Martingale Asset Management’s Oportun Financial OPRT Stock Holding History

Martingale Asset 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	$338K	Hold	59,154	–	–	0.01%	733
2026 Q1	$273K	Sell	59,154 -8	-0%	-$41	0.01%	744
2025 Q4	$313K	Sell	59,162 -4	-0%	-$21	0.01%	688
2025 Q3	$365K	Buy	59,166 +31,173	+111%	+$201K	0.01%	664
2025 Q2	$200K	Buy	+27,993	New	+$168K	﹤0.01%	758
2023 Q2	–	Sell	-13,600	Closed	-$52.5K	–	854
2023 Q1	$52.5K	Sell	13,600 -22,672	-63%	-$128K	﹤0.01%	813
2022 Q4	$200K	Sell	36,272 -6,100	-14%	-$31.9K	﹤0.01%	793
2022 Q3	$186K	Sell	42,372 -14,977	-26%	-$106K	﹤0.01%	787
2022 Q2	$475K	Buy	+57,349	New	+$661K	0.01%	652

Other funds holding OPRT

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Martingale Asset Management's OPRT Position: Q2 2026 in Review

Martingale Asset Management held its Oportun Financial (OPRT) position steady in Q2 2026 at 59,154 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #733.

Martingale Asset Management first reported a position in OPRT in Q2 2022 and has held it in 9 quarters since. The position peaked at $475K in Q2 2022. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

Martingale Asset Management held 59,154 shares of Oportun Financial worth $338K as of Q2 2026.
Martingale Asset Management left its Oportun Financial share count unchanged in Q2 2026.
Oportun Financial made up 0.01% of Martingale Asset Management's portfolio in Q2 2026, its #733 holding.
Martingale Asset Management first reported a position in Oportun Financial in Q2 2022 and has held it in 9 quarters since.
Martingale Asset Management's Oportun Financial position peaked at $475K in Q2 2022.
134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.