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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
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1-Year Est. Return
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1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Millennium Management
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$134B AUM
35.51%
1-Year Est. Return
LFCM
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$2.28B AUM
7.31%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
SC
Simcoe Capital
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$109M AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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