Simplex Trading
OPRT icon

Simplex Trading’s Oportun Financial OPRT Stock Holding History

Simplex Trading’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 		$16.6K Buy
3,600
+3,000
+500% +$15.3K ﹤0.01% 6916
2025
Q4 		$3.17K Sell
600
-4,000
-87% -$21.1K ﹤0.01% 7660
2025
Q3 		$28K Buy
4,600
+4,300
+1,433% +$27.7K ﹤0.01% 7040
2025
Q2 		$2K Sell
300
-600
-67% -$3.6K ﹤0.01% 8184
2025
Q1 		$4K Sell
900
-1,100
-55% -$6.05K ﹤0.01% 7707
2024
Q4 		$7K Buy
2,000
+1,400
+233% +$4.51K ﹤0.01% 7438
2024
Q3 		$1K Sell
600
-3,500
-85% -$10.2K ﹤0.01% 8240
2024
Q2 		$11K Sell
4,100
-1,100
-21% -$3.33K ﹤0.01% 7372
2024
Q1 		$12K Buy
5,200
+300
+6% +$1.08K ﹤0.01% 7487
2023
Q4 		$19K Buy
4,900
+4,600
+1,533% +$19.6K ﹤0.01% 6968
2023
Q3 		$2K Sell
300
-100
-25% -$660 ﹤0.01% 8138
2023
Q2 		$2K Sell
400
-1,300
-76% -$6.38K ﹤0.01% 8464
2023
Q1 		$6K Buy
+1,700
New +$9.56K ﹤0.01% 7923
2022
Q3 		– Sell
-1,200
Closed -$9K – 10612
2022
Q2 		$9K Buy
1,200
+1,100
+1,100% +$12.7K ﹤0.01% 8380
2022
Q1 		$1K Buy
+100
New +$1.67K ﹤0.01% 10119

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 $5.72T AUM 30.48% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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 $3.8B 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 $124B AUM 33.93% 1-Year Est. Return

Simplex Trading's OPRT Position: Q1 2026 in Review

Simplex Trading increased its Oportun Financial (OPRT) stake by 177% in Q1 2026, buying an estimated $17.3K and bringing the position to 5,306 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6602.

Simplex Trading first reported a position in OPRT in Q1 2022 and has held it in 12 quarters since. The position peaked at $519K in Q2 2025. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Simplex Trading held 5,306 shares of Oportun Financial worth $24.5K as of Q1 2026.
  • Simplex Trading bought 3,390 Oportun Financial shares in Q1 2026, an estimated $17.3K.
  • Oportun Financial made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6602 holding.
  • Simplex Trading first reported a position in Oportun Financial in Q1 2022 and has held it in 12 quarters since.
  • Simplex Trading's Oportun Financial position peaked at $519K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.