Oportun Financial Corp (OPRT) Ownership

2.43 ↓0.01 (-0.21%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

Neuberger Berman Group LLC is the biggest individual institutional holder of Oportun Financial Corp (OPRT), owning a total of 3.8 million shares. Combined, the top 45 institutional holders of OPRT own 92.37% of the company with a total of 31.5 million shares.

In the latest ownership report on December 31st 2023, the top 45 institutional holders increased their combined ownership of OPRT by 7.6 million shares. 15 institutions bought 8,744,834 total additional shares and increased their ownership by an average of 1,406.20%. However 4 institutions sold 1,155,745 total shares and decreased their ownership by an average of 25.14%.

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 7,589,089 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Neuberger Berman Group LLC10.988%20,594.000%3,761,1393,742,9642023-12-31
Findell Capital Management LLC5.843%0.000%2,000,0002,000,0002023-12-31
BlackRock Inc4.362%1.525%1,493,22222,4362023-12-31
Vanguard Group Inc4.072%-2.183%1,393,935-31,1142023-12-31
Long Focus Capital Management, LLC3.844%23.457%1,315,777250,0002023-12-31
Millennium Management LLC3.834%97.345%1,312,223647,2832023-12-31
Acadian Asset Management LLC2.136%35.736%731,108192,4812023-12-31
Madrone Advisors LLC1.821%-33.192%623,295-309,6622023-12-31
RBF LLC1.723%27.893%589,738128,6212023-12-31
Glynn Capital Management, LLC1.719%0.000%588,23302023-12-31
Dimensional Fund Advisors, Inc.1.675%14.305%573,24971,7392023-12-31
Park West Asset Management LLC1.651%-57.940%565,235-778,6382023-12-31
Summa Corp1.647%0.000%563,808563,8082023-12-31
Tejara Capital Ltd1.362%-7.228%466,320-36,3312023-12-31
Morgan Stanley - Brokerage Accounts1.128%21.642%386,25168,7202023-12-31
Union Square Park Capital Management, LLC1.078%0.000%368,893368,8932023-12-31
Bridgeway Capital Management, LLC0.969%105.863%331,682170,5642023-12-31
Fuller & Thaler Asset Management Inc0.956%0.000%327,179327,1792023-12-31
Geode Capital Management, LLC0.880%2.499%301,3557,3462023-12-31
Two Sigma Advisers, LLC0.850%168.790%291,100182,8002023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Neuberger Berman Group LLC10.988%20,594.000%3,761,1393,742,9642023-12-31
Institutional Venture Management XIV LLC8.904%-10.587%3,047,831-360,8602023-09-30
Kayne Anderson Rudnick Investment Management LLC6.268%-0.537%2,145,402-11,5882023-09-30
Findell Capital Management LLC5.843%0.000%2,000,0002,000,0002023-12-31
BlackRock Inc4.362%1.525%1,493,22222,4362023-12-31
Vanguard Group Inc4.072%-2.183%1,393,935-31,1142023-12-31
Long Focus Capital Management, LLC3.844%23.457%1,315,777250,0002023-12-31
Millennium Management LLC3.834%97.345%1,312,223647,2832023-12-31
Wellington Management Company LLP3.141%-19.213%1,064,473-253,1482022-12-31
General Catalyst Group Management, LLC2.826%0.000%944,55602022-12-31
Bank of Montreal2.469%0.000%845,275845,2752023-06-30
BMO Capital Markets Corp.2.469%0.000%845,275845,2752023-06-30
Acadian Asset Management LLC2.136%35.736%731,108192,4812023-12-31
Madrone Advisors LLC1.821%-33.192%623,295-309,6622023-12-31
RBF LLC1.723%27.893%589,738128,6212023-12-31
Glynn Capital Management, LLC1.719%0.000%588,23302023-12-31
Dimensional Fund Advisors, Inc.1.675%14.305%573,24971,7392023-12-31
Park West Asset Management LLC1.651%-57.940%565,235-778,6382023-12-31
Summa Corp1.647%0.000%563,808563,8082023-12-31
Tejara Capital Ltd1.362%-7.228%466,320-36,3312023-12-31
Amvescap Plc.1.304%324.032%446,370341,1022023-09-30
Morgan Stanley - Brokerage Accounts1.128%21.642%386,25168,7202023-12-31
Union Square Park Capital Management, LLC1.078%0.000%368,893368,8932023-12-31
Ashford Capital Management Inc1.084%-1.636%367,190-6,1082022-12-31
Marshall Wace Asset Management Ltd1.010%52.064%335,312114,8052022-06-30
State Street Corporation0.976%0.894%334,0222,9582023-09-30
Bridgeway Capital Management, LLC0.969%105.863%331,682170,5642023-12-31
Fuller & Thaler Asset Management Inc0.956%0.000%327,179327,1792023-12-31
Ameriprise Financial Inc0.982%118.098%326,054176,5552022-06-30
Geode Capital Management, LLC0.880%2.499%301,3557,3462023-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.873%-6.302%295,900-19,9002022-12-31
Two Sigma Advisers, LLC0.850%168.790%291,100182,8002023-12-31
Acuitas Investments, LLC0.842%0.000%288,210288,2102023-09-30
AQR Capital Management LLC0.684%58.162%232,61885,5422023-03-31
Northern Trust Corp0.632%-4.059%215,121-9,1022023-03-31
Stifel Financial Corp0.628%-26.545%214,978-77,6882023-09-30
ClearBridge Advisors, LLC0.599%-80.806%203,822-858,0642023-03-31
Renaissance Technologies Corp0.565%-0.099%192,309-1912023-03-31
Citadel Advisors Llc0.552%24.344%188,85836,9742023-06-30
HST Ventures, LLC0.560%0.000%185,99702022-12-31
Federated Hermes Inc0.529%80.000%180,00080,0002023-03-31
Susquehanna International Group, LLP0.522%241.799%177,626125,6582023-06-30
Prudential Financial Inc0.483%88.525%160,42575,3302022-06-30
Wells Fargo & Co0.472%-13.920%156,788-25,3552022-06-30
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 1.5 million shares. Combined, the top 53 mutual fund holders of OPRT own 33.49% of the company with a total of 11.4 million shares.

In the latest ownership report on February 29th 2024, the top 53 fund holders increased their combined ownership of OPRT by 100 thousand shares. 1 funds bought 210 total additional shares and increased their ownership by an average of 0.22%. However 1 funds sold 100,400 total shares and decreased their ownership by an average of 10.46%.

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 -100,190 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.512%-10.456%859,806-100,4002024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.144%0.000%391,65002024-02-29
Invesco FTSE RAFI US 1500 Small-Mid ETF0.312%0.000%106,69002024-02-29
Dimensional US Targeted Value ETF0.312%0.000%106,64602024-02-29
EA Bridgeway Omni Small-Cap Value ETF0.278%0.221%95,0802102024-02-29
iShares Micro-Cap ETF0.188%0.000%64,34902024-02-29
Dimensional US Small Cap ETF0.181%0.000%61,92502024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Virtus KAR Small-Cap Growth I4.273%0.000%1,462,55402023-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.805%0.000%960,20602023-03-31
Vanguard Total Stock Mkt Idx Inv2.512%-10.456%859,806-100,4002024-02-29
iShares Russell 2000 ETF1.882%-0.120%637,743-7632023-06-21
ClearBridge Small Cap C1.663%-1.681%555,673-9,5002022-12-31
BGF FinTech Z2 USD1.618%0.000%553,73302023-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.144%0.000%391,65002024-02-29
Vanguard Extended Market Index Investor1.148%0.000%390,82802023-08-31
Invesco Dorsey Wright SmallCap Momt ETF0.997%0.000%341,28402023-12-31
FullerThaler Behavioral Micro-Cap Core0.956%0.000%327,179327,1792023-12-31
Hillsdale US Small Cap Eq Fund Srs A U$0.840%34.751%278,93571,9352022-03-31
iShares Russell 2000 Value ETF0.811%0.563%274,6941,5392023-06-21
Fidelity® Small Cap Index0.722%0.000%245,79702023-05-31
SPDR® S&P Kensho New Economies Comps ETF0.698%-0.025%238,908-592023-11-30
Guardian Small Cap Core VIP0.528%0.000%176,59702022-12-31
Bridgeway Omni Small-Cap Value0.475%0.000%162,500162,5002023-12-31
Bridgeway Omni Small-Cap Value N0.475%0.000%162,500162,5002023-12-31
Wellington Emerging Companies0.478%-17.496%158,704-33,6562022-09-30
JNL Multi-Manager Small Cap Growth A0.456%0.000%156,08402023-09-30
Fidelity® Extended Market Index0.447%5.650%152,9088,1772023-11-30
Fidelity Extended Market Index0.446%0.000%152,52502024-01-31
iShares Core S&P Total US Stock Mkt ETF0.448%0.000%149,39402023-02-28
DFA US Targeted Value I0.395%0.000%135,12302024-01-31
Ashford Small Company Growth0.393%-3.245%131,490-4,4102022-12-31
iShares ESG Aware MSCI USA Small-Cap ETF0.368%0.000%122,21902022-10-31
State St Russell Sm Cap® Indx NL Cl C0.342%0.000%116,02602023-05-31
ClearBridge Small Cap Value A0.320%-25.477%109,400-37,4002023-09-30
ClearBridge Small Cap Value0.320%0.000%109,40002023-10-31
Invesco FTSE RAFI US 1500 Small-Mid ETF0.312%0.000%106,69002024-02-29
Dimensional US Targeted Value ETF0.312%0.000%106,64602024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.299%0.000%101,20802023-05-31
Wellington CIF Micro Cap Equity0.289%-11.202%97,808-12,3392022-12-31
Goldman Sachs Small Cp Val Insghts Instl0.284%0.000%96,10802023-01-31
Avantis® U.S. Small Cap Value ETF0.282%-0.121%95,779-1162023-07-29
EA Bridgeway Omni Small-Cap Value ETF0.278%0.221%95,0802102024-02-29
Federated Hermes Alternative Bear Eq.0.236%1.000%80,8008002023-12-31
BlackRock Extended Mkt Composite0.226%0.000%77,34702023-09-30
NT R2000 Value Index Fund - NL0.226%-11.762%76,554-10,2042023-03-31
NT R2000 Index Fund - NL0.224%-3.991%75,999-3,1592023-03-31
DFA US Small Cap I0.222%0.000%75,81902024-01-31
Vanguard Russell 2000 ETF0.223%-0.807%75,697-6162023-05-31
Bridgeway Ultra-Small Company Market0.219%0.000%75,00002023-12-31
FullerThaler Behvrl Mcr-Cp Eq Instl0.205%69.234%70,31528,7662024-01-31
BlackRock Extended Equity Market K0.197%-0.201%67,479-1362023-12-31
iShares Micro-Cap ETF0.188%0.000%64,34902024-02-29
Schwab Small-Cap Equity0.188%0.000%64,30002023-09-30
WisdomTree US SmallCap Earnings ETF0.186%0.000%63,61702023-11-30
Dimensional US Small Cap ETF0.181%0.000%61,92502024-02-29
Daiwa US Small Cap Sutainable Gr MF0.169%0.000%57,89502023-08-15
DFA US Micro Cap I0.152%0.000%52,06902023-12-31
Federated Hermes Prudent Bear A0.146%-37.500%50,000-30,0002023-09-30
BlackRock Advantage Small Cap Core Instl0.144%0.000%49,13502024-01-31
Fidelity Total Market Index0.142%0.000%48,53302023-12-31

Discussions

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mezzymez2

$OPRT nearing a decent swing entry point

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micmic

$OPRT Silly Bears tricks are for kids

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