EGM
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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
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