Globeflex Capital’s Oportun Financial OPRT Stock Holding History

Globeflex Capital’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	$377K	Sell	81,800 -21,100	-21%	-$107K	0.06%	249
2025 Q4	$544K	Hold	102,900	–	–	0.08%	232
2025 Q3	$635K	Buy	102,900 +21,100	+26%	+$136K	0.1%	223
2025 Q2	$586K	Hold	81,800	–	–	0.05%	247
2025 Q1	$449K	Hold	81,800	–	–	0.04%	268
2024 Q4	$317K	Hold	81,800	–	–	0.03%	303
2024 Q3	$230K	Hold	81,800	–	–	0.02%	308
2024 Q2	$237K	Hold	81,800	–	–	0.02%	301
2024 Q1	$199K	Hold	81,800	–	–	0.02%	323
2023 Q4	$320K	Buy	81,800 +59,700	+270%	+$255K	0.03%	300
2023 Q3	$160K	Buy	+22,100	New	+$146K	0.02%	339
2023 Q2	–	Sell	-18,469	Closed	-$71.3K	–	499
2023 Q1	$71.3K	Buy	+18,469	New	+$104K	0.01%	421

Other funds holding OPRT

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 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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Globeflex Capital's OPRT Position: Q1 2026 in Review

Globeflex Capital reduced its Oportun Financial (OPRT) stake by 21% in Q1 2026, selling an estimated $107K and leaving 81,800 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #249.

Globeflex Capital first reported a position in OPRT in Q1 2023 and has held it in 12 quarters since. The position peaked at $635K in Q3 2025. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

Globeflex Capital held 81,800 shares of Oportun Financial worth $377K as of Q1 2026.
Globeflex Capital sold 21,100 Oportun Financial shares in Q1 2026, an estimated $107K.
Oportun Financial made up 0.06% of Globeflex Capital's portfolio in Q1 2026, its #249 holding.
Globeflex Capital first reported a position in Oportun Financial in Q1 2023 and has held it in 12 quarters since.
Globeflex Capital's Oportun Financial position peaked at $635K in Q3 2025.
126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.