We are live on ! Find out more
OPRT icon

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
CP
76
Castleview Partners
Texas
$102K +$112K +22,093 New
SOADOR
77
State of Alaska Department of Revenue
Alaska
$96K +$50.9K +10,000 +91%
Mirae Asset Global ETFs Holdings
78
Mirae Asset Global ETFs Holdings
Hong Kong
$88.4K +$2.41K +473 +3%
OL
79
Odyssean LLC
Connecticut
$87.2K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$82.4K +$90.7K +17,828 +37,142%
FAM
81
Flaharty Asset Management
Florida
$73.8K
Wells Fargo
82
Wells Fargo
California
$70.6K -$153K -30,106 -66%
MIM
83
MetLife Investment Management
New Jersey
$67.9K +$9.68K +1,901 +15%
BIG
84
Brooklyn Investment Group
New York
$65.3K +$72.1K +14,169 New
CC
85
Centiva Capital
New York
$64.5K
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$62.2K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$61.9K +$54K +10,600 +374%
RS
88
R Squared
Hong Kong
$59.8K -$20.2K -3,962 -23%
AHL
89
Abel Hall LLC
Louisiana
$57K +$62.9K +12,355 New
IIM
90
INTECH Investment Management
Florida
$50K -$31.9K -6,273 -37%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.9K -$8.99K -1,766 -14%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$49.3K +$54.5K +10,700 New
HCA
93
Harbor Capital Advisors
Illinois
$49K +$53.9K +10,593 New
PFSRSONJ
94
Police & Firemen's Retirement System of New Jersey
New Jersey
$48K
PH
95
Pinnacle Holdings
Oklahoma
$26.4K +$29.1K +5,727 New
Simplex Trading
96
Simplex Trading
Illinois
$24.5K +$17.3K +3,390 +177%
Legal & General Group
97
Legal & General Group
United Kingdom
$16.7K
AIP
98
Ameritas Investment Partners
Nebraska
$15.8K
TRCT
99
Tower Research Capital (TRC)
New York
$13.5K +$4.42K +868 +42%
Group One Trading
100
Group One Trading
Illinois
$11.7K -$1.21K -238 -9%

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.