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DAG Ventures’s Oportun Financial OPRT Stock Holding History

DAG Ventures’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 		$220K Hold
38,452
– – 0.18% 3
2026
Q1 		$177K Hold
38,452
– – 0.14% 3
2025
Q4 		$203K Buy
+38,452
New +$203K 0.11% 3
2024
Q3 		$108K Hold
38,452
– – 1.49% 3
2024
Q2 		$112K Hold
38,452
– – 1.38% 3
2024
Q1 		$93.4K Hold
38,452
– – 1.18% 3
2023
Q4 		$150K Buy
+38,452
New +$164K 1.79% 4

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

DAG Ventures's OPRT Position: Q2 2026 in Review

DAG Ventures held its Oportun Financial (OPRT) position steady in Q2 2026 at 38,452 shares worth $220K. The position accounts for 0.18% of the portfolio, ranked #3.

DAG Ventures first reported a position in OPRT in Q4 2023 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • DAG Ventures held 38,452 shares of Oportun Financial worth $220K as of Q2 2026.
  • DAG Ventures left its Oportun Financial share count unchanged in Q2 2026.
  • Oportun Financial made up 0.18% of DAG Ventures's portfolio in Q2 2026, its #3 holding.
  • DAG Ventures first reported a position in Oportun Financial in Q4 2023 and has held it in 7 quarters since.
  • 133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on DAG Ventures's 13F filing for Q2 2026, filed 11 Aug 2026.