IQI
OPRT icon

Integrated Quantitative Investments’s Oportun Financial OPRT Stock Holding History

Integrated Quantitative Investments’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 		$331K Sell
58,028
-33,284
-36% -$178K 0.05% 318
2026
Q1 		$421K Sell
91,312
-33,731
-27% -$172K 0.08% 283
2025
Q4 		$661K Buy
125,043
+92,815
+288% +$489K 0.14% 234
2025
Q3 		$199K Buy
32,228
+135
+0.4% +$870 0.06% 343
2025
Q2 		$230K Buy
+32,093
New +$193K 0.07% 346

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

Integrated Quantitative Investments's OPRT Position: Q2 2026 in Review

Integrated Quantitative Investments reduced its Oportun Financial (OPRT) stake by 36% in Q2 2026, selling an estimated $178K and leaving 58,028 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #318.

Integrated Quantitative Investments first reported a position in OPRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $661K in Q4 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Integrated Quantitative Investments held 58,028 shares of Oportun Financial worth $331K as of Q2 2026.
  • Integrated Quantitative Investments sold 33,284 Oportun Financial shares in Q2 2026, an estimated $178K.
  • Oportun Financial made up 0.05% of Integrated Quantitative Investments's portfolio in Q2 2026, its #318 holding.
  • Integrated Quantitative Investments first reported a position in Oportun Financial in Q2 2025 and has held it in 5 quarters since.
  • Integrated Quantitative Investments's Oportun Financial position peaked at $661K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.