OPRT Insider Trading

Insider Ownership Percentage: 9.30%
Insider Buying (Last 12 Months): $125,688.00
Insider Selling (Last 12 Months): $59,912.36

Oportun Financial Insider Trading History Chart

This chart shows the insider buying and selling history at Oportun Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Oportun Financial Share Price & Price History

Current Price: $5.27
Price Change: Price Decrease of -0.02 (-0.38%)
As of 12/4/2025 05:00 PM ET

This chart shows the closing price history over time for OPRT up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Oportun Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/10/2025Kathleen I LaytonInsiderSell4,214$6.64$27,980.96159,184View SEC Filing Icon  
12/13/2024Mohit DaswaniDirectorBuy7,420$3.90$28,938.0041,924View SEC Filing Icon  
12/11/2024R. Neil WilliamsDirectorBuy25,000$3.87$96,750.00140,338View SEC Filing Icon  
12/10/2024Patrick KirschtInsiderSell8,403$3.80$31,931.40333,360View SEC Filing Icon  
11/27/2024Raul VazquezCEOBuy8,844$3.86$34,137.841,257,328View SEC Filing Icon  
9/10/2024Casey MuellerInsiderSell373$2.45$913.85200,902View SEC Filing Icon  
3/20/2023Jonathan Aaron CoblentzCFOBuy40,000$3.62$144,800.00195,939View SEC Filing Icon  
3/16/2023Jonathan Aaron CoblentzCFOBuy10,000$2.63$26,300.00105,939View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Oportun Financial (NASDAQ:OPRT)

82.70% of Oportun Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at OPRT by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Oportun Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2025Acuitas Investments LLC892,449$5.51M3.5%+20.4%2.022%Search for SEC Filing on Google Icon
11/17/2025PharVision Advisers LLC12,489$77K0.0%N/A0.028%Search for SEC Filing on Google Icon
11/17/2025Susquehanna International Group LLP30,265$0.19M0.0%-81.4%0.069%Search for SEC Filing on Google Icon
11/17/2025Prosperity Wealth Management Inc.46,300$0.29M0.1%N/A0.105%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC1,232,281$7.60M0.0%-7.6%2.792%Search for SEC Filing on Google Icon
11/17/2025Citadel Advisors LLC563,911$3.48M0.0%-8.8%1.278%Search for SEC Filing on Google Icon
11/17/2025Centiva Capital LP14,000$86K0.0%N/A0.032%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE48,824$0.30M0.0%-58.6%0.111%Search for SEC Filing on Google Icon
11/17/2025Cannell Capital LLC1,470,870$9.08M1.4%-8.1%3.333%Search for SEC Filing on Google Icon
11/17/2025Boothbay Fund Management LLC781,360$4.82M0.1%-24.3%1.771%Search for SEC Filing on Google Icon
11/14/2025Zacks Investment Management22,579$0.14M0.0%N/A0.051%Search for SEC Filing on Google Icon
11/14/2025Virtu Financial LLC10,371$64K0.0%N/A0.024%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP557,051$3.44M0.0%+10.8%1.262%Search for SEC Filing on Google Icon
11/14/2025Bridgeway Capital Management LLC280,884$1.73M0.0%+6.8%0.636%Search for SEC Filing on Google Icon
11/14/2025Squarepoint Ops LLC52,555$0.32M0.0%+95.9%0.119%Search for SEC Filing on Google Icon
11/13/2025Boston Partners531,367$3.28M0.0%+8.6%1.204%Search for SEC Filing on Google Icon
11/13/2025Kennedy Capital Management LLC176,971$1.09M0.0%-23.1%0.401%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets211,750$1.31M0.0%+137.2%0.480%Search for SEC Filing on Google Icon
11/13/2025Mackenzie Financial Corp56,477$0.35M0.0%+11.7%0.128%Search for SEC Filing on Google Icon
11/13/2025WINTON GROUP Ltd180,780$1.12M0.0%+46.1%0.410%Search for SEC Filing on Google Icon
11/13/2025Dynamic Technology Lab Private Ltd37,809$0.23M0.0%N/A0.086%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP1,012,114$6.25M0.0%+17.0%2.293%Search for SEC Filing on Google Icon
11/12/2025Segall Bryant & Hamill LLC193,687$1.20M0.0%N/A0.439%Search for SEC Filing on Google Icon
11/12/2025Quantbot Technologies LP54,687$0.34M0.0%N/A0.124%Search for SEC Filing on Google Icon
11/7/2025CenterBook Partners LP700,833$4.32M0.2%+70.1%1.592%Search for SEC Filing on Google Icon
11/7/2025GSA Capital Partners LLP51,233$0.32M0.0%-57.5%0.116%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.2,106,640$13M0.0%+30.4%4.787%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.220,241$1.36M0.0%-11.3%0.500%Search for SEC Filing on Google Icon
11/6/2025Rhumbline Advisers51,467$0.32M0.0%+5.8%0.117%Search for SEC Filing on Google Icon
11/4/2025State of Wyoming85,488$0.53M0.1%-21.8%0.194%Search for SEC Filing on Google Icon
11/4/2025Principal Financial Group Inc.63,018$0.39M0.0%N/A0.143%Search for SEC Filing on Google Icon
11/4/2025Flaharty Asset Management LLC13,000$80K0.0%N/A0.030%Search for SEC Filing on Google Icon
10/28/2025Campbell & CO Investment Adviser LLC32,720$0.20M0.0%N/A0.074%Search for SEC Filing on Google Icon
10/27/2025Summa Corp.449,966$2.78M1.2%-20.4%1.022%Search for SEC Filing on Google Icon
10/23/2025SG Americas Securities LLC18,537$0.11M0.0%N/A0.042%Search for SEC Filing on Google Icon
10/15/2025Inspire Investing LLC150,441$0.93M0.1%N/A0.342%Search for SEC Filing on Google Icon
10/9/2025Voya Investment Management LLC32,194$0.20M0.0%N/A0.073%Search for SEC Filing on Google Icon
8/19/2025State of Wyoming109,375$0.78M0.1%N/A0.249%Search for SEC Filing on Google Icon
8/15/2025Cannell Capital LLC1,601,244$11.47M3.4%+7,067.0%3.638%Search for SEC Filing on Google Icon
8/15/2025Engineers Gate Manager LP14,880$0.11M0.0%-42.4%0.034%Search for SEC Filing on Google Icon
8/15/2025BNP Paribas Financial Markets89,286$0.64M0.0%+1,266.5%0.203%Search for SEC Filing on Google Icon
8/15/2025Boothbay Fund Management LLC1,032,743$7.39M0.1%-21.4%2.347%Search for SEC Filing on Google Icon
8/15/2025Bridgeway Capital Management LLC262,911$1.88M0.0%+4.7%0.597%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE118,051$0.85M0.0%-56.7%0.268%Search for SEC Filing on Google Icon
8/14/2025PDT Partners LLC55,008$0.39M0.0%+79.6%0.125%Search for SEC Filing on Google Icon
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,325$0.13M0.0%N/A0.042%Search for SEC Filing on Google Icon
8/14/2025The Manufacturers Life Insurance Company 11,903$85K0.0%N/A0.027%Search for SEC Filing on Google Icon
8/14/2025RBF Capital LLC107,560$0.77M0.0%-65.4%0.244%Search for SEC Filing on Google Icon
8/14/2025NewEdge Advisors LLC15,646$0.11M0.0%-34.9%0.036%Search for SEC Filing on Google Icon
8/14/2025Qube Research & Technologies Ltd58,306$0.42M0.0%-77.4%0.132%Search for SEC Filing on Google Icon
8/14/2025WINTON GROUP Ltd123,696$0.89M0.0%+68.4%0.281%Search for SEC Filing on Google Icon
8/14/2025Federated Hermes Inc.20,427$0.15M0.0%-54.9%0.046%Search for SEC Filing on Google Icon
8/13/2025Jump Financial LLC162,643$1.17M0.0%+126.2%0.370%Search for SEC Filing on Google Icon
8/13/2025Marshall Wace LLP575,110$4.12M0.0%-47.9%1.307%Search for SEC Filing on Google Icon
8/13/2025Walleye Capital LLC107,741$0.77M0.0%-63.4%0.245%Search for SEC Filing on Google Icon
8/13/2025Kennedy Capital Management LLC230,214$1.65M0.0%+9.5%0.523%Search for SEC Filing on Google Icon
8/13/2025Invesco Ltd.484,492$3.47M0.0%+246.5%1.101%Search for SEC Filing on Google Icon
8/13/2025Arrowstreet Capital Limited Partnership93,155$0.67M0.0%+78.3%0.212%Search for SEC Filing on Google Icon
8/13/2025Panagora Asset Management Inc.66,831$0.48M0.0%N/A0.152%Search for SEC Filing on Google Icon
8/13/2025New York State Common Retirement Fund13,500$97K0.0%N/A0.031%Search for SEC Filing on Google Icon
8/13/2025Corsair Capital Management L.P.10,000$72K0.0%N/A0.023%Search for SEC Filing on Google Icon
8/12/2025Boston Partners489,166$3.50M0.0%-1.6%1.111%Search for SEC Filing on Google Icon
8/12/2025XTX Topco Ltd55,158$0.40M0.0%-19.0%0.125%Search for SEC Filing on Google Icon
8/12/2025American Century Companies Inc.72,407$0.52M0.0%+32.6%0.165%Search for SEC Filing on Google Icon
8/12/2025Heron Bay Capital Management24,627$0.18M0.0%+58.9%0.056%Search for SEC Filing on Google Icon
8/12/2025Rhumbline Advisers48,650$0.35M0.0%N/A0.111%Search for SEC Filing on Google Icon
8/12/2025CenterBook Partners LP412,018$2.95M0.2%N/A0.936%Search for SEC Filing on Google Icon
8/12/2025JPMorgan Chase & Co.248,324$1.78M0.0%+44.7%0.564%Search for SEC Filing on Google Icon
8/11/2025Integrated Quantitative Investments LLC32,093$0.23M0.1%N/A0.073%Search for SEC Filing on Google Icon
8/8/2025Intech Investment Management LLC15,286$0.11M0.0%N/A0.035%Search for SEC Filing on Google Icon
8/8/2025Police & Firemen s Retirement System of New Jersey7,618$55K0.0%N/A0.017%Search for SEC Filing on Google Icon
8/8/2025Geode Capital Management LLC776,844$5.56M0.0%+131.6%1.771%Search for SEC Filing on Google Icon
8/7/2025Boston Partners489,166$3.50M0.0%-1.6%1.115%Search for SEC Filing on Google Icon
8/7/2025Acadian Asset Management LLC1,069,116$7.65M0.0%+1.3%2.437%Search for SEC Filing on Google Icon
8/7/2025Connor Clark & Lunn Investment Management Ltd.388,504$2.78M0.0%+15.3%0.886%Search for SEC Filing on Google Icon
8/5/2025Corton Capital Inc.14,695$0.11M0.1%N/A0.033%Search for SEC Filing on Google Icon
8/1/2025GWN Securities Inc.16,748$0.12M0.0%N/A0.038%Search for SEC Filing on Google Icon
7/31/2025Acuitas Investments LLC741,441$5.31M4.2%+3.8%1.690%Search for SEC Filing on Google Icon
7/25/2025Summa Corp.565,338$4.05M2.1%+0.5%1.289%Search for SEC Filing on Google Icon
5/21/2025Acadian Asset Management LLC1,055,274$5.79M0.0%+18.9%2.814%Search for SEC Filing on Google Icon
5/20/2025Flaharty Asset Management LLC60,000$0.33M0.0%+20.0%0.160%Search for SEC Filing on Google Icon
5/19/2025Jane Street Group LLC191,066$1.05M0.0%+238.6%0.509%Search for SEC Filing on Google Icon
5/16/2025Empowered Funds LLC124,980$0.69M0.0%+7.5%0.333%Search for SEC Filing on Google Icon
5/16/2025Goldman Sachs Group Inc.313,446$1.72M0.0%+499.3%0.714%Search for SEC Filing on Google Icon
5/16/2025NewEdge Advisors LLC24,026$0.13M0.0%N/A0.064%Search for SEC Filing on Google Icon
5/16/2025Millennium Management LLC1,936,797$10.63M0.0%+28.9%5.165%Search for SEC Filing on Google Icon
5/16/2025Jacobs Levy Equity Management Inc.20,914$0.12M0.0%-80.6%0.056%Search for SEC Filing on Google Icon
5/16/2025Boothbay Fund Management LLC1,313,957$7.21M0.2%-9.3%3.504%Search for SEC Filing on Google Icon
5/15/2025PDT Partners LLC30,629$0.17M0.0%N/A0.082%Search for SEC Filing on Google Icon
5/15/2025Cubist Systematic Strategies LLC140,199$0.77M0.0%+164.1%0.374%Search for SEC Filing on Google Icon
5/15/2025Long Focus Capital Management LLC1,515,777$8.32M0.3%-12.9%4.042%Search for SEC Filing on Google Icon
5/15/2025OMERS ADMINISTRATION Corp77,500$0.43M0.0%+149.2%0.207%Search for SEC Filing on Google Icon
5/14/2025EMG Holdings L.P.139,172$0.76M0.4%-77.7%0.371%Search for SEC Filing on Google Icon
5/14/2025Walleye Capital LLC294,039$1.61M0.0%+374.2%0.784%Search for SEC Filing on Google Icon
5/14/2025Jump Financial LLC71,918$0.40M0.0%N/A0.192%Search for SEC Filing on Google Icon
5/14/2025Hsbc Holdings PLC19,856$0.11M0.0%-12.8%0.053%Search for SEC Filing on Google Icon
5/13/2025American Century Companies Inc.54,619$0.30M0.0%+54.0%0.146%Search for SEC Filing on Google Icon
5/13/2025Boston Partners496,873$2.73M0.0%N/A1.325%Search for SEC Filing on Google Icon
5/13/2025Informed Momentum Co LLC149,333$0.82M0.1%N/A0.398%Search for SEC Filing on Google Icon
5/12/2025Invesco Ltd.139,833$0.77M0.0%-15.2%0.373%Search for SEC Filing on Google Icon
Data available starting January 2016

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Oportun Financial logo
Oportun Financial Corporation provides financial services. The company offers personal loans and credit cards. It serves customers through online and over the phone, as well as through retail and Lending as a Service partner locations. The company was founded in 2005 and is headquartered in San Carlos, California.
Read More on Oportun Financial

Today's Range

Now: $5.27
Low: $5.19
High: $5.28

50 Day Range

MA: $5.26
Low: $4.51
High: $6.39

52 Week Range

Now: $5.27
Low: $3.45
High: $9.24

Volume

329,761 shs

Average Volume

376,163 shs

Market Capitalization

$232.57 million

P/E Ratio

7.98

Dividend Yield

N/A

Beta

1.24

Who are the company insiders with the largest holdings of Oportun Financial?

Oportun Financial's top insider investors include:
  1. Raul Vazquez (CEO)
  2. Patrick Kirscht (Insider)
  3. Casey Mueller (Insider)
  4. Kathleen I Layton (Insider)
  5. R Neil Williams (Director)
  6. Mohit Daswani (Director)
Learn More about top insider investors at Oportun Financial.

Who are the major institutional investors of Oportun Financial?

Oportun Financial's top institutional investors include:
  1. Vanguard Group Inc. — 4.79%
  2. Cannell Capital LLC — 3.33%
  3. Millennium Management LLC — 2.79%
  4. Dimensional Fund Advisors LP — 2.29%
  5. Acuitas Investments LLC — 2.02%
  6. Boothbay Fund Management LLC — 1.77%
Learn More about top institutional investors of Oportun Financial stock.

Which institutional investors are selling Oportun Financial stock?

Within the previous quarter, OPRT stock was sold by these institutional investors:
  1. Boothbay Fund Management LLC
  2. Susquehanna International Group LLP
  3. Cannell Capital LLC
  4. Summa Corp.
  5. Millennium Management LLC
  6. Bank of America Corp DE
  7. GSA Capital Partners LLP
  8. Citadel Advisors LLC
In the last year, company insiders that have sold Oportun Financial company stock include:
  1. Raul Vazquez (CEO)
  2. Patrick Kirscht (Insider)
Learn More investors selling Oportun Financial stock.

Which institutional investors are buying Oportun Financial stock?

In the last quarter, OPRT stock was bought by institutional investors including:
  1. Vanguard Group Inc.
  2. CenterBook Partners LP
  3. Segall Bryant & Hamill LLC
  4. Acuitas Investments LLC
  5. Inspire Investing LLC
  6. Dimensional Fund Advisors LP
  7. BNP Paribas Financial Markets
  8. Principal Financial Group Inc.
In the previous year, these company insiders have bought Oportun Financial stock:
  1. Raul Vazquez (CEO)
  2. Patrick Kirscht (Insider)
  3. Casey Mueller (Insider)
Learn More investors buying Oportun Financial stock.