OPRT NASDAQ
Oportun Financial Corporation
1W: +0.7%
1M: -5.7%
3M: +4.2%
YTD: +7.1%
1Y: -21.7%
3Y: +7.5%
5Y: -72.9%
$5.45
+0.03 (+0.55%)
Weekly Expected Move ±7.3%
$4
$5
$5
$6
$6
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Institutional Ownership — OPRT
149
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
$128M
Total Invested
32
New Positions
33
Increased
71
Reduced
40
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (180 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NEUBERGER BERMAN GROUP LLC | 3,809,912 | $$21M | -127,256 | -3.2% | 4Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 3,256,956 | $$18M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BlackRock, Inc. | 3,077,660 | $$17M | -27,940 | -0.9% | 7Q | SEC ↗ |
| 4 | FINDELL CAPITAL MANAGEMENT LLC | 2,748,300 | $$15M | +180,000 | +7.0% | 10Q | SEC ↗ |
| 5 | Forager Capital Management, LLC | 2,380,000 | $$13M | +422,412 | +21.6% | 2Q | SEC ↗ |
| 6 | VANGUARD GROUP INC | 2,263,271 | $$12M | +156,631 | +7.4% | 12Q | SEC ↗ |
| 7 | MILLENNIUM MANAGEMENT LLC | 1,899,552 | $$10M | +667,271 | +54.1% | 12Q | SEC ↗ |
| 8 | Long Focus Capital Management, LLC | 1,515,777 | $$8M | — | +0.0% | 13Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1,363,788 | $$7M | +234,723 | +20.8% | 13Q | SEC ↗ |
| 10 | SEGALL BRYANT & HAMILL, LLC | 1,263,405 | $$7M | +611,823 | +93.9% | 3Q | SEC ↗ |
| 11 | Simcoe Capital LLC | 1,002,271 | $$5M | +206,802 | +26.0% | 2Q | SEC ↗ |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 948,802 | $$5M | -317,645 | -25.1% | 13Q | SEC ↗ |
| 13 | BOOTHBAY FUND MANAGEMENT, LLC | 859,329 | $$5M | +81,029 | +10.4% | 9Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC | 818,287 | $$4M | +12,413 | +1.5% | 13Q | SEC ↗ |
| 15 | STATE STREET CORP | 752,325 | $$4M | +8,860 | +1.2% | 13Q | SEC ↗ |
| 16 | Meros Investment Management, LP NEW | 726,385 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 17 | AQR CAPITAL MANAGEMENT LLC | 688,837 | $$4M | +589,037 | +590.2% | 3Q | SEC ↗ |
| 18 | TWO SIGMA ADVISERS, LP | 642,100 | $$3M | -2,200 | -0.3% | 10Q | SEC ↗ |
| 19 | TWO SIGMA INVESTMENTS, LP | 625,387 | $$3M | +68,336 | +12.3% | 12Q | SEC ↗ |
| 20 | Boston Partners | 597,328 | $$3M | +65,961 | +12.4% | 4Q | SEC ↗ |
| 21 | MACKENZIE FINANCIAL CORP | 488,236 | $$3M | +419,868 | +614.1% | 4Q | SEC ↗ |
| 22 | AMERICAN CENTURY COMPANIES INC | 450,930 | $$2M | +94,431 | +26.5% | 13Q | SEC ↗ |
| 23 | Summa Corp. | 396,766 | $$2M | — | +0.0% | 10Q | SEC ↗ |
| 24 | CANNELL CAPITAL LLC NEW | 372,697 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 362,323 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | MORGAN STANLEY | 347,228 | $$2M | +37,664 | +12.2% | 12Q | SEC ↗ |
| 27 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 334,123 | $$2M | +16,887 | +5.3% | 13Q | SEC ↗ |
| 28 | Trexquant Investment LP | 333,569 | $$2M | +205,335 | +160.1% | 3Q | SEC ↗ |
| 29 | NORTHERN TRUST CORP | 294,562 | $$2M | +15,937 | +5.7% | 13Q | SEC ↗ |
| 30 | LAZARD ASSET MANAGEMENT LLC NEW | 274,968 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | CITADEL ADVISORS LLC | 272,411 | $$1M | -291,500 | -51.7% | 12Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO NEW | 259,485 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Berger Financial Group, Inc | 243,575 | $$1M | +47,032 | +23.9% | 11Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 211,625 | $$1M | -15,787 | -6.9% | 4Q | SEC ↗ |
| 35 | Arbiter Partners Capital Management LL | 192,106 | $$1M | +50,997 | +36.1% | 2Q | SEC ↗ |
| 36 | Empowered Funds, LLC | 188,920 | $$1M | -155,146 | -45.1% | 12Q | SEC ↗ |
| 37 | Cubist Systematic Strategies, LLC | 186,246 | $$1M | +90,327 | +94.2% | 11Q | SEC ↗ |
| 38 | Connor, Clark & Lunn Investment Manage | 172,909 | $$942K | -119,087 | -40.8% | 6Q | SEC ↗ |
| 39 | BANK OF AMERICA CORP /DE | 166,934 | $$910K | +51,372 | +44.5% | 13Q | SEC ↗ |
| 40 | JPMORGAN CHASE & CO | 152,577 | $$832K | -8,233 | -5.1% | 13Q | SEC ↗ |
| 41 | Nuveen, LLC | 151,017 | $$823K | +79,567 | +111.4% | 4Q | SEC ↗ |
| 42 | EMG Holdings, L.P. | 139,172 | $$758K | — | +0.0% | 13Q | SEC ↗ |
| 43 | Vanguard Global Advisers, LLC NEW | 127,488 | $$695K | — | +0.0% | 1Q | SEC ↗ |
| 44 | MARSHALL WACE, LLP | 121,011 | $$660K | -270,414 | -69.1% | 11Q | SEC ↗ |
| 45 | BARCLAYS PLC | 105,963 | $$577K | -43,962 | -29.3% | 13Q | SEC ↗ |
| 46 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 105,212 | $$573K | -8,510 | -7.5% | 5Q | SEC ↗ |
| 47 | RENAISSANCE TECHNOLOGIES LLC | 100,079 | $$545K | -32,100 | -24.3% | 13Q | SEC ↗ |
| 48 | Union Square Park Capital Management, NEW | 100,000 | $$545K | — | +0.0% | 1Q | SEC ↗ |
| 49 | MYDA Advisors LLC NEW | 99,270 | $$541K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Invesco Ltd. | 93,614 | $$510K | -6,513 | -6.5% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 3,256,956 | $$18M |
| Meros Investment Management, LP | 726,385 | $$4M |
| CANNELL CAPITAL LLC | 372,697 | $$2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 362,323 | $$2M |
| LAZARD ASSET MANAGEMENT LLC | 274,968 | $$1M |
| VANGUARD FIDUCIARY TRUST CO | 259,485 | $$1M |
| Vanguard Global Advisers, LLC | 127,488 | $$695K |
| Union Square Park Capital Managemen | 100,000 | $$545K |
| MYDA Advisors LLC | 99,270 | $$541K |
| FULLER & THALER ASSET MANAGEMENT, I | 68,047 | $$371K |
| ALGERT GLOBAL LLC | 62,039 | $$338K |
| JONES FINANCIAL COMPANIES LLLP | 55,575 | $$303K |
| Man Group plc | 49,775 | $$271K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 44,919 | $$245K |
| DEUTSCHE BANK AG | 34,727 | $$189K |
| Castleview Partners, LLC | 22,093 | $$120K |
| CWM, LLC | 17,876 | $$97K |
| Brooklyn Investment Group | 14,169 | $$77K |
| Abel Hall, LLC | 12,355 | $$67K |
| HARBOR CAPITAL ADVISORS, INC. | 10,593 | $$58K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Acuitas Investments, LLC | 1,633,890 | $$9M |
| Portolan Capital Management, LLC | 1,619,470 | $$9M |
| CenterBook Partners LP | 700,833 | $$4M |
| GLYNN CAPITAL MANAGEMENT LLC | 588,233 | $$3M |
| ACADIAN ASSET MANAGEMENT LLC | 541,542 | $$3M |
| Point72 Asset Management, L.P. | 202,308 | $$1M |
| KENNEDY CAPITAL MANAGEMENT LLC | 176,971 | $$964K |
| D. E. Shaw & Co., Inc. | 158,208 | $$862K |
| Squarepoint Ops LLC | 155,324 | $$847K |
| Inspire Investing, LLC | 150,441 | $$820K |
| Informed Momentum Co LLC | 137,783 | $$751K |
| WINTON GROUP Ltd | 131,936 | $$719K |
| Walleye Capital LLC | 107,741 | $$587K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 93,155 | $$508K |
| PRINCIPAL FINANCIAL GROUP INC | 92,721 | $$505K |
| Jump Financial, LLC | 73,583 | $$401K |
| Qube Research & Technologies Ltd | 58,306 | $$318K |
| Quantbot Technologies LP | 54,687 | $$298K |
| JANE STREET GROUP, LLC | 47,378 | $$258K |
| XTX Topco Ltd | 46,794 | $$255K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | +667,271 | +54.1% | 1,899,552 |
| SEGALL BRYANT & HAMILL, LLC | +611,823 | +93.9% | 1,263,405 |
| AQR CAPITAL MANAGEMENT LLC | +589,037 | +590.2% | 688,837 |
| Forager Capital Management, LLC | +422,412 | +21.6% | 2,380,000 |
| MACKENZIE FINANCIAL CORP | +419,868 | +614.1% | 488,236 |
| DIMENSIONAL FUND ADVISORS LP | +234,723 | +20.8% | 1,363,788 |
| Simcoe Capital LLC | +206,802 | +26.0% | 1,002,271 |
| Trexquant Investment LP | +205,335 | +160.1% | 333,569 |
| FINDELL CAPITAL MANAGEMENT LLC | +180,000 | +7.0% | 2,748,300 |
| VANGUARD GROUP INC | +156,631 | +7.4% | 2,263,271 |
| AMERICAN CENTURY COMPANIES INC | +94,431 | +26.5% | 450,930 |
| Cubist Systematic Strategies, LLC | +90,327 | +94.2% | 186,246 |
| BOOTHBAY FUND MANAGEMENT, LLC | +81,029 | +10.4% | 859,329 |
| Nuveen, LLC | +79,567 | +111.4% | 151,017 |
| TWO SIGMA INVESTMENTS, LP | +68,336 | +12.3% | 625,387 |
| Boston Partners | +65,961 | +12.4% | 597,328 |
| BANK OF AMERICA CORP /DE | +51,372 | +44.5% | 166,934 |
| Arbiter Partners Capital Management | +50,997 | +36.1% | 192,106 |
| Berger Financial Group, Inc | +47,032 | +23.9% | 243,575 |
| MORGAN STANLEY | +37,664 | +12.2% | 347,228 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | -319,683 | -89.5% | 37,520 |
| GEODE CAPITAL MANAGEMENT, LLC | -317,645 | -25.1% | 948,802 |
| CITADEL ADVISORS LLC | -291,500 | -51.7% | 272,411 |
| MARSHALL WACE, LLP | -270,414 | -69.1% | 121,011 |
| Empowered Funds, LLC | -155,146 | -45.1% | 188,920 |
| NEUBERGER BERMAN GROUP LLC | -127,256 | -3.2% | 3,809,912 |
| Connor, Clark & Lunn Investment Man | -119,087 | -40.8% | 172,909 |
| Russell Investments Group, Ltd. | -113,250 | -75.3% | 37,210 |
| HSBC HOLDINGS PLC | -58,980 | -50.0% | 58,980 |
| State of Wyoming | -46,180 | -54.2% | 39,090 |
| BARCLAYS PLC | -43,962 | -29.3% | 105,963 |
| Campbell & CO Investment Adviser LL | -43,281 | -58.9% | 30,176 |
| Integrated Quantitative Investments | -33,731 | -27.0% | 91,312 |
| PDT Partners, LLC | -32,915 | -48.2% | 35,433 |
| RENAISSANCE TECHNOLOGIES LLC | -32,100 | -24.3% | 100,079 |
| BlackRock, Inc. | -27,940 | -0.9% | 3,077,660 |
| GLOBEFLEX CAPITAL L P | -21,100 | -20.5% | 81,800 |
| UBS Group AG | -18,155 | -18.8% | 78,412 |
| STATE OF WISCONSIN INVESTMENT BOARD | -17,001 | -38.6% | 27,034 |
| Bank of New York Mellon Corp | -15,787 | -6.9% | 211,625 |