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Meros Investment Management’s Oportun Financial OPRT Stock Holding History

Meros Investment 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 		$6.43M Buy
1,125,231
+398,846
+55% +$2.14M 2.04% 19
2026
Q1 		$3.35M Buy
+726,385
New +$3.7M 1.45% 29

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
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Meros Investment Management's OPRT Position: Q2 2026 in Review

Meros Investment Management increased its Oportun Financial (OPRT) stake by 55% in Q2 2026, buying an estimated $2.14M and bringing the position to 1,125,231 shares worth $6.43M. The position accounts for 2.04% of the portfolio, ranked #19.

Meros Investment Management first reported a position in OPRT in Q1 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Meros Investment Management held 1,125,231 shares of Oportun Financial worth $6.43M as of Q2 2026.
  • Meros Investment Management bought 398,846 Oportun Financial shares in Q2 2026, an estimated $2.14M.
  • Oportun Financial made up 2.04% of Meros Investment Management's portfolio in Q2 2026, its #19 holding.
  • Meros Investment Management first reported a position in Oportun Financial in Q1 2026 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Meros Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.