SG Capital Management’s Oportun Financial OPRT Stock Holding History

SG Capital Management’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 Q3	$1.54M	Buy	+189,376	New	+$1.33M	0.11%	78

Other funds holding OPRT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Simcoe Capital Spokane, Washington $146M AUM 53.45% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Summa Corp Tomball, Texas $492M AUM 67.32% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

SG Capital Management's OPRT Position: Q3 2026 in Review

SG Capital Management opened a new position in Oportun Financial (OPRT) in Q3 2026: 189,376 shares worth $1.54M. The stake represents 0.11% of the portfolio and ranks #78 among its holdings.

48 funds tracked by Wall St. Rank hold OPRT as of Q3 2026.

SG Capital Management held 189,376 shares of Oportun Financial worth $1.54M as of Q3 2026.
Oportun Financial was a new SG Capital Management position in Q3 2026.
Oportun Financial made up 0.11% of SG Capital Management's portfolio in Q3 2026, its #78 holding.
48 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

Based on SG Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.