Findell Capital Management’s Oportun Financial OPRT Stock Holding History

Findell Capital Management’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	$16M	Buy	2,798,300 +50,000	+2%	+$268K	2.25%	10
2026 Q1	$12.7M	Buy	2,748,300 +180,000	+7%	+$916K	3.71%	7
2025 Q4	$13.6M	Hold	2,568,300	–	–	3.91%	7
2025 Q3	$15.8M	Sell	2,568,300 -268,000	-9%	-$1.73M	6.25%	4
2025 Q2	$20.3M	Sell	2,836,300 -565,000	-17%	-$3.39M	9.89%	4
2025 Q1	$20.7M	Sell	3,401,300 -68,300	-2%	-$376K	9.97%	4
2024 Q4	$13.5M	Hold	3,469,600	–	–	5.51%	6
2024 Q3	$9.75M	Hold	3,469,600	–	–	4.91%	7
2024 Q2	$10.1M	Buy	3,469,600 +1,448,600	+72%	+$4.39M	4.85%	7
2024 Q1	$4.91M	Buy	2,021,000 +21,000	+1%	+$75.9K	2.57%	12
2023 Q4	$7.82M	Buy	+2,000,000	New	+$8.54M	4.92%	9

Other funds holding OPRT

FCM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Findell Capital Management's OPRT Position: Q2 2026 in Review

Findell Capital Management increased its Oportun Financial (OPRT) stake by 1.8% in Q2 2026, buying an estimated $268K and bringing the position to 2,798,300 shares worth $16M. The position accounts for 2.25% of the portfolio, ranked #10.

Findell Capital Management first reported a position in OPRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.7M in Q1 2025. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

Findell Capital Management held 2,798,300 shares of Oportun Financial worth $16M as of Q2 2026.
Findell Capital Management bought 50,000 Oportun Financial shares in Q2 2026, an estimated $268K.
Oportun Financial made up 2.25% of Findell Capital Management's portfolio in Q2 2026, its #10 holding.
Findell Capital Management first reported a position in Oportun Financial in Q4 2023 and has held it in 11 quarters since.
Findell Capital Management's Oportun Financial position peaked at $20.7M in Q1 2025.
133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Findell Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.