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Oportun Financial Corp (OPRT)

CUSIP: 68376D104 | NYSE | Financial Services · Credit Services | Micro Cap | 365 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AForager Capital Management, LLC4,512,0459.8%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AMillennium Management LLC
with Integrated Core Strategies (US) LLC
945,9872.1%Newly reportedJun 30, 2026No 13F filer matched
13G/ACastlelake VI GP, L.P.00.0%No shares heldJun 30, 2026No 13F filer matched
13G/AForager Capital Management, LLC4,512,045
9.8% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/AMillennium Management LLC945,987
2.1% of class · Jun 30, 2026Newly reported
with Integrated Core Strategies (US) LLC
No 13F filer matched
13G/ACastlelake VI GP, L.P.0
0.0% of class · Jun 30, 2026No shares held
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,930,588
0.0% of portfolio›$15.7M
CenterBook Partners LP868,310
0.3% of portfolio›$7.1M
MacKenzie Financial Corp780,176
0.0% of portfolio›$6.4M
Summa Corp.293,266
0.5% of portfolio›$2.4M
Creative Planning61,159
0.0% of portfolio›$497.8K
State of Alaska, Department of Revenue21,037
0.0% of portfolio›$171
Wealth Enhancement Advisory Services, LLC20,475
0.0% of portfolio›$177.3K
State of Wyoming19,400
0.0% of portfolio›$157.9K
Abel Hall, LLC14,101
0.0% of portfolio›$114.8K
Vise Technologies, Inc.13,508
0.0% of portfolio›$110.0K
Commonwealth Equity Services, LLC11,400
0.0% of portfolio›$92.8K
Harbor Capital Advisors, Inc.10,069
0.0% of portfolio›$82
Simplex Trading, LLC7,649
0.0% of portfolio›$62.3K
Gamma Investing LLC2,596
0.0% of portfolio›$21.1K
DekaBank Deutsche Girozentrale2,427
0.0% of portfolio›$20
Citigroup Inc2,351
0.0% of portfolio›$19.1K
Signaturefd, LLC1,222
0.0% of portfolio›$9.9K
Sterling Capital Management LLC848
0.0% of portfolio›$6.9K
Farther Finance Advisors, LLC799
0.0% of portfolio›$6.5K
SJS Investment Consulting Inc.765
0.0% of portfolio›$6.2K
Owl Creek Wealth Partners LLC762
0.0% of portfolio›$6.2K
EverSource Wealth Advisors, LLC521
0.0% of portfolio›$4.2K
Parallel Advisors, LLC468
0.0% of portfolio›$3.8K
Parkside Financial Bank & Trust420
0.0% of portfolio›$3.4K
Trellis Wealth Advisors LLC400
0.0% of portfolio›$3.3K
Root Financial Partners, LLC371
0.0% of portfolio›$3.0K
Essential Partners LLC371
0.0% of portfolio›$3.0K
Provenance Wealth Advisors, LLC232
0.0% of portfolio›$1.9K
IFP Advisors, Inc194
0.0% of portfolio›$1.6K
Latitude Advisors, LLC100
0.0% of portfolio›$814
Capital Advisors, Ltd. LLC36
0.0% of portfolio›$0
Polaris Financial Partners22
0.0% of portfolio›$0
True Wealth Design, LLC14
0.0% of portfolio›$114
Ascentis Wealth Management, LLC11
0.0% of portfolio›$89
SBI Securities Co., Ltd.1
0.0% of portfolio›$8
Fortitude Family Office, LLC1
0.0% of portfolio›$8
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,930,588$15.7M0.0%IndexLowAustin, TX2026-11-04
CenterBook Partners LP
868,310$7.1M0.3%ValueVery HighGreenwich, CT2026-11-02
MacKenzie Financial Corp
780,176$6.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Summa Corp.
293,266$2.4M0.5%Agg GrowthLowThe Woodlands, TX2026-10-30
Creative Planning
61,159$497.8K0.0%IndexVery LowOverland Park, KS2026-11-02
State of Alaska, Department of Revenue
21,037$1710.0%CoreVery LowJuneau, AK2026-10-15
Wealth Enhancement Advisory Services, LLC
20,475$177.3K0.0%CoreLowPlymouth, MN2026-10-13
State of Wyoming
19,400$157.9K0.0%ValueHighCheyenne, WY2026-10-28
Abel Hall, LLC
14,101$114.8K0.0%CoreMediumBaton Rouge, LA2026-10-19
Vise Technologies, Inc.
13,508$110.0K0.0%IndexLowNew York, NY2026-10-29
Commonwealth Equity Services, LLC
11,400$92.8K0.0%ETFLowWaltham, MA2026-11-02
Harbor Capital Advisors, Inc.
10,069$820.0%ValueHighChicago, IL2026-10-22
Simplex Trading, LLC
7,649$62.3K0.0%CoreVery HighChicago, IL2026-11-04
Gamma Investing LLC
2,596$21.1K0.0%IndexVery LowFoster City, CA2026-10-08
DekaBank Deutsche Girozentrale
2,427$200.0%CoreLowFrankfurt, Hong Kong2026-10-27
Citigroup Inc
2,351$19.1K0.0%CoreMediumNew York, NY2026-11-04
Signaturefd, LLC
1,222$9.9K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
848$6.9K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
799$6.5K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
765$6.2K0.0%ETFVery LowSylvania, OH2026-10-26
Owl Creek Wealth Partners LLC
762$6.2K0.0%IndexLowGreenwood Village, CO2026-10-20
EverSource Wealth Advisors, LLC
521$4.2K0.0%CoreMediumBirmingham, AL2026-11-04
Parallel Advisors, LLC
468$3.8K0.0%IndexLowSan Francisco, CA2026-11-03
Parkside Financial Bank & Trust
420$3.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Trellis Wealth Advisors LLC
400$3.3K0.0%ETFVery LowSan Luis Obispo, CA2026-10-19
Root Financial Partners, LLC
371$3.0K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
371$3.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Provenance Wealth Advisors, LLC
232$1.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
IFP Advisors, Inc
194$1.6K0.0%GrowthLowTampa, FL2026-10-16
Latitude Advisors, LLC
100$8140.0%ETFLowYorkville, IL2026-10-27
Capital Advisors, Ltd. LLC
36$00.0%ETFLowShaker Heights, OH2026-10-27
Polaris Financial Partners
22$00.0%GrowthN/AWesterville, OH2026-10-02
True Wealth Design, LLC
14$1140.0%ETFMediumAkron, OH2026-10-13
Ascentis Wealth Management, LLC
11$890.0%Agg GrowthLowDallas, TX2026-11-03
SBI Securities Co., Ltd.
1$80.0%Agg GrowthLowTokyo, Mexico2026-10-22
Fortitude Family Office, LLC
1$80.0%ETFMediumScottsdale, AZ2026-10-14