EH
OPRT icon

EMG Holdings’s Oportun Financial OPRT Stock Holding History

EMG Holdings’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 		$642K Hold
139,172
– – 0.94% 26
2025
Q4 		$736K Hold
139,172
– – 1.18% 24
2025
Q3 		$859K Hold
139,172
– – 0.92% 24
2025
Q2 		$996K Hold
139,172
– – 1.28% 18
2025
Q1 		$764K Sell
139,172
-484,051
-78% -$2.66M 0.92% 23
2024
Q4 		$2.42M Sell
623,223
-88,408
-12% -$285K 3.33% 20
2024
Q3 		$2M Hold
711,631
– – 2.78% 19
2024
Q2 		$2.06M Sell
711,631
-1,498,269
-68% -$4.54M 2.34% 24
2024
Q1 		$5.37M Sell
2,209,900
-274,249
-11% -$991K 5.63% 17
2023
Q4 		$9.71M Sell
2,484,149
-10,327
-0.4% -$44.1K 8.35% 16
2023
Q3 		$18M Sell
2,494,476
-231,226
-8% -$1.53M 13.93% 6
2023
Q2 		$16.3M Hold
2,725,702
– – 9.86% 8
2023
Q1 		$10.5M Buy
2,725,702
+2,047,164
+302% +$11.5M 7.22% 17
2022
Q4 		$3.74M Buy
+678,538
New +$3.55M 3.21% 28

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