RS
OPRT icon

R Squared’s Oportun Financial OPRT Stock Holding History

R Squared’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 		– Sell
-12,973
Closed -$59.8K – 654
2026
Q1 		$59.8K Sell
12,973
-3,962
-23% -$20.2K 0.03% 407
2025
Q4 		$89.6K Buy
+16,935
New +$89.3K 0.04% 424
2025
Q1 		– Sell
-2,630
Closed -$10.2K – 1120
2024
Q4 		$10.2K Buy
+2,630
New +$8.48K 0.01% 1147

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

R Squared's OPRT Position: Q2 2026 in Review

R Squared sold out of Oportun Financial (OPRT) in Q2 2026, closing a stake of 12,973 shares — an estimated $59.8K sold.

R Squared first reported a position in OPRT in Q4 2024 and held it in 3 quarters. The position peaked at $89.6K in Q4 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • R Squared reported no remaining Oportun Financial position as of Q2 2026 after selling out during the quarter.
  • R Squared sold 12,973 Oportun Financial shares in Q2 2026, an estimated $59.8K.
  • R Squared first reported a position in Oportun Financial in Q4 2024 and held it in 3 quarters.
  • R Squared's Oportun Financial position peaked at $89.6K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.