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
Q1 		$106K Buy
+23,100
New +$118K ﹤0.01% 11961
2025
Q3 		– Sell
-75,300
Closed -$539K – 13730
2025
Q2 		$539K Buy
75,300
+74,400
+8,267% +$446K ﹤0.01% 8448
2025
Q1 		$4.94K Sell
900
-9,000
-91% -$49.5K ﹤0.01% 13853
2024
Q4 		$38.4K Sell
9,900
-23,400
-70% -$75.5K ﹤0.01% 12647
2024
Q3 		$93.6K Buy
33,300
+23,700
+247% +$68.8K ﹤0.01% 11210
2024
Q2 		$27.8K Buy
9,600
+7,000
+269% +$21.2K ﹤0.01% 12342
2024
Q1 		$6.32K Buy
2,600
+1,500
+136% +$5.42K ﹤0.01% 13684
2023
Q4 		$4.3K Sell
1,100
-4,200
-79% -$17.9K ﹤0.01% 13519
2023
Q3 		$38.3K Sell
5,300
-2,100
-28% -$13.9K ﹤0.01% 12048
2023
Q2 		$44.2K Buy
7,400
+6,500
+722% +$31.9K ﹤0.01% 11946
2023
Q1 		$3.47K Sell
900
-7,400
-89% -$41.6K ﹤0.01% 14039
2022
Q4 		$45.7K Sell
8,300
-9,200
-53% -$48.1K ﹤0.01% 12245
2022
Q3 		$76K Buy
17,500
+7,500
+75% +$53.3K ﹤0.01% 11315
2022
Q2 		$83K Buy
+10,000
New +$115K ﹤0.01% 11570

Other funds holding OPRT

Neuberger Berman Group
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
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors's OPRT Position: Q1 2026 in Review

Citadel Advisors reduced its Oportun Financial (OPRT) stake by 55% in Q1 2026, selling an estimated $765K and leaving 122,023 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #9017.

Citadel Advisors first reported a position in OPRT in Q3 2019 and has held it in 22 quarters since. The position peaked at $3.89M in Q2 2025. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Citadel Advisors held 122,023 shares of Oportun Financial worth $563K as of Q1 2026.
  • Citadel Advisors sold 150,388 Oportun Financial shares in Q1 2026, an estimated $765K.
  • Oportun Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9017 holding.
  • Citadel Advisors first reported a position in Oportun Financial in Q3 2019 and has held it in 22 quarters since.
  • Citadel Advisors's Oportun Financial position peaked at $3.89M in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.