Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in OPRT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Forager Capital Management, LLC | 4.5M | $25.8M | +34.2% | 9.830% | 9.69% |
| 2 | Neuberger Berman Group LLC | 3.9M | $22.2M | +2.2% | 8.481% | 0.01% |
| 3 | BlackRock, Inc. | 3.4M | $19.2M | +9.5% | 7.342% | 0.00% |
| 4 | FINDELL CAPITAL MANAGEMENT LLC | 2.8M | $16.0M | +1.8% | 6.096% | 2.25% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $9.9M | +7.0% | 3.795% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $9.5M | +22.0% | 3.625% | 0.00% |
| 7 | Long Focus Capital Management, LLC | 1.5M | $8.7M | 0.0% | 3.302% | 0.22% |
| 8 | GOLDMAN SACHS GROUP INC | 1.3M | $7.3M | +57.2% | 2.802% | 0.00% |
| 9 | Simcoe Capital LLC | 1.1M | $6.5M | +13.2% | 2.471% | 3.95% |
| 10 | Meros Investment Management, LP | 1.1M | $6.4M | +54.9% | 2.451% | 2.04% |
| 11 | BOOTHBAY FUND MANAGEMENT, LLC | 1.1M | $6.3M | +28.2% | 2.401% | 0.08% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $6.2M | +14.0% | 2.356% | 0.00% |
| 13 | TWO SIGMA INVESTMENTS, LP | 964K | $5.5M | +0.2% | 2.099% | 0.00% |
| 14 | MILLENNIUM MANAGEMENT LLC | 946K | $5.4M | -58.0% | 2.061% | 0.00% |
| 15 | AMERICAN CENTURY COMPANIES INC | 823K | $4.7M | +82.5% | 1.793% | 0.00% |
| 16 | STATE STREET CORP | 797K | $4.6M | +6.0% | 1.737% | 0.00% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 753K | $4.3M | +9.3% | 1.640% | 0.00% |
| 18 | MACKENZIE FINANCIAL CORP | 657K | $3.7M | +34.5% | 1.431% | 0.00% |
| 19 | CITADEL ADVISORS LLC | 531K | $3.0M | +221.1% | 1.157% | 0.00% |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 408K | $2.3M | +12.6% | 0.889% | 0.00% |
| 21 | Trexquant Investment LP | 392K | $2.2M | +17.4% | 0.853% | 0.01% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 351K | $2.0M | +4.9% | 0.764% | 0.04% |
| 23 | NORTHERN TRUST CORP | 331K | $1.9M | +12.4% | 0.721% | 0.00% |
| 24 | Summa Corp. | 293K | $1.7M | -26.1% | 0.639% | 0.53% |
| 25 | Berger Financial Group, Inc | 291K | $1.7M | +19.5% | 0.634% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OPRT — a direct measure of their conviction.
Filings activity in OPRT during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new OPRT position in Q2 2026
Institutions that fully closed their OPRT position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 132 | +6.5% | 82.45% | +5.23 pp | $215M | +33% |
| Q1 2026 | 124 | +4.2% | 77.22% | +1.27 pp | $162M | 7.6% |
| Q4 2025 | 119 | 4.0% | 75.95% | 1.11 pp | $175M | 14% |
| Q3 2025 | 124 | +16% | 77.06% | +3.29 pp | $204M | 8.3% |
| Q2 2025 | 107 | +15% | 73.77% | +6.00 pp | $222M | +65% |
| Q1 2025 | 93 | +26% | 67.77% | +8.53 pp | $134M | +70% |
| Q4 2024 | 74 | +5.7% | 59.24% | +0.20 pp | $79M | +39% |
| Q3 2024 | 70 | — | 59.04% | — | $57M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OPRT stock.
Based on Q2 2026 13F filings, institutional ownership of Oportun Financial Corporation stands at 82.5%, held across 132 reporting institutions.
Forager Capital Management, LLC is the largest reported institutional holder of OPRT, with approximately 4,512,045 shares worth $0.03B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of OPRT, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for OPRT is 75 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
21 institutions opened new positions in OPRT during Q2 2026, while 12 fully exited. 89 added to existing positions and 20 trimmed.
OPRT institutional ownership rose by 5.23 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 61.1% of all reported 13F value in OPRT, and the top 25 account for 86.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Oportun Financial Corporation (OPRT) Institutional Ownership