Oportun Financial Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 3.81 M | $17.56 M | -3.23% | 7.91% |
| FORAGER CAPITAL MANAGEMENT, LLC | 05/15/2026 | 3.36 M | $15.50 M | 41.25% | 6.98% |
| BLACKROCK, INC. | 05/13/2026 | 3.08 M | $14.19 M | -0.90% | 6.39% |
| FINDELL CAPITAL MANAGEMENT LLC | 05/15/2026 | 2.75 M | $12.67 M | 7.01% | 5.70% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 2.25 M | $10.39 M | 18.62% | 4.68% |
| 05/15/2026 | 1.63 M | $7.51 M | 100.00% | 3.38% | |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.52 M | $6.99 M | 0.00% | 3.15% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.36 M | $6.29 M | 20.79% | 2.83% |
| 05/08/2026 | 1.00 M | $4.62 M | 26.00% | 2.08% | |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 961.64 K | $4.43 M | 53.77% | 2.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 948.80 K | $4.38 M | -25.08% | 1.97% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 859.33 K | $3.96 M | 10.41% | 1.78% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 818.29 K | $3.77 M | 103.08% | 1.70% |
| STATE STREET CORP | 05/15/2026 | 752.33 K | $3.47 M | 1.19% | 1.56% |
| MEROS INVESTMENT MANAGEMENT, LP | 05/14/2026 | 726.39 K | $3.35 M | 100.00% | 1.51% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 688.84 K | $3.18 M | 590.22% | 1.43% |
| SEGALL BRYANT & HAMILL, LLC | 05/22/2026 | 624.81 K | $2.88 M | -4.11% | 1.30% |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 488.24 K | $2.25 M | 614.13% | 1.01% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 450.93 K | $2.08 M | 26.49% | 0.94% |
| SUMMA CORP. | 04/30/2026 | 396.77 K | $1.83 M | 0.00% | 0.82% |
| CANNELL CAPITAL LLC | 05/15/2026 | 372.70 K | $1.72 M | 100.00% | 0.77% |
| 05/08/2026 | 362.32 K | $1.67 M | 100.00% | 0.75% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 334.12 K | $1.54 M | 5.32% | 0.69% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 333.57 K | $1.54 M | 160.13% | 0.69% |
| NORTHERN TRUST CORP | 05/14/2026 | 294.56 K | $1.36 M | 5.72% | 0.61% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 274.97 K | $1.27 M | 100.00% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 259.49 K | $1.20 M | 100.00% | 0.54% |
| BERGER FINANCIAL GROUP, INC | 04/28/2026 | 243.58 K | $1.12 M | 23.93% | 0.51% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 211.63 K | $975.59 K | -6.94% | 0.44% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 05/12/2026 | 192.11 K | $885.61 K | 36.14% | 0.40% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 188.92 K | $870.92 K | 9.82% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 166.93 K | $769.57 K | 44.45% | 0.35% |
| JPMORGAN CHASE & CO | 05/13/2026 | 152.58 K | $675.92 K | -5.12% | 0.32% |
| NUVEEN, LLC | 04/30/2026 | 151.02 K | $696.19 K | 111.36% | 0.31% |
| EMG HOLDINGS, L.P. | 05/19/2026 | 139.17 K | $641.58 K | 0.00% | 0.29% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 127.49 K | $587.72 K | 100.00% | 0.26% |
| MORGAN STANLEY | 05/15/2026 | 125.83 K | $580.09 K | -63.76% | 0.26% |
| CITADEL ADVISORS LLC | 05/15/2026 | 122.02 K | $562.53 K | -55.21% | 0.25% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 118.02 K | $544.07 K | -31.75% | 0.25% |
| BARCLAYS PLC | 05/15/2026 | 105.96 K | $488.49 K | -29.32% | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 105.21 K | $485.03 K | -7.48% | 0.22% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 100.08 K | $461.36 K | -24.29% | 0.21% |
| UNION SQUARE PARK CAPITAL MANAGEMENT, LLC | 05/15/2026 | 100.00 K | $461.00 K | 100.00% | 0.21% |
| MYDA ADVISORS LLC | 05/14/2026 | 99.27 K | $457.64 K | 100.00% | 0.21% |
| INVESCO LTD. | 05/12/2026 | 93.61 K | $431.56 K | -6.50% | 0.19% |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC | 05/13/2026 | 91.31 K | $420.95 K | -26.98% | 0.19% |
| GLOBEFLEX CAPITAL L P | 05/13/2026 | 81.80 K | $377.10 K | -20.51% | 0.17% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 80.27 K | $370.05 K | 36.14% | 0.17% |
| MARSHALL WACE, LLP | 05/15/2026 | 79.20 K | $365.10 K | -34.55% | 0.16% |
| UBS GROUP AG | 05/05/2026 | 78.41 K | $361.48 K | -18.80% | 0.16% |
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Oportun Financial Corp institutional Ownership - FAQ's
During the previous two years, 165 institutional investors and hedge funds held shares of Oportun Financial Corp. The most heavily invested institutionals were:
Neuberger Berman Group LLC: 3.81 M
Forager Capital Management, LLC: 3.36 M
BlackRock, Inc.: 3.08 M
FINDELL CAPITAL MANAGEMENT LLC: 2.75 M
MILLENNIUM MANAGEMENT LLC: 2.25 M
Long Focus Capital Management, LLC: 1.52 M
72.94% of Oportun Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 39.22 M shares in the last 24 months. This purchase volume represents approximately $200.81 M in transactions.