Oportun Financial Corp (OPRT) Institutional Ownership & Insider Trading

134 institutions reported holding Oportun Financial Corp shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 10 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

OPRTOportun Financial CorpFollow OPRT — free

Financial Conglomerates · Financials

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Market cap: 422.6M
P/E TTM: 23.0
Dividend yield: —
52-week: —
Next earnings: 3 Nov, in 10 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

134 institutions held 82.4% of the shares. Across filers that reported both quarters, shares held changed +8.0%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	134	38	+8.0%	60	21	28	10
Mar 26	125	35	+6.0%	37	29	37	25
Dec 25	119	34	-0.9%	48	12	26	19
Sep 25	123	34	+6.3%	44	25	25	12
Jun 25	105	32	+24.7%	35	27	28	19
Mar 25	93	26	+19.8%	44	24	18	4
Dec 24	76	21	+1.2%	28	10	18	6
Sep 24	71	21	+0.8%	16	9	20	7

Oportun Financial Corp — questions

Who owns Oportun Financial Corp stock?: 134 institutions reported Oportun Financial Corp shares in 13F filings for the quarter ended 2026-06-30. The largest: Forager Capital Management, LLC (9.8%), NEUBERGER BERMAN GROUP LLC (8.5%), BlackRock, Inc. (7.3%).
Are Oportun Financial Corp insiders buying or selling?: 10 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Oportun Financial Corp's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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