We are live on ! Find out more
OPRT icon

Oportun Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IVMX
1
Institutional Venture Management XIV
California
$69M
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$67.7M -$18.6K -795 -0%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$52.3M +$8.38M +358,518 +16%
BlackRock
4
BlackRock
New York
$45.6M -$11.3M -485,621 -18%
ACM
5
Ashford Capital Management
Delaware
$34.3M +$5.7M +243,874 +17%
Vanguard Group
6
Vanguard Group
Pennsylvania
$21.8M +$621K +26,593 +3%
PAIM
7
Punch & Associates Investment Management
Minnesota
$16.9M +$226K +9,679 +1%
ClearBridge Investments
8
ClearBridge Investments
New York
$12.6M -$418K -17,892 -3%
GCM
9
Glynn Capital Management
California
$11.9M -$14M -598,221 -50%
RCGI
10
Ribbit Capital GP III
California
$11.3M +$13.7M +586,513 New
Goldman Sachs
11
Goldman Sachs
New York
$9.82M +$1.07M +45,747 +10%
State Street
12
State Street
Massachusetts
$8.73M -$886K -37,908 -8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.16M +$293K +12,533 +4%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$5.02M +$5.8M +248,100 New
Marshall Wace
15
Marshall Wace
United Kingdom
$3.79M +$4.37M +187,118 New
Northern Trust
16
Northern Trust
Illinois
$3.71M +$121K +5,194 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$3.52M +$3.35M +143,265 +466%
Wells Fargo
18
Wells Fargo
California
$3.44M +$200K +8,554 +5%
Morgan Stanley
19
Morgan Stanley
New York
$3.37M +$1.47M +62,770 +60%
Millennium Management
20
Millennium Management
New York
$2.94M +$3.39M +144,998 New
Charles Schwab
21
Charles Schwab
California
$2.88M +$156K +6,654 +5%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.85M +$314K +13,453 +11%
BCM
23
Bridgeway Capital Management
Texas
$2.83M
Ameriprise
24
Ameriprise
Minnesota
$2.8M +$3.23M +138,169 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$2.72M +$1.21M +51,749 +63%