Jim Simons
OPRT icon

Jim Simons’s Oportun Financial OPRT Stock Holding History

Jim Simons’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
Q1 		$461K Sell
100,079
-32,100
-24% -$163K ﹤0.01% 2636
2025
Q4 		$699K Sell
132,179
-76,000
-37% -$401K ﹤0.01% 2441
2025
Q3 		$1.28M Sell
208,179
-139,621
-40% -$899K ﹤0.01% 2353
2025
Q2 		$2.49M Sell
347,800
-139,700
-29% -$838K ﹤0.01% 1980
2025
Q1 		$2.68M Buy
487,500
+62,900
+15% +$346K ﹤0.01% 1814
2024
Q4 		$1.65M Buy
424,600
+77,907
+22% +$251K ﹤0.01% 2174
2024
Q3 		$974K Buy
346,693
+119,693
+53% +$348K ﹤0.01% 2462
2024
Q2 		$658K Buy
227,000
+31,415
+16% +$95.2K ﹤0.01% 2553
2024
Q1 		$475K Buy
195,585
+21,085
+12% +$76.2K ﹤0.01% 2885
2023
Q4 		$682K Buy
174,500
+71,600
+70% +$306K ﹤0.01% 2621
2023
Q3 		$743K Sell
102,900
-49,769
-33% -$328K ﹤0.01% 2495
2023
Q2 		$911K Sell
152,669
-39,640
-21% -$195K ﹤0.01% 2523
2023
Q1 		$742K Sell
192,309
-191
-0.1% -$1.07K ﹤0.01% 2661
2022
Q4 		$1.06M Sell
192,500
-53,200
-22% -$278K ﹤0.01% 2500
2022
Q3 		$1.07M Buy
245,700
+159,600
+185% +$1.13M ﹤0.01% 2452
2022
Q2 		$712K Buy
86,100
+53,000
+160% +$611K ﹤0.01% 2930
2022
Q1 		$475K Buy
33,100
+11,300
+52% +$188K ﹤0.01% 3228
2021
Q4 		$441K Buy
+21,800
New +$509K ﹤0.01% 3136
2021
Q2 		– Sell
-24,900
Closed -$516K – 3689
2021
Q1 		$516K Buy
24,900
+5,000
+25% +$91.4K ﹤0.01% 2897
2020
Q4 		$385K Buy
+19,900
New +$325K ﹤0.01% 2936
2020
Q2 		– Sell
-27,360
Closed -$289K – 3676
2020
Q1 		$289K Buy
+27,360
New +$525K ﹤0.01% 2992

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jim Simons's OPRT Position: Q1 2026 in Review

Jim Simons reduced its Oportun Financial (OPRT) stake by 24% in Q1 2026, selling an estimated $163K and leaving 100,079 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

Jim Simons first reported a position in OPRT in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.68M in Q1 2025. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Jim Simons held 100,079 shares of Oportun Financial worth $461K as of Q1 2026.
  • Jim Simons sold 32,100 Oportun Financial shares in Q1 2026, an estimated $163K.
  • Oportun Financial made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2636 holding.
  • Jim Simons first reported a position in Oportun Financial in Q1 2020 and has held it in 21 quarters since.
  • Jim Simons's Oportun Financial position peaked at $2.68M in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.