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OPRT Insider Trading

Insider Ownership Percentage: 9.30%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $27,980.96

Oportun Financial Insider Trading History Chart

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

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Oportun Financial Share Price & Price History

Current Price: $5.14
Price Change: ▲ Price Increase of +0.22 (4.47%)
As of 02/24/2026 05:00 PM ET

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

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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  
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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.

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Oportun Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2026Invesco Ltd.100,127$0.53M0.0%-5.0%0.227%Search for SEC Filing on Google Icon
2/18/2026State of Tennessee Department of Treasury26,802$0.15M0.0%N/A0.061%Search for SEC Filing on Google Icon
2/18/2026Mackenzie Financial Corp68,368$0.37M0.0%+21.1%0.155%Search for SEC Filing on Google Icon
2/18/2026Empowered Funds LLC172,033$0.91M0.0%+11.2%0.390%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd46,794$0.25M0.0%-16.1%0.106%Search for SEC Filing on Google Icon
2/18/2026Zacks Investment Management16,072$85K0.0%-28.8%0.036%Search for SEC Filing on Google Icon
2/18/2026nVerses Capital LLC15,212$80K0.2%N/A0.034%Search for SEC Filing on Google Icon
2/18/2026Odyssean LLC18,912$100K0.1%N/A0.043%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC1,899,552$10.05M0.0%+54.1%4.304%Search for SEC Filing on Google Icon
2/18/2026Man Group plc49,775$0.26M0.0%N/A0.113%Search for SEC Filing on Google Icon
2/18/2026Engineers Gate Manager LP15,500$82K0.0%-39.2%0.035%Search for SEC Filing on Google Icon
2/18/2026Bridgeway Capital Management LLC317,236$1.68M0.0%+12.9%0.719%Search for SEC Filing on Google Icon
2/18/2026Boothbay Fund Management LLC778,300$4.12M0.1%-0.4%1.764%Search for SEC Filing on Google Icon
2/17/2026PDT Partners LLC68,348$0.36M0.0%+24.3%0.155%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC99,800$0.53M0.0%+134.1%0.226%Search for SEC Filing on Google Icon
2/17/2026Trexquant Investment LP128,234$0.68M0.0%+211.0%0.291%Search for SEC Filing on Google Icon
2/17/2026Jump Financial LLC73,583$0.39M0.0%-49.6%0.167%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.150,460$0.80M0.0%+4,474.6%0.341%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board44,035$0.23M0.0%-18.0%0.100%Search for SEC Filing on Google Icon
2/17/2026Kemnay Advisory Services Inc.5,225$28K0.0%N/A0.012%Search for SEC Filing on Google Icon
2/16/2026Squarepoint Ops LLC155,324$0.82M0.0%+195.5%0.352%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC149,925$0.79M0.0%+56.2%0.340%Search for SEC Filing on Google Icon
2/13/2026Marshall Wace LLP121,011$0.64M0.0%-69.1%0.274%Search for SEC Filing on Google Icon
2/13/2026Segall Bryant & Hamill LLC651,582$3.45M0.0%+236.4%1.477%Search for SEC Filing on Google Icon
2/13/2026State Street Corp743,465$3.93M0.0%+3.4%1.685%Search for SEC Filing on Google Icon
2/13/2026Boston Partners597,328$3.16M0.0%+12.4%1.354%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN45,414$0.24M0.0%+51.2%0.103%Search for SEC Filing on Google Icon
2/12/2026MetLife Investment Management LLC12,834$68K0.0%-42.2%0.029%Search for SEC Filing on Google Icon
2/12/2026Renaissance Technologies LLC132,179$0.70M0.0%-36.5%0.300%Search for SEC Filing on Google Icon
2/12/2026Dimensional Fund Advisors LP1,129,065$5.97M0.0%+11.6%2.559%Search for SEC Filing on Google Icon
2/12/2026Integrated Quantitative Investments LLC125,043$0.66M0.1%+288.0%0.283%Search for SEC Filing on Google Icon
2/12/2026Federated Hermes Inc.40,000$0.21M0.0%+96.9%0.091%Search for SEC Filing on Google Icon
2/12/2026Campbell & CO Investment Adviser LLC73,457$0.39M0.0%+124.5%0.166%Search for SEC Filing on Google Icon
2/12/2026Arbiter Partners Capital Management LLC141,109$0.75M0.4%N/A0.320%Search for SEC Filing on Google Icon
2/12/2026Nuveen LLC71,450$0.38M0.0%+64.2%0.162%Search for SEC Filing on Google Icon
2/11/2026Empowered Funds LLC172,033$0.91M0.0%+11.2%0.390%Search for SEC Filing on Google Icon
2/11/2026WINTON GROUP Ltd131,936$0.70M0.0%-27.0%0.299%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.402,937$2.13M0.0%+53.7%0.913%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC1,266,447$6.70M0.0%+7.6%2.870%Search for SEC Filing on Google Icon
2/9/2026Clearstead Advisors LLC5,574$29K0.0%+192.9%0.013%Search for SEC Filing on Google Icon
2/6/2026Legato Capital Management LLC84,338$0.45M0.0%N/A0.191%Search for SEC Filing on Google Icon
2/6/2026Flaharty Asset Management LLC16,000$85K0.0%+23.1%0.036%Search for SEC Filing on Google Icon
2/4/2026Simcoe Capital LLC795,469$4.21M4.0%N/A1.803%Search for SEC Filing on Google Icon
1/30/2026R Squared Ltd16,935$90K0.0%N/A0.038%Search for SEC Filing on Google Icon
1/23/2026State of Alaska Department of Revenue11,037$58K0.0%N/A0.025%Search for SEC Filing on Google Icon
1/21/2026Summa Corp.396,766$2.10M0.9%-11.8%0.899%Search for SEC Filing on Google Icon
1/21/2026Daytona Street Capital LLC20,000$0.11M0.1%N/A0.045%Search for SEC Filing on Google Icon
1/1/2026JPMorgan Chase & Co.220,241$1.36M0.0%-11.3%0.499%Search for SEC Filing on Google Icon
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
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: $5.14
Low: $4.87
High: $5.21

50 Day Range

MA: $5.31
Low: $4.84
High: $6.05

52 Week Range

Now: $5.14
Low: $4.05
High: $7.97

Volume

508,535 shs

Average Volume

560,934 shs

Market Capitalization

$226.83 million

P/E Ratio

7.79

Dividend Yield

N/A

Beta

1.18

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. Millennium Management LLC — 4.30%
  2. Geode Capital Management LLC — 2.87%
  3. Dimensional Fund Advisors LP — 2.56%
  4. Simcoe Capital LLC — 1.80%
  5. Boothbay Fund Management LLC — 1.76%
  6. State Street Corp — 1.68%
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. Marshall Wace LLP
  2. Renaissance Technologies LLC
  3. Jump Financial LLC
  4. Summa Corp.
  5. WINTON GROUP Ltd
  6. Engineers Gate Manager LP
  7. State of Wisconsin Investment Board
  8. MetLife Investment Management LLC

Which institutional investors are buying Oportun Financial stock?

In the previous quarter, OPRT stock was purchased by institutional investors including:
  1. Simcoe Capital LLC
  2. Millennium Management LLC
  3. Segall Bryant & Hamill LLC
  4. Russell Investments Group Ltd.
  5. Arbiter Partners Capital Management LLC
  6. Goldman Sachs Group Inc.
  7. Dimensional Fund Advisors LP
  8. Squarepoint Ops LLC
In the last 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.