Oportun Financial Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FORAGER CAPITAL MANAGEMENT, LLC | 08/14/2026 | 4.51 M | $25.76 M | 34.22% | 9.22% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 3.89 M | $22.23 M | 2.18% | 7.95% |
| BLACKROCK, INC. | 08/07/2026 | 3.37 M | $19.24 M | 9.51% | 6.89% |
| FINDELL CAPITAL MANAGEMENT LLC | 08/14/2026 | 2.80 M | $15.98 M | 1.82% | 5.72% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.74 M | $9.95 M | 6.97% | 3.56% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.66 M | $9.50 M | 22.00% | 3.40% |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.52 M | $8.66 M | 0.00% | 3.10% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.29 M | $7.34 M | 57.17% | 2.63% |
| SIMCOE CAPITAL LLC | 08/06/2026 | 1.13 M | $6.48 M | 13.16% | 2.32% |
| MEROS INVESTMENT MANAGEMENT, LP | 08/14/2026 | 1.13 M | $6.43 M | 54.91% | 2.30% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2026 | 1.10 M | $6.29 M | 28.23% | 2.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.08 M | $6.18 M | 14.00% | 2.21% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 963.56 K | $5.50 M | 0.20% | 1.97% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 945.99 K | $5.40 M | -58.02% | 1.93% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 822.88 K | $4.70 M | 82.49% | 1.68% |
| STATE STREET CORP | 08/07/2026 | 797.26 K | $4.55 M | 5.97% | 1.63% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 752.76 K | $4.30 M | 9.28% | 1.54% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 656.69 K | $3.75 M | 34.50% | 1.34% |
| CITADEL ADVISORS LLC | 09/02/2026 | 516.72 K | $2.95 M | 323.46% | 1.06% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 407.83 K | $2.33 M | 12.56% | 0.83% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 391.71 K | $2.24 M | 17.43% | 0.80% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 350.58 K | $2.00 M | 4.93% | 0.72% |
| NORTHERN TRUST CORP | 08/13/2026 | 331.16 K | $1.89 M | 12.42% | 0.68% |
| SUMMA CORP. | 08/06/2026 | 293.27 K | $1.67 M | -26.09% | 0.60% |
| BERGER FINANCIAL GROUP, INC | 08/04/2026 | 291.04 K | $1.66 M | 19.49% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 281.35 K | $1.61 M | 8.43% | 0.57% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 279.23 K | $1.59 M | 1.55% | 0.57% |
| JANE STREET GROUP, LLC | 08/14/2026 | 221.28 K | $1.26 M | 100.00% | 0.45% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 215.34 K | $1.23 M | 1.75% | 0.44% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 203.48 K | $1.16 M | 7.71% | 0.42% |
| UNION SQUARE PARK CAPITAL MANAGEMENT, LLC | 08/14/2026 | 200.00 K | $1.14 M | 100.00% | 0.41% |
| JPMORGAN CHASE & CO | 08/12/2026 | 172.27 K | $987.09 K | 12.91% | 0.35% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 166.26 K | $949.32 K | 343.11% | 0.34% |
| MYDA ADVISORS LLC | 08/13/2026 | 149.11 K | $851.44 K | 50.21% | 0.30% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 148.93 K | $850.36 K | 16.81% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 147.14 K | $840.15 K | -11.86% | 0.30% |
| EMG HOLDINGS, L.P. | 08/14/2026 | 139.07 K | $794.10 K | -0.07% | 0.28% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 09/15/2026 | 122.11 K | $697.23 K | -36.44% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 112.58 K | $642.84 K | 7.00% | 0.23% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 112.58 K | $642.84 K | 100.00% | 0.23% |
| BARCLAYS PLC | 08/14/2026 | 104.17 K | $594.79 K | -1.69% | 0.21% |
| NUVEEN, LLC | 08/11/2026 | 97.28 K | $555.49 K | -35.58% | 0.20% |
| MAN GROUP PLC | 08/14/2026 | 95.36 K | $544.51 K | 22.58% | 0.19% |
| ALGERT GLOBAL LLC | 08/13/2026 | 94.33 K | $538.63 K | 52.05% | 0.19% |
| MORGAN STANLEY | 08/13/2026 | 89.14 K | $508.99 K | -29.16% | 0.18% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 87.83 K | $501.53 K | 100.00% | 0.18% |
| INVESCO LTD. | 08/14/2026 | 84.64 K | $483.32 K | -9.58% | 0.17% |
| GLOBEFLEX CAPITAL L P | 08/12/2026 | 81.80 K | $467.08 K | 0.00% | 0.17% |
| VOYA INVESTMENT MANAGEMENT LLC | 08/12/2026 | 74.14 K | $423.33 K | 74.90% | 0.15% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 70.61 K | $403.18 K | -12.03% | 0.14% |
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Oportun Financial Corp institutional Ownership - FAQ's
During the previous two years, 170 institutional investors and hedge funds held shares of Oportun Financial Corp. The most heavily invested institutionals were:
Forager Capital Management, LLC: 4.51 M
Neuberger Berman Group LLC: 3.89 M
BlackRock, Inc.: 3.37 M
FINDELL CAPITAL MANAGEMENT LLC: 2.8 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.74 M
DIMENSIONAL FUND ADVISORS LP: 1.66 M
77.42% of Oportun Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 45.02 M shares in the last 24 months. This purchase volume represents approximately $230.52 M in transactions.