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
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

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace's OPRT Position: Q1 2026 in Review

Marshall Wace reduced its Oportun Financial (OPRT) stake by 35% in Q1 2026, selling an estimated $213K and leaving 79,198 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

Marshall Wace first reported a position in OPRT in Q4 2019 and has held it in 16 quarters since. The position peaked at $6.06M in Q1 2025. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Marshall Wace held 79,198 shares of Oportun Financial worth $365K as of Q1 2026.
  • Marshall Wace sold 41,813 Oportun Financial shares in Q1 2026, an estimated $213K.
  • Oportun Financial made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2591 holding.
  • Marshall Wace first reported a position in Oportun Financial in Q4 2019 and has held it in 16 quarters since.
  • Marshall Wace's Oportun Financial position peaked at $6.06M in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.