AG
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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
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

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BlackRock
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Algert Global's OPRT Position: Q1 2026 in Review

Algert Global opened a new position in Oportun Financial (OPRT) in Q1 2026: 62,039 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #1028 among its holdings. This is a return to the name: Algert Global previously reported a position in OPRT as recently as Q1 2023.

Algert Global first reported a position in OPRT in Q3 2022 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Algert Global held 62,039 shares of Oportun Financial worth $286K as of Q1 2026.
  • Oportun Financial was a new Algert Global position in Q1 2026.
  • Oportun Financial made up ﹤0.01% of Algert Global's portfolio in Q1 2026, its #1028 holding.
  • Algert Global first reported a position in Oportun Financial in Q3 2022 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.