MA
OPRT icon

Madrone Advisors’s Oportun Financial OPRT Stock Holding History

Madrone Advisors’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
Q3 		– Sell
-16,587
Closed -$119K – 7
2025
Q2 		$119K Sell
16,587
-524,046
-97% -$3.14M 0.02% 5
2025
Q1 		$2.97M Hold
540,633
– – 0.5% 6
2024
Q4 		$2.1M Sell
540,633
-82,662
-13% -$267K 0.4% 6
2024
Q3 		$1.75M Hold
623,295
– – 0.28% 6
2024
Q2 		$1.81M Hold
623,295
– – 0.32% 5
2024
Q1 		$1.51M Hold
623,295
– – 0.21% 5
2023
Q4 		$2.44M Sell
623,295
-309,662
-33% -$1.32M 0.3% 5
2023
Q3 		$6.74M Hold
932,957
– – 1.45% 6
2023
Q2 		$5.57M Hold
932,957
– – 0.97% 4
2023
Q1 		$3.6M Hold
932,957
– – 0.66% 7
2022
Q4 		$5.14M Buy
+932,957
New +$4.88M 0.99% 7

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Madrone Advisors's OPRT Position: Q3 2025 in Review

Madrone Advisors sold out of Oportun Financial (OPRT) in Q3 2025, closing a stake of 16,587 shares — an estimated $119K sold.

Madrone Advisors first reported a position in OPRT in Q4 2022 and held it in 11 quarters. The position peaked at $6.74M in Q3 2023. 125 funds tracked by Wall St. Rank hold OPRT as of Q3 2025.

  • Madrone Advisors reported no remaining Oportun Financial position as of Q3 2025 after selling out during the quarter.
  • Madrone Advisors sold 16,587 Oportun Financial shares in Q3 2025, an estimated $119K.
  • Madrone Advisors first reported a position in Oportun Financial in Q4 2022 and held it in 11 quarters.
  • Madrone Advisors's Oportun Financial position peaked at $6.74M in Q3 2023.
  • 125 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2025.

Based on Madrone Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.