Connor, Clark & Lunn Investment Management (CC&L)
OPRT icon

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
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

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 $5.7T AUM 30.48% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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 $2.28B 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 $121B AUM 33.93% 1-Year Est. Return