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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

Other funds holding OPRT

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
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 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 $276B AUM 44.8% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Kennedy Capital Management's OPRT Position: Q4 2025 in Review

Kennedy Capital Management sold out of Oportun Financial (OPRT) in Q4 2025, closing a stake of 176,971 shares — an estimated $1.09M sold.

Kennedy Capital Management first reported a position in OPRT in Q3 2024 and held it in 5 quarters. The position peaked at $1.65M in Q2 2025. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2025.

  • Kennedy Capital Management reported no remaining Oportun Financial position as of Q4 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 176,971 Oportun Financial shares in Q4 2025, an estimated $1.09M.
  • Kennedy Capital Management first reported a position in Oportun Financial in Q3 2024 and held it in 5 quarters.
  • Kennedy Capital Management's Oportun Financial position peaked at $1.65M in Q2 2025.
  • 120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2025.

Based on Kennedy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.