Cerity Partners’s Oportun Financial OPRT Stock Holding History

Cerity 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	$150K	Buy	32,551 +8,287	+34%	+$42.2K	﹤0.01%	2950
2025 Q4	$128K	Hold	24,264	–	–	﹤0.01%	2715
2025 Q3	$150K	Hold	24,264	–	–	﹤0.01%	2567
2025 Q2	$174K	Hold	24,264	–	–	﹤0.01%	2390
2025 Q1	$133K	Hold	24,264	–	–	﹤0.01%	2286
2024 Q4	$94.1K	Hold	24,264	–	–	﹤0.01%	2337
2024 Q3	$68.2K	Buy	+24,264	New	+$70.5K	﹤0.01%	2461
2024 Q1	–	Sell	-94,872	Closed	-$371K	–	2334
2023 Q4	$371K	Buy	94,872 +70,608	+291%	+$302K	﹤0.01%	1416
2023 Q3	$175K	Buy	+24,264	New	+$160K	﹤0.01%	1295

Other funds holding OPRT

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 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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cerity Partners's OPRT Position: Q1 2026 in Review

Cerity Partners increased its Oportun Financial (OPRT) stake by 34% in Q1 2026, buying an estimated $42.2K and bringing the position to 32,551 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2950.

Cerity Partners first reported a position in OPRT in Q3 2023 and has held it in 9 quarters since. The position peaked at $371K in Q4 2023. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

Cerity Partners held 32,551 shares of Oportun Financial worth $150K as of Q1 2026.
Cerity Partners bought 8,287 Oportun Financial shares in Q1 2026, an estimated $42.2K.
Oportun Financial made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2950 holding.
Cerity Partners first reported a position in Oportun Financial in Q3 2023 and has held it in 9 quarters since.
Cerity Partners's Oportun Financial position peaked at $371K in Q4 2023.
126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.