JO
OPRT icon

John Overdeck’s Oportun Financial OPRT Stock Holding History

John Overdeck’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 		$5.5M Buy
963,560
+1,919
+0.2% +$10.3K ﹤0.01% 2054
2026
Q1 		$4.43M Buy
961,641
+336,254
+54% +$1.71M ﹤0.01% 2075
2025
Q4 		$3.31M Buy
625,387
+68,336
+12% +$360K ﹤0.01% 2073
2025
Q3 		$3.44M Buy
557,051
+54,459
+11% +$351K 0.01% 1754
2025
Q2 		$3.6M Sell
502,592
-55,313
-10% -$332K 0.01% 1443
2025
Q1 		$3.06M Buy
557,905
+245,344
+78% +$1.35M 0.01% 1441
2024
Q4 		$1.21M Buy
312,561
+30,201
+11% +$97.4K ﹤0.01% 2056
2024
Q3 		$793K Sell
282,360
-29,175
-9% -$84.7K ﹤0.01% 2243
2024
Q2 		$903K Buy
311,535
+40,530
+15% +$123K ﹤0.01% 2041
2024
Q1 		$659K Sell
271,005
-114
-0% -$412 ﹤0.01% 2200
2023
Q4 		$1.06M Buy
271,119
+178,091
+191% +$761K ﹤0.01% 2040
2023
Q3 		$672K Buy
93,028
+62,228
+202% +$410K ﹤0.01% 2147
2023
Q2 		$184K Buy
30,800
+8,400
+38% +$41.2K ﹤0.01% 2661
2023
Q1 		$86.5K Sell
22,400
-21,677
-49% -$122K ﹤0.01% 2691
2022
Q4 		$243K Sell
44,077
-20,070
-31% -$105K ﹤0.01% 2326
2022
Q3 		$280K Sell
64,147
-53,918
-46% -$383K ﹤0.01% 1989
2022
Q2 		$976K Buy
118,065
+73,673
+166% +$849K ﹤0.01% 1558
2022
Q1 		$637K Sell
44,392
-11,067
-20% -$185K ﹤0.01% 1904
2021
Q4 		$1.12M Buy
+55,459
New +$1.3M ﹤0.01% 2443

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

John Overdeck's OPRT Position: Q2 2026 in Review

John Overdeck increased its Oportun Financial (OPRT) stake by 0.2% in Q2 2026, buying an estimated $10.3K and bringing the position to 963,560 shares worth $5.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

John Overdeck first reported a position in OPRT in Q4 2021 and has held it in 19 quarters since. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • John Overdeck held 963,560 shares of Oportun Financial worth $5.5M as of Q2 2026.
  • John Overdeck bought 1,919 Oportun Financial shares in Q2 2026, an estimated $10.3K.
  • Oportun Financial made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2054 holding.
  • John Overdeck first reported a position in Oportun Financial in Q4 2021 and has held it in 19 quarters since.
  • 133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

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