LCM
OPRT icon

Legato Capital Management’s Oportun Financial OPRT Stock Holding History

Legato 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
2026
Q2 		– Sell
-59,219
Closed -$273K – 804
2026
Q1 		$273K Sell
59,219
-25,119
-30% -$128K 0.02% 663
2025
Q4 		$446K Buy
+84,338
New +$445K 0.04% 597

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

Legato Capital Management's OPRT Position: Q2 2026 in Review

Legato Capital Management sold out of Oportun Financial (OPRT) in Q2 2026, closing a stake of 59,219 shares — an estimated $273K sold.

Legato Capital Management first reported a position in OPRT in Q4 2025 and held it in 2 quarters. The position peaked at $446K in Q4 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Legato Capital Management reported no remaining Oportun Financial position as of Q2 2026 after selling out during the quarter.
  • Legato Capital Management sold 59,219 Oportun Financial shares in Q2 2026, an estimated $273K.
  • Legato Capital Management first reported a position in Oportun Financial in Q4 2025 and held it in 2 quarters.
  • Legato Capital Management's Oportun Financial position peaked at $446K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.