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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
UBS AM
101
UBS AM
Illinois
$11.7K +$12.4K +2,443 +2,745%
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$10.1K -$1.54K -302 -12%
Citigroup
103
Citigroup
New York
$8.71K -$107K -20,959 -92%
MCM
104
MAI Capital Management
Ohio
$7.68K +$8.38K +1,646 +8,663%
SCM
105
Sterling Capital Management
North Carolina
$6.18K -$5.06K -994 -43%
AF
106
Allworth Financial
California
$4.74K +$5.24K +1,029 New
OCWP
107
Owl Creek Wealth Partners
Colorado
$3.51K +$3.88K +762 New
AAP
108
Arax Advisory Partners
Colorado
$2.64K +$2.9K +570 +19,000%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$2K -$3.18K -624 -57%
PA
110
Parallel Advisors
California
$1.79K +$1.98K +388 New
RIL
111
Rothschild Investment LLC
Illinois
$1.66K +$1.83K +359 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$1.55K +$1.24K +244 +262%
RFP
113
Root Financial Partners
California
$1.48K +$1.63K +320 New
EWA
114
EverSource Wealth Advisors
Alabama
$862 +$952 +187 New
GI
115
GAMMA Investing
California
$719 -$15 -3 -2%
BWA
116
Basecamp Wealth Advisors
Washington
$609 +$672 +132 New
Osaic Holdings
117
Osaic Holdings
Arizona
$461 +$509 +100 New
JWM
118
JPL Wealth Management
Colorado
$332 +$366 +72 New
SIC
119
SJS Investment Consulting
Ohio
$309 +$341 +67 New
FFA
120
Farther Finance Advisors
California
$302 +$336 +66 New
TFA
121
Transamerica Financial Advisors
Florida
$69 +$76 +15 New
SS
122
SBI Securities
Japan
$51 -$209 -41 -79%
EP
123
Essential Partners
California
$28 +$31 +6 New
IA
124
IFP Advisors
Florida
$14 +$15 +3 New
CIAM
125
Caitong International Asset Management
Hong Kong
$5 +$5 +1 New

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.