Companies / Oportun Financial Corporation / Institutional holders

Oportun Financial Corporation

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Neuberger Berman Group LLC	$20.83M	3,937,168	8.56%
BlackRock, Inc.	$19.24M	3,370,232	7.33%
FINDELL CAPITAL MANAGEMENT LLC	$13.59M	2,568,300	5.58%
Forager Capital Management, LLC	$12.59M	2,380,000	5.18%
VANGUARD GROUP INC	$11.97M	2,263,271	4.92%
Millennium Management LLC	$10.39M	2,253,182	4.90%
LONG FOCUS CAPITAL MANAGEMENT, LLC	$8.02M	1,515,777	3.30%
Dimensional Fund Advisors LP	$5.97M	1,129,065	2.46%
STATE STREET CORPORATION	$4.55M	797,256	1.73%
TWO SIGMA INVESTMENTS, LP	$4.43M	961,641	2.09%
GEODE CAPITAL MANAGEMENT, LLC	$4.38M	948,802	2.06%
Simcoe Capital LLC	$4.21M	795,469	1.73%
BOOTHBAY FUND MANAGEMENT, LLC	$4.12M	778,300	1.69%
TWO SIGMA ADVISERS, LP	$3.40M	642,100	1.40%
AQR Capital Management, LLC	$3.18M	688,837	1.50%
Boston Partners	$3.16M	597,328	1.30%
GLYNN CAPITAL MANAGEMENT LLC	$3.11M	588,233	1.28%
SEGALL BRYANT & HAMILL, LLC	$2.88M	624,813	1.36%
THE GOLDMAN SACHS GROUP, INC.	$2.13M	402,937	0.88%
Summa Corp.	$2.10M	396,766	0.86%
AMERICAN CENTURY COMPANIES INC	$1.89M	356,499	0.78%
Morgan Stanley	$1.84M	347,228	0.76%
CANNELL CAPITAL LLC	$1.72M	372,697	0.81%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.54M	334,123	0.73%
NORTHERN TRUST CORP	$1.47M	278,625	0.61%
Citadel Advisors LLC	$1.44M	272,411	0.59%
Lazard Asset Management LLC	$1.27M	274,968	0.60%
Point72 Asset Management, L.P.	$1.07M	202,308	0.44%
Berger Financial Group, Inc	$1.04M	196,543	0.43%
Bank of New York Mellon Corp/The	$975.6K	211,625	0.46%
Connor, Clark & Lunn Investment Management Ltd.	$914.7K	172,909	0.38%
Empowered Funds, LLC	$910.1K	172,033	0.37%
JPMORGAN CHASE & CO	$850.7K	160,810	0.35%
Squarepoint Ops LLC	$821.7K	155,324	0.34%
Russell Investments Group, Ltd.	$795.9K	150,460	0.33%
Barclays PLC	$793.1K	149,925	0.33%
Arbiter Partners Capital Management LLC	$746.5K	141,109	0.31%
EMG Holdings, L.P.	$736.2K	139,172	0.30%
WINTON GROUP Ltd	$697.9K	131,936	0.29%
Trexquant Investment LP	$678.4K	128,234	0.28%
Integrated Quantitative Investments LLC	$661.5K	125,043	0.27%
BANK OF AMERICA CORP /DE	$611.3K	115,562	0.25%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$601.6K	113,722	0.25%
GLOBEFLEX CAPITAL L P	$544.3K	102,900	0.22%
Invesco Ltd.	$529.7K	100,127	0.22%
UBS Group AG	$510.8K	96,567	0.21%
Principal Financial Group Inc	$490.5K	92,721	0.20%
Renaissance Technologies LLC	$461.4K	100,079	0.22%
State of Wyoming	$451.1K	85,270	0.19%
Jump Financial, LLC	$389.3K	73,583	0.16%