EntryPoint Capital’s Oportun Financial OPRT Stock Holding History

EntryPoint Capital’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
2025 Q4	–	Sell	-42,145	Closed	-$260K	–	811
2025 Q3	$260K	Buy	+42,145	New	+$271K	0.1%	430

Other funds holding OPRT

Neuberger Berman Group New York $150B AUM 40.08% 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

FCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LFCM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Simcoe Capital Spokane, Washington $164M AUM

EntryPoint Capital's OPRT Position: Q4 2025 in Review

EntryPoint Capital sold out of Oportun Financial (OPRT) in Q4 2025, closing a stake of 42,145 shares — an estimated $260K sold.

EntryPoint Capital first reported a position in OPRT in Q3 2025 and held it in 1 quarter. The position peaked at $260K in Q3 2025. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2025.

EntryPoint Capital reported no remaining Oportun Financial position as of Q4 2025 after selling out during the quarter.
EntryPoint Capital sold 42,145 Oportun Financial shares in Q4 2025, an estimated $260K.
EntryPoint Capital first reported a position in Oportun Financial in Q3 2025 and held it in 1 quarter.
EntryPoint Capital's Oportun Financial position peaked at $260K in Q3 2025.
120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2025.

Based on EntryPoint Capital's 13F filing for Q4 2025, filed 12 Feb 2026.