders of OPRT own 61.33% of the company with a total of 20.4 million shares.

In the latest ownership report on September 30th 2022, the top 26 institutional holders increased their combined ownership of OPRT by 2 million shares. 14 institutions bought 2,822,314 total additional shares and increased their ownership by an average of 142.54%. However 3 institutions sold 866,430 total shares and decreased their ownership by an average of 23.99%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Oportun Financial Corp increased by a net total of 1,955,884 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Institutional Venture Management XIV LLC10.269%0.000%3,408,69102022-09-30
BlackRock Inc8.433%1.912%2,799,12052,5182022-09-30
Kayne Anderson Rudnick Investment Management LLC7.273%-0.273%2,413,952-6,6152022-09-30
Vanguard Group Inc4.342%14.511%1,441,116182,6202022-09-30
Wellington Management Company LLP3.970%-3.027%1,317,621-41,1302022-09-30
ClearBridge Advisors, LLC3.204%25.345%1,063,348215,0132022-09-30
General Catalyst Group Management, LLC2.846%0.000%944,55602022-09-30
Morgan Stanley - Brokerage Accounts2.810%253.074%932,701668,5352022-09-30
Park West Asset Management LLC1.938%0.000%643,360643,3602022-09-30
Glynn Capital Management, LLC1.772%0.000%588,23302022-09-30
Millennium Management LLC1.765%52.548%585,900201,8242022-09-30
State Street Corporation1.595%5.146%529,30225,9052022-09-30
Geode Capital Management, LLC1.527%17.581%506,81275,7812022-09-30
Ashford Capital Management Inc1.125%-68.683%373,298-818,6852022-09-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.951%1,105.340%315,800289,6002022-09-30
Acadian Asset Management LLC0.849%76.434%281,869122,1102022-09-30
Renaissance Technologies Corp0.740%185.366%245,700159,6002022-09-30
Northern Trust Corp0.714%3.472%236,8527,9482022-09-30
HST Ventures, LLC0.560%200.465%185,997124,0942022-09-30
AQR Capital Management LLC0.457%54.339%151,68953,4062022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Institutional Venture Management XIV LLC10.269%0.000%3,408,69102022-09-30
BlackRock Inc8.433%1.912%2,799,12052,5182022-09-30
Kayne Anderson Rudnick Investment Management LLC7.273%-0.273%2,413,952-6,6152022-09-30
Vanguard Group Inc4.342%14.511%1,441,116182,6202022-09-30
Wellington Management Company LLP3.970%-3.027%1,317,621-41,1302022-09-30
ClearBridge Advisors, LLC3.204%25.345%1,063,348215,0132022-09-30
General Catalyst Group Management, LLC2.846%0.000%944,55602022-09-30
Morgan Stanley - Brokerage Accounts2.810%253.074%932,701668,5352022-09-30
Park West Asset Management LLC1.938%0.000%643,360643,3602022-09-30
Glynn Capital Management, LLC1.772%0.000%588,23302022-09-30
Millennium Management LLC1.765%52.548%585,900201,8242022-09-30
State Street Corporation1.595%5.146%529,30225,9052022-09-30
Geode Capital Management, LLC1.527%17.581%506,81275,7812022-09-30
Ashford Capital Management Inc1.125%-68.683%373,298-818,6852022-09-30
Marshall Wace Asset Management Ltd1.010%52.064%335,312114,8052022-06-30
Ameriprise Financial Inc0.982%118.098%326,054176,5552022-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.951%1,105.340%315,800289,6002022-09-30
Acadian Asset Management LLC0.849%76.434%281,869122,1102022-09-30
Bridgeway Capital Management, LLC0.789%20.193%261,90044,0002022-06-30
Renaissance Technologies Corp0.740%185.366%245,700159,6002022-09-30
Northern Trust Corp0.714%3.472%236,8527,9482022-09-30
HST Ventures, LLC0.560%200.465%185,997124,0942022-09-30
Prudential Financial Inc0.483%88.525%160,42575,3302022-06-30
Wells Fargo & Co0.472%-13.920%156,788-25,3552022-06-30
AQR Capital Management LLC0.457%54.339%151,68953,4062022-09-30
Jacobs Levy Equity Management, Inc.0.457%299.974%151,658113,7412022-06-30

Mutual Fund Ownership

Virtus KAR Small-Cap Growth I is the biggest individual fund holder of Oportun Financial Corp (OPRT), owning a total of 1.8 million shares. Combined, the top 21 mutual fund holders of OPRT own 24.50% of the company with a total of 8.1 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders decreased their combined ownership of OPRT by 11 thousand shares. None of the mutual funds bought any additional shares. However 2 funds sold 11,435 total shares and decreased their ownership by an average of 4.87%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Oportun Financial Corp decreased by a net total of -11,435 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Ashford Small Company Growth0.396%-3.245%131,490-4,4102022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.305%-6.491%101,208-7,0252022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Virtus KAR Small-Cap Growth I5.370%0.000%1,782,55402022-09-30
Vanguard Total Stock Mkt Idx Inv2.893%8.159%960,20672,4362022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.675%14.323%887,770111,2242022-09-30
iShares Russell 2000 ETF1.787%-0.828%593,096-4,9502022-12-30
BGF FinTech Z2 USD1.780%-7.614%590,879-48,6982022-09-30
ClearBridge Small Cap C1.703%21.497%565,173100,0002022-09-30
Vanguard Extended Market Index Investor0.961%2.721%319,0008,4502022-11-30
iShares Russell 2000 Value ETF0.884%0.000%293,33302022-12-30
Hillsdale US Small Cap Eq Fund Srs A U$0.840%34.751%278,93571,9352022-03-31
Fidelity® Small Cap Index0.663%0.000%219,99402022-10-31
ClearBridge Small Cap Value A0.597%32.664%198,20048,8002022-09-30
ClearBridge Small Cap Value0.597%0.000%198,20002022-11-30
Guardian Small Cap Core VIP0.532%28.906%176,59739,6002022-09-30
Wellington Emerging Companies0.478%-17.496%158,704-33,6562022-09-30
JNL Multi-Manager Small Cap Growth A0.470%0.000%156,08402022-09-30
iShares Core S&P Total US Stock Mkt ETF0.461%0.000%153,15102022-12-30
Fidelity® Extended Market Index0.411%0.000%136,37102022-11-30
Ashford Small Company Growth0.396%-3.245%131,490-4,4102022-12-31
iShares ESG Aware MSCI USA Small-Cap ETF0.368%0.000%122,21902022-10-31
Wellington CIF Micro Cap Equity0.332%0.000%110,14702022-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.305%-6.491%101,208-7,0252022-12-31

Discussions

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delaina

$OPRT Tendie tickets on discount today!!!

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mezzymez2

$OPRT gonna take my L with this one

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iburnmoney

$OPRT Fuk the 1% even though i feel like the 1%

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