Aspect Partners’s Oportun Financial OPRT Stock Holding History

Aspect Partners’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 Q3	–	Sell	-100	Closed	-$716	–	728
2025 Q2	$716	Buy	100 +40	+67%	+$240	﹤0.01%	543
2025 Q1	$329	Buy	+60	New	+$330	﹤0.01%	576

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

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

FCM

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

LFCM

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

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 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

Aspect Partners's OPRT Position: Q3 2025 in Review

Aspect Partners sold out of Oportun Financial (OPRT) in Q3 2025, closing a stake of 100 shares — an estimated $716 sold.

Aspect Partners first reported a position in OPRT in Q1 2025 and held it in 2 quarters. The position peaked at $716 in Q2 2025. 125 funds tracked by Wall St. Rank hold OPRT as of Q3 2025.

Aspect Partners reported no remaining Oportun Financial position as of Q3 2025 after selling out during the quarter.
Aspect Partners sold 100 Oportun Financial shares in Q3 2025, an estimated $716.
Aspect Partners first reported a position in Oportun Financial in Q1 2025 and held it in 2 quarters.
Aspect Partners's Oportun Financial position peaked at $716 in Q2 2025.
125 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2025.

Based on Aspect Partners's 13F filing for Q3 2025, filed 6 Nov 2025.