Companies: 10,795·Total market cap: $144.5T
Oportun Financial Corporation

Oportun Financial Corporation

OPRTNASDAQFinancial Services● Active
$4.77
+$0.02(+0.42%)
Market Cap$218172645
P/E Ratio
52W High$7.965
52W Low$4.03

Oportun Financial Corporation (OPRT) Stock Ownership

Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.

SEC 13F · FMP · OPRT · as of Sep 30, 2025

Ownership Breakdown

Institutions 74.46%
Insiders 32.93%
Public 0%

125

Institutional Holders

▲ 18 vs Q2

$210.13M

Total Inst. Value

▼ $20.44M vs Q2

45.74M

Shares Outstanding

freeFloat 67.07%

34.06M

13F Shares Held

▲ 1.86M vs Q2

Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.

Top Institutional Holders

OPRT largest shareholders · institutional ownership

Q3 2025 · SEC 13F

Showing top 10 holders

HolderShares% OwnedWeightValueReportedChange

NEUBERGER BERMAN GROUP LLC

finance services

3.94M8.45%

8.45%

$24.29BNov 12, 2025— held

BLACKROCK, INC.

finance services

2.97M6.39%

6.39%

$18.36BNov 12, 2025 442.0K

FINDELL CAPITAL MANAGEMENT LLC

finance services

2.57M5.51%

5.51%

$15.85BNov 14, 2025 268.0K

VANGUARD GROUP INC

finance services

2.11M4.52%

4.52%

$13.00BNov 7, 2025 490.6K

FORAGER CAPITAL MANAGEMENT, LLC

finance services

1.96M4.20%

4.20%

$12.08BNov 14, 2025NEW

LONG FOCUS CAPITAL MANAGEMENT, LLC

finance services

1.52M3.25%

3.25%

$9.35BNov 14, 2025— held

CANNELL CAPITAL LLC

finance services

1.47M3.16%

3.16%

$9.08BNov 14, 2025 130.4K

MILLENNIUM MANAGEMENT LLC

finance services

1.23M2.65%

2.65%

$7.60BNov 14, 2025 100.8K

GEODE CAPITAL MANAGEMENT, LLC

finance services

1.18M2.53%

2.53%

$7.26BNov 12, 2025 400.1K

DIMENSIONAL FUND ADVISORS LP

finance services

1.01M2.17%

2.17%

$6.24BNov 12, 2025 147.3K

Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).

Institutional Activity

Q3 2025 vs prior quarter

Q3 2025

Net institutional sentimentBullish — more buying than selling

26

Increased

+3.23M shares

4

New Positions

first time holders

15

Decreased

−1.90M shares

0

Sold Out

fully exited

Net shares change (top 50)

+1.32M

+3.23M / −1.90M

Net new holders

+15

4 new / 0 exited

Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).

Insider Buying vs Selling

OPRT insider trading · insider activity

Source: SEC Form 4

Buy 0%Active transactions only100% Sell

Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.

0

Buy transactions

0

Sell transactions

0.00

Buy/Sell ratio

$0M

Total disposed

Recent Insider Transactions

Showing 10 most recent · Common Stock only

Name · RoleDateTypeSharesPriceValueAfter Trans.Filing

Kirscht Patrick

Chief Credit Officer

Mar 10, 2026Award75,047514.7KForm 4 ↗

Kirscht Patrick

Chief Credit Officer

Mar 10, 2026Sale12,099$4.90$59.3K481.8KForm 4 ↗

Kirscht Patrick

Chief Credit Officer

Mar 10, 2026Sale8,666$4.90$42.5K473.2KForm 4 ↗

Kirscht Patrick

Chief Credit Officer

Mar 10, 2026Sale14,172$4.90$69.4K459.0KForm 4 ↗

Kirscht Patrick

Chief Credit Officer

Mar 10, 2026Sale19,362$4.90$94.9K439.6KForm 4 ↗

Kirscht Patrick

Chief Credit Officer

Mar 10, 2026Award37,52437.5KForm 4 ↗

Vazquez Raul

Chief Executive Officer

Mar 10, 2026Tax Withhold18,1901.40MForm 4 ↗

Vazquez Raul

Chief Executive Officer

Mar 10, 2026Tax Withhold21,0941.38MForm 4 ↗

Vazquez Raul

Chief Executive Officer

Mar 10, 2026Tax Withhold18,2601.36MForm 4 ↗

Vazquez Raul

Chief Executive Officer

Mar 10, 2026Tax Withhold32,7871.33MForm 4 ↗

Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.

About institutional & insider ownership

Oportun Financial Corporation (OPRT) is primarily owned by institutional investors, who hold approximately 74.5% of total shares outstanding. Company insiders own approximately 32.93%, while retail and public investors account for the remaining 0.00%.

The largest institutional shareholder of Oportun Financial Corporation is NEUBERGER BERMAN GROUP LLC, holding approximately 3.94 million shares — equal to 8.45% of outstanding shares — as of September 30, 2025.

A total of 125 institutional investors currently hold OPRT stock, with a combined institutional value of approximately $210,131,652 as of the most recent 13F filing period.

Frequently asked questions

OPRT ownership

Oportun Financial Corporation (OPRT) is primarily owned by institutional investors, who hold approximately 74.5% of shares. The largest shareholder is NEUBERGER BERMAN GROUP LLC with a 8.45% stake. Company insiders hold 32.93%. Data sourced from SEC Form 13F as of September 30, 2025.

who owns OPRT stockOPRT ownership structureSEC Form 13F institutional holdingsOPRT float vs institutions
Source: FMP · SEC Form 13F · SEC Form 4As of September 30, 2025