134 institutional investment managers reported OPRT positions in their Form 13F filings for Q2 2026, holding 37,904,507 shares worth $216M in total. Forager Capital Management, LLC reported the largest position.

Are funds buying or selling OPRT?

In Q2 2026, 23 managers opened new OPRT positions, 61 added, 30 trimmed and 13 sold out. Managers that filed in both quarters added a net 2,799,864 shares.

How current is this OPRT institutional ownership data?

It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Funds · OPRT

Who owns OPRT?

Institutional ownership of Oportun Financial Corporation from Form 13F, Q2 2026

134 institutional managers reported holding Oportun Financial Corporation (OPRT) in Form 13F filings for Q2 2026, with 37,904,507 shares worth $216M. The largest reported holder was Forager Capital Management, LLC. Managers that filed both quarters added a net 2,799,864 shares (+8.0%). 23 opened new positions and 13 sold out.

Funds holding: 134
Value held: $216M
New / sold out: 23 / 13
Net shares, same filers: +8.0%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of OPRT

Fund	Value	Share of 13F holdings	Shares	Move
Forager Capital Management, LLC	$25.8M	11.9%	4,512,045	Added
Neuberger Berman Group LLC	$22.2M	10.3%	3,893,025	Added
BlackRock, Inc.	$19.2M	8.9%	3,370,232	Added
Findell Capital Management LLC	$16.0M	7.4%	2,798,300	Added
Vanguard Capital Management LLC	$9.9M	4.6%	1,742,023	Added
Dimensional Fund Advisors LP	$9.5M	4.4%	1,663,841	Added
Long Focus Capital Management, LLC	$8.7M	4.0%	1,515,777	Unchanged
Goldman Sachs Group Inc	$7.3M	3.4%	1,286,133	Added
Simcoe Capital LLC	$6.5M	3.0%	1,134,197	Added
Meros Investment Management, LP	$6.4M	3.0%	1,125,231	Added
Boothbay Fund Management, LLC	$6.3M	2.9%	1,101,930	Added
Geode Capital Management, LLC	$6.2M	2.9%	1,081,651	Added
Two Sigma Investments, LP	$5.5M	2.5%	963,560	Added
Millennium Management LLC	$5.4M	2.5%	945,987	Trimmed
American Century Companies Inc	$4.7M	2.2%	822,881	Added
State Street Corp	$4.6M	2.1%	797,256	Added
AQR Capital Management LLC	$4.3M	2.0%	752,758	Added
Mackenzie Financial Corp	$3.7M	1.7%	656,694	Added
Citadel Advisors LLC	$3.0M	1.4%	516,723	Added
Vanguard Portfolio Management LLC	$2.3M	1.1%	407,832	Added
Trexquant Investment LP	$2.2M	1.0%	391,710	Added
Bridgeway Capital Management, LLC	$2.0M	0.9%	350,581	Added
Northern Trust Corp	$1.9M	0.9%	331,156	Added
Summa Corp.	$1.7M	0.8%	293,266	Trimmed
Berger Financial Group, Inc	$1.7M	0.8%	291,041	Added

Share of 13F holdings is each fund's shares as a share of the 37,904,507 OPRT shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

Forager Capital Management, LLC Added+$6.6M
Goldman Sachs Group Inc Added+$2.7M
Meros Investment Management, LP Added+$2.3M
Citadel Advisors LLC Added+$2.3M
American Century Companies Inc Added+$2.1M
Dimensional Fund Advisors LP Added+$1.7M
BlackRock, Inc. Added+$1.7M
Boothbay Fund Management, LLC Added+$1.4M
Jane Street Group, LLC New+$1.3M
Mackenzie Financial Corp Added+$962K

Biggest sellers in Q2 2026

Millennium Management LLC Trimmed-$7.5M
Segall Bryant & Hamill, LLC Sold out-$2.9M
Cannell Capital LLC Sold out-$1.7M
Summa Corp. Trimmed-$591K
Connor, Clark & Lunn Investment Management Ltd. Trimmed-$487K
Marshall Wace, LLP Trimmed-$320K
Nuveen, LLC Trimmed-$307K
Jones Financial Companies LLLP Trimmed-$295K
Renaissance Technologies LLC Trimmed-$279K
Legato Capital Management LLC Sold out-$273K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $34.2M and sold $16.9M; 61 added and 30 trimmed.

Schedule 13D and 13G filings on OPRT

Owners of more than 5% must file within days, so these can be newer than the 13F data.

2026-03-18INTEGRATED CORE STRATEGIES (US) LLC SCHEDULE 13G filed by Oportun Financial CorporationSchedule 13G
2026-01-30VANGUARD GROUP INC SCHEDULE 13G filed by Oportun Financial CorporationSchedule 13G
2025-10-17BlackRock, Inc. SCHEDULE 13G filed by BlackRock Inc.Schedule 13G
2025-03-19MILLENNIUM MANAGEMENT LLC SCHEDULE 13G filed by Oportun Financial CorporationSchedule 13G

Questions about OPRT ownership

Who owns OPRT stock?: 134 institutional investment managers reported OPRT positions in their Form 13F filings for Q2 2026, holding 37,904,507 shares worth $216M in total. Forager Capital Management, LLC reported the largest position.
Are funds buying or selling OPRT?: In Q2 2026, 23 managers opened new OPRT positions, 61 added, 30 trimmed and 13 sold out. Managers that filed in both quarters added a net 2,799,864 shares.
How current is this OPRT institutional ownership data?: It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to OPRT by CUSIP. Options are left out. OPRT news and filings · OPRT insider trades · Top funds