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Bridgeway Capital Management’s Oportun Financial OPRT Stock Holding History

Bridgeway Capital Management’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 		$2M Buy
350,581
+16,458
+5% +$88.1K 0.04% 572
2026
Q1 		$1.54M Buy
334,123
+16,887
+5% +$86K 0.03% 599
2025
Q4 		$1.68M Buy
317,236
+36,352
+13% +$192K 0.04% 584
2025
Q3 		$1.73M Buy
280,884
+17,973
+7% +$116K 0.04% 583
2025
Q2 		$1.88M Buy
262,911
+11,731
+5% +$70.4K 0.04% 524
2025
Q1 		$1.38M Buy
251,180
+13,452
+6% +$74K 0.03% 585
2024
Q4 		$922K Buy
237,728
+3,008
+1% +$9.7K 0.02% 689
2024
Q3 		$660K Sell
234,720
-86,872
-27% -$252K 0.01% 792
2024
Q2 		$933K Buy
321,592
+7,560
+2% +$22.9K 0.02% 707
2024
Q1 		$763K Sell
314,032
-17,650
-5% -$63.8K 0.02% 817
2023
Q4 		$1.3M Buy
331,682
+170,564
+106% +$728K 0.03% 700
2023
Q3 		$1.16M Buy
161,118
+49,577
+44% +$327K 0.03% 667
2023
Q2 		$666K Buy
111,541
+1,426
+1% +$7K 0.02% 829
2023
Q1 		$425K Sell
110,115
-90,085
-45% -$507K 0.01% 922
2022
Q4 		$1.1M Buy
200,200
+51,200
+34% +$268K 0.03% 715
2022
Q3 		$651K Sell
149,000
-112,900
-43% -$802K 0.02% 830
2022
Q2 		$2.17M Buy
261,900
+44,000
+20% +$507K 0.05% 510
2022
Q1 		$3.13M Buy
217,900
+77,900
+56% +$1.3M 0.06% 456
2021
Q4 		$2.83M Hold
140,000
– – 0.05% 493
2021
Q3 		$3.5M Hold
140,000
– – 0.07% 414
2021
Q2 		$2.8M Buy
140,000
+20,000
+17% +$410K 0.05% 489
2021
Q1 		$2.48M Hold
120,000
– – 0.05% 510
2020
Q4 		$2.32M Buy
+120,000
New +$1.96M 0.05% 469

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

Bridgeway Capital Management's OPRT Position: Q2 2026 in Review

Bridgeway Capital Management increased its Oportun Financial (OPRT) stake by 4.9% in Q2 2026, buying an estimated $88.1K and bringing the position to 350,581 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #572.

Bridgeway Capital Management first reported a position in OPRT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.5M in Q3 2021. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Bridgeway Capital Management held 350,581 shares of Oportun Financial worth $2M as of Q2 2026.
  • Bridgeway Capital Management bought 16,458 Oportun Financial shares in Q2 2026, an estimated $88.1K.
  • Oportun Financial made up 0.04% of Bridgeway Capital Management's portfolio in Q2 2026, its #572 holding.
  • Bridgeway Capital Management first reported a position in Oportun Financial in Q4 2020 and has held it in 23 quarters since.
  • Bridgeway Capital Management's Oportun Financial position peaked at $3.5M in Q3 2021.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Bridgeway Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.