Fuller & Thaler Asset Management
OPRT icon

Fuller & Thaler Asset Management’s Oportun Financial OPRT Stock Holding History

Fuller & Thaler Asset 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 		$314K Buy
+68,047
New +$346K ﹤0.01% 475
2024
Q4 		– Sell
-152,210
Closed -$428K – 630
2024
Q3 		$428K Sell
152,210
-512,250
-77% -$1.49M ﹤0.01% 463
2024
Q2 		$1.93M Buy
664,460
+127,118
+24% +$385K 0.01% 390
2024
Q1 		$1.31M Buy
537,342
+210,163
+64% +$759K 0.01% 402
2023
Q4 		$1.28M Buy
+327,179
New +$1.4M 0.01% 386

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 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

Fuller & Thaler Asset Management's OPRT Position: Q1 2026 in Review

Fuller & Thaler Asset Management opened a new position in Oportun Financial (OPRT) in Q1 2026: 68,047 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Fuller & Thaler Asset Management previously reported a position in OPRT as recently as Q3 2024.

Fuller & Thaler Asset Management first reported a position in OPRT in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.93M in Q2 2024. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Fuller & Thaler Asset Management held 68,047 shares of Oportun Financial worth $314K as of Q1 2026.
  • Oportun Financial was a new Fuller & Thaler Asset Management position in Q1 2026.
  • Oportun Financial made up ﹤0.01% of Fuller & Thaler Asset Management's portfolio in Q1 2026, its #475 holding.
  • Fuller & Thaler Asset Management first reported a position in Oportun Financial in Q4 2023 and has held it in 5 quarters since.
  • Fuller & Thaler Asset Management's Oportun Financial position peaked at $1.93M in Q2 2024.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.