KCM
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Kennedy Capital Management’s Oportun Financial OPRT Stock Holding History

Kennedy Capital 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
-176,971
Closed -$1.09M – 577
2025
Q3 		$1.09M Sell
176,971
-53,243
-23% -$343K 0.02% 496
2025
Q2 		$1.65M Buy
230,214
+20,018
+10% +$120K 0.04% 464
2025
Q1 		$1.15M Sell
210,196
-164,667
-44% -$906K 0.03% 493
2024
Q4 		$1.45M Buy
374,863
+29,096
+8% +$93.8K 0.03% 557
2024
Q3 		$972K Buy
+345,767
New +$1M 0.02% 594

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FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM