Neuberger Berman Group’s Oportun Financial OPRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.6M	Sell	3,809,912 -127,256	-3%	-$648K	0.01%	685
2025 Q4	$20.8M	Hold	3,937,168	–	–	0.02%	652
2025 Q3	$24.3M	Hold	3,937,168	–	–	0.02%	616
2025 Q2	$28.2M	Buy	+3,937,168	New	+$23.6M	0.02%	564
2023 Q4	–	Sell	-18,175	Closed	-$131K	–	1903
2023 Q3	$131K	Hold	18,175	–	–	﹤0.01%	1728
2023 Q2	$109K	Buy	18,175 +2,039	+13%	+$10K	﹤0.01%	1736
2023 Q1	$62.3K	Sell	16,136 -349	-2%	-$1.96K	﹤0.01%	1763
2022 Q4	$90.8K	Sell	16,485 -2,244	-12%	-$11.7K	﹤0.01%	1736
2022 Q3	$82K	Sell	18,729 -280	-1%	-$1.99K	﹤0.01%	1783
2022 Q2	$157K	Sell	19,009 -1,388	-7%	-$16K	﹤0.01%	1776
2022 Q1	$293K	Sell	20,397 -599	-3%	-$9.99K	﹤0.01%	1710
2021 Q4	$425K	Sell	20,996 -87	-0.4%	-$2.03K	﹤0.01%	1595
2021 Q3	$528K	Buy	21,083 +3,573	+20%	+$82.4K	﹤0.01%	1462
2021 Q2	$351K	Sell	17,510 -180	-1%	-$3.69K	﹤0.01%	1563
2021 Q1	$367K	Sell	17,690 -77	-0.4%	-$1.41K	﹤0.01%	1557
2020 Q4	$345K	Hold	17,767	–	–	﹤0.01%	1484
2020 Q3	$210K	Sell	17,767 -120	-0.7%	-$1.62K	﹤0.01%	1547
2020 Q2	$241K	Hold	17,887	–	–	﹤0.01%	1445
2020 Q1	$188K	Buy	17,887 +3,033	+20%	+$58.2K	﹤0.01%	1438
2019 Q4	$353K	Buy	+14,854	New	+$274K	﹤0.01%	1352