OPRT Institutional Ownership & Shareholders
OPORTUN FINANCIAL CORP (OPRT) is currently held by 141 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $225.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Forager Capital Management, Llc is currently the largest disclosed institutional shareholder of OPRT tracked by InsiderSet, reporting ownership valued at approximately $25.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.62M, representing an estimated gain of +73.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed OPRT value among the investors covered in this analysis. Major shareholders include Forager Capital Management, Llc, Neuberger Berman Group Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in OPORTUN FINANCIAL CORP (OPRT).
This page ranks the largest institutional OPRT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
141
Total Reported Value
$225.30M
Largest Holder
Forager Capital Management, Llc
Largest Position
$25.76M
Insider Transactions (90d)
11
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Forager Capital Management, Llc | 9.69% | 4,512,045 | $25,763,777 | $44,624,125 | +$18,860,348 | +73.20% | |
| Neuberger Berman Group Llc | 0.02% | 3,937,168 | $20,827,619 | $38,938,592 | +$18,110,973 | +86.96% | |
| Blackrock, Inc. | 0.00% | 3,370,232 | $19,244,025 | $33,331,594 | +$14,087,569 | +73.20% | |
| Findell Capital Management Llc | 2.63% | 2,798,300 | $15,978,293 | $27,675,187 | +$11,696,894 | +73.20% | |
| Vanguard Capital Management Llc | 0.00% | 1,742,023 | $9,946,951 | $17,228,607 | +$7,281,656 | +73.20% | |
| Dimensional Fund Advisors Lp | 0.00% | 1,663,841 | $9,500,588 | $16,455,387 | +$6,954,799 | +73.20% | |
| Long Focus Capital Management, Llc | 0.35% | 1,515,777 | $8,655,087 | $14,991,035 | +$6,335,948 | +73.20% | |
| Goldman Sachs Group Inc | 0.00% | 1,286,133 | $7,343,819 | $12,719,855 | +$5,376,036 | +73.20% | |
| Centerbook Partners Lp | 0.32% | 868,310 | $7,068,043 | $8,587,586 | +$1,519,543 | +21.50% | |
| Simcoe Capital Llc | 3.95% | 1,134,197 | $6,476,265 | $11,217,208 | +$4,740,943 | +73.20% | |
| Meros Investment Management, Lp | 2.04% | 1,125,231 | $6,425,069 | $11,128,535 | +$4,703,466 | +73.20% | |
| Mackenzie Financial Corp | 0.01% | 780,176 | $6,350,633 | $7,715,941 | +$1,365,308 | +21.50% | |
| Boothbay Fund Management, Llc | 0.12% | 1,101,930 | $6,292,020 | $10,898,088 | +$4,606,068 | +73.20% | |
| Geode Capital Management, Llc | 0.00% | 1,081,651 | $6,178,027 | $10,697,528 | +$4,519,501 | +73.15% | |
| Two Sigma Investments, Lp | 0.00% | 963,560 | $5,501,928 | $9,529,608 | +$4,027,680 | +73.20% | |
| Millennium Management Llc | 0.00% | 945,987 | $5,401,586 | $9,355,811 | +$3,954,225 | +73.20% | |
| American Century Companies Inc | 0.00% | 822,881 | $4,698,650 | $8,138,293 | +$3,439,643 | +73.20% | |
| State Street Corp | 0.00% | 797,256 | $4,552,332 | $7,884,862 | +$3,332,530 | +73.20% | |
| Aqr Capital Management Llc | 0.00% | 752,758 | $4,298,248 | $7,444,777 | +$3,146,529 | +73.20% | |
| Citadel Advisors Llc | 0.00% | 516,723 | $2,950,488 | $5,110,390 | +$2,159,902 | +73.20% | |
| Summa Corp. | 0.49% | 293,266 | $2,387,185 | $2,900,401 | +$513,216 | +21.50% | |
| Vanguard Portfolio Management Llc | 0.00% | 407,832 | $2,328,721 | $4,033,458 | +$1,704,737 | +73.20% | |
| Trexquant Investment Lp | 0.01% | 391,710 | $2,236,664 | $3,874,012 | +$1,637,348 | +73.20% | |
| Bridgeway Capital Management, Llc | 0.04% | 350,581 | $2,001,818 | $3,467,246 | +$1,465,428 | +73.20% | |
| Northern Trust Corp | 0.00% | 331,156 | $1,890,901 | $3,275,133 | +$1,384,232 | +73.20% | |
| Berger Financial Group, Inc | 0.08% | 291,041 | $1,661,845 | $2,878,395 | +$1,216,550 | +73.20% | |
| Vanguard Fiduciary Trust Co | 0.00% | 281,352 | $1,606,520 | $2,782,571 | +$1,176,051 | +73.20% | |
| Lazard Asset Management Llc | 0.00% | 279,234 | $1,594,426 | $2,761,624 | +$1,167,198 | +73.20% | |
| Jane Street Group, Llc | 0.00% | 221,279 | $1,263,503 | $2,188,449 | +$924,946 | +73.20% | |
| Bank Of New York Mellon Corp | 0.00% | 215,338 | $1,229,581 | $2,129,693 | +$900,112 | +73.20% | |
| Empowered Funds, Llc | 0.01% | 203,478 | $1,161,859 | $2,012,397 | +$850,538 | +73.20% | |
| Union Square Park Capital Management, Llc | 0.83% | 200,000 | $1,142,000 | $1,978,000 | +$836,000 | +73.20% | |
| Jpmorgan Chase & Co | 0.00% | 172,267 | $987,090 | $1,703,721 | +$716,631 | +72.60% | |
| Bnp Paribas Financial Markets | 0.00% | 166,255 | $949,316 | $1,644,262 | +$694,946 | +73.20% | |
| Myda Advisors Llc | 0.21% | 149,114 | $851,441 | $1,474,737 | +$623,296 | +73.20% | |
| Vanguard Global Advisers, Llc | 0.00% | 148,925 | $850,362 | $1,472,868 | +$622,506 | +73.20% | |
| Bank Of America Corp | 0.00% | 147,136 | $840,147 | $1,455,175 | +$615,028 | +73.20% | |
| Emg Holdings, L.P. | 1.32% | 139,072 | $794,101 | $1,375,422 | +$581,321 | +73.20% | |
| Arbiter Partners Capital Management | Paul Isaac | 0.37% | 122,106 | $697,225 | $1,207,628 | +$510,403 | +73.20% |
| Charles Schwab Investment Management Inc | 0.00% | 112,581 | $642,838 | $1,113,426 | +$470,588 | +73.20% | |
| Barclays Plc | 0.00% | 104,167 | $594,793 | $1,030,212 | +$435,419 | +73.21% | |
| Nuveen, Llc | 0.00% | 97,283 | $555,486 | $962,129 | +$406,643 | +73.20% | |
| Man Group Plc | 0.00% | 95,360 | $544,506 | $943,110 | +$398,604 | +73.20% | |
| Algert Global Llc | 0.01% | 94,331 | $538,630 | $932,934 | +$394,304 | +73.20% | |
| Morgan Stanley | 0.00% | 89,140 | $508,990 | $881,595 | +$372,605 | +73.20% | |
| Point72 Asset Management, L.P. | 0.00% | 87,833 | $501,526 | $868,668 | +$367,142 | +73.21% | |
| Creative Planning | 0.00% | 61,159 | $497,834 | $604,863 | +$107,029 | +21.50% | |
| Invesco Ltd. | 0.00% | 84,644 | $483,318 | $837,129 | +$353,811 | +73.20% | |
| Globeflex Capital L P | 0.06% | 81,800 | $467,078 | $809,002 | +$341,924 | +73.20% | |
| Voya Investment Management Llc | 0.00% | 74,138 | $423,328 | $733,225 | +$309,897 | +73.20% |
Frequently asked questions about OPRT
Who are the largest institutional holders of OPRT?
The largest institutional holders of OPRT reported in the latest SEC Form 13F filings include Forager Capital Management, Llc, Neuberger Berman Group Llc, Blackrock, Inc., Findell Capital Management Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported OPRT position.
What is OPRT institutional ownership?
This page tracks OPRT positions reported by institutional investment managers through SEC Form 13F. OPORTUN FINANCIAL CORP (OPRT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OPRT?
InsiderSet currently tracks 141 institutional managers reporting OPRT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OPRT shareholders.
How much OPRT stock do institutions own?
Institutional investment managers disclosed approximately $225.30M in OPRT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OPRT institutional ownership last updated?
The latest OPRT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OPRT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OPRT position after the reporting date.
Are institutions buying or selling OPRT?
Institutional buying and selling can be analyzed by comparing OPRT positions across consecutive 13F reporting periods. InsiderSet's OPRT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OPRT ownership changes.
How has OPRT institutional ownership changed over time?
InsiderSet tracks OPRT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.