Fund shareholders of Oportun Financial Corp
ISIN US68376D1046 · United States · LEI 549300351Y4J4FKIOR78
- Fund shareholders
- 144
- Of which ETFs
- 24 120 other funds
- Value held
- 50.1M $
- Share of capital
- 19.4 % of 46M shares on Jul 30, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,194,820 | 6.8M $ | 0.00 % | 2.60 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,129,814 | 6.5M $ | 0.01 % | 2.46 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 542,916 | 2.9M $ | 0.01 % | 1.18 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 507,616 | 2.9M $ | 0.00 % | 1.10 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 454,113 | 2.5M $ | 0.01 % | 0.99 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 387,847 | 2.2M $ | 0.02 % | 0.84 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 368,971 | 2M $ | 0.15 % | 0.80 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 279,344 | 1.5M $ | 0.01 % | 0.61 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 233,123 | 1.3M $ | 0.01 % | 0.51 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 224,631 | 1.2M $ | 0.01 % | 0.49 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 224,126 | 1.2M $ | 0.02 % | 0.49 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 208,474 | 1.1M $ | 0.01 % | 0.45 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 204,240 | 1.1M $ | 0.00 % | 0.44 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 192,079 | 1.1M $ | 0.01 % | 0.42 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 148,155 | 820.8K $ | 0.08 % | 0.32 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 147,287 | 816K $ | 0.01 % | 0.32 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 140,413 | 801.8K $ | 0.05 % | 0.31 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 127,634 | 691.8K $ | 0.08 % | 0.28 % | as of May 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 102,882 | 570K $ | 0.01 % | 0.22 % | as of Jul 31, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 82,234 | 469.6K $ | 0.40 % | 0.18 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 80,037 | 457K $ | 0.01 % | 0.17 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 78,034 | 432.3K $ | 0.00 % | 0.17 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 77,199 | 418.4K $ | 0.00 % | 0.17 % | as of May 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 75,866 | 420.3K $ | 0.01 % | 0.16 % | as of Jul 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 70,000 | 399.7K $ | 0.27 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 69,003 | 394K $ | 0.03 % | 0.15 % | as of Jun 30, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 65,362 | 373.2K $ | 0.09 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 65,289 | 361.7K $ | 0.01 % | 0.14 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 64,134 | 366.2K $ | 0.05 % | 0.14 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 64,000 | 354.6K $ | 0.08 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 62,210 | 337.2K $ | 0.00 % | 0.14 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 58,006 | 331.2K $ | 0.02 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 57,184 | 309.9K $ | 0.01 % | 0.12 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 56,313 | 312K $ | 0.01 % | 0.12 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 50,642 | 289.2K $ | 0.01 % | 0.11 % | as of Jun 30, 2026 ↗ |
| FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 49,100 | 280.4K $ | 0.93 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 47,214 | 269.6K $ | 0.12 % | 0.10 % | as of Jun 30, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 46,921 | 267.9K $ | 0.12 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 46,506 | 252.1K $ | 0.03 % | 0.10 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 43,360 | 235K $ | 0.01 % | 0.09 % | as of May 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 39,964 | 228.2K $ | 0.02 % | 0.09 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 32,181 | 174.4K $ | 0.01 % | 0.07 % | as of May 31, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 30,767 | 170.4K $ | 0.01 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 30,459 | 168.7K $ | 0.05 % | 0.07 % | as of Jul 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 28,930 | 165.2K $ | 0.04 % | 0.06 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 26,000 | 148.5K $ | 0.01 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 25,509 | 141.3K $ | 0.00 % | 0.06 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 22,846 | 130.5K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 21,151 | 120.8K $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 20,581 | 111.5K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 19,946 | 110.5K $ | 0.01 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 18,911 | 108K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 16,741 | 95.6K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 16,400 | 93.6K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 16,000 | 88.6K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 15,886 | 90.7K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 15,870 | 87.9K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 15,568 | 86.2K $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,967 | 82.9K $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 13,786 | 74.7K $ | 0.01 % | 0.03 % | as of May 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 13,421 | 76.6K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 13,303 | 76K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 13,256 | 73.4K $ | 0.04 % | 0.03 % | as of Jul 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 12,649 | 72.2K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 12,558 | 69.6K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 11,128 | 63.5K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 10,583 | 60.4K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 10,513 | 60K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 10,245 | 58.5K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 9,900 | 56.5K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 9,482 | 54.1K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 9,240 | 51.2K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 8,905 | 50.8K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 8,399 | 48K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 7,500 | 42.8K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 7,020 | 38.9K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 6,914 | 38.3K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 6,800 | 37.7K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 6,506 | 37.1K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 6,415 | 34.8K $ | 0.08 % | 0.01 % | as of May 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,301 | 36K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 6,244 | 35.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 6,091 | 33.7K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,989 | 33.2K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 5,919 | 33.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 5,916 | 32.8K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 5,900 | 33.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 5,853 | 33.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,702 | 31.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 5,511 | 31.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 5,475 | 31.3K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,406 | 29.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,870 | 27.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,678 | 25.9K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 4,622 | 25.1K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 4,470 | 24.8K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 4,434 | 24.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 4,402 | 23.9K $ | 0.02 % | 0.01 % | as of May 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 4,017 | 22.3K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 3,863 | 22.1K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 0.93 % | as of Jun 30, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 0.40 % | as of Jun 30, 2026 ↗ |
| Corgi Digital Banking & Fintech Infrastructure ETF Corgi ETF Trust I | 0.32 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.27 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 0.15 % | as of Jul 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 0.12 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 0.12 % | as of Jun 30, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 0.09 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 0.08 % | as of May 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 0.08 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 144 | +8 | 8,938,729 | +14.7 % |
| 2026Q2 | 136 | +4 | 7,793,310 | -2.7 % |
| 2026Q1 | 132 | +8 | 8,011,850 | +8.8 % |
| 2025Q4 | 124 | +26 | 7,361,154 | +27.4 % |
| 2025Q3 | 98 | +52 | 5,778,906 | +41.6 % |
| 2025Q2 | 46 | +7 | 4,081,077 | +61.7 % |
| 2025Q1 | 39 | 0 | 2,523,265 | -8.2 % |
| 2024Q4 | 39 | -1 | 2,748,606 | -1.7 % |
| 2024Q3 | 40 | -8 | 2,795,725 | -0.8 % |
| 2024Q2 | 48 | -2 | 2,819,649 | -10.0 % |
| 2024Q1 | 50 | -11 | 3,132,475 | -34.2 % |
| 2023Q4 | 61 | 4,760,687 |
Institutional managers
120 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 3,809,912 | 17.6M $ | as of Mar 31, 2026 |
| Forager Capital Management, LLC | 3,361,726 | 15.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 3,077,660 | 14.2M $ | as of Mar 31, 2026 |
| FINDELL CAPITAL MANAGEMENT LLC | 2,748,300 | 12.7M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 2,253,182 | 10.4M $ | as of Mar 31, 2026 |
| Long Focus Capital Management, LLC | 1,515,777 | 7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,363,788 | 6.3M $ | as of Mar 31, 2026 |
| Simcoe Capital LLC | 1,002,271 | 4.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 961,641 | 4.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 948,802 | 4.4M $ | as of Mar 31, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | 859,329 | 4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 818,287 | 3.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 752,325 | 3.5M $ | as of Mar 31, 2026 |
| Meros Investment Management, LP | 726,385 | 3.3M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 688,837 | 3.2M $ | as of Mar 31, 2026 |
| SEGALL BRYANT & HAMILL, LLC | 624,813 | 2.9M $ | as of Mar 31, 2026 |
| MACKENZIE FINANCIAL CORP | 488,236 | 2.3M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 450,930 | 2.1M $ | as of Mar 31, 2026 |
| Summa Corp. | 396,766 | 1.8M $ | as of Mar 31, 2026 |
| CANNELL CAPITAL LLC | 372,697 | 1.7M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 334,123 | 1.5M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 333,569 | 1.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 294,562 | 1.4M $ | as of Mar 31, 2026 |
| LAZARD ASSET MANAGEMENT LLC | 274,968 | 1.3M $ | as of Mar 31, 2026 |
| Berger Financial Group, Inc | 243,575 | 1.1M $ | as of Mar 31, 2026 |
Declared shareholders of Oportun Financial Corp
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Forager Capital Management, LLC and 3 others | 9.80 % | 4,512,045 | as of Jun 30, 2026 · SCHEDULE 13G |
| Integrated Core Strategies (US) LLC and 3 others | 2.10 % | 945,987 | as of Jun 30, 2026 · SCHEDULE 13G |
| McLaren Harbor, LLC and 5 others | 0.00 % | 0 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Oportun Financial Corp". https://titelia.com/en/stocks/oportun-financial-corp-US68376D1046