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

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