Fund shareholders of Oportun Financial Corp
ISIN US68376D1046 · United States · LEI 549300351Y4J4FKIOR78
- Fund shareholders
- 136
- Of which ETFs
- 25 111 other funds
- Value held
- 40.3M $
- Share of capital
- 16.9 % 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 | 1,132,000 | 5.2M $ | 0.00 % | 2.46 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,021,695 | 4.7M $ | 0.01 % | 2.22 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 461,653 | 2.1M $ | 0.00 % | 1.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 399,125 | 2.4M $ | 0.01 % | 0.87 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 355,454 | 1.6M $ | 0.01 % | 0.77 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 296,301 | 1.5M $ | 0.01 % | 0.64 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 281,766 | 1.7M $ | 0.15 % | 0.61 % | as of Apr 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 219,800 | 1.3M $ | 0.01 % | 0.48 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 215,540 | 1.3M $ | 0.01 % | 0.47 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 200,015 | 1M $ | 0.01 % | 0.43 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 192,079 | 1.2M $ | 0.01 % | 0.42 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 169,916 | 1M $ | 0.01 % | 0.37 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 166,886 | 864.5K $ | 0.00 % | 0.36 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 145,114 | 883.7K $ | 0.01 % | 0.32 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 137,102 | 835K $ | 0.11 % | 0.30 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 101,806 | 469.3K $ | 0.04 % | 0.22 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 100,794 | 522.1K $ | 0.07 % | 0.22 % | as of Feb 28, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 98,694 | 601K $ | 0.01 % | 0.21 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 89,189 | 543.2K $ | 0.01 % | 0.19 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 79,567 | 366.8K $ | 0.00 % | 0.17 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 78,034 | 475.2K $ | 0.00 % | 0.17 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 77,199 | 399.9K $ | 0.00 % | 0.17 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 70,000 | 322.7K $ | 0.26 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 69,229 | 421.6K $ | 0.01 % | 0.15 % | as of Apr 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 69,003 | 318.1K $ | 0.03 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 66,886 | 346.5K $ | 0.01 % | 0.15 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 65,641 | 302.6K $ | 0.05 % | 0.14 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 64,000 | 389.8K $ | 0.09 % | 0.14 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 59,743 | 309.5K $ | 0.00 % | 0.13 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 58,914 | 271.6K $ | 0.01 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 58,583 | 303.5K $ | 0.03 % | 0.13 % | as of Feb 28, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 53,776 | 247.9K $ | 0.25 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 49,593 | 228.6K $ | 0.01 % | 0.11 % | as of Mar 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 49,400 | 227.7K $ | 1.03 % | 0.11 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 47,942 | 292K $ | 0.00 % | 0.10 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 43,517 | 265K $ | 0.01 % | 0.09 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 43,360 | 224.6K $ | 0.02 % | 0.09 % | as of Feb 28, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 39,964 | 184.2K $ | 0.02 % | 0.09 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 39,294 | 181.1K $ | 0.12 % | 0.09 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 38,461 | 177.3K $ | 0.01 % | 0.08 % | as of Mar 31, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 36,412 | 167.9K $ | 0.05 % | 0.08 % | as of Mar 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 35,996 | 165.9K $ | 0.09 % | 0.08 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 30,780 | 159.4K $ | 0.01 % | 0.07 % | as of Feb 28, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 30,767 | 187.4K $ | 0.01 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 30,459 | 185.5K $ | 0.06 % | 0.07 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 26,000 | 119.9K $ | 0.01 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 25,443 | 117.3K $ | 0.06 % | 0.06 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 23,149 | 119.9K $ | 0.05 % | 0.05 % | as of Feb 28, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 22,190 | 114.9K $ | 0.06 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 20,581 | 106.6K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 20,152 | 104.4K $ | 0.04 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 19,447 | 118.4K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 19,360 | 89.2K $ | 0.02 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 18,911 | 87.2K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 18,748 | 97.1K $ | 0.01 % | 0.04 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 18,084 | 83.4K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 17,761 | 108.2K $ | 0.01 % | 0.04 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 16,741 | 77.2K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 16,000 | 97.4K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 15,832 | 73K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,967 | 91.1K $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 13,517 | 82.3K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 13,421 | 61.9K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 13,303 | 61.3K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 12,558 | 76.5K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 12,100 | 55.8K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,766 | 71.7K $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 10,658 | 64.9K $ | 0.04 % | 0.02 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 10,583 | 48.8K $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 8,399 | 38.7K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 8,300 | 38.3K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 8,032 | 37K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,755 | 35.8K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 7,511 | 34.6K $ | 0.02 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 7,500 | 34.6K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 7,055 | 32.5K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 6,415 | 33.2K $ | 0.08 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 6,386 | 38.9K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 6,244 | 28.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,122 | 28.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 6,091 | 37.1K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,989 | 36.5K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 5,919 | 27.3K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,702 | 34.7K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,406 | 32.9K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,870 | 22.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,678 | 28.5K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 4,622 | 23.9K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,545 | 21K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 4,402 | 22.8K $ | 0.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 4,258 | 25.9K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,238 | 19.5K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 4,000 | 18.4K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,946 | 18.2K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 3,863 | 17.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,600 | 18.6K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 3,418 | 15.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 3,289 | 15.2K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,058 | 18.6K $ | 0.01 % | as of Apr 30, 2026 ↗ | |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,976 | 18.1K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 1.03 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.26 % | as of Mar 31, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 0.25 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 0.15 % | as of Apr 30, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 0.12 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 0.11 % | as of Apr 30, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 0.09 % | as of Apr 30, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 0.09 % | as of Mar 31, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 0.08 % | as of Feb 28, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 0.07 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 25 largest follow.
| 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
1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Forager Capital Management, LLC and 3 others | 7.90 % | 3,514,856 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Oportun Financial Corp". https://titelia.com/en/stocks/oportun-financial-corp-US68376D1046