IV
OPRT icon

Industry Ventures’s Oportun Financial OPRT Stock Holding History

Industry Ventures’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
2023
Q1 		– Sell
-20,276
Closed -$112K – 10
2022
Q4 		$112K Buy
+20,276
New +$106K 0.18% 9

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Industry Ventures's OPRT Position: Q1 2023 in Review

Industry Ventures sold out of Oportun Financial (OPRT) in Q1 2023, closing a stake of 20,276 shares — an estimated $112K sold.

Industry Ventures first reported a position in OPRT in Q4 2022 and held it in 1 quarter. The position peaked at $112K in Q4 2022. 97 funds tracked by Wall St. Rank hold OPRT as of Q1 2023.

  • Industry Ventures reported no remaining Oportun Financial position as of Q1 2023 after selling out during the quarter.
  • Industry Ventures sold 20,276 Oportun Financial shares in Q1 2023, an estimated $112K.
  • Industry Ventures first reported a position in Oportun Financial in Q4 2022 and held it in 1 quarter.
  • Industry Ventures's Oportun Financial position peaked at $112K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2023.

Based on Industry Ventures's 13F filing for Q1 2023, filed 11 Apr 2023.