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Parallel Advisors’s Oportun Financial OPRT Stock Holding History

Parallel Advisors’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 		$1.79K Buy
+388
New +$1.98K ﹤0.01% 3407
2022
Q3 		– Sell
-9
Closed – – 3391
2022
Q2 		$0 Buy
9
+2
+29% +$23 ﹤0.01% 3250
2022
Q1 		$0 Buy
+7
New +$117 ﹤0.01% 3180
2021
Q3 		– Sell
-47
Closed -$1K – 3211
2021
Q2 		$1K Buy
+47
New +$963 ﹤0.01% 2788

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Parallel Advisors's OPRT Position: Q1 2026 in Review

Parallel Advisors opened a new position in Oportun Financial (OPRT) in Q1 2026: 388 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #3407 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in OPRT as recently as Q2 2022.

Parallel Advisors first reported a position in OPRT in Q2 2021 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Parallel Advisors held 388 shares of Oportun Financial worth $1.79K as of Q1 2026.
  • Oportun Financial was a new Parallel Advisors position in Q1 2026.
  • Oportun Financial made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #3407 holding.
  • Parallel Advisors first reported a position in Oportun Financial in Q2 2021 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.