Fidelity Investments
OPRT icon

Fidelity Investments’s Oportun Financial OPRT Stock Holding History

Fidelity Investments’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
Q2 		$88.6K Buy
15,523
+2,087
+16% +$11.2K ﹤0.01% 4029
2026
Q1 		$61.9K Buy
13,436
+10,600
+374% +$54K ﹤0.01% 4019
2025
Q4 		$15K Buy
2,836
+2,008
+243% +$10.6K ﹤0.01% 4585
2025
Q3 		$5.11K Sell
828
-430
-34% -$2.77K ﹤0.01% 4780
2025
Q2 		$9.01K Buy
1,258
+310
+33% +$1.86K ﹤0.01% 4559
2025
Q1 		$5.21K Buy
948
+280
+42% +$1.54K ﹤0.01% 4688
2024
Q4 		$2.59K Hold
668
– – ﹤0.01% 4776
2024
Q3 		$1.88K Hold
668
– – ﹤0.01% 4825
2024
Q2 		$1.94K Sell
668
-3,446
-84% -$10.4K ﹤0.01% 4728
2024
Q1 		$10K Sell
4,114
-535
-12% -$1.93K ﹤0.01% 4277
2023
Q4 		$18.2K Buy
4,649
+3,488
+300% +$14.9K ﹤0.01% 3994
2023
Q3 		$8.38K Buy
1,161
+34
+3% +$224 ﹤0.01% 4173
2023
Q2 		$6.73K Buy
1,127
+406
+56% +$1.99K ﹤0.01% 4274
2023
Q1 		$2.78K Sell
721
-8,555
-92% -$48.1K ﹤0.01% 4543
2022
Q4 		$51.1K Buy
9,276
+6,489
+233% +$33.9K ﹤0.01% 3429
2022
Q3 		$12K Sell
2,787
-5,115
-65% -$36.4K ﹤0.01% 4026
2022
Q2 		$65K Buy
7,902
+735
+10% +$8.47K ﹤0.01% 3472
2022
Q1 		$103K Buy
7,167
+7,162
+143,240% +$119K ﹤0.01% 3434
2021
Q4 		$0 Hold
5
– – ﹤0.01% 4769
2021
Q3 		$0 Buy
+5
New +$115 ﹤0.01% 4834
2020
Q2 		– Sell
-1,705,796
Closed -$18M – 4003
2020
Q1 		$18M Hold
1,705,796
– – ﹤0.01% 1450
2019
Q4 		$38.6M Hold
1,705,796
– – ﹤0.01% 1323
2019
Q3 		$24.9M Buy
+1,705,796
New +$27.7M ﹤0.01% 1487

Other funds holding OPRT

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Fidelity Investments's OPRT Position: Q2 2026 in Review

Fidelity Investments increased its Oportun Financial (OPRT) stake by 16% in Q2 2026, buying an estimated $11.2K and bringing the position to 15,523 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4029.

Fidelity Investments first reported a position in OPRT in Q3 2019 and has held it in 23 quarters since. The position peaked at $38.6M in Q4 2019. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Fidelity Investments held 15,523 shares of Oportun Financial worth $88.6K as of Q2 2026.
  • Fidelity Investments bought 2,087 Oportun Financial shares in Q2 2026, an estimated $11.2K.
  • Oportun Financial made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4029 holding.
  • Fidelity Investments first reported a position in Oportun Financial in Q3 2019 and has held it in 23 quarters since.
  • Fidelity Investments's Oportun Financial position peaked at $38.6M in Q4 2019.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.