Neuberger Berman Group
OPRT icon

Neuberger Berman Group’s Oportun Financial OPRT Stock Holding History

Neuberger Berman Group’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 		$22.2M Buy
3,893,025
+83,113
+2% +$445K 0.01% 691
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 – 1902
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

Other funds holding OPRT

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 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
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Neuberger Berman Group's OPRT Position: Q2 2026 in Review

Neuberger Berman Group increased its Oportun Financial (OPRT) stake by 2.2% in Q2 2026, buying an estimated $445K and bringing the position to 3,893,025 shares worth $22.2M. The position accounts for 0.01% of the portfolio, ranked #691.

Neuberger Berman Group first reported a position in OPRT in Q4 2019 and has held it in 21 quarters since. The position peaked at $28.2M in Q2 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Neuberger Berman Group held 3,893,025 shares of Oportun Financial worth $22.2M as of Q2 2026.
  • Neuberger Berman Group bought 83,113 Oportun Financial shares in Q2 2026, an estimated $445K.
  • Oportun Financial made up 0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #691 holding.
  • Neuberger Berman Group first reported a position in Oportun Financial in Q4 2019 and has held it in 21 quarters since.
  • Neuberger Berman Group's Oportun Financial position peaked at $28.2M in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.