Y-Intercept (HK)’s Oportun Financial OPRT Stock Holding History

Y-Intercept (HK)’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	$190K	Buy	+33,350	New	+$179K	﹤0.01%	1577
2024 Q1	–	Sell	-10,658	Closed	-$41.7K	–	1650
2023 Q4	$41.7K	Buy	+10,658	New	+$45.5K	﹤0.01%	1169
2023 Q3	–	Sell	-24,616	Closed	-$147K	–	1444
2023 Q2	$147K	Buy	+24,616	New	+$121K	0.02%	989

Other funds holding OPRT

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OCWP

Owl Creek Wealth Partners Denver, Colorado $342M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Y-Intercept (HK)'s OPRT Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Oportun Financial (OPRT) in Q2 2026: 33,350 shares worth $190K. The stake represents ﹤0.01% of the portfolio and ranks #1577 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in OPRT as recently as Q4 2023.

Y-Intercept (HK) first reported a position in OPRT in Q2 2023 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

Y-Intercept (HK) held 33,350 shares of Oportun Financial worth $190K as of Q2 2026.
Oportun Financial was a new Y-Intercept (HK) position in Q2 2026.
Oportun Financial made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1577 holding.
Y-Intercept (HK) first reported a position in Oportun Financial in Q2 2023 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.