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Oportun Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$72.3M -$1.41M -76,899 -2%
IVMX
2
Institutional Venture Management XIV
California
$70.6M -$8.05M -440,000 -11%
BlackRock
3
BlackRock
New York
$49M +$7.24M +395,914 +20%
ACM
4
Ashford Capital Management
Delaware
$26.4M +$1.33M +72,940 +6%
GCM
5
Glynn Capital Management
California
$24.6M
Vanguard Group
6
Vanguard Group
Pennsylvania
$20.6M +$656K +35,896 +4%
CL
7
CRV LLC
California
$17M
Wellington Management Group
8
Wellington Management Group
Massachusetts
$14.4M +$8.05M +440,222 +171%
ClearBridge Investments
9
ClearBridge Investments
New York
$14.4M -$2.49M -136,095 -16%
Goldman Sachs
10
Goldman Sachs
New York
$9.62M -$560K -30,641 -6%
EC
11
EJF Capital
Virginia
$9.17M +$6.67M +364,800 +468%
State Street
12
State Street
Massachusetts
$6.98M -$67.1K -3,669 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.61M +$623K +34,042 +12%
Wells Fargo
14
Wells Fargo
California
$4.36M -$710K -38,822 -16%
JP Morgan Chase
15
JP Morgan Chase
New York
$4M -$242K -13,242 -6%
Northern Trust
16
Northern Trust
Illinois
$3.89M -$264K -14,424 -7%
PAIM
17
Punch & Associates Investment Management
Minnesota
$3.76M +$3.32M +181,756 New
Federated Hermes
18
Federated Hermes
Pennsylvania
$3.31M +$630K +34,444 +27%
Charles Schwab
19
Charles Schwab
California
$2.58M +$25.2K +1,376 +1%
BCM
20
Bridgeway Capital Management
Texas
$2.48M
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.45M
CCM
22
CAAS Capital Management
New York
$2.37M +$2.09M +114,266 New
Nuveen
23
Nuveen
North Carolina
$1.88M -$55.4K -3,029 -3%
Bank of America
24
Bank of America
North Carolina
$1.45M +$292K +15,954 +30%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.42M +$2.01K +110 +0.2%