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	$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

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 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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

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.