Winton Group’s Oportun Financial OPRT Stock Holding History

Winton 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
2026 Q1	–	Sell	-131,936	Closed	-$698K	–	1314
2025 Q4	$698K	Sell	131,936 -48,844	-27%	-$258K	0.02%	567
2025 Q3	$1.12M	Buy	180,780 +57,084	+46%	+$368K	0.04%	417
2025 Q2	$886K	Buy	123,696 +50,234	+68%	+$301K	0.05%	468
2025 Q1	$403K	Buy	+73,462	New	+$404K	0.02%	535

Other funds holding OPRT

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Winton Group's OPRT Position: Q1 2026 in Review

Winton Group sold out of Oportun Financial (OPRT) in Q1 2026, closing a stake of 131,936 shares — an estimated $698K sold.

Winton Group first reported a position in OPRT in Q1 2025 and held it in 4 quarters. The position peaked at $1.12M in Q3 2025. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

Winton Group reported no remaining Oportun Financial position as of Q1 2026 after selling out during the quarter.
Winton Group sold 131,936 Oportun Financial shares in Q1 2026, an estimated $698K.
Winton Group first reported a position in Oportun Financial in Q1 2025 and held it in 4 quarters.
Winton Group's Oportun Financial position peaked at $1.12M in Q3 2025.
126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.