Oportun Financial Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 3.94 M | $20.83 M | 0.00% | 8.43% |
| BLACKROCK, INC. | 02/12/2026 | 3.11 M | $16.43 M | 4.39% | 6.65% |
| FINDELL CAPITAL MANAGEMENT LLC | 02/17/2026 | 2.57 M | $13.59 M | 0.00% | 5.50% |
| FORAGER CAPITAL MANAGEMENT, LLC | 02/17/2026 | 2.38 M | $12.59 M | 21.58% | 5.10% |
| VANGUARD GROUP INC | 01/29/2026 | 2.26 M | $11.97 M | 7.44% | 4.85% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 1.90 M | $10.05 M | 54.15% | 4.07% |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 02/17/2026 | 1.52 M | $8.02 M | 0.00% | 3.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.27 M | $6.70 M | 7.61% | 2.71% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.13 M | $5.97 M | 11.56% | 2.42% |
| 02/04/2026 | 795.47 K | $4.21 M | 100.00% | 1.70% | |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 778.30 K | $4.12 M | -0.39% | 1.67% |
| STATE STREET CORP | 02/13/2026 | 743.47 K | $3.93 M | 3.36% | 1.59% |
| SEGALL BRYANT & HAMILL, LLC | 02/13/2026 | 651.58 K | $3.45 M | 236.41% | 1.39% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 642.10 K | $3.40 M | -0.34% | 1.37% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 625.39 K | $3.31 M | 12.27% | 1.34% |
| BOSTON PARTNERS | 02/13/2026 | 597.33 K | $3.16 M | 12.41% | 1.28% |
| GLYNN CAPITAL MANAGEMENT LLC | 02/10/2026 | 588.23 K | $3.11 M | 0.00% | 1.26% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 541.54 K | $2.86 M | -44.84% | 1.16% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 402.94 K | $2.13 M | 53.69% | 0.86% |
| SUMMA CORP. | 01/21/2026 | 396.77 K | $2.10 M | -11.82% | 0.85% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 357.20 K | $1.89 M | 68.69% | 0.76% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 356.50 K | $1.89 M | 98.30% | 0.76% |
| MORGAN STANLEY | 02/13/2026 | 347.23 K | $1.84 M | 12.17% | 0.74% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 317.24 K | $1.68 M | 12.94% | 0.68% |
| NORTHERN TRUST CORP | 02/17/2026 | 278.63 K | $1.47 M | -6.46% | 0.60% |
| CITADEL ADVISORS LLC | 02/17/2026 | 272.41 K | $1.44 M | -51.69% | 0.58% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 227.41 K | $1.20 M | 158.42% | 0.49% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 202.31 K | $1.07 M | 100.00% | 0.43% |
| BERGER FINANCIAL GROUP, INC | 01/27/2026 | 196.54 K | $1.04 M | 0.00% | 0.42% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 172.91 K | $914.69 K | -40.78% | 0.37% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 172.03 K | $910.06 K | 11.22% | 0.37% |
| JPMORGAN CHASE & CO | 02/11/2026 | 160.81 K | $850.69 K | -26.98% | 0.34% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 155.32 K | $821.66 K | 195.55% | 0.33% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 150.46 K | $795.93 K | 4,474.64% | 0.32% |
| BARCLAYS PLC | 02/13/2026 | 149.93 K | $793.10 K | 56.22% | 0.32% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 02/12/2026 | 141.11 K | $746.47 K | 100.00% | 0.30% |
| EMG HOLDINGS, L.P. | 02/17/2026 | 139.17 K | $736.22 K | 0.00% | 0.30% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 132.18 K | $699.23 K | -36.51% | 0.28% |
| WINTON GROUP LTD | 02/11/2026 | 131.94 K | $697.94 K | -27.02% | 0.28% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 128.23 K | $678.36 K | 211.02% | 0.27% |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC | 02/12/2026 | 125.04 K | $661.48 K | 287.99% | 0.27% |
| MARSHALL WACE, LLP | 02/13/2026 | 121.01 K | $640.15 K | -69.08% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 115.56 K | $611.32 K | 136.69% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 113.72 K | $601.59 K | 0.00% | 0.24% |
| GLOBEFLEX CAPITAL L P | 02/11/2026 | 102.90 K | $544.34 K | 0.00% | 0.22% |
| INVESCO LTD. | 02/19/2026 | 100.13 K | $529.67 K | -5.05% | 0.21% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 99.80 K | $527.94 K | 134.13% | 0.21% |
| UBS GROUP AG | 01/29/2026 | 96.57 K | $510.84 K | 13.71% | 0.21% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 92.72 K | $490.49 K | 47.13% | 0.20% |
| STATE OF WYOMING | 02/11/2026 | 85.27 K | $451.08 K | -0.26% | 0.18% |
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Oportun Financial Corp institutional Ownership - FAQ's
During the previous two years, 159 institutional investors and hedge funds held shares of Oportun Financial Corp. The most heavily invested institutionals were:
Summa Corp.: 396,766
Berger Financial Group, Inc: 243,575
Bank of New York Mellon Corp: 211,625
Nuveen, LLC: 151,017
UBS Group AG: 78,412
HSBC HOLDINGS PLC: 58,980
72.27% of Oportun Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 37.42 M shares in the last 24 months. This purchase volume represents approximately $191.59 M in transactions.