ZIM
OPRT icon

Zacks Investment Management’s Oportun Financial OPRT Stock Holding History

Zacks Investment 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
2026
Q1 		– Sell
-16,072
Closed -$85K – 786
2025
Q4 		$85K Sell
16,072
-6,507
-29% -$34.3K ﹤0.01% 708
2025
Q3 		$139K Buy
+22,579
New +$145K ﹤0.01% 706
2021
Q4 		– Sell
-24,955
Closed -$625K – 662
2021
Q3 		$625K Hold
24,955
– – 0.01% 427
2021
Q2 		$500K Buy
+24,955
New +$511K 0.01% 452

Other funds holding OPRT

Neuberger Berman Group
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
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Zacks Investment Management's OPRT Position: Q1 2026 in Review

Zacks Investment Management sold out of Oportun Financial (OPRT) in Q1 2026, closing a stake of 16,072 shares — an estimated $85K sold.

Zacks Investment Management first reported a position in OPRT in Q2 2021 and held it in 4 quarters. The position peaked at $625K in Q3 2021. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • Zacks Investment Management reported no remaining Oportun Financial position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 16,072 Oportun Financial shares in Q1 2026, an estimated $85K.
  • Zacks Investment Management first reported a position in Oportun Financial in Q2 2021 and held it in 4 quarters.
  • Zacks Investment Management's Oportun Financial position peaked at $625K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.