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 Q2	$160K	Hold	28,081	–	–	﹤0.01%	3091
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

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

SEI Investments's OPRT Position: Q2 2026 in Review

SEI Investments held its Oportun Financial (OPRT) position steady in Q2 2026 at 28,081 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

SEI Investments first reported a position in OPRT in Q2 2020 and has held it in 17 quarters since. The position peaked at $543K in Q3 2021. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

SEI Investments held 28,081 shares of Oportun Financial worth $160K as of Q2 2026.
SEI Investments left its Oportun Financial share count unchanged in Q2 2026.
Oportun Financial made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #3091 holding.
SEI Investments first reported a position in Oportun Financial in Q2 2020 and has held it in 17 quarters since.
SEI Investments's Oportun Financial position peaked at $543K in Q3 2021.
134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.