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Oportun Financial Corporation
1W: +4.6% 1M: +18.7% 3M: +73.5% YTD: +93.1% 1Y: +75.7% 3Y: +67.3% 5Y: -60.9%
$9.77
+0.21 (+2.20%)
After Hours: $9.65 (-0.12, -1.23%)
Weekly Expected Move ±5.4%
$8 $9 $9 $10 $10
NASDAQ · Financial Services · Financial - Credit Services · Tech Score Strong Buy · Power 73 · $449.3M mcap · 32M float · 1.78% daily turnover · Short 61% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
145
Institutions Holding
-5 vs prior
48.0%
Ownership
+12.08%
24 New
61 Increased
44 Reduced
12 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-09-11 Schueller Joseph Andrew officer: svp-controller, cao S-Sale 28 $7.80 $218 Filing
2026-09-10 Rowles Sean A officer: chief risk officer A-Grant/Award 382,653 $— $0 Filing
2026-09-10 Layton Kathleen I. officer: chief legal officer S-Sale 4,223 $7.80 $33K Filing
2026-09-10 Schueller Joseph Andrew officer: svp-controller, cao S-Sale 2,831 $7.80 $22K Filing
2026-08-19 Scheirman Scott director A-Grant/Award 20,869 $— $0 Filing
2026-08-11 Daswani Mohit director A-Grant/Award 20,869 $— $0 Filing
2026-08-11 Miramontes Louis director A-Grant/Award 25,042 $— $0 Filing
2026-08-11 WILCOX WARREN director A-Grant/Award 20,869 $— $0 Filing
2026-08-11 Tambor Richard N. director A-Grant/Award 20,869 $— $0 Filing
2026-08-11 Lee Ginny director A-Grant/Award 20,869 $— $0 Filing
2026-08-11 Minetti Carlos director A-Grant/Award 20,869 $— $0 Filing
2026-06-15 Tambor Richard N. director G-Gift 36,127 $— $0 Filing
2026-03-10 Kirscht Patrick officer: chief credit officer A-Grant/Award 75,047 $— $0 Filing
2026-03-10 Layton Kathleen I. officer: chief legal officer S-Sale 12,401 $4.90 $61K Filing
2026-03-10 Kirscht Patrick officer: chief credit officer S-Sale 19,362 $4.90 $95K Filing
2026-03-10 Kirscht Patrick officer: chief credit officer S-Sale 14,172 $4.90 $69K Filing
2026-03-10 Kirscht Patrick officer: chief credit officer S-Sale 8,666 $4.90 $42K Filing
2026-03-10 Kirscht Patrick officer: chief credit officer S-Sale 12,099 $4.90 $59K Filing
2026-03-10 Vazquez Raul officer: chief executive officer F-Tax Withholding 32,787 $— $0 Filing
2026-03-10 Vazquez Raul officer: chief executive officer F-Tax Withholding 18,260 $— $0 Filing
2026-03-10 Vazquez Raul officer: chief executive officer F-Tax Withholding 21,094 $— $0 Filing
2026-03-10 Vazquez Raul officer: chief executive officer F-Tax Withholding 18,190 $— $0 Filing
2026-03-10 Layton Kathleen I. officer: chief legal officer A-Grant/Award 70,357 $— $0 Filing
2026-03-10 Layton Kathleen I. officer: chief legal officer S-Sale 5,556 $4.90 $27K Filing
2026-03-10 Layton Kathleen I. officer: chief legal officer S-Sale 1,398 $4.90 $7K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Forager Capital Management, LLC 4,512,045 $26M +1,150,319 2026-06-30 Filing
NEUBERGER BERMAN GROUP LLC 3,893,025 $22M +83,113 2026-06-30 Filing
BlackRock, Inc. 3,370,232 $19M +292,572 2026-06-30 Filing
FINDELL CAPITAL MANAGEMENT LLC 2,798,300 $16M +50,000 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 1,742,023 $10M +113,545 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 1,663,841 $10M +300,053 2026-06-30 Filing
Long Focus Capital Management, LLC 1,515,777 $9M — 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 1,286,133 $7M +467,846 2026-06-30 Filing
Simcoe Capital LLC 1,134,197 $6M +131,926 2026-06-30 Filing
Meros Investment Management, LP 1,125,231 $6M +398,846 2026-06-30 Filing
BOOTHBAY FUND MANAGEMENT, LLC 1,101,930 $6M +242,601 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 1,081,651 $6M +132,849 2026-06-30 Filing
TWO SIGMA INVESTMENTS, LP 963,560 $6M +1,919 2026-06-30 Filing
MILLENNIUM MANAGEMENT LLC 945,987 $5M -1,307,195 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 822,881 $5M +371,951 2026-06-30 Filing
STATE STREET CORP 797,256 $5M +44,931 2026-06-30 Filing
AQR CAPITAL MANAGEMENT LLC 752,758 $4M +63,921 2026-06-30 Filing
MACKENZIE FINANCIAL CORP 656,694 $4M +168,458 2026-06-30 Filing
CITADEL ADVISORS LLC 516,723 $3M +394,700 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 407,832 $2M +45,509 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms