Geode Capital Management
OPRT icon

Geode Capital Management’s Oportun Financial OPRT Stock Holding History

Geode 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 		$4.38M Sell
948,802
-317,645
-25% -$1.62M ﹤0.01% 2804
2025
Q4 		$6.7M Buy
1,266,447
+89,540
+8% +$472K ﹤0.01% 2612
2025
Q3 		$7.26M Buy
1,176,907
+400,063
+51% +$2.58M ﹤0.01% 2592
2025
Q2 		$5.56M Buy
776,844
+441,392
+132% +$2.65M ﹤0.01% 2674
2025
Q1 		$1.84M Buy
335,452
+18,402
+6% +$101K ﹤0.01% 3065
2024
Q4 		$1.23M Buy
317,050
+5,600
+2% +$18.1K ﹤0.01% 3295
2024
Q3 		$875K Buy
311,450
+14,683
+5% +$42.6K ﹤0.01% 3398
2024
Q2 		$861K Sell
296,767
-6,446
-2% -$19.5K ﹤0.01% 3364
2024
Q1 		$737K Buy
303,213
+1,858
+0.6% +$6.71K ﹤0.01% 3476
2023
Q4 		$1.18M Buy
301,355
+7,346
+2% +$31.4K ﹤0.01% 3292
2023
Q3 		$2.12M Buy
294,009
+8,714
+3% +$57.5K ﹤0.01% 3063
2023
Q2 		$1.7M Sell
285,295
-269,609
-49% -$1.32M ﹤0.01% 3163
2023
Q1 		$2.14M Buy
554,904
+27,104
+5% +$152K ﹤0.01% 2995
2022
Q4 		$2.91M Buy
527,800
+20,988
+4% +$110K ﹤0.01% 2915
2022
Q3 		$2.21M Buy
506,812
+75,781
+18% +$539K ﹤0.01% 3052
2022
Q2 		$3.56M Buy
431,031
+83,740
+24% +$965K ﹤0.01% 2879
2022
Q1 		$4.99M Sell
347,291
-6,126
-2% -$102K ﹤0.01% 2801
2021
Q4 		$7.16M Buy
353,417
+12,533
+4% +$293K ﹤0.01% 2671
2021
Q3 		$8.53M Buy
340,884
+6,571
+2% +$151K ﹤0.01% 2577
2021
Q2 		$6.7M Buy
334,313
+14,925
+5% +$306K ﹤0.01% 2735
2021
Q1 		$6.61M Buy
319,388
+34,042
+12% +$623K ﹤0.01% 2640
2020
Q4 		$5.53M Buy
285,346
+38,245
+15% +$625K ﹤0.01% 2549
2020
Q3 		$2.91M Buy
247,101
+48,765
+25% +$658K ﹤0.01% 2678
2020
Q2 		$2.67M Buy
198,336
+93,090
+88% +$866K ﹤0.01% 2686
2020
Q1 		$1.11M Buy
105,246
+20,227
+24% +$388K ﹤0.01% 2979
2019
Q4 		$2.02M Buy
+85,019
New +$1.57M ﹤0.01% 3002

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

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

Geode Capital Management reduced its Oportun Financial (OPRT) stake by 25% in Q1 2026, selling an estimated $1.62M and leaving 948,802 shares worth $4.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Geode Capital Management first reported a position in OPRT in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.53M in Q3 2021. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Geode Capital Management held 948,802 shares of Oportun Financial worth $4.38M as of Q1 2026.
  • Geode Capital Management sold 317,645 Oportun Financial shares in Q1 2026, an estimated $1.62M.
  • Oportun Financial made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2804 holding.
  • Geode Capital Management first reported a position in Oportun Financial in Q4 2019 and has held it in 26 quarters since.
  • Geode Capital Management's Oportun Financial position peaked at $8.53M in Q3 2021.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

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