Citadel Advisors
OPRT icon

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 		$93.6K Buy
+20,300
New +$103K ﹤0.01% 12070
2025
Q2 		– Sell
-11,000
Closed -$60.4K – 14352
2025
Q1 		$60.4K Buy
11,000
+10,000
+1,000% +$55K ﹤0.01% 12104
2024
Q4 		$3.88K Sell
1,000
-22,600
-96% -$72.9K ﹤0.01% 13964
2024
Q3 		$66.3K Sell
23,600
-38,600
-62% -$112K ﹤0.01% 11617
2024
Q2 		$180K Buy
62,200
+56,100
+920% +$170K ﹤0.01% 10079
2024
Q1 		$14.8K Buy
6,100
+5,100
+510% +$18.4K ﹤0.01% 13218
2023
Q4 		$3.91K Buy
1,000
+200
+25% +$854 ﹤0.01% 13546
2023
Q3 		$5.78K Buy
+800
New +$5.28K ﹤0.01% 13365
2023
Q2 		– Sell
-32,500
Closed -$125K – 14975
2023
Q1 		$125K Buy
32,500
+20,300
+166% +$114K ﹤0.01% 10930
2022
Q4 		$67.2K Sell
12,200
-6,900
-36% -$36.1K ﹤0.01% 11759
2022
Q3 		$83K Sell
19,100
-900
-5% -$6.4K ﹤0.01% 11246
2022
Q2 		$165K Buy
20,000
+9,500
+90% +$110K ﹤0.01% 10886
2022
Q1 		$151K Buy
+10,500
New +$175K ﹤0.01% 11852

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.