FCM
OPRT icon

Forager Capital Management’s Oportun Financial OPRT Stock Holding History

Forager 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 		$25.8M Buy
4,512,045
+1,150,319
+34% +$6.16M 9.69% 5
2026
Q1 		$15.5M Buy
3,361,726
+981,726
+41% +$5M 7.72% 7
2025
Q4 		$12.6M Buy
2,380,000
+422,412
+22% +$2.23M 5.7% 10
2025
Q3 		$12.1M Buy
+1,957,588
New +$12.6M 5.33% 8

Other funds holding OPRT

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

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

Forager Capital Management increased its Oportun Financial (OPRT) stake by 34% in Q2 2026, buying an estimated $6.16M and bringing the position to 4,512,045 shares worth $25.8M. The position accounts for 9.69% of the portfolio, ranked #5.

Forager Capital Management first reported a position in OPRT in Q3 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Forager Capital Management held 4,512,045 shares of Oportun Financial worth $25.8M as of Q2 2026.
  • Forager Capital Management bought 1,150,319 Oportun Financial shares in Q2 2026, an estimated $6.16M.
  • Oportun Financial made up 9.69% of Forager Capital Management's portfolio in Q2 2026, its #5 holding.
  • Forager Capital Management first reported a position in Oportun Financial in Q3 2025 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

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