Marshall Wace
OPRT icon

Marshall Wace’s Oportun Financial OPRT Stock Holding History

Marshall Wace’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 		$132K Sell
23,133
-56,065
-71% -$300K ﹤0.01% 2892
2026
Q1 		$365K Sell
79,198
-41,813
-35% -$213K ﹤0.01% 2591
2025
Q4 		$640K Sell
121,011
-270,414
-69% -$1.43M ﹤0.01% 2141
2025
Q3 		$2.42M Sell
391,425
-183,685
-32% -$1.18M ﹤0.01% 1524
2025
Q2 		$4.12M Sell
575,110
-529,145
-48% -$3.17M ﹤0.01% 1236
2025
Q1 		$6.06M Buy
1,104,255
+813,996
+280% +$4.48M 0.01% 975
2024
Q4 		$1.13M Buy
290,259
+129
+0% +$416 ﹤0.01% 1676
2024
Q3 		$815K Buy
290,130
+15,161
+6% +$44K ﹤0.01% 1734
2024
Q2 		$797K Buy
274,969
+95,637
+53% +$290K ﹤0.01% 1783
2024
Q1 		$436K Sell
179,332
-56,669
-24% -$205K ﹤0.01% 1985
2023
Q4 		$923K Buy
236,001
+156,369
+196% +$668K ﹤0.01% 1504
2023
Q3 		$575K Buy
79,632
+64,832
+438% +$428K ﹤0.01% 1672
2023
Q2 		$88.4K Buy
+14,800
New +$72.6K ﹤0.01% 2334
2022
Q3 		– Sell
-335,312
Closed -$2.77M – 3680
2022
Q2 		$2.77M Buy
335,312
+114,805
+52% +$1.32M 0.01% 1769
2022
Q1 		$3.17M Buy
220,507
+33,389
+18% +$557K 0.01% 1751
2021
Q4 		$3.79M Buy
+187,118
New +$4.37M 0.01% 1580
2020
Q1 		– Sell
-7,055
Closed -$168K – 1946
2019
Q4 		$168K Buy
+7,055
New +$130K ﹤0.01% 1378

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

Marshall Wace's OPRT Position: Q2 2026 in Review

Marshall Wace reduced its Oportun Financial (OPRT) stake by 71% in Q2 2026, selling an estimated $300K and leaving 23,133 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Marshall Wace first reported a position in OPRT in Q4 2019 and has held it in 17 quarters since. The position peaked at $6.06M in Q1 2025. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Marshall Wace held 23,133 shares of Oportun Financial worth $132K as of Q2 2026.
  • Marshall Wace sold 56,065 Oportun Financial shares in Q2 2026, an estimated $300K.
  • Oportun Financial made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2892 holding.
  • Marshall Wace first reported a position in Oportun Financial in Q4 2019 and has held it in 17 quarters since.
  • Marshall Wace's Oportun Financial position peaked at $6.06M in Q1 2025.
  • 133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.