Who Owns Oportun Financial Stock?
NASDAQ: OPRTFinanceFinance: Consumer ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 84.66%
- Held by insiders
- 8.27%
- Institutional holders
- 186
- Institutions 84.7%
- Insiders 8.3%
- Public and other 7.1%
Who owns Oportun Financial stock?
Institutional investors own about 84.7% of Oportun Financial's shares, spread across 186 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 8.27% of OPRT.
The largest institutional holders are Forager Capital Management, LLC (9.81%), Neuberger Berman Group, LLC (8.47%) and Blackrock Inc. (7.33%). Together, the top 10 institutions control 50.1% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their OPRT positions and 0 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OPRT
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Forager Capital Management, LLC | 4.51M | 9.81% | +34.2% |
| Neuberger Berman Group, LLC | 3.89M | 8.47% | +2.2% |
| Blackrock Inc. | 3.37M | 7.33% | +9.5% |
| Findell Capital Management LLC | 2.80M | 6.08% | +1.8% |
| Vanguard Capital Management LLC | 1.74M | 3.79% | +7.0% |
| Dimensional Fund Advisors LP | 1.66M | 3.62% | +22.0% |
| Long Focus Capital Management, LLC | 1.52M | 3.30% | 0.0% |
| Goldman Sachs Group Inc | 1.29M | 2.80% | +57.2% |
| Simcoe Capital LLC | 1.13M | 2.47% | +13.2% |
| Meros Investment Management, Lp | 1.13M | 2.45% | +54.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of OPRT
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.19M | 2.60% |
| iShares Trust-iShares Russell 2000 ETF | 1.11M | 2.42% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 875.80K | 1.90% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 507.62K | 1.10% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 454.11K | 0.99% |
| iShares Trust-iShares Russell 2000 Value ETF | 383.72K | 0.83% |
| Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund | 368.97K | 0.80% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 279.34K | 0.61% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | 224.63K | 0.49% |
| Dimensional ETF Trust-Dimensional US Small Cap Value ETF | 224.13K | 0.49% |
Frequently asked questions
Who is the largest shareholder of Oportun Financial?
Forager Capital Management, LLC is the largest institutional shareholder of OPRT, owning 9.81% of shares outstanding (4.51M shares) as of its latest 13F filing.
What percentage of Oportun Financial is owned by institutions?
Institutions own about 84.7% of OPRT shares and 92.3% of the public float.
How much of Oportun Financial do insiders own?
Insiders, such as officers and directors, own about 8.27% of OPRT shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.