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
Q2 		$6.18M Buy
1,081,651
+132,849
+14% +$711K ﹤0.01% 2808
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

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

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

Geode Capital Management increased its Oportun Financial (OPRT) stake by 14% in Q2 2026, buying an estimated $711K and bringing the position to 1,081,651 shares worth $6.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2808.

Geode Capital Management first reported a position in OPRT in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.53M in Q3 2021. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Geode Capital Management held 1,081,651 shares of Oportun Financial worth $6.18M as of Q2 2026.
  • Geode Capital Management bought 132,849 Oportun Financial shares in Q2 2026, an estimated $711K.
  • Oportun Financial made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2808 holding.
  • Geode Capital Management first reported a position in Oportun Financial in Q4 2019 and has held it in 27 quarters since.
  • Geode Capital Management's Oportun Financial position peaked at $8.53M in Q3 2021.
  • 133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.