Jacobs Levy Equity Management
OPRT icon

Jacobs Levy Equity Management’s Oportun Financial OPRT Stock Holding History

Jacobs Levy Equity 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
2025
Q4 		– Sell
-12,810
Closed -$79K – 1027
2025
Q3 		$79K Hold
12,810
– – ﹤0.01% 945
2025
Q2 		$91.7K Sell
12,810
-8,104
-39% -$48.6K ﹤0.01% 1008
2025
Q1 		$115K Sell
20,914
-86,696
-81% -$477K ﹤0.01% 1044
2024
Q4 		$418K Sell
107,610
-68,508
-39% -$221K ﹤0.01% 839
2024
Q3 		$495K Sell
176,118
-100,135
-36% -$291K ﹤0.01% 832
2024
Q2 		$801K Buy
276,253
+14,658
+6% +$44.4K ﹤0.01% 780
2024
Q1 		$636K Sell
261,595
-46,191
-15% -$167K ﹤0.01% 789
2023
Q4 		$1.2M Buy
307,786
+274,806
+833% +$1.17M 0.01% 686
2023
Q3 		$238K Buy
+32,980
New +$218K ﹤0.01% 907
2022
Q4 		– Sell
-33,787
Closed -$148K – 1012
2022
Q3 		$148K Sell
33,787
-117,871
-78% -$838K ﹤0.01% 949
2022
Q2 		$1.25M Buy
151,658
+113,741
+300% +$1.31M 0.01% 700
2022
Q1 		$544K Buy
+37,917
New +$632K ﹤0.01% 848

Other funds holding OPRT

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
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM

Jacobs Levy Equity Management's OPRT Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of Oportun Financial (OPRT) in Q4 2025, closing a stake of 12,810 shares — an estimated $79K sold.

Jacobs Levy Equity Management first reported a position in OPRT in Q1 2022 and held it in 12 quarters. The position peaked at $1.25M in Q2 2022. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining Oportun Financial position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 12,810 Oportun Financial shares in Q4 2025, an estimated $79K.
  • Jacobs Levy Equity Management first reported a position in Oportun Financial in Q1 2022 and held it in 12 quarters.
  • Jacobs Levy Equity Management's Oportun Financial position peaked at $1.25M in Q2 2022.
  • 120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.