Vanguard Group
OPRT icon

Vanguard Group’s Oportun Financial OPRT Stock Holding History

Vanguard Group’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
Q4 		$12M Buy
2,263,271
+156,631
+7% +$826K ﹤0.01% 2879
2025
Q3 		$13M Buy
2,106,640
+490,608
+30% +$3.16M ﹤0.01% 2831
2025
Q2 		$11.6M Buy
1,616,032
+207,305
+15% +$1.24M ﹤0.01% 2823
2025
Q1 		$7.73M Buy
1,408,727
+128,527
+10% +$707K ﹤0.01% 2985
2024
Q4 		$4.97M Hold
1,280,200
– – ﹤0.01% 3273
2024
Q3 		$3.6M Sell
1,280,200
-34,483
-3% -$100K ﹤0.01% 3387
2024
Q2 		$3.81M Buy
1,314,683
+21,148
+2% +$64.1K ﹤0.01% 3367
2024
Q1 		$3.14M Sell
1,293,535
-100,400
-7% -$363K ﹤0.01% 3450
2023
Q4 		$5.45M Sell
1,393,935
-31,114
-2% -$133K ﹤0.01% 3253
2023
Q3 		$10.3M Hold
1,425,049
– – ﹤0.01% 2858
2023
Q2 		$8.51M Sell
1,425,049
-98,464
-6% -$483K ﹤0.01% 3038
2023
Q1 		$5.88M Buy
1,523,513
+26,311
+2% +$148K ﹤0.01% 3225
2022
Q4 		$8.25M Buy
1,497,202
+56,086
+4% +$293K ﹤0.01% 3042
2022
Q3 		$6.3M Buy
1,441,116
+182,620
+15% +$1.3M ﹤0.01% 3201
2022
Q2 		$10.4M Buy
1,258,496
+157,862
+14% +$1.82M ﹤0.01% 2971
2022
Q1 		$15.8M Buy
1,100,634
+26,324
+2% +$439K ﹤0.01% 2906
2021
Q4 		$21.8M Buy
1,074,310
+26,593
+3% +$621K ﹤0.01% 2794
2021
Q3 		$26.2M Buy
1,047,717
+3,517
+0.3% +$81.1K ﹤0.01% 2700
2021
Q2 		$20.9M Buy
1,044,200
+49,449
+5% +$1.01M ﹤0.01% 2815
2021
Q1 		$20.6M Buy
994,751
+35,896
+4% +$656K ﹤0.01% 2770
2020
Q4 		$18.6M Buy
958,855
+47,410
+5% +$775K ﹤0.01% 2673
2020
Q3 		$10.7M Buy
911,445
+143,720
+19% +$1.94M ﹤0.01% 2748
2020
Q2 		$10.3M Buy
767,725
+575,646
+300% +$5.35M ﹤0.01% 2756
2020
Q1 		$2.03M Buy
192,079
+2,570
+1% +$49.3K ﹤0.01% 3315
2019
Q4 		$4.51M Buy
189,509
+89,509
+90% +$1.65M ﹤0.01% 3204
2019
Q3 		$1.62M Buy
+100,000
New +$1.62M ﹤0.01% 3515

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
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
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Vanguard Group's OPRT Position: Q4 2025 in Review

Vanguard Group increased its Oportun Financial (OPRT) stake by 7.4% in Q4 2025, buying an estimated $826K and bringing the position to 2,263,271 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

Vanguard Group first reported a position in OPRT in Q3 2019 and has held it in 26 quarters since. The position peaked at $26.2M in Q3 2021. 120 funds tracked by Wall St. Rank hold OPRT as of Q4 2025.

  • Vanguard Group held 2,263,271 shares of Oportun Financial worth $12M as of Q4 2025.
  • Vanguard Group bought 156,631 Oportun Financial shares in Q4 2025, an estimated $826K.
  • Oportun Financial made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2879 holding.
  • Vanguard Group first reported a position in Oportun Financial in Q3 2019 and has held it in 26 quarters since.
  • Vanguard Group's Oportun Financial position peaked at $26.2M in Q3 2021.
  • 120 funds tracked by Wall St. Rank held Oportun Financial as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.