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Oportun Financial Corporation

Institutional holders · 13F as of Dec 31, 2025

129 holders

HolderValueShares% of shares
CWM, LLC$0480.00%
Capital Advisors, Ltd. LLC$0360.00%
AMALGAMATED BANK$71,2720.00%
Arax Advisory Partners$1630.00%
HARBOR CAPITAL ADVISORS, INC.$7613,2490.03%
State of Alaska, Department of Revenue$9621,0370.05%
CIBC Private Wealth Group LLC$106200.00%
GSA CAPITAL PARTNERS LLP$12223,0750.05%
T. Rowe Price Associates, Inc.$12723,9550.05%
TUCKER ASSET MANAGEMENT LLC$212400.00%
The PNC Financial Services Group, Inc.$228400.00%
SBI Securities Co., Ltd.$275520.00%
ALGERT GLOBAL LLC$28662,0390.13%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$471890.00%
Kilter Group LLC$531860.00%
GAMMA Investing LLC$8411590.00%
Royal Bank of Canada$2.0K4770.00%
ACADIAN ASSET MANAGEMENT LLC$2.9K541,5421.18%
Sterling Capital Management LLC$6.2K1,3410.00%
MAI Capital Management$7.7K1,6650.00%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$10.1K2,1920.00%
SIMPLEX TRADING, LLC$10.1K1,9160.00%
Tower Research Capital LLC (TRC)$10.9K2,0580.00%
NewEdge Advisors, LLC$11.9K2,2450.00%
GROUP ONE TRADING LLC$14.7K2,7860.01%
US BANCORP \DE$14.8K2,7980.01%
FMR LLC$15.0K2,8360.01%
Ameritas Investment Partners, Inc.$15.8K3,4180.01%
TRUST CO OF TOLEDO NA /OH$16.3K3,0800.01%
Legal & General Group Plc$19.2K3,6300.01%
Kemnay Advisory Services Inc.$27.6K5,2250.01%
Clearstead Advisors, LLC$29.5K5,5740.01%
INTECH INVESTMENT MANAGEMENT LLC$50.0K10,8360.02%
Police & Firemen's Retirement System of New Jersey$55.0K10,4040.02%
CORSAIR CAPITAL MANAGEMENT, L.P.$61.7K10,0000.02%
MANUFACTURERS LIFE INSURANCE COMPANY, THE$66.6K12,5990.03%
MetLife Investment Management, LLC$67.9K12,8340.03%
NEW YORK STATE COMMON RETIREMENT FUND$71.4K13,5000.03%
Centiva Capital, LP$74.1K14,0000.03%
nVerses Capital, LLC$80.5K15,2120.03%
Engineers Gate Manager LP$82.0K15,5000.03%
Flaharty Asset Management, LLC$84.6K16,0000.03%
ZACKS INVESTMENT MANAGEMENT$85.0K16,0720.03%
R Squared Ltd$89.6K16,9350.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$98.9K18,6920.04%
Odyssean, LLC$100.0K18,9120.04%
Daytona Street Capital LLC$105.8K20,0000.04%
CITIGROUP INC$120.9K22,8490.05%
Cerity Partners LLC$128.4K24,2640.05%
Heron Bay Capital Management$136.3K25,7610.06%
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