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Telos Capital Management’s Oportun Financial OPRT Stock Holding History

Telos Capital Management’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
2025
Q2 		– Sell
-20,015
Closed -$110K – 198
2025
Q1 		$110K Buy
20,015
+6,672
+50% +$36.7K 0.01% 191
2024
Q4 		$51.8K Buy
+13,343
New +$43K 0.01% 197

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Telos Capital Management's OPRT Position: Q2 2025 in Review

Telos Capital Management sold out of Oportun Financial (OPRT) in Q2 2025, closing a stake of 20,015 shares — an estimated $110K sold.

Telos Capital Management first reported a position in OPRT in Q4 2024 and held it in 2 quarters. The position peaked at $110K in Q1 2025. 106 funds tracked by Wall St. Rank hold OPRT as of Q2 2025.

  • Telos Capital Management reported no remaining Oportun Financial position as of Q2 2025 after selling out during the quarter.
  • Telos Capital Management sold 20,015 Oportun Financial shares in Q2 2025, an estimated $110K.
  • Telos Capital Management first reported a position in Oportun Financial in Q4 2024 and held it in 2 quarters.
  • Telos Capital Management's Oportun Financial position peaked at $110K in Q1 2025.
  • 106 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2025.

Based on Telos Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.