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
Q2 		$45.7K Hold
8,000
– – ﹤0.01% 6386
2026
Q1 		$36.9K Buy
8,000
+4,400
+122% +$22.4K ﹤0.01% 6182
2025
Q4 		$19K Buy
+3,600
New +$19K ﹤0.01% 6513
2025
Q2 		– Sell
-3,400
Closed -$18K – 9444
2025
Q1 		$18K Sell
3,400
-13,600
-80% -$74.8K ﹤0.01% 6664
2024
Q4 		$65K Sell
17,000
-54,100
-76% -$174K ﹤0.01% 5596
2024
Q3 		$199K Buy
71,100
+13,200
+23% +$38.3K ﹤0.01% 4515
2024
Q2 		$167K Buy
57,900
+54,500
+1,603% +$165K ﹤0.01% 4825
2024
Q1 		$8K Buy
+3,400
New +$12.3K ﹤0.01% 7761
2023
Q2 		– Sell
-19,700
Closed -$76K – 9662
2023
Q1 		$76K Buy
19,700
+17,500
+795% +$98.4K ﹤0.01% 5470
2022
Q4 		$12K Sell
2,200
-1,800
-45% -$9.41K ﹤0.01% 7379
2022
Q3 		$17K Sell
4,000
-6,800
-63% -$48.3K ﹤0.01% 7691
2022
Q2 		$89K Sell
10,800
-15,000
-58% -$173K ﹤0.01% 5724
2022
Q1 		$370K Buy
+25,800
New +$430K ﹤0.01% 4258

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
SC
Simcoe Capital Spokane, Washington $164M AUM
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Simplex Trading's OPRT Position: Q2 2026 in Review

Simplex Trading increased its Oportun Financial (OPRT) stake by 144% in Q2 2026, buying an estimated $41K and bringing the position to 12,969 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5903.

Simplex Trading first reported a position in OPRT in Q1 2022 and has held it in 13 quarters since. The position peaked at $519K in Q2 2025. 134 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Simplex Trading held 12,969 shares of Oportun Financial worth $74.1K as of Q2 2026.
  • Simplex Trading bought 7,663 Oportun Financial shares in Q2 2026, an estimated $41K.
  • Oportun Financial made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5903 holding.
  • Simplex Trading first reported a position in Oportun Financial in Q1 2022 and has held it in 13 quarters since.
  • Simplex Trading's Oportun Financial position peaked at $519K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.