Nuveen
OPRT icon

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
Q2 		$555K Sell
97,283
-53,734
-36% -$288K ﹤0.01% 3226
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

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

Nuveen's OPRT Position: Q2 2026 in Review

Nuveen reduced its Oportun Financial (OPRT) stake by 36% in Q2 2026, selling an estimated $288K and leaving 97,283 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

Nuveen first reported a position in OPRT in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.05M in Q3 2021. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Nuveen held 97,283 shares of Oportun Financial worth $555K as of Q2 2026.
  • Nuveen sold 53,734 Oportun Financial shares in Q2 2026, an estimated $288K.
  • Oportun Financial made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #3226 holding.
  • Nuveen first reported a position in Oportun Financial in Q4 2019 and has held it in 18 quarters since.
  • Nuveen's Oportun Financial position peaked at $2.05M in Q3 2021.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.