Oportun Financial Corporation (OPRT) Ownership
OPRT ownership summary
as of October 18, 2026- Institutions
- 84.6% of shares outstanding
- Insiders
- 8.27% of shares outstanding
- Shares outstanding
- 46.0M
- Float
- 31.7M shares available to trade
- Short interest
- 4.61% 1.8M shares short
- Days to cover
- 2.91 short interest up 49.6% vs prior month
- Institutions 84.64%
- Insiders 8.27%
- Other investors 7.09%
OPRT top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Forager Capital Management, LLC | 9.81% | 4.5M | $41.0M | +1.2M (+34.2%) | June 30, 2026 |
| 2 | Neuberger Berman Group LLC | 8.47% | 3.9M | $35.3M | +83,113 (+2.2%) | June 30, 2026 |
| 3 | BlackRock Inc | 7.33% | 3.4M | $30.6M | +292,572 (+9.5%) | June 30, 2026 |
| 4 | Findell Capital Management LLC | 6.08% | 2.8M | $25.4M | +50,000 (+1.8%) | June 30, 2026 |
| 5 | Vanguard Capital Management, LLC | 3.79% | 1.7M | $15.8M | +113,545 (+7.0%) | June 30, 2026 |
| 6 | Dimensional Fund Advisors, Inc. | 3.62% | 1.7M | $15.1M | +300,053 (+22.0%) | June 30, 2026 |
| 7 | Long Focus Capital Management, LLC | 3.30% | 1.5M | $13.8M | — | June 30, 2026 |
| 8 | The Goldman Sachs Group Inc | 2.80% | 1.3M | $11.7M | +467,846 (+57.2%) | June 30, 2026 |
| 9 | Simcoe Capital LLC | 2.47% | 1.1M | $10.3M | +131,926 (+13.2%) | June 30, 2026 |
| 10 | Meros Investment Management, LP | 2.45% | 1.1M | $10.2M | +398,846 (+54.9%) | June 30, 2026 |
| 11 | BOOTHBAY FUND MANAGEMENT, LLC | 2.40% | 1.1M | $10.0M | +242,601 (+28.2%) | June 30, 2026 |
| 12 | Geode Capital Management, LLC | 2.35% | 1.1M | $9.8M | +132,849 (+14.0%) | June 30, 2026 |
| 13 | Two Sigma Investments LLC | 2.10% | 964K | $8.7M | +1,919 (+0.2%) | June 30, 2026 |
| 14 | Millennium Management LLC | 2.06% | 946K | $8.6M | −1.3M (−58.0%) | June 30, 2026 |
| 15 | American Century Companies Inc | 1.79% | 823K | $7.5M | +371,951 (+82.5%) | June 30, 2026 |
| 16 | State Street Corp | 1.73% | 797K | $7.2M | +44,931 (+6.0%) | June 30, 2026 |
| 17 | AQR Capital Management LLC | 1.64% | 753K | $6.8M | +63,921 (+9.3%) | June 30, 2026 |
| 18 | Mackenzie Investments | 1.43% | 657K | $6.0M | +168,458 (+34.5%) | June 30, 2026 |
| 19 | Citadel Advisors Llc | 1.12% | 517K | $4.7M | +394,700 (+323.5%) | June 30, 2026 |
| 20 | Vanguard Portfolio Management, LLC | 0.89% | 408K | $3.7M | +45,509 (+12.6%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 18 holders added 4.5M shares and 1 cut 1.3M.
OPRT top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.60% | 1.2M | $10.8M | — | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 2.47% | 1.1M | $10.3M | −13,056 (−1.1%) | September 30, 2026 |
| 3 | Avantis US Small Cap Value ETF | 2.17% | 996K | $9.0M | +5,016 (+0.5%) | September 30, 2026 |
| 4 | Fidelity Small Cap Index | 0.99% | 454K | $4.1M | +1,232 (+0.3%) | July 31, 2026 |
| 5 | iShares Russell 2000 Value ETF | 0.89% | 408K | $3.7M | +618 (+0.2%) | September 30, 2026 |
| 6 | Goldman Sachs Small Cp Val Insghts Instl | 0.80% | 369K | $3.4M | +87,205 (+30.9%) | July 31, 2026 |
| 7 | DFA US Small Cap Value I | 0.75% | 344K | $3.1M | +58,084 (+20.3%) | August 31, 2026 |
| 8 | BSF Systematic US Eq Abs Ret A2 USD | 0.55% | 253K | $2.3M | +73,817 (+41.1%) | December 31, 2025 |
| 9 | Dimensional US Small Cap Value ETF | 0.55% | 251K | $2.3M | — | September 24, 2026 |
| 10 | DFA US Targeted Value I | 0.53% | 242K | $2.2M | +9,093 (+3.9%) | August 31, 2026 |
| 11 | Vanguard Russell 2000 ETF | 0.53% | 241K | $2.2M | +4,800 (+2.0%) | August 31, 2026 |
| 12 | Lazard Baylight US Sm Cap Eq WW Dist EUR | 0.52% | 238K | $2.2M | −2,476 (−1.0%) | June 30, 2026 |
| 13 | Dimensional US Targeted Value ETF | 0.52% | 237K | $2.2M | — | September 30, 2026 |
| 14 | EA Bridgeway Omni Small-Cap Value ETF | 0.49% | 225K | $2.0M | — | September 30, 2026 |
| 15 | Fidelity Extended Market Index | 0.48% | 223K | $2.0M | +19,273 (+9.5%) | August 31, 2026 |
| 16 | Mackenzie GQE US Small Cap F8 | 0.46% | 213K | $1.9M | +32,978 (+18.3%) | July 31, 2026 |
| 17 | DFA US Small Cap I | 0.42% | 192K | $1.7M | — | August 31, 2026 |
| 18 | First Trust Dow Jones Sel MicroCap ETF | 0.40% | 186K | $1.7M | — | September 30, 2026 |
| 19 | CREF Total Global Stock Account R3 | 0.34% | 156K | $1.4M | +156,070 (0.0%) | July 31, 2026 |
| 20 | Goldman Sachs Small Cap Eq Insghts Instl | 0.32% | 148K | $1.3M | — | July 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
OPRT insider transactions
latest 3| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-10 | Kathleen I Layton | Sell | $4.90 | 19,355 | $94,840 |
| 2026-03-10 | Patrick Kirscht | Sell | $4.90 | 54,299 | $266,065 |
| 2025-09-10 | Kathleen I Layton | Sell | $6.64 | 4,214 | $27,981 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
OPRT shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns OPRT
Institutional investors own 84.6% of Oportun Financial's shares and insiders 8.27%. The largest holder is Forager Capital Management, LLC with 9.81% of the shares (4.5M), as of June 30, 2026. Among the top 20 institutions, 18 added shares and 1 reduced their stake in the latest filings. Short interest is 4.61% of the float, or 2.91 days of average trading volume. The share count rose 113.3% since 2017.
Related: OPRT analyst forecast, OPRT key metrics. See the OPRT stock overview for the latest quote and news.
OPRT ownership FAQ
Who owns the most Oportun Financial stock?
The largest shareholders of Oportun Financial are Forager Capital Management, LLC (9.81%), Neuberger Berman Group LLC (8.47%), BlackRock Inc (7.33%), Findell Capital Management LLC (6.08%), Vanguard Capital Management, LLC (3.79%).
What percentage of Oportun Financial is owned by institutions?
Institutions hold 84.6% of Oportun Financial's shares outstanding; insiders hold 8.27%.
Which funds own Oportun Financial?
The largest fund holders of Oportun Financial are Vanguard MStar Total Stk Mkt Idx Invest (2.60%), iShares Russell 2000 ETF (2.47%), Avantis US Small Cap Value ETF (2.17%), Fidelity Small Cap Index (0.99%), iShares Russell 2000 Value ETF (0.89%).
What is Oportun Financial's short interest?
1.8M shares of Oportun Financial were sold short, 4.61% of the float; at the average daily volume it would take 2.91 days to cover.
Are insiders buying or selling Oportun Financial?
Of the latest 3 reported insider transactions in Oportun Financial (since September 10, 2025), 0 were purchases and 3 were sales.
How many shares of Oportun Financial are outstanding?
Oportun Financial has 46.0M shares outstanding, of which 31.7M are in the public float.