SC
OPRT icon

Simcoe Capital’s Oportun Financial OPRT Stock Holding History

Simcoe Capital’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 		$6.48M Buy
1,134,197
+131,926
+13% +$707K 3.95% 8
2026
Q1 		$4.62M Buy
1,002,271
+206,802
+26% +$1.05M 4.24% 4
2025
Q4 		$4.21M Buy
+795,469
New +$4.2M 3.96% 8

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
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Simcoe Capital's OPRT Position: Q2 2026 in Review

Simcoe Capital increased its Oportun Financial (OPRT) stake by 13% in Q2 2026, buying an estimated $707K and bringing the position to 1,134,197 shares worth $6.48M. The position accounts for 3.95% of the portfolio, ranked #8.

Simcoe Capital first reported a position in OPRT in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Simcoe Capital held 1,134,197 shares of Oportun Financial worth $6.48M as of Q2 2026.
  • Simcoe Capital bought 131,926 Oportun Financial shares in Q2 2026, an estimated $707K.
  • Oportun Financial made up 3.95% of Simcoe Capital's portfolio in Q2 2026, its #8 holding.
  • Simcoe Capital first reported a position in Oportun Financial in Q4 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Simcoe Capital's 13F filing for Q2 2026, filed 6 Aug 2026.