Federated Hermes
OPRT icon

Federated Hermes’s Oportun Financial OPRT Stock Holding History

Federated Hermes’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
-40,000
Closed -$212K – 2134
2025
Q4 		$212K Buy
40,000
+19,688
+97% +$104K ﹤0.01% 1490
2025
Q3 		$125K Sell
20,312
-115
-0.6% -$741 ﹤0.01% 1553
2025
Q2 		$146K Sell
20,427
-24,908
-55% -$149K ﹤0.01% 1541
2025
Q1 		$249K Sell
45,335
-44,960
-50% -$247K ﹤0.01% 1461
2024
Q4 		$350K Sell
90,295
-9,705
-10% -$31.3K ﹤0.01% 1395
2024
Q3 		$281K Buy
100,000
+50,000
+100% +$145K ﹤0.01% 1433
2024
Q2 		$145K Sell
50,000
-40,000
-44% -$121K ﹤0.01% 1522
2024
Q1 		$219K Buy
90,000
+9,200
+11% +$33.2K ﹤0.01% 1478
2023
Q4 		$316K Buy
80,800
+30,611
+61% +$131K ﹤0.01% 1440
2023
Q3 		$362K Sell
50,189
-29,811
-37% -$197K ﹤0.01% 1420
2023
Q2 		$478K Sell
80,000
-100,000
-56% -$491K ﹤0.01% 1390
2023
Q1 		$695K Buy
180,000
+80,000
+80% +$450K ﹤0.01% 1299
2022
Q4 		$551K Buy
100,000
+19,842
+25% +$104K ﹤0.01% 1340
2022
Q3 		$351K Buy
80,158
+50,158
+167% +$357K ﹤0.01% 1420
2022
Q2 		$248K Buy
30,000
+5,067
+20% +$58.4K ﹤0.01% 1503
2022
Q1 		$358K Sell
24,933
-9,067
-27% -$151K ﹤0.01% 1518
2021
Q4 		$689K Sell
34,000
-16,426
-33% -$384K ﹤0.01% 1391
2021
Q3 		$1.26M Sell
50,426
-49,672
-50% -$1.14M ﹤0.01% 1202
2021
Q2 		$2M Sell
100,098
-60,000
-37% -$1.23M ﹤0.01% 1101
2021
Q1 		$3.31M Buy
160,098
+34,444
+27% +$630K 0.01% 963
2020
Q4 		$2.43M Sell
125,654
-24,983
-17% -$408K 0.01% 994
2020
Q3 		$1.78M Buy
150,637
+20,637
+16% +$278K ﹤0.01% 1044
2020
Q2 		$1.75M Buy
130,000
+29,592
+29% +$275K ﹤0.01% 1036
2020
Q1 		$1.06M Buy
100,408
+25,408
+34% +$488K ﹤0.01% 1119
2019
Q4 		$1.78M Sell
75,000
-25,000
-25% -$461K ﹤0.01% 1062
2019
Q3 		$1.62M Buy
+100,000
New +$1.62M ﹤0.01% 1109

Other funds holding OPRT

Neuberger Berman Group
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
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
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Federated Hermes's OPRT Position: Q1 2026 in Review

Federated Hermes sold out of Oportun Financial (OPRT) in Q1 2026, closing a stake of 40,000 shares — an estimated $212K sold.

Federated Hermes first reported a position in OPRT in Q3 2019 and held it in 26 quarters. The position peaked at $3.31M in Q1 2021. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Federated Hermes reported no remaining Oportun Financial position as of Q1 2026 after selling out during the quarter.
  • Federated Hermes sold 40,000 Oportun Financial shares in Q1 2026, an estimated $212K.
  • Federated Hermes first reported a position in Oportun Financial in Q3 2019 and held it in 26 quarters.
  • Federated Hermes's Oportun Financial position peaked at $3.31M in Q1 2021.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.