Panagora Asset Management’s Oportun Financial OPRT Stock Holding History

Panagora Asset 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	$386K	Sell	67,553 -143	-0.2%	-$766	﹤0.01%	958
2026 Q1	$312K	Buy	67,696 +762	+1%	+$3.88K	﹤0.01%	965
2025 Q4	$354K	Hold	66,934	–	–	﹤0.01%	953
2025 Q3	$413K	Buy	66,934 +103	+0.2%	+$663	﹤0.01%	859
2025 Q2	$479K	Buy	+66,831	New	+$401K	﹤0.01%	811
2023 Q2	–	Sell	-40,049	Closed	-$155K	–	1407
2023 Q1	$155K	Sell	40,049 -401	-1%	-$2.25K	﹤0.01%	1401
2022 Q4	$223K	Sell	40,450 -299	-0.7%	-$1.56K	﹤0.01%	1357
2022 Q3	$178K	Hold	40,749	–	–	﹤0.01%	1385
2022 Q2	$337K	Buy	40,749 +463	+1%	+$5.34K	﹤0.01%	1282
2022 Q1	$579K	Buy	+40,286	New	+$672K	﹤0.01%	1158

Other funds holding OPRT

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

MIM

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

Panagora Asset Management's OPRT Position: Q2 2026 in Review

Panagora Asset Management reduced its Oportun Financial (OPRT) stake by 0.21% in Q2 2026, selling an estimated $766 and leaving 67,553 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Panagora Asset Management first reported a position in OPRT in Q1 2022 and has held it in 10 quarters since. The position peaked at $579K in Q1 2022. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

Panagora Asset Management held 67,553 shares of Oportun Financial worth $386K as of Q2 2026.
Panagora Asset Management sold 143 Oportun Financial shares in Q2 2026, an estimated $766.
Oportun Financial made up ﹤0.01% of Panagora Asset Management's portfolio in Q2 2026, its #958 holding.
Panagora Asset Management first reported a position in Oportun Financial in Q1 2022 and has held it in 10 quarters since.
Panagora Asset Management's Oportun Financial position peaked at $579K in Q1 2022.
134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.