D.E. Shaw & Co
OPRT icon

D.E. Shaw & Co’s Oportun Financial OPRT Stock Holding History

D.E. Shaw & Co’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 		$195K Buy
+42,233
New +$215K ﹤0.01% 4213
2025
Q3 		– Sell
-158,208
Closed -$1.13M – 4824
2025
Q2 		$1.13M Sell
158,208
-62,812
-28% -$377K ﹤0.01% 3144
2025
Q1 		$1.21M Buy
221,020
+138,699
+168% +$763K ﹤0.01% 2969
2024
Q4 		$319K Buy
+82,321
New +$266K ﹤0.01% 3854
2024
Q1 		– Sell
-34,547
Closed -$135K – 4621
2023
Q4 		$135K Buy
34,547
+8,540
+33% +$36.5K ﹤0.01% 3938
2023
Q3 		$188K Sell
26,007
-2,177
-8% -$14.4K ﹤0.01% 3778
2023
Q2 		$168K Buy
28,184
+17,412
+162% +$85.5K ﹤0.01% 3773
2023
Q1 		$41.6K Sell
10,772
-7,410
-41% -$41.7K ﹤0.01% 4059
2022
Q4 		$100K Sell
18,182
-53,324
-75% -$279K ﹤0.01% 4364
2022
Q3 		$313K Sell
71,506
-82,370
-54% -$585K ﹤0.01% 4277
2022
Q2 		$1.27M Buy
153,876
+88,336
+135% +$1.02M ﹤0.01% 3462
2022
Q1 		$941K Buy
65,540
+27,715
+73% +$462K ﹤0.01% 3965
2021
Q4 		$766K Buy
+37,825
New +$884K ﹤0.01% 4131
2020
Q3 		– Sell
-11,268
Closed -$151K – 4063
2020
Q2 		$151K Sell
11,268
-20,360
-64% -$189K ﹤0.01% 3837
2020
Q1 		$334K Sell
31,628
-16,059
-34% -$308K ﹤0.01% 3417
2019
Q4 		$1.14M Buy
+47,687
New +$879K ﹤0.01% 2893

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

D.E. Shaw & Co's OPRT Position: Q1 2026 in Review

D.E. Shaw & Co opened a new position in Oportun Financial (OPRT) in Q1 2026: 42,233 shares worth $195K. The stake represents ﹤0.01% of the portfolio and ranks #4213 among its holdings. This is a return to the name: D.E. Shaw & Co previously reported a position in OPRT as recently as Q2 2025.

D.E. Shaw & Co first reported a position in OPRT in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.27M in Q2 2022. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • D.E. Shaw & Co held 42,233 shares of Oportun Financial worth $195K as of Q1 2026.
  • Oportun Financial was a new D.E. Shaw & Co position in Q1 2026.
  • Oportun Financial made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #4213 holding.
  • D.E. Shaw & Co first reported a position in Oportun Financial in Q4 2019 and has held it in 16 quarters since.
  • D.E. Shaw & Co's Oportun Financial position peaked at $1.27M in Q2 2022.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.