Engineers Gate Manager’s Oportun Financial OPRT Stock Holding History

Engineers Gate Manager’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	–	Sell	-15,500	Closed	-$82K	–	2452
2025 Q4	$82K	Sell	15,500 -9,982	-39%	-$52.6K	﹤0.01%	1943
2025 Q3	$157K	Buy	25,482 +10,602	+71%	+$68.3K	﹤0.01%	1953
2025 Q2	$107K	Sell	14,880 -10,974	-42%	-$65.8K	﹤0.01%	1987
2025 Q1	$142K	Buy	+25,854	New	+$142K	﹤0.01%	1958
2022 Q4	–	Sell	-24,530	Closed	-$107K	–	1938
2022 Q3	$107K	Sell	24,530 -43,638	-64%	-$310K	0.01%	1443
2022 Q2	$564K	Buy	+68,168	New	+$786K	0.02%	1047

Other funds holding OPRT

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Engineers Gate Manager's OPRT Position: Q1 2026 in Review

Engineers Gate Manager sold out of Oportun Financial (OPRT) in Q1 2026, closing a stake of 15,500 shares — an estimated $82K sold.

Engineers Gate Manager first reported a position in OPRT in Q2 2022 and held it in 6 quarters. The position peaked at $564K in Q2 2022. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

Engineers Gate Manager reported no remaining Oportun Financial position as of Q1 2026 after selling out during the quarter.
Engineers Gate Manager sold 15,500 Oportun Financial shares in Q1 2026, an estimated $82K.
Engineers Gate Manager first reported a position in Oportun Financial in Q2 2022 and held it in 6 quarters.
Engineers Gate Manager's Oportun Financial position peaked at $564K in Q2 2022.
126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.