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Oportun Financial

126 hedge funds and large institutions have $162M invested in Oportun Financial in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

5% more funds holding

Funds holding: 120126 (+6)

2.46% more ownership

Funds ownership: 76.5%78.96% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

9% less capital invested

Capital invested by funds: $179M → $162M (-$16.7M)

35% less call options, than puts

Call options by funds: $248K | Put options by funds: $381K

Holders
126
Holders Change
+6
Holders Change %
+5%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
38
Reduced
38
Closed
27
Calls
$248K
Puts
$381K
Net Calls
-$133K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$1.27M +$1.4M +274,968 New
VFT
27
Vanguard Fiduciary Trust
Pennsylvania
$1.2M +$1.32M +259,485 New
BFG
28
Berger Financial Group
Minnesota
$1.12M +$239K +47,032 +24%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$976K -$80.4K -15,787 -7%
APCM
30
Arbiter Partners Capital Management
New York
$886K +$260K +50,997 +36%
EF
31
Empowered Funds
Pennsylvania
$871K +$86K +16,887 +10%
Bank of America
32
Bank of America
North Carolina
$770K +$261K +51,372 +44%
N
33
Nuveen
North Carolina
$696K +$405K +79,567 +111%
JP Morgan Chase
34
JP Morgan Chase
New York
$676K -$41.9K -8,233 -5%
EH
35
EMG Holdings
Connecticut
$642K
VGA
36
Vanguard Global Advisers
Pennsylvania
$588K +$649K +127,488 New
Morgan Stanley
37
Morgan Stanley
New York
$580K -$1.13M -221,394 -64%
Citadel Advisors
38
Citadel Advisors
Florida
$563K -$765K -150,388 -55%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$544K -$279K -54,890 -32%
Barclays
40
Barclays
United Kingdom
$488K -$224K -43,962 -29%
Charles Schwab
41
Charles Schwab
California
$485K -$43.3K -8,510 -7%
Renaissance Technologies
42
Renaissance Technologies
New York
$461K -$163K -32,100 -24%
USPCM
43
Union Square Park Capital Management
New York
$461K +$509K +100,000 New
MA
44
MYDA Advisors
New York
$458K +$505K +99,270 New
Invesco
45
Invesco
Georgia
$432K -$33.1K -6,513 -7%
IQI
46
Integrated Quantitative Investments
Washington
$421K -$172K -33,731 -27%
GC
47
Globeflex Capital
California
$377K -$107K -21,100 -21%
Prudential Financial
48
Prudential Financial
New Jersey
$370K +$108K +21,310 +36%
Marshall Wace
49
Marshall Wace
United Kingdom
$365K -$213K -41,813 -35%
UBS Group
50
UBS Group
Switzerland
$361K -$92.4K -18,155 -19%

OPRT Hedge Fund Activity: Q1 2026 in Review

126 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q1 2026, worth a combined $162M — down 9.3% from $179M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OPRT positions and 27 closed out — a net gain of 9 holders — while 38 added to existing stakes and 38 trimmed.

The largest buyer was Forager Capital Management, adding an estimated $5M. The largest seller was Boston Partners, exiting entirely with an estimated $3.16M sold.

  • 126 institutional investors held Oportun Financial (OPRT) as of Q1 2026, up from 120 in Q4 2025.
  • Funds reported $162M of Oportun Financial stock for Q1 2026, down 9.3% quarter-over-quarter.
  • 36 funds opened new Oportun Financial positions in Q1 2026 and 27 closed out, a net change of +9 holders.
  • The largest Oportun Financial buyer in Q1 2026 was Forager Capital Management, an estimated $5M added.
  • The largest Oportun Financial seller in Q1 2026 was Boston Partners, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2026.