Financials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Oportun Financial Corp (OPRT) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores OPRT at 40.3/100 on a 32-signal composite quality model, placing it at rank #2,111 of 2,962 stocks — the bottom half of the AI-ranked universe. OPRT scores in the top quartile across earnings quality (96.7), free cash flow (92.8), institutional flow (78.9). Areas of concern include revenue growth (14.3) and balance sheet strength (38.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Oportun Financial Corp reports quarterly revenue of $105.6M, net income of $8.5M. Top institutional holders of OPRT by reported 13-F value include Forager Capital Management, Neuberger Berman Group, BlackRock, based on the most recent SEC filings. OPRT trades on the Nasdaq exchange and files with the SEC under CIK 1538716. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OPRT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Oportun Financial Corp directly from SEC EDGAR.
AI Quality Score
40.3/100
AI Rank
#2,111
Revenue
$105.6M
Net Income
$8.5M
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $956.7M | $25.2M | 4.6% |
| FY 2024 | 10-K | $1.0B | $-78.7M | -11.5% |
| FY 2023 | 10-K | $1.1B | $-180.0M | -24.0% |
| FY 2022 | 10-K | $952.5M | $-77.7M | -7.9% |
| FY 2021 | 10-K | $626.8M | $47.4M | 10.0% |
| FY 2020 | 10-K | $583.7M | $-45.1M | -10.0% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| Forager Capital Management | 4,512,045 | $25.8M | 2026-06-30 |
| Neuberger Berman Group | 3,893,025 | $22.2M | 2026-06-30 |
| BlackRock | 3,370,232 | $19.2M | 2026-06-30 |
| FINDELL CAPITAL MANAGEMENT | 2,798,300 | $16.0M | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT | 1,742,023 | $9.9M | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS | 1,663,841 | $9.5M | 2026-06-30 |
| Long Focus Capital Management | 1,515,777 | $8.7M | 2026-06-30 |
| GOLDMAN SACHS GROUP | 1,286,133 | $7.3M | 2026-06-30 |
| Simcoe Capital | 1,134,197 | $6.5M | 2026-06-30 |
| Meros Investment Management | 1,125,231 | $6.4M | 2026-06-30 |
13F Pro Quality Score
Rank #2,111 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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