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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
Neuberger Berman Group
1
Neuberger Berman Group
New York
$17.6M -$648K -127,256 -3%
FCM
2
Forager Capital Management
Alabama
$15.5M +$5M +981,726 +41%
BlackRock
3
BlackRock
New York
$14.2M -$142K -27,940 -0.9%
FCM
4
Findell Capital Management
New York
$12.7M +$916K +180,000 +7%
Millennium Management
5
Millennium Management
New York
$10.4M +$1.8M +353,630 +19%
VCM
6
Vanguard Capital Management
Pennsylvania
$7.51M +$8.29M +1,628,478 New
LFCM
7
Long Focus Capital Management
Puerto Rico
$6.99M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.29M +$1.19M +234,723 +21%
SC
9
Simcoe Capital
Washington
$4.62M +$1.05M +206,802 +26%
Two Sigma Investments
10
Two Sigma Investments
New York
$4.43M +$1.71M +336,254 +54%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.38M -$1.62M -317,645 -25%
BFM
12
Boothbay Fund Management
New York
$3.96M +$412K +81,029 +10%
Goldman Sachs
13
Goldman Sachs
New York
$3.77M +$2.11M +415,350 +103%
State Street
14
State Street
Massachusetts
$3.47M +$45.1K +8,860 +1%
MIM
15
Meros Investment Management
Texas
$3.35M +$3.7M +726,385 New
AQR Capital Management
16
AQR Capital Management
Connecticut
$3.18M +$3M +589,037 +590%
SBH
17
Segall Bryant & Hamill
Illinois
$2.88M -$136K -26,769 -4%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$2.25M +$2.14M +419,868 +614%
American Century Companies
19
American Century Companies
Missouri
$2.08M +$481K +94,431 +26%
SC
20
Summa Corp
Texas
$1.83M
CC
21
Cannell Capital
Wyoming
$1.72M +$1.9M +372,697 New
VPM
22
Vanguard Portfolio Management
Pennsylvania
$1.67M +$1.84M +362,323 New
BCM
23
Bridgeway Capital Management
Texas
$1.54M +$86K +16,887 +5%
TI
24
Trexquant Investment
Connecticut
$1.54M +$1.05M +205,335 +160%
Northern Trust
25
Northern Trust
Illinois
$1.36M +$81.1K +15,937 +6%