Quantbot Technologies’s Oportun Financial OPRT Stock Holding History

Quantbot Technologies’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
2025 Q4	–	Sell	-54,687	Closed	-$337K	–	2050
2025 Q3	$337K	Buy	+54,687	New	+$352K	0.01%	1156
2024 Q2	–	Sell	-800	Closed	-$1.94K	–	1787
2024 Q1	$1.94K	Sell	800 -3,200	-80%	-$11.6K	﹤0.01%	1498
2023 Q4	$15.6K	Buy	4,000 +1,074	+37%	+$4.59K	﹤0.01%	1442
2023 Q3	$21.1K	Sell	2,926 -13,216	-82%	-$87.2K	﹤0.01%	1345
2023 Q2	$96.4K	Buy	+16,142	New	+$79.2K	0.01%	1189
2023 Q1	–	Sell	-600	Closed	-$3.31K	–	1917
2022 Q4	$3.31K	Buy	+600	New	+$3.14K	﹤0.01%	1573
2022 Q3	–	Sell	-13,839	Closed	-$114K	–	1949
2022 Q2	$114K	Buy	13,839 +10,639	+332%	+$123K	0.01%	1109
2022 Q1	$45K	Buy	3,200 +1,700	+113%	+$28.3K	﹤0.01%	1218
2021 Q4	$30K	Buy	+1,500	New	+$35.1K	﹤0.01%	1158

Other funds holding OPRT

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

FCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Quantbot Technologies's OPRT Position: Q4 2025 in Review

Quantbot Technologies sold out of Oportun Financial (OPRT) in Q4 2025, closing a stake of 54,687 shares — an estimated $337K sold.

Quantbot Technologies first reported a position in OPRT in Q4 2021 and held it in 9 quarters. The position peaked at $337K in Q3 2025. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2025.

Quantbot Technologies reported no remaining Oportun Financial position as of Q4 2025 after selling out during the quarter.
Quantbot Technologies sold 54,687 Oportun Financial shares in Q4 2025, an estimated $337K.
Quantbot Technologies first reported a position in Oportun Financial in Q4 2021 and held it in 9 quarters.
Quantbot Technologies's Oportun Financial position peaked at $337K in Q3 2025.
120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2025.

Based on Quantbot Technologies's 13F filing for Q4 2025, filed 10 Feb 2026.