Nuveen’s Oportun Financial OPRT Stock Holding History

Nuveen’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	$696K	Buy	151,017 +79,567	+111%	+$405K	﹤0.01%	2725
2025 Q4	$378K	Buy	71,450 +27,933	+64%	+$147K	﹤0.01%	2976
2025 Q3	$269K	Hold	43,517	–	–	﹤0.01%	3086
2025 Q2	$312K	Buy	+43,517	New	+$261K	﹤0.01%	3037
2023 Q1	–	Sell	-71,824	Closed	-$396K	–	3132
2022 Q4	$396K	Sell	71,824 -8,916	-11%	-$46.6K	﹤0.01%	2939
2022 Q3	$353K	Sell	80,740 -51,639	-39%	-$367K	﹤0.01%	3025
2022 Q2	$1.09M	Buy	132,379 +54,228	+69%	+$625K	﹤0.01%	2743
2022 Q1	$1.11M	Buy	78,151 +471	+0.6%	+$7.85K	﹤0.01%	2781
2021 Q4	$1.54M	Sell	77,680 -6,163	-7%	-$144K	﹤0.01%	2693
2021 Q3	$2.05M	Sell	83,843 -3,918	-4%	-$90.3K	﹤0.01%	2664
2021 Q2	$1.76M	Sell	87,761 -3,132	-3%	-$64.2K	﹤0.01%	2770
2021 Q1	$1.88M	Sell	90,893 -3,029	-3%	-$55.4K	﹤0.01%	2647
2020 Q4	$1.82M	Buy	93,922 +728	+0.8%	+$11.9K	﹤0.01%	2559
2020 Q3	$1.1M	Sell	93,194 -20,162	-18%	-$272K	﹤0.01%	2645
2020 Q2	$1.52M	Buy	113,356 +101,795	+881%	+$946K	﹤0.01%	2451
2020 Q1	$122K	Hold	11,561	–	–	﹤0.01%	3050
2019 Q4	$275K	Buy	+11,561	New	+$213K	﹤0.01%	3031

Other funds holding OPRT

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return