OPRT Institutional Ownership
Who owns Oportun Financial Corp and what the big funds did with it last quarter, from every SEC 13F filing. 134 funds reported holding OPRT at Jun 30, 2026, together owning 82.4% of the company.
- ▲85 buying vs 43 selling
- ▲Held by funds +6.0 pts
- ▲Funds holding +8
- ●Superinvestors: 2 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 134 | 126 | +6.3% |
| In funds' top 10 | 4 | 4 | 0.0% |
| 13F shares | 37.9M | 35.1M | +7.9% |
| Held by funds | 82.4% | 76.4% | +6.0 pts |
| New positions | 23 | 31 | −25.8% |
| Increased | 62 | 38 | +63.2% |
| Reduced | 30 | 38 | −21.1% |
| Sold out | 13 | 28 | −53.6% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in OPRT
All superinvestors →
Who owns OPRT
share of fund held shares- Index and passive funds26.4%
- Active managers and hedge funds66.4%
- Banks and brokers6.9%
- Pensions, insurers and other0.3%
The top 10 holders own 60.8% of all OPRT shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
27 funds changed their position- CenterBook Partners LPNew+868K sh
- Mackenzie Financial CorpAdded+123K sh
- Creative PlanningAdded+48K sh
- Y-Intercept (Hong Kong) LtdSold out−33K sh
- Vise Technologies, Inc.New+14K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Forager Capital Management, LLC | 9.81% | 4.5M | $25.8M | +1.2M |
| 2 | Neuberger Berman Group LLC | 8.47% | 3.9M | $22.2M | +83K |
| 3 | BlackRock, Inc. | 7.33% | 3.4M | $19.2M | +293K |
| 4 | Findell Capital Management LLC | 6.08% | 2.8M | $16M | +50K |
| 5 | Vanguard Capital Management LLC | 3.79% | 1.7M | $9.9M | +114K |
| 6 | Dimensional Fund Advisors LP | 3.62% | 1.7M | $9.5M | +300K |
| 7 | Long Focus Capital Management, LLC | 3.30% | 1.5M | $8.7M | 0 |
| 8 | Goldman Sachs Group Inc | 2.80% | 1.3M | $7.3M | +468K |
| 9 | Simcoe Capital LLC | 2.47% | 1.1M | $6.5M | +132K |
| 10 | Meros Investment Management, LP | 2.45% | 1.1M | $6.4M | +399K |
- Forager Capital Management, LLC+1.2M sh+$6.6M
- Goldman Sachs Group Inc+468K sh+$2.7M
- Meros Investment Management, LP+399K sh+$2.3M
- Citadel Advisors LLC+395K sh+$2.3M
- American Century Companies Inc+372K sh+$2.1M
- Dimensional Fund Advisors LP+300K sh+$1.7M
- BlackRock, Inc.+293K sh+$1.7M
- Boothbay Fund Management, LLC+243K sh+$1.4M
- Millennium Management LLC−1.3M sh−$7.5M
- Segall Bryant & Hamill, LLC−625K sh−$2.9M
- Cannell Capital LLC−373K sh−$1.7M
- Summa Corp.−104K sh−$591K
- Connor, Clark & Lunn Investment Management Ltd.−85K sh−$487K
- Marshall Wace, LLP−56K sh−$320K
- Nuveen, LLC−54K sh−$307K
- Jones Financial Companies Lllp−51K sh−$295K
OPRT institutional ownership FAQ
Who owns the most OPRT stock?
In Q2 2026 13F filings the largest holder of OPRT was Forager Capital Management, LLC, followed by Neuberger Berman Group LLC and BlackRock, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of OPRT is owned by institutions?
Funds that file 13F reports held 82.4% of OPRT's shares at Jun 30, 2026, compared with 76.4% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying OPRT?
In Q2 2026, 85 funds bought OPRT (23 of them new positions) and 43 sold (13 sold out completely). Among well known investors, 2 added and 2 cut. Our fund sentiment for OPRT is bullish.
What is OPRT's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this OPRT ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.