Oportun Financial Corporation

OPRT • NASDAQ

Oportun Financial Corporation is a financial - credit services company in the financial services sector on NASDAQ, led by Raul Vazquez, with a market cap of $245.8M. As of Q3 2025, 77% of shares are held by 123 institutional investors, with Neuberger Berman Group LLC as the largest holder at 8.95%.

Chief Executive OfficerRaul Vazquez

Market Cap$245.8M

Financial - Credit Services

Financial Services

Employees1.5K

Websiteoportun.com

Country

United States of America

Overview

Overview of institutional ownership in OPRT as of Q3 2025 with a market cap of $271.5M

All Institutions

Institutions: 123
Value Held: $210.1M
Shares Held: 34.1M
Avg Position: $1.7M
Median Position: $285.7K

Hedge Funds

Hedge Funds: 27
Value Held: $74.4M
Shares Held: 12.1M
Avg Position: $2.8M
Median Position: $324.3K

Ownership Breakdown

Institutional (non-HF)

49.99%

$135.7M

Hedge Funds

27.4%

$74.4M

Retail & Other

22.61%

$61.4M

Based on market cap of $271.5M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in OPRT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
N Neuberger Berman Group LLC Institution	-	$24.3M 0.02% of portfolio	8.95% 3.9M shares	Q2 2025 Held for 5 months	$136.94B
B BlackRock, Inc. Institution	-	$18.4M 0.00% of portfolio	6.76% 3.0M shares	Q3 2019 Held for 6y 2m	$5.67T
FINDELL CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	Ryan Bradley Voerg CFO	$15.8M 7.35% of portfolio	5.84% 2.6M shares	Q4 2023 Held for 1y 11m	$215.6M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$13.0M 0.00% of portfolio	4.79% 2.1M shares	Q3 2019 Held for 6y 2m	$6.69T
F Forager Capital Management, LLC Hedge Fund•Value	Edward Urban Kissel Managing Partner	$12.1M 5.33% of portfolio	4.45% 2.0M shares	Q3 2025 Held for 2 months	$226.7M
L Long Focus Capital Management, LLC Hedge Fund•Global Macro	John Byron Helmers CEO	$9.4M 0.55% of portfolio	3.44% 1.5M shares	Q1 2023 Held for 2y 8m	$1.7B
CANNELL CAPITAL LLC Hedge Fund•Long/Short	James Carlo Cannell President	$9.1M 2.38% of portfolio	3.34% 1.5M shares	Q1 2025 Held for 8 months	$380.9M
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$7.6M 0.01% of portfolio	2.80% 1.2M shares	Q4 2021 Held for 3y 11m	$121.98B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$7.3M 0.00% of portfolio	2.67% 1.2M shares	Q4 2019 Held for 5y 11m	$1.57T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$6.2M 0.00% of portfolio	2.30% 1.0M shares	Q2 2021 Held for 4y 5m	$466.32B

Net Capital Flow

Institutional buying and selling activity for OPRT in Q3 2025

Traded: +$9.2M
Buyers: 76
Sellers: 40
Total Bought: +$39.1M
Total Sold: −$29.9M
Avg Position: $1.5M

Biggest Buyers

Institution	Net Bought	Current Position
F Forager Capital Management, LLC Hedge Fund•Value	+$12.1M +2.0M shares	$12.1M 2.0M shares
VANGUARD GROUP INC Institution	+$3.0M +490.6K shares	$13.0M 2.1M shares
B BlackRock, Inc. Institution	+$2.7M +442.0K shares	$18.4M 3.0M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$2.5M +400.1K shares	$7.3M 1.2M shares
STATE STREET CORP Institution	+$2.0M +325.1K shares	$4.4M 719.3K shares
CenterBook Partners LP Hedge Fund•Market Neutral	+$1.8M +288.8K shares	$4.3M 700.8K shares
SEGALL BRYANT & HAMILL Long Only Manager	+$1.2M +193.7K shares	$1.2M 193.7K shares
A Acuitas Investments, LLC Fund of Funds	+$931.7K +151.0K shares	$5.5M 892.4K shares
CWM Advisors, LLC ETF Provider	+$928.2K +150.4K shares	$928.2K 150.4K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$909.0K +147.3K shares	$6.2M 1.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
Portolan Capital Management, LLC Hedge Fund•Long/Short	−$11.6M −1.6M shares	Sold Off 0 shares
Invesco Ltd. ETF Provider	−$2.3M −379.0K shares	$650.6K 105.4K shares
FINDELL CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	−$1.7M −268.0K shares	$15.8M 2.6M shares
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	−$1.6M −251.4K shares	$4.8M 781.4K shares
Marshall Wace LLP Institution	−$1.1M −183.7K shares	$2.4M 391.4K shares
D D. E. Shaw & Co., Inc. Institution	−$1.1M −158.2K shares	Sold Off 0 shares
EAM Investors, LLC Long Only Manager	−$986.5K −137.8K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$861.5K −139.6K shares	$1.3M 208.2K shares
CANNELL CAPITAL LLC Hedge Fund•Long/Short	−$804.4K −130.4K shares	$9.1M 1.5M shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	−$771.4K −107.7K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OPRT in Q3 2025

New Positions: 11
New Value: $15.5M
Exited Positions: 12
Exited Value: $16.0M

New Positions

Institution	Position Value
F Forager Capital Management, LLC Hedge Fund•Value	$12.1M 2.0M shares
SEGALL BRYANT & HAMILL Long Only Manager	$1.2M 193.7K shares
CWM Advisors, LLC ETF Provider	$928.2K 150.4K shares
PRINCIPAL FINANCIAL GROUP INC Institution	$388.8K 63.0K shares
P Prosperity Wealth Management, Inc. RIA/Wealth	$285.7K 46.3K shares
E EntryPoint Capital, LLC Hedge Fund•Long/Short	$260.0K 42.1K shares
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro	$201.9K 32.7K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$86.4K 14.0K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$77.1K 12.5K shares
Point72 Europe LLP Digital Asset Manager	$2.3K 370.0 shares

Exited Positions

Institution	Previous Position
Portolan Capital Management, LLC Hedge Fund•Long/Short	$11.6M 1.6M shares
D D. E. Shaw & Co., Inc. Institution	$1.1M 158.2K shares
EAM Investors, LLC Long Only Manager	$986.5K 137.8K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$771.4K 107.7K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$667.0K 93.2K shares
Q Qube Research & Technologies Ltd Institution	$417.5K 58.3K shares
Equitable Holdings, Inc. Institution	$143.2K 20.0K shares
GWN SECURITIES INC. RIA/Wealth	$120.2K 16.7K shares
M Madrone Advisors, LLC Institution	$118.8K 16.6K shares
G GROUP ONE TRADING, L.P. Institution	$66.6K 9.3K shares

Options Activity

Institutions with the largest Call and Put options positions in OPRT as of Q3 2025

Call Positions: 4
Call Value: $226.5K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
W WOLVERINE TRADING, LLC Institution	$164.8K 265.0 contracts
J JANE STREET GROUP, LLC Institution	$61.7K 100.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with OPRT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
FINDELL CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	Ryan Bradley Voerg CFO	7.35% $15.8M	5.84% 2.6M shares	Q4 2023 Held for 1y 11m	$215.6M
F Forager Capital Management, LLC Hedge Fund•Value	Edward Urban Kissel Managing Partner	5.33% $12.1M	4.45% 2.0M shares	Q3 2025 Held for 2 months	$226.7M
A Acuitas Investments, LLC Fund of Funds	Lisa Marie Thenell COO	3.53% $5.5M	2.03% 892.4K shares	Q2 2024 Held for 1y 5m	$155.8M
CANNELL CAPITAL LLC Hedge Fund•Long/Short	James Carlo Cannell President	2.38% $9.1M	3.34% 1.5M shares	Q1 2025 Held for 8 months	$380.9M
S Summa Corp. RIA/Wealth	Maria Luisa Bernaldo De Quiros President	1.22% $2.8M	1.02% 450.0K shares	Q4 2023 Held for 1y 11m	$227.4M
G GLYNN CAPITAL MANAGEMENT LLC Venture Capital	David S Glynn President	1.21% $3.6M	1.34% 588.2K shares	Q1 2020 Held for 5y 8m	$299.9M
E EMG Holdings, L.P. Institution	-	0.90% $858.7K	0.32% 139.2K shares	Q4 2022 Held for 2y 11m	$95.7M
L Long Focus Capital Management, LLC Hedge Fund•Global Macro	John Byron Helmers CEO	0.55% $9.4M	3.44% 1.5M shares	Q1 2023 Held for 2y 8m	$1.7B
CenterBook Partners LP Hedge Fund•Market Neutral	David Israel Stemerman CEO	0.21% $4.3M	1.59% 700.8K shares	Q2 2025 Held for 5 months	$2.0B
C Corton Capital Inc. Institution	-	0.16% $65.5K	0.02% 10.6K shares	Q2 2025 Held for 5 months	$40.6M