Oportun Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 3.94 M | $24.29 M | 0.00% | 8.45% |
| BLACKROCK, INC. | 11/12/2025 | 2.97 M | $18.36 M | 17.45% | 6.39% |
| FINDELL CAPITAL MANAGEMENT LLC | 11/14/2025 | 2.57 M | $15.85 M | -9.45% | 5.51% |
| VANGUARD GROUP INC | 11/07/2025 | 2.11 M | $13.00 M | 30.36% | 4.52% |
| FORAGER CAPITAL MANAGEMENT, LLC | 11/14/2025 | 1.96 M | $12.08 M | 100.00% | 4.20% |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 11/14/2025 | 1.52 M | $9.35 M | 0.00% | 3.25% |
| CANNELL CAPITAL LLC | 11/14/2025 | 1.47 M | $9.08 M | -8.14% | 3.16% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.23 M | $7.60 M | -7.56% | 2.65% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.18 M | $7.26 M | 51.50% | 2.53% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.01 M | $6.24 M | 17.04% | 2.17% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 981.81 K | $6.06 M | -8.17% | 2.11% |
| ACUITAS INVESTMENTS, LLC | 11/18/2025 | 892.45 K | $5.51 M | 20.37% | 1.92% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 781.36 K | $4.82 M | -24.34% | 1.68% |
| STATE STREET CORP | 11/14/2025 | 719.27 K | $4.44 M | 82.46% | 1.54% |
| CENTERBOOK PARTNERS LP | 11/07/2025 | 700.83 K | $4.32 M | 70.10% | 1.50% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 644.30 K | $3.98 M | -4.46% | 1.38% |
| GLYNN CAPITAL MANAGEMENT LLC | 11/12/2025 | 588.23 K | $3.63 M | 0.00% | 1.26% |
| CITADEL ADVISORS LLC | 11/14/2025 | 563.91 K | $3.48 M | 3.86% | 1.21% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 557.05 K | $3.44 M | 10.84% | 1.20% |
| BOSTON PARTNERS | 11/13/2025 | 531.37 K | $3.28 M | 8.63% | 1.14% |
| SUMMA CORP. | 10/27/2025 | 449.97 K | $2.78 M | -20.41% | 0.97% |
| MARSHALL WACE, LLP | 11/13/2025 | 391.43 K | $2.42 M | -31.94% | 0.84% |
| MORGAN STANLEY | 11/14/2025 | 309.56 K | $1.91 M | 37.11% | 0.66% |
| NORTHERN TRUST CORP | 11/14/2025 | 297.87 K | $1.84 M | 25.04% | 0.64% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 292.00 K | $1.80 M | -24.84% | 0.63% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 280.88 K | $1.73 M | 6.84% | 0.60% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 262.18 K | $1.62 M | 62.32% | 0.56% |
| JPMORGAN CHASE & CO | 11/26/2025 | 220.24 K | $1.36 M | -11.31% | 0.47% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 211.75 K | $1.31 M | 137.16% | 0.45% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 208.18 K | $1.28 M | -40.14% | 0.45% |
| BERGER FINANCIAL GROUP, INC | 10/14/2025 | 196.54 K | $1.21 M | 0.00% | 0.42% |
| SEGALL BRYANT & HAMILL, LLC | 11/12/2025 | 193.69 K | $1.20 M | 100.00% | 0.42% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 186.25 K | $1.15 M | 94.17% | 0.40% |
| WINTON GROUP LTD | 11/13/2025 | 180.78 K | $1.12 M | 46.15% | 0.39% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 179.78 K | $1.11 M | 148.29% | 0.39% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 176.97 K | $1.09 M | -23.13% | 0.38% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 154.68 K | $954.40 K | 13.15% | 0.33% |
| INSPIRE INVESTING, LLC | 10/15/2025 | 150.44 K | $928.22 K | 100.00% | 0.32% |
| JUMP FINANCIAL, LLC | 11/13/2025 | 146.00 K | $900.82 K | -10.23% | 0.31% |
| EMG HOLDINGS, L.P. | 11/14/2025 | 139.17 K | $858.69 K | 0.00% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 113.73 K | $701.70 K | 13.80% | 0.24% |
| JANE STREET GROUP, LLC | 11/14/2025 | 106.56 K | $657.49 K | 100.00% | 0.23% |
| INVESCO LTD. | 11/13/2025 | 105.45 K | $650.61 K | -78.24% | 0.23% |
| GLOBEFLEX CAPITAL L P | 11/12/2025 | 102.90 K | $634.89 K | 25.79% | 0.22% |
| BARCLAYS PLC | 11/12/2025 | 95.97 K | $592.14 K | 24.97% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 88.00 K | $542.97 K | 13.83% | 0.19% |
| STATE OF WYOMING | 11/04/2025 | 85.49 K | $527.46 K | -21.84% | 0.18% |
| UBS GROUP AG | 11/13/2025 | 84.92 K | $523.97 K | 75.67% | 0.18% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 66.93 K | $412.98 K | 0.15% | 0.14% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 63.02 K | $388.82 K | 100.00% | 0.14% |
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Oportun Financial Corporation institutional Ownership - FAQ's
During the previous two years, 150 institutional investors and hedge funds held shares of Oportun Financial Corporation. The most heavily invested institutionals were:
Neuberger Berman Group LLC: 3.94 M
BlackRock, Inc.: 2.97 M
FINDELL CAPITAL MANAGEMENT LLC: 2.57 M
VANGUARD GROUP INC: 2.11 M
Forager Capital Management, LLC: 1.96 M
Long Focus Capital Management, LLC: 1.52 M
73.13% of Oportun Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 38.09 M shares in the last 24 months. This purchase volume represents approximately $220.92 M in transactions.