Jump Financial’s Oportun Financial OPRT Stock Holding History

Jump Financial’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	–	Sell	-73,583	Closed	-$389K	–	2268
2025 Q4	$389K	Sell	73,583 -72,417	-50%	-$382K	﹤0.01%	1425
2025 Q3	$901K	Sell	146,000 -16,643	-10%	-$107K	0.01%	1060
2025 Q2	$1.16M	Buy	162,643 +90,725	+126%	+$544K	0.01%	911
2025 Q1	$395K	Buy	+71,918	New	+$396K	0.01%	1169
2024 Q1	–	Sell	-110,411	Closed	-$432K	–	2186
2023 Q4	$432K	Buy	110,411 +85,895	+350%	+$367K	0.01%	1156
2023 Q3	$177K	Sell	24,516 -1,700	-6%	-$11.2K	0.01%	1567
2023 Q2	$157K	Buy	+26,216	New	+$129K	0.01%	1571
2023 Q1	–	Sell	-15,000	Closed	-$82.7K	–	1934
2022 Q4	$82.7K	Buy	+15,000	New	+$78.5K	﹤0.01%	1450
2022 Q3	–	Sell	-31,400	Closed	-$260K	–	1848
2022 Q2	$260K	Buy	31,400 +15,300	+95%	+$176K	0.01%	1138
2022 Q1	$231K	Sell	16,100 -3,600	-18%	-$60K	0.01%	1220
2021 Q4	$399K	Buy	+19,700	New	+$460K	0.03%	759

Other funds holding OPRT

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return