Acuitas Investments’s Oportun Financial OPRT Stock Holding History

Acuitas Investments’s Portfolio OPRT Stock Details OPRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-892,449	Closed	-$5.51M	–	33
2025 Q3	$5.51M	Buy	892,449 +151,008	+20%	+$973K	3.54%	6
2025 Q2	$5.31M	Buy	741,441 +27,049	+4%	+$162K	4.22%	2
2025 Q1	$3.92M	Sell	714,392 -435,812	-38%	-$2.4M	3.34%	7
2024 Q4	$4.46M	Buy	1,150,204 +122,360	+12%	+$395K	3.67%	3
2024 Q3	$2.89M	Buy	1,027,844 +484,210	+89%	+$1.41M	1.29%	28
2024 Q2	$1.58M	Buy	+543,634	New	+$1.65M	0.84%	48
2023 Q4	–	Sell	-288,210	Closed	-$2.08M	–	123
2023 Q3	$2.08M	Buy	+288,210	New	+$1.9M	1.22%	34

Other funds holding OPRT

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

Acuitas Investments's OPRT Position: Q4 2025 in Review

Acuitas Investments sold out of Oportun Financial (OPRT) in Q4 2025, closing a stake of 892,449 shares — an estimated $5.51M sold.

Acuitas Investments first reported a position in OPRT in Q3 2023 and held it in 7 quarters. The position peaked at $5.51M in Q3 2025. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2025.

Acuitas Investments reported no remaining Oportun Financial position as of Q4 2025 after selling out during the quarter.
Acuitas Investments sold 892,449 Oportun Financial shares in Q4 2025, an estimated $5.51M.
Acuitas Investments first reported a position in Oportun Financial in Q3 2023 and held it in 7 quarters.
Acuitas Investments's Oportun Financial position peaked at $5.51M in Q3 2025.
120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2025.

Based on Acuitas Investments's 13F filing for Q4 2025, filed 27 Jan 2026.