Citadel Advisors
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Citadel Advisors’s Oportun Financial OPRT Stock Holding History

Citadel Advisors’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 		$2.95M Buy
516,723
+394,700
+323% +$2.11M ﹤0.01% 5738
2026
Q1 		$563K Sell
122,023
-150,388
-55% -$765K ﹤0.01% 9017
2025
Q4 		$1.44M Sell
272,411
-291,500
-52% -$1.54M ﹤0.01% 6605
2025
Q3 		$3.48M Buy
563,911
+20,980
+4% +$135K ﹤0.01% 5026
2025
Q2 		$3.89M Buy
542,931
+96,266
+22% +$577K ﹤0.01% 4535
2025
Q1 		$2.45M Buy
446,665
+265,366
+146% +$1.46M ﹤0.01% 5142
2024
Q4 		$703K Buy
181,299
+79,449
+78% +$256K ﹤0.01% 7819
2024
Q3 		$286K Sell
101,850
-16,240
-14% -$47.2K ﹤0.01% 9435
2024
Q2 		$342K Buy
118,090
+44,927
+61% +$136K ﹤0.01% 8879
2024
Q1 		$178K Sell
73,163
-44,612
-38% -$161K ﹤0.01% 10514
2023
Q4 		$461K Sell
117,775
-40,601
-26% -$173K ﹤0.01% 8286
2023
Q3 		$1.14M Sell
158,376
-30,482
-16% -$201K ﹤0.01% 6295
2023
Q2 		$1.13M Buy
188,858
+36,974
+24% +$181K ﹤0.01% 6212
2023
Q1 		$586K Sell
151,884
-53,067
-26% -$298K ﹤0.01% 7989
2022
Q4 		$1.13M Buy
204,951
+184,676
+911% +$966K ﹤0.01% 6571
2022
Q3 		$89K Sell
20,275
-88,338
-81% -$628K ﹤0.01% 11181
2022
Q2 		$899K Buy
108,613
+28,645
+36% +$330K ﹤0.01% 7262
2022
Q1 		$1.15M Sell
79,968
-94,031
-54% -$1.57M ﹤0.01% 7391
2021
Q4 		$3.52M Buy
173,999
+143,265
+466% +$3.35M ﹤0.01% 5016
2021
Q3 		$769K Sell
30,734
-3,463
-10% -$79.8K ﹤0.01% 8815
2021
Q2 		$685K Buy
+34,197
New +$701K ﹤0.01% 9289
2020
Q2 		– Sell
-34,914
Closed -$368K – 10299
2020
Q1 		$368K Buy
+34,914
New +$670K ﹤0.01% 6967
2019
Q4 		– Sell
-50,000
Closed -$811K – 9559
2019
Q3 		$811K Buy
+50,000
New +$811K ﹤0.01% 5953

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

Citadel Advisors's OPRT Position: Q2 2026 in Review

Citadel Advisors increased its Oportun Financial (OPRT) stake by 323% in Q2 2026, buying an estimated $2.11M and bringing the position to 516,723 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #5738.

Citadel Advisors first reported a position in OPRT in Q3 2019 and has held it in 23 quarters since. The position peaked at $3.89M in Q2 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Citadel Advisors held 516,723 shares of Oportun Financial worth $2.95M as of Q2 2026.
  • Citadel Advisors bought 394,700 Oportun Financial shares in Q2 2026, an estimated $2.11M.
  • Oportun Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #5738 holding.
  • Citadel Advisors first reported a position in Oportun Financial in Q3 2019 and has held it in 23 quarters since.
  • Citadel Advisors's Oportun Financial position peaked at $3.89M in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.