AG
OPRT icon

Algert Global’s Oportun Financial OPRT Stock Holding History

Algert Global’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
2026
Q2 		$539K Buy
94,331
+32,292
+52% +$173K 0.01% 1053
2026
Q1 		$286K Buy
+62,039
New +$316K ﹤0.01% 1028
2023
Q2 		– Sell
-27,420
Closed -$106K – 1205
2023
Q1 		$106K Buy
27,420
+8,850
+48% +$49.8K 0.01% 1084
2022
Q4 		$102K Sell
18,570
-80
-0.4% -$418 0.01% 1071
2022
Q3 		$82K Buy
+18,650
New +$133K 0.01% 1115

Other funds holding OPRT

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Algert Global's OPRT Position: Q2 2026 in Review

Algert Global increased its Oportun Financial (OPRT) stake by 52% in Q2 2026, buying an estimated $173K and bringing the position to 94,331 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #1053.

Algert Global first reported a position in OPRT in Q3 2022 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Algert Global held 94,331 shares of Oportun Financial worth $539K as of Q2 2026.
  • Algert Global bought 32,292 Oportun Financial shares in Q2 2026, an estimated $173K.
  • Oportun Financial made up 0.01% of Algert Global's portfolio in Q2 2026, its #1053 holding.
  • Algert Global first reported a position in Oportun Financial in Q3 2022 and has held it in 5 quarters since.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.