Oportun Financial Corporation (OPRT)
Nasdaq: OPRT · Finance Services · San Mateo, CA · filing with the SEC since 2012
Grade5.7
◀ Past 6.4● Present 4.9▶ Future 5.6
Who owns Oportun Financial Corporation
As filed with the SECHolders of 5% or more
4
NB Alternatives Advisers LLC holds 9.9% of Common Stock, par value $0.0001 per share, as its SCHEDULE 13D/A filed May 28, 2025 says.
Directors and officers
17
report now, of 29 people on the record since 2019. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
NB Alternatives Advisers LLC
SCHEDULE 13D/A · filed May 28, 2025 · Common Stock, par value $0.0001 per share
Forager Capital Management, LLC
SCHEDULE 13G/A · filed Jul 23, 2026 · Common Stock, $0.0001 par value per share · 7.9% in Apr 21, 2026
Finn Management GP LLC
SCHEDULE 13D/A · filed Jul 15, 2025 · Common Stock, $0.0001 par value per share · 7.4% in May 29, 2025
Blackrock, Inc.
SCHEDULE 13G · filed Oct 17, 2025 · Common Stock
Long Focus Capital Management, LLC
SCHEDULE 13G/A · filed Feb 11, 2025 · Common Stock · reported falling below 5%
Millennium Management LLC
SCHEDULE 13G/A · filed Jul 18, 2025 · Common Stock, par value $0.0001 per share · reported falling below 5%, from 5.1% in Mar 19, 2025
Institutional Venture Partners XIV, L.P.
SCHEDULE 13G/A · filed Feb 14, 2025 · Common Stock, $0.0001 par value per share · reported falling below 5%
Millennium Management LLC
SCHEDULE 13G/A · filed Jul 13, 2026 · Common Stock, par value $0.0001 per share · reported falling below 5%, from 5% in Mar 18, 2026
McLaren Harbor, LLC
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock, $0.0001 par value per share · reported falling below 5%, from 5.5% in Aug 14, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 5.12% in Jan 30, 2026
What OPRT reports owning in othersstakes of 5% or more, and other ties
31 subsidiaries in 4 countries, from the list filed with the 10-K filed Feb 27, 2026.
Insider tradesForm 4
10sales
0purchases
0sales on a scheduled plan
3people selling
$400,000sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window3 of 42 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Kirscht Patrick | Chief Credit Officer | 4 | $300,000 | 0 | 0 | $0 |
| Layton Kathleen I. | Chief Legal Officer | 4 | $100,000 | 0 | 0 | $0 |
| Schueller Joseph Andrew | SVP-Controller, CAO | 2 | $0 | 0 | 0 | $0 |