Oportun Financial Corp (OPRT) Shareholding Patterns

Stock Card

$7.41

$-0.02 (-0.27%)

As on 03-Sep-2026 16:00EDT

Market cap

$338 Mln

Revenue (TTM)

$686 Mln

P/E Ratio

18.9

P/B Ratio

0.8

Div. Yield

0 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
BlackRock Inc	Institutions	7.60	-8.02	31-Dec-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	6.24	-12.47	31-Dec-2022
Wellington Management Company LLP	Institutions	3.14	-19.21	31-Dec-2022
Geode Capital Management, LLC	Institutions	1.56	4.14	31-Dec-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	7.24	-0.27	30-Sep-2022
Wellington Management Company LLP	Institutions	3.95	-3.03	30-Sep-2022
Morgan Stanley - Brokerage Accounts	Institutions	2.80	253.07	30-Sep-2022
Millennium Management LLC	Institutions	1.76	52.55	30-Sep-2022
Geode Capital Management, LLC	Institutions	1.52	17.58	30-Sep-2022
Institutional Venture Management XIV LLC	Institutions	10.35	0.00	30-Jun-2022
Kayne Anderson Rudnick Investment Management LLC	Institutions	7.35	-9.07	30-Jun-2022
Wellington Management Company LLP	Institutions	4.13	-34.52	30-Jun-2022
Vanguard Group Inc	Institutions	3.82	14.34	30-Jun-2022
Ashford Capital Management Inc	Institutions	3.62	-35.24	30-Jun-2022
General Catalyst Group Management, LLC	Institutions	2.87	0.00	30-Jun-2022
Punch & Associates Inv Mgmt Inc	Institutions	2.63	-3.07	30-Jun-2022
ClearBridge Advisors, LLC	Institutions	2.58	27.83	30-Jun-2022
State Street Corporation	Institutions	1.53	12.55	30-Jun-2022
Geode Capital Management, LLC	Institutions	1.31	24.11	30-Jun-2022
Hillsdale Investment Management Inc.	Institutions	1.25	23.86	30-Jun-2022
Millennium Management LLC	Institutions	1.17	100.18	30-Jun-2022
Goldman Sachs Group Inc	Institutions	1.14	-24.59	30-Jun-2022
Marshall Wace Asset Management Ltd	Institutions	1.02	52.06	30-Jun-2022
Glynn Capital Management, LLC	Institutions	3.71	0.00	30-Sep-2021
BlackRock Inc	Institutions	9.48	13.81	30-Jun-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
10-Mar-2026	Patrick Kirscht	Sell	Market	11,081	4.90	54.30
10-Sep-2025	Kathleen I Layton	Sell	Market	635	6.64	4.21
13-Dec-2024	Mohit Daswani	Buy	Market	1,903	3.90	7.42
11-Dec-2024	R Neil Williams	Buy	Market	6,460	3.87	25.00
11-Dec-2024	R Neil Williams	Buy	Market	6,460	3.87	25.00

Oportun Financial Corp (OPRT) Shareholding Patterns

Shareholding Pattern

Shareholders more than 1%

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