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
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 $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forager Capital Management's OPRT Position: Q1 2026 in Review

Forager Capital Management increased its Oportun Financial (OPRT) stake by 41% in Q1 2026, buying an estimated $5M and bringing the position to 3,361,726 shares worth $15.5M. The position accounts for 7.72% of the portfolio, ranked #7.

Forager Capital Management first reported a position in OPRT in Q3 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Forager Capital Management held 3,361,726 shares of Oportun Financial worth $15.5M as of Q1 2026.
  • Forager Capital Management bought 981,726 Oportun Financial shares in Q1 2026, an estimated $5M.
  • Oportun Financial made up 7.72% of Forager Capital Management's portfolio in Q1 2026, its #7 holding.
  • Forager Capital Management first reported a position in Oportun Financial in Q3 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Forager Capital Management's 13F filing for Q1 2026, filed 15 May 2026.