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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
Two Sigma Advisers
126
Two Sigma Advisers
New York
-$3.4M -642,100 Closed
Boston Partners
127
Boston Partners
Massachusetts
-$3.16M -597,328 Closed
GCM
128
Glynn Capital Management
California
-$3.11M -588,233 Closed
Acadian Asset Management
129
Acadian Asset Management
Massachusetts
-$2.86M -541,542 Closed
Point72 Asset Management
130
Point72 Asset Management
Connecticut
-$1.07M -202,308 Closed
Squarepoint
131
Squarepoint
New York
-$822K -155,324 Closed
WG
132
Winton Group
United Kingdom
-$698K -131,936 Closed
Principal Financial Group
133
Principal Financial Group
Iowa
-$490K -92,721 Closed
JF
134
Jump Financial
Illinois
-$389K -73,583 Closed
Jane Street
135
Jane Street
New York
-$241K -47,378 Closed
XT
136
XTX Topco
Cayman Islands
-$248K -46,794 Closed
Verition Fund Management
137
Verition Fund Management
Connecticut
-$232K -43,910 Closed
Federated Hermes
138
Federated Hermes
Pennsylvania
-$212K -40,000 Closed
DTL
139
Dynamic Technology Lab
Singapore
-$208K -39,342 Closed
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
-$145K -26,802 Closed
HBCM
141
Heron Bay Capital Management
Michigan
-$136K -25,761 Closed
GCP
142
GSA Capital Partners
United Kingdom
-$122K -23,075 Closed
DSC
143
Daytona Street Capital
Missouri
-$106K -20,000 Closed
ZIM
144
Zacks Investment Management
Illinois
-$85K -16,072 Closed
EGM
145
Engineers Gate Manager
New York
-$82K -15,500 Closed
NC
146
nVerses Capital
Florida
-$80.5K -15,212 Closed
CA
147
Clearstead Advisors
Ohio
-$29.5K -5,574 Closed
KAS
148
Kemnay Advisory Services
New York
-$27.6K -5,225 Closed
TCOT
149
Trust Company of Toledo
Ohio
-$16.3K -3,080 Closed
US Bancorp
150
US Bancorp
Minnesota
-$14.8K -2,798 Closed

OPRT Hedge Fund Activity: Q1 2026 in Review

126 of the 8,127 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.