$OPRT

$9.77 +$0.21 (2.2%) Close

$OPRT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 46.0M shares outstanding

Who owns OPRT?

By type of holder

Institutions 82.1% Insiders 11.0% Everyone else 6.9%

Concentration Top 10 holders own 64.5%

Forager Capital Management, LLC 9.8% · NB Alternatives Advisers LLC 9.5%

Institutional ownership

82.1%

+5.8 pts vs last qtr

Institutional holders

131

+7 vs last qtr

Net shares bought

+2.7M

by institutions in Q2 2026

New / sold out

22 / 15

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Forager Capital Management, LLC +1.2M
Goldman Sachs Group Inc +467.8K

Biggest sellers in Q2 2026

Millennium Management LLC −1.3M
Segall Bryant & Hamill, LLC SOLD OUT −624.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$416K

4 notices from 3 people

Shares covered

80.7K

0.18% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Kirscht Patrick Officer $266K
Layton Kathleen I. Officer $128K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2025

+1877.8%

+45.22% a year

Each share's claim on the business

−94.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $140M

over 9 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years33% 3–5 years13% 1–3 years27% Under 1 year27%

Quarterly turnover

13.1%

of institutional shares changed hands

Top 10 managers, median time held

3.3 years

Super Investors

Investment managers reporting OPRT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
FC Forager Capital Management, LLC	4.5M	9.81%	+1.2M (+34.2%)	Q3 '25	9.7%
Shares held by quarter Peak holding4.5M (Q2'26) Change over 8 quarters+4.5M Share of the company9.810% Forager Capital Management, LLC's full portfolio →
NB Neuberger Berman Group LLC	3.9M	8.47%	+83.1K (+2.2%)	2025	0.0%
Shares held by quarter Peak holding3.9M (Q2'25) Change over 8 quarters+3.9M Share of the company8.470% Neuberger Berman Group LLC's full portfolio →

Forager Capital Management, LLC

4.5M

% of company

9.81%

Change vs last qtr

+1.2M (+34.2%)

Held since

Q3 '25

Neuberger Berman Group LLC

3.9M

% of company

8.47%

Change vs last qtr

+83.1K (+2.2%)

Held since

2025

28 more super investors behind a free account

See every manager holding Oportun Financial Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting OPRT on Form N-PORT; together they hold 20.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$6.82M	1.2M	2.60%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$6.45M	1.1M	2.46%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$6.82M

% of company

2.60%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$6.45M

% of company

2.46%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Oportun Financial Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
NA NB Alternatives Advisers LLC 5%+ holder 13D · 9.9%	4.4M	9.54%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.540% Disclosed stake13D · 9.9% View the 13D/G filing →
FM Finn Management GP LLC 5%+ holder 13D · 6.9%	3.0M	6.54%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company6.540% Disclosed stake13D · 6.9% View the 13D/G filing →

NB Alternatives Advisers LLC

5%+ holder13D · 9.9%

4.4M

% of company

9.54%

Change vs last qtr

—

Held since

—

Finn Management GP LLC

5%+ holder13D · 6.9%

3.0M

% of company

6.54%

Change vs last qtr

—

Held since

—

21 more holders behind a free account

See every insider and 5%+ holder of Oportun Financial Corp.

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