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SJS Investment Consulting’s Oportun Financial OPRT Stock Holding History

SJS Investment Consulting’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 		$703 Buy
123
+56
+84% +$300 ﹤0.01% 2143
2026
Q1 		$309 Buy
+67
New +$341 ﹤0.01% 1887

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

SJS Investment Consulting's OPRT Position: Q2 2026 in Review

SJS Investment Consulting increased its Oportun Financial (OPRT) stake by 84% in Q2 2026, buying an estimated $300 and bringing the position to 123 shares worth $703. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

SJS Investment Consulting first reported a position in OPRT in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • SJS Investment Consulting held 123 shares of Oportun Financial worth $703 as of Q2 2026.
  • SJS Investment Consulting bought 56 Oportun Financial shares in Q2 2026, an estimated $300.
  • Oportun Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2143 holding.
  • SJS Investment Consulting first reported a position in Oportun Financial in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.