Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Oportun Financial OPRT Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$186K Sell
32,651
-85,368
-72% -$457K ﹤0.01% 1572
2026
Q1 		$544K Sell
118,019
-54,890
-32% -$279K ﹤0.01% 1302
2025
Q4 		$915K Sell
172,909
-119,087
-41% -$628K ﹤0.01% 1163
2025
Q3 		$1.8M Sell
291,996
-96,508
-25% -$622K 0.01% 886
2025
Q2 		$2.78M Buy
388,504
+51,663
+15% +$310K 0.01% 760
2025
Q1 		$1.85M Buy
336,841
+179,541
+114% +$988K 0.01% 755
2024
Q4 		$610K Buy
157,300
+138,735
+747% +$447K ﹤0.01% 1089
2024
Q3 		$52.2K Buy
+18,565
New +$53.9K ﹤0.01% 1384
2024
Q2 		– Sell
-59,809
Closed -$145K – 1594
2024
Q1 		$145K Sell
59,809
-6,012
-9% -$21.7K ﹤0.01% 1433
2023
Q4 		$257K Buy
65,821
+38,366
+140% +$164K ﹤0.01% 1208
2023
Q3 		$198K Buy
+27,455
New +$181K ﹤0.01% 1239
2023
Q1 		– Sell
-45,342
Closed -$250K – 1393
2022
Q4 		$250K Buy
45,342
+18,684
+70% +$97.7K ﹤0.01% 1008
2022
Q3 		$116K Buy
+26,658
New +$189K ﹤0.01% 1032

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

Connor, Clark & Lunn Investment Management (CC&L)'s OPRT Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Oportun Financial (OPRT) stake by 72% in Q2 2026, selling an estimated $457K and leaving 32,651 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in OPRT in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.78M in Q2 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 32,651 shares of Oportun Financial worth $186K as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 85,368 Oportun Financial shares in Q2 2026, an estimated $457K.
  • Oportun Financial made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1572 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Oportun Financial in Q3 2022 and has held it in 13 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Oportun Financial position peaked at $2.78M in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.