T. Rowe Price Associates’s Oportun Financial OPRT Stock Holding History

T. Rowe Price Associates’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	$147K	Buy	31,733 +7,778	+32%	+$39.6K	﹤0.01%	2921
2025 Q4	$127K	Hold	23,955	–	–	﹤0.01%	2914
2025 Q3	$148K	Buy	23,955 +7,159	+43%	+$46.1K	﹤0.01%	2855
2025 Q2	$121K	Buy	+16,796	New	+$101K	﹤0.01%	2859
2022 Q1	–	Sell	-17,472	Closed	-$354K	–	3010
2021 Q4	$354K	Buy	17,472 +2,868	+20%	+$67K	﹤0.01%	2534
2021 Q3	$366K	Buy	14,604 +177	+1%	+$4.08K	﹤0.01%	2509
2021 Q2	$289K	Buy	14,427 +3,078	+27%	+$63.1K	﹤0.01%	2608
2021 Q1	$235K	Sell	11,349 -1,950	-15%	-$35.7K	﹤0.01%	2637
2020 Q4	$258K	Buy	+13,299	New	+$217K	﹤0.01%	2479

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

T. Rowe Price Associates's OPRT Position: Q1 2026 in Review

T. Rowe Price Associates increased its Oportun Financial (OPRT) stake by 32% in Q1 2026, buying an estimated $39.6K and bringing the position to 31,733 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

T. Rowe Price Associates first reported a position in OPRT in Q4 2020 and has held it in 9 quarters since. The position peaked at $366K in Q3 2021. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

T. Rowe Price Associates held 31,733 shares of Oportun Financial worth $147K as of Q1 2026.
T. Rowe Price Associates bought 7,778 Oportun Financial shares in Q1 2026, an estimated $39.6K.
Oportun Financial made up ﹤0.01% of T. Rowe Price Associates's portfolio in Q1 2026, its #2921 holding.
T. Rowe Price Associates first reported a position in Oportun Financial in Q4 2020 and has held it in 9 quarters since.
T. Rowe Price Associates's Oportun Financial position peaked at $366K in Q3 2021.
126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on T. Rowe Price Associates's 13F filing for Q1 2026, filed 15 May 2026.