Oportun Financial Corp (OPRT) — Institutional Holders, Q2 2026
134 institutional investment managers reported a OPRT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $215.7M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OPRT in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Forager Capital ManagementAdded · +1,150,319 sh+$6.6M
- GOLDMAN SACHS GROUPAdded · +467,846 sh+$2.7M
- Meros Investment ManagementAdded · +398,846 sh+$2.3M
- CITADEL ADVISORSAdded · +394,700 sh+$2.3M
- AMERICAN CENTURY COMPANIESAdded · +371,951 sh+$2.1M
Biggest sellers
- MILLENNIUM MANAGEMENTTrimmed · -1,307,195 sh-$7.5M
- SEGALL BRYANT & HAMILLSold out · -638,592 sh-$3.6M
- CANNELL CAPITALSold out · -372,697 sh-$2.1M
- SummaTrimmed · -103,500 sh-$591.0K
- Connor, Clark & Lunn Investment Management Ltd.Trimmed · -85,368 sh-$487.5K
OPRT 13F holders ranked 1–100 of 134
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Forager Capital Management#1 · 4,512,045 sh | 4,512,045 | $25.8M | 9.69% | +34.2% |
| 2 | Neuberger Berman Group#2 · 3,893,025 sh | 3,893,025 | $22.2M | 0.01% | +2.2% |
| 3 | BlackRock#3 · 3,370,232 sh | 3,370,232 | $19.2M | <0.01% | +9.5% |
| 4 | FINDELL CAPITAL MANAGEMENT#4 · 2,798,300 sh | 2,798,300 | $16.0M | 2.25% | +1.8% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 1,742,023 sh | 1,742,023 | $9.9M | <0.01% | +7.0% |
| 6 | DIMENSIONAL FUND ADVISORS#6 · 1,663,841 sh | 1,663,841 | $9.5M | <0.01% | +22.0% |
| 7 | Long Focus Capital Management#7 · 1,515,777 sh | 1,515,777 | $8.7M | 0.22% | 0.0% |
| 8 | GOLDMAN SACHS GROUP#8 · 1,286,133 sh | 1,286,133 | $7.3M | <0.01% | +57.2% |
| 9 | Simcoe Capital#9 · 1,134,197 sh | 1,134,197 | $6.5M | 3.95% | +13.2% |
| 10 | Meros Investment Management#10 · 1,125,231 sh | 1,125,231 | $6.4M | 2.04% | +54.9% |
| 11 | BOOTHBAY FUND MANAGEMENT#11 · 1,101,930 sh | 1,101,930 | $6.3M | 0.08% | +28.2% |
| 12 | GEODE CAPITAL MANAGEMENT#12 · 1,081,651 sh | 1,081,651 | $6.2M | <0.01% | +14.0% |
| 13 | TWO SIGMA INVESTMENTS#13 · 963,560 sh | 963,560 | $5.5M | <0.01% | +0.2% |
| 14 | MILLENNIUM MANAGEMENT#14 · 945,987 sh | 945,987 | $5.4M | <0.01% | -58.0% |
| 15 | AMERICAN CENTURY COMPANIES#15 · 822,881 sh | 822,881 | $4.7M | <0.01% | +82.5% |
| 16 | STATE STREET#16 · 797,256 sh | 797,256 | $4.6M | <0.01% | +6.0% |
| 17 | AQR CAPITAL MANAGEMENT#17 · 752,758 sh | 752,758 | $4.3M | <0.01% | +9.3% |
| 18 | MACKENZIE FINANCIAL#18 · 656,694 sh | 656,694 | $3.7M | <0.01% | +34.5% |
| 19 | CITADEL ADVISORS#19 · 516,723 sh | 516,723 | $3.0M | <0.01% | +323.5% |
| 20 | VANGUARD PORTFOLIO MANAGEMENT#20 · 407,832 sh | 407,832 | $2.3M | <0.01% | +12.6% |
| 21 | Trexquant Investment#21 · 391,710 sh | 391,710 | $2.2M | 0.01% | +17.4% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT#22 · 350,581 sh | 350,581 | $2.0M | 0.04% | +4.9% |
| 23 | NORTHERN#23 · 331,156 sh | 331,156 | $1.9M | <0.01% | +12.4% |
| 24 | Summa#24 · 293,266 sh | 293,266 | $1.7M | 0.53% | -26.1% |
| 25 | Berger Financial Group#25 · 291,041 sh | 291,041 | $1.7M | 0.08% | +19.5% |
| 26 | VANGUARD FIDUCIARY#26 · 281,352 sh | 281,352 | $1.6M | <0.01% | +8.4% |
| 27 | LAZARD ASSET MANAGEMENT#27 · 279,234 sh | 279,234 | $1.6M | <0.01% | +1.6% |
| 28 | JANE STREET GROUP#28 · 221,279 sh | 221,279 | $1.3M | <0.01% | New |
| 29 | Bank of New York Mellon#29 · 215,338 sh | 215,338 | $1.2M | <0.01% | +1.8% |
| 30 | Empowered Funds#30 · 203,478 sh | 203,478 | $1.2M | <0.01% | +7.7% |
| 31 | Union Square Park Capital Management#31 · 200,000 sh | 200,000 | $1.1M | 0.41% | New |
| 32 | JPMORGAN CHASE#32 · 172,267 sh | 172,267 | $987.1K | <0.01% | +12.9% |
| 33 | BNP PARIBAS FINANCIAL MARKETS#33 · 166,255 sh | 166,255 | $949.3K | <0.01% | +343.1% |
| 34 | MYDA Advisors#34 · 149,114 sh | 149,114 | $851.4K | 0.13% | +50.2% |
| 35 | Vanguard Global Advisers#35 · 148,925 sh | 148,925 | $850.4K | <0.01% | +16.8% |
| 36 | BANK OF AMERICA#36 · 147,136 sh | 147,136 | $840.1K | <0.01% | -11.9% |
| 37 | EMG , L.P.#37 · 139,072 sh | 139,072 | $794.1K | 0.63% | -0.1% |
| 38 | Arbiter Partners Capital Management#38 · 122,106 sh | 122,106 | $697.2K | 0.37% | -36.4% |
| 39 | CHARLES SCHWAB INVESTMENT MANAGEMENT#39 · 112,581 sh | 112,581 | $642.8K | <0.01% | +7.0% |
| 40 | BARCLAYS PLC#40 · 104,167 sh | 104,167 | $594.8K | <0.01% | -1.7% |
| 41 | Nuveen#41 · 97,283 sh | 97,283 | $555.5K | <0.01% | -35.6% |
| 42 | Man Group plc#42 · 95,360 sh | 95,360 | $544.5K | <0.01% | +22.6% |
| 43 | ALGERT GLOBAL#43 · 94,331 sh | 94,331 | $538.6K | <0.01% | +52.1% |
| 44 | MORGAN STANLEY#44 · 89,140 sh | 89,140 | $509.0K | 0.00% | -29.2% |
| 45 | Point72 Asset Management, L.P.#45 · 87,833 sh | 87,833 | $501.5K | <0.01% | New |
| 46 | Invesco Ltd.#46 · 84,644 sh | 84,644 | $483.3K | 0.00% | -9.6% |
| 47 | GLOBEFLEX CAPITAL L P#47 · 81,800 sh | 81,800 | $467.1K | 0.06% | 0.0% |
| 48 | VOYA INVESTMENT MANAGEMENT#48 · 74,138 sh | 74,138 | $423.3K | <0.01% | +74.9% |
| 49 | PRUDENTIAL FINANCIAL#49 · 70,610 sh | 70,610 | $403.2K | <0.01% | -12.0% |
| 50 | PANAGORA ASSET MANAGEMENT#50 · 67,553 sh | 67,553 | $385.7K | <0.01% | -0.2% |
| 51 | FULLER & THALER ASSET MANAGEMENT#51 · 67,482 sh | 67,482 | $385.3K | <0.01% | -0.8% |
| 52 | THRIVENT FINANCIAL FOR LUTHERANS#52 · 65,147 sh | 65,147 | $372.0K | <0.01% | New |
| 53 | Graham Capital Management, L.P.#53 · 64,719 sh | 64,719 | $369.5K | <0.01% | +55.4% |
| 54 | XTX Topco Ltd#54 · 61,972 sh | 61,972 | $353.9K | <0.01% | New |
| 55 | Russell Investments Group, Ltd.#55 · 61,879 sh | 61,879 | $353.3K | <0.01% | +66.3% |
| 56 | MARTINGALE ASSET MANAGEMENT L P#56 · 59,154 sh | 59,154 | $337.8K | <0.01% | 0.0% |
| 57 | Integrated Quantitative Investments#57 · 58,028 sh | 58,028 | $331.3K | 0.05% | -36.5% |
| 58 | Dynamic Technology Lab Private Ltd#58 · 54,079 sh | 54,079 | $309.0K | 0.07% | New |
| 59 | RENAISSANCE TECHNOLOGIES#59 · 51,179 sh | 51,179 | $292.2K | <0.01% | -48.9% |
| 60 | RHUMBLINE ADVISERS#60 · 50,270 sh | 50,270 | $287.0K | <0.01% | +7.7% |
| 61 | D. E. Shaw#61 · 40,858 sh | 40,858 | $233.3K | <0.01% | -3.3% |
| 62 | HSBC PLC#62 · 38,501 sh | 38,501 | $220.2K | <0.01% | -34.7% |
| 63 | DAG Ventures#63 · 38,452 sh | 38,452 | $219.6K | 0.18% | 0.0% |
| 64 | DEUTSCHE BANK AG\#64 · 35,916 sh | 35,916 | $205.1K | <0.01% | +3.4% |
| 65 | WELLS FARGO & COMPANY#65 · 34,994 sh | 34,994 | $199.8K | 0.00% | +128.6% |
| 66 | Walleye Capital#66 · 34,191 sh | 34,191 | $195.2K | <0.01% | New |
| 67 | PRICE T ROWE ASSOCIATES#67 · 33,489 sh | 33,489 | $192.0K | 0.00% | +5.5% |
| 68 | Y-Intercept (Hong Kong) Ltd#68 · 33,350 sh | 33,350 | $190.4K | — | New |
| 69 | UBS Group AG#69 · 32,922 sh | 32,922 | $188.0K | 0.00% | -58.0% |
| 70 | Connor, Clark & Lunn Investment Management Ltd.#70 · 32,651 sh | 32,651 | $186.4K | <0.01% | -72.3% |
| 71 | Universal- Beteiligungs- und Servicegesellschaft mbH#71 · 31,840 sh | 31,840 | $181.8K | <0.01% | New |
| 72 | PDT Partners#72 · 30,346 sh | 30,346 | $173.3K | <0.01% | -14.4% |
| 73 | SEI INVESTMENTS#73 · 28,081 sh | 28,081 | $160.3K | <0.01% | 0.0% |
| 74 | Cerity Partners#74 · 27,819 sh | 27,819 | $158.8K | <0.01% | -14.5% |
| 75 | Mariner#75 · 25,871 sh | 25,871 | $147.7K | <0.01% | New |
| 76 | MetLife Investment Management#76 · 23,397 sh | 23,397 | $133.6K | <0.01% | +58.8% |
| 77 | MARSHALL WACE, LLP#77 · 23,133 sh | 23,133 | $132.1K | <0.01% | -70.8% |
| 78 | State of Alaska, Department of Revenue#78 · 21,037 sh | 21,037 | $120.0K | — | 0.0% |
| 79 | Squarepoint Ops#79 · 19,602 sh | 19,602 | $111.9K | <0.01% | New |
| 80 | CITIGROUP#80 · 19,265 sh | 19,265 | $110.0K | 0.00% | +919.3% |
| 81 | MIRAE ASSET GLOBAL ETFS Ltd.#81 · 19,241 sh | 19,241 | $109.9K | <0.01% | +0.4% |
| 82 | MERCER GLOBAL ADVISORS#82 · 18,948 sh | 18,948 | $108.2K | <0.01% | +77.1% |
| 83 | Modern Wealth Management#83 · 16,000 sh | 16,000 | $91.4K | <0.01% | New |
| 84 | STATE OF WISCONSIN INVESTMENT BOARD#84 · 15,873 sh | 15,873 | $90.6K | <0.01% | -41.3% |
| 85 | FMR#85 · 15,523 sh | 15,523 | $88.6K | 0.00% | +15.5% |
| 86 | Abel Hall#86 · 14,290 sh | 14,290 | $81.6K | — | +15.7% |
| 87 | Centiva Capital#87 · 14,000 sh | 14,000 | $79.9K | <0.01% | 0.0% |
| 88 | AXQ CAPITAL#88 · 13,696 sh | 13,696 | $78.2K | <0.01% | New |
| 89 | NEW YORK STATE COMMON RETIREMENT FUND#89 · 13,500 sh | 13,500 | $77.1K | <0.01% | 0.0% |
| 90 | HARBOR CAPITAL ADVISORS#90 · 13,249 sh | 13,249 | $76.0K | — | +25.1% |
| 91 | State of Wyoming#91 · 13,254 sh | 13,254 | $75.7K | <0.01% | -66.1% |
| 92 | SIMPLEX TRADING#92 · 12,969 sh | 12,969 | $74.1K | 0.00% | +144.4% |
| 93 | Creative Planning#93 · 12,936 sh | 12,936 | $73.9K | 0.00% | New |
| 94 | CANADA PENSION PLAN INVESTMENT BOARD#94 · 12,900 sh | 12,900 | $73.7K | 0.00% | New |
| 95 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#95 · 12,803 sh | 12,803 | $73.1K | 0.00% | -77.7% |
| 96 | ALLIANCEBERNSTEIN L.P.#96 · 15,800 sh | 15,800 | $72.8K | 0.00% | New |
| 97 | WEALTH ENHANCEMENT ADVISORY SERVICES#97 · 11,720 sh | 11,720 | $70.4K | — | New |
| 98 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#98 · 11,509 sh | 11,509 | $65.7K | <0.01% | +6.2% |
| 99 | Virtu Financial#99 · 10,899 sh | 10,899 | $62.0K | <0.01% | New |
| 100 | PharVision Advisers#100 · 10,837 sh | 10,837 | $61.9K | 1.17% | New |
Funds that sold out of OPRT in Q2 2026 (13)
Held OPRT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| SEGALL BRYANT & HAMILL638,592 sh | 638,592 | $3.0M |
| CANNELL CAPITAL372,697 sh | 372,697 | $1.7M |
| Legato Capital Management59,219 sh | 59,219 | $273.0K |
| LOS ANGELES CAPITAL MANAGEMENT44,919 sh | 44,919 | $207.1K |
| Campbell & Investment Adviser30,176 sh | 30,176 | $139.1K |
| Castleview Partners22,093 sh | 22,093 | $101.8K |
| Odyssean18,912 sh | 18,912 | $87.2K |
| Flaharty Asset Management16,000 sh | 16,000 | $73.8K |
| R Squared Ltd12,973 sh | 12,973 | $59.8K |
| INTECH INVESTMENT MANAGEMENT10,836 sh | 10,836 | $50.0K |
| MAI Capital Management1,665 sh | 1,665 | $7.7K |
| Root Financial Partners320 sh | 320 | $1.5K |
| IFP Advisors3 sh | 3 | $14.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.