SEI Investments
OPRT icon

SEI Investments’s Oportun Financial OPRT Stock Holding History

SEI Investments’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 		$129K Hold
28,081
– – ﹤0.01% 3049
2025
Q4 		$149K Buy
+28,081
New +$148K ﹤0.01% 2968
2023
Q4 		– Sell
-38,771
Closed -$280K – 2661
2023
Q3 		$280K Hold
38,771
– – ﹤0.01% 2324
2023
Q2 		$231K Sell
38,771
-293
-0.8% -$1.44K ﹤0.01% 2428
2023
Q1 		$151K Sell
39,064
-3,209
-8% -$18K ﹤0.01% 2534
2022
Q4 		$233K Sell
42,273
-14,377
-25% -$75.2K ﹤0.01% 2289
2022
Q3 		$248K Buy
56,650
+32,412
+134% +$230K ﹤0.01% 2386
2022
Q2 		$187K Buy
24,238
+3,738
+18% +$43.1K ﹤0.01% 2484
2022
Q1 		$282K Buy
20,500
+346
+2% +$5.77K ﹤0.01% 2328
2021
Q4 		$398K Sell
20,154
-1,630
-7% -$38.1K ﹤0.01% 2229
2021
Q3 		$543K Buy
21,784
+649
+3% +$15K ﹤0.01% 2046
2021
Q2 		$422K Buy
21,135
+4,611
+28% +$94.5K ﹤0.01% 2179
2021
Q1 		$342K Buy
16,524
+1,317
+9% +$24.1K ﹤0.01% 2203
2020
Q4 		$295K Buy
15,207
+3,207
+27% +$52.4K ﹤0.01% 2214
2020
Q3 		$141K Hold
12,000
– – ﹤0.01% 2298
2020
Q2 		$161K Buy
+12,000
New +$112K ﹤0.01% 2265

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 $5.7T AUM 30.48% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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 $2.28B 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 $121B AUM 33.93% 1-Year Est. Return