Boston Partners
OPRT icon

Boston Partners’s Oportun Financial OPRT Stock Holding History

Boston 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
2026
Q1 		– Sell
-597,328
Closed -$3.16M – 827
2025
Q4 		$3.16M Buy
597,328
+65,961
+12% +$348K ﹤0.01% 516
2025
Q3 		$3.28M Buy
531,367
+42,201
+9% +$272K ﹤0.01% 499
2025
Q2 		$3.5M Sell
489,166
-7,707
-2% -$46.2K ﹤0.01% 483
2025
Q1 		$2.73M Buy
+496,873
New +$2.73M ﹤0.01% 475

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Boston Partners's OPRT Position: Q1 2026 in Review

Boston Partners sold out of Oportun Financial (OPRT) in Q1 2026, closing a stake of 597,328 shares — an estimated $3.16M sold.

Boston Partners first reported a position in OPRT in Q1 2025 and held it in 4 quarters. The position peaked at $3.5M in Q2 2025. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Boston Partners reported no remaining Oportun Financial position as of Q1 2026 after selling out during the quarter.
  • Boston Partners sold 597,328 Oportun Financial shares in Q1 2026, an estimated $3.16M.
  • Boston Partners first reported a position in Oportun Financial in Q1 2025 and held it in 4 quarters.
  • Boston Partners's Oportun Financial position peaked at $3.5M in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.