Oportun Financial Corporation

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
TRUST CO OF TOLEDO NA /OH	$16.3K	3,080	0.01%
Ameritas Investment Partners, Inc.	$15.8K	3,418	0.01%
FMR LLC	$15.0K	2,836	0.01%
US BANCORP \DE	$14.8K	2,798	0.01%
GROUP ONE TRADING LLC	$14.7K	2,786	0.01%
NewEdge Advisors, LLC	$11.9K	2,245	0.00%
Tower Research Capital LLC (TRC)	$10.9K	2,058	0.00%
SIMPLEX TRADING, LLC	$10.1K	1,916	0.00%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$10.1K	2,192	0.00%
MAI Capital Management	$7.7K	1,665	0.00%
Sterling Capital Management LLC	$6.2K	1,341	0.00%
ACADIAN ASSET MANAGEMENT LLC	$2.9K	541,542	1.18%
Royal Bank of Canada	$2.0K	477	0.00%
GAMMA Investing LLC	$841	159	0.00%
Kilter Group LLC	$531	86	0.00%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$471	89	0.00%
ALGERT GLOBAL LLC	$286	62,039	0.13%
SBI Securities Co., Ltd.	$275	52	0.00%
The PNC Financial Services Group, Inc.	$228	40	0.00%
TUCKER ASSET MANAGEMENT LLC	$212	40	0.00%
T. Rowe Price Associates, Inc.	$127	23,955	0.05%
GSA CAPITAL PARTNERS LLP	$122	23,075	0.05%
CIBC Private Wealth Group LLC	$106	20	0.00%
State of Alaska, Department of Revenue	$96	21,037	0.05%
HARBOR CAPITAL ADVISORS, INC.	$76	13,249	0.03%
Arax Advisory Partners	$16	3	0.00%
AMALGAMATED BANK	$7	1,272	0.00%
Capital Advisors, Ltd. LLC	$0	36	0.00%
CWM, LLC	$0	48	0.00%