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OPRT Insider Trading (Oportun Financial)

Insider Ownership Percentage: 11.20%
Insider Buying (Last 12 Months): $116,759.50
Insider Selling (Last 12 Months): $1,067,667.07

Oportun Financial Insider Trading History Chart

Oportun Financial Share Price & Price History

$21.16
▼ -0.1 (-0.47%)
As of 04/9/2021 01:00 AM ET
Days: 30 | 90 | 365
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Oportun Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/25/2021Patrick KirschtInsiderSell2,500$19.75$49,375.00143,539  
11/25/2020David Anthony NeedhamCTOSell21,000$17.98$377,580.0027,174  
11/24/2020Patrick KirschtInsiderSell8,229$18.00$148,122.00105,171  
10/1/2020David Anthony NeedhamCTOSell40$11.63$465.2046,943  
10/1/2020Joan AristeiInsiderSell297$11.66$3,463.0248,971  
9/2/2020Patrick KirschtInsiderSell8,836$12.19$107,710.8467,143  
8/31/2020David Anthony NeedhamCTOSell2,238$12.81$28,668.7821,748  
8/31/2020Jonathan Aaron CoblentzCFOSell3,630$12.81$46,500.3055,185  
8/31/2020Matthew Wayne JenkinsCOOSell2,658$12.81$34,048.9823,024  
8/31/2020Patrick KirschtInsiderSell4,927$12.15$59,863.0567,143  
8/3/2020David Anthony NeedhamCTOSell2,855$13.46$38,428.3018,733  
8/3/2020Jonathan Aaron CoblentzCFOSell4,759$13.33$63,437.4749,554  
6/30/2020David Anthony NeedhamCTOSell41$13.24$542.8411,002  
6/30/2020Joan AristeiInsiderSell297$13.27$3,941.1917,237  
6/1/2020David Anthony NeedhamCTOSell112$10.25$1,148.0011,000  
6/1/2020Jonathan Aaron CoblentzCFOSell281$10.13$2,846.5338,177  
6/1/2020Patrick KirschtInsiderSell372$10.22$3,801.8454,935  
5/27/2020Raul VazquezCEOBuy12,650$9.23$116,759.50261,218  
5/26/2020Patrick KirschtInsiderSell6,066$8.64$52,410.2453,798  
5/20/2020David Anthony NeedhamCTOSell1,426$7.44$10,609.4410,659  
5/20/2020Joan AristeiInsiderSell1,428$7.43$10,610.0416,201  
5/20/2020Jonathan Aaron CoblentzCFOSell1,903$7.43$14,139.2937,325  
5/20/2020Matthew Wayne JenkinsCOOSell1,338$7.44$9,954.7212,540  
9/30/2019Carl PascarellaDirectorSell240,000$15.00$3,600,000.00
9/30/2019Madrone Partners, L.P.Major ShareholderSell1,976,455$15.00$29,646,825.00
See Full Table

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

58.73% 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

Oportun Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
3/9/2021CRV LLC819,760$15.88M1.3%N/A2.959%
2/25/2021Hsbc Holdings PLC10,293$0.20M0.0%N/A0.037%
2/19/2021JPMorgan Chase & Co.206,260$3.99M0.0%+11.8%0.747%
2/16/2021Squarepoint Ops LLC27,901$0.54M0.0%-3.8%0.101%
2/16/2021Nuveen Asset Management LLC93,922$1.82M0.0%+0.8%0.340%
2/16/2021Price T Rowe Associates Inc. MD13,299$0.26M0.0%N/A0.048%
2/16/2021Ashford Capital Management Inc.1,202,490$23.29M2.3%+29.8%4.356%
2/16/2021Charles Schwab Investment Management Inc.123,294$2.39M0.0%+5.9%0.447%
2/12/2021Federated Hermes Inc.125,654$2.43M0.0%-16.6%0.455%
2/12/2021M&T Bank Corp27,387$0.53M0.0%-29.9%0.099%
2/11/2021Trexquant Investment LP15,240$0.30M0.0%N/A0.055%
2/11/2021Northern Trust Corp202,141$3.92M0.0%-2.2%0.732%
2/11/2021Citigroup Inc.4,038$78K0.0%+256.1%0.015%
2/10/2021Rhumbline Advisers26,738$0.52M0.0%+18.4%0.097%
2/10/2021Renaissance Technologies LLC19,900$0.39M0.0%N/A0.072%
2/10/2021Clearbridge Investments LLC831,419$16.11M0.0%+3.9%3.012%
2/9/2021Wells Fargo & Company MN249,323$4.83M0.0%-2.0%0.903%
2/9/2021Bank of New York Mellon Corp68,587$1.33M0.0%+24.5%0.248%
2/9/2021Mitsubishi UFJ Kokusai Asset Management Co. Ltd.1,504$29K0.0%N/A0.005%
2/8/2021Alliancebernstein L.P.13,100$0.25M0.0%-29.9%0.047%
2/5/2021BlackRock Inc.1,970,686$38.17M0.0%+5.3%7.138%
2/5/2021US Bancorp DE23,510$0.46M0.0%+5.1%0.085%
2/4/2021Los Angeles Capital Management LLC24,169$0.47M0.0%-3.3%0.087%
2/2/2021First Trust Advisors LP42,079$0.82M0.0%-3.4%0.152%
11/17/2020Jane Street Group LLC12,584$0.15M0.0%+10.4%0.046%
11/16/2020Squarepoint Ops LLC29,000$0.34M0.0%+158.1%0.106%
11/16/2020Ashford Capital Management Inc.926,286$10.92M1.3%-12.0%3.389%
11/13/2020Charles Schwab Investment Management Inc.116,399$1.37M0.0%+60.1%0.426%
11/12/2020JPMorgan Chase & Co.184,437$2.21M0.0%-6.2%0.675%
11/12/2020Arrowstreet Capital Limited Partnership118,986$1.40M0.0%+53.5%0.435%
11/12/2020Federated Hermes Inc.150,637$1.78M0.0%+15.9%0.551%
11/10/2020Mendon Capital Advisors Corp40,000$0.47M0.3%-20.0%0.146%
11/10/2020State Street Corp257,780$3.04M0.0%+3.2%0.943%
11/6/2020BlackRock Inc.1,872,131$22.07M0.0%+1.1%6.850%
11/6/2020M&T Bank Corp39,080$0.46M0.0%+5.0%0.143%
11/5/2020First Trust Advisors LP43,541$0.51M0.0%N/A0.159%
11/5/2020Wells Fargo & Company MN254,537$3M0.0%-4.5%0.931%
11/2/2020Daiwa Securities Group Inc.59,191$0.70M0.0%+9.2%0.217%
8/25/2020Nuveen Asset Management LLC113,356$1.52M0.0%+880.5%0.415%
8/20/2020Charles Schwab Investment Management Inc.72,687$0.98M0.0%+67.2%0.266%
8/17/2020Ashford Capital Management Inc.1,052,735$14.15M1.8%+49.8%3.852%
8/17/2020Jane Street Group LLC11,394$0.15M0.0%N/A0.042%
8/17/2020Sei Investments Co.12,000$0.16M0.0%N/A0.044%
8/14/2020Kayne Anderson Rudnick Investment Management LLC3,590,801$48.26M0.2%+2.6%13.138%
8/13/2020Federated Hermes Inc.130,000$1.75M0.0%+29.5%0.476%
8/12/2020American International Group Inc.11,891$0.16M0.0%+177.0%0.044%
8/12/2020Goldman Sachs Group Inc.518,482$6.97M0.0%+10.4%1.897%
8/12/2020Bank of New York Mellon Corp57,888$0.78M0.0%+179.5%0.213%
8/12/2020California Public Employees Retirement System44,313$0.60M0.0%N/A0.163%
8/7/2020New York State Common Retirement Fund17,800$0.24M0.0%+173.8%0.066%
8/7/2020US Bancorp DE22,104$0.30M0.0%-5.9%0.081%
8/5/2020Mendon Capital Advisors Corp50,000$0.67M0.3%-62.6%0.184%
8/5/2020Russell Investments Group Ltd.26,265$0.35M0.0%N/A0.097%
7/30/2020Hancock Whitney Corp10,231$0.14M0.0%N/A0.038%
7/29/2020M&T Bank Corp37,219$0.50M0.0%+16.5%0.137%
7/20/2020SG Americas Securities LLC10,549$0.14M0.0%N/A0.039%
6/19/2020State Street Corp125,959$1.33M0.0%+117.9%0.464%
6/16/2020Royal Bank of Canada34,175$0.36M0.0%+6,694.2%0.126%
5/22/2020Clearbridge Investments LLC771,394$8.14M0.0%-0.7%2.839%
5/15/2020Ashford Capital Management Inc.702,600$7.41M1.3%+19.0%2.588%
5/15/2020Invesco Ltd.13,778$0.15M0.0%N/A0.051%
5/14/2020Geode Capital Management LLC105,246$1.11M0.0%+23.8%0.388%
5/14/2020M&T Bank Corp31,955$0.34M0.0%+22.7%0.118%
5/13/2020Federated Hermes Inc.100,408$1.06M0.0%+33.9%0.370%
5/13/2020US Bancorp DE23,498$0.25M0.0%+23.2%0.087%
5/12/2020JPMorgan Chase & Co.12,134$0.13M0.0%+413.3%0.045%
5/11/2020State Street Corp125,959$1.33M0.0%+117.9%0.464%
5/11/2020RMB Capital Management LLC53,215$0.56M0.0%-25.5%0.196%
5/11/2020Mendon Capital Advisors Corp133,585$1.41M0.7%-8.4%0.492%
5/6/2020Bank of New York Mellon Corp20,710$0.22M0.0%+25.3%0.076%
5/4/2020Glynn Capital Management LLC1,186,454$12.52M2.3%N/A4.372%
5/1/2020BlackRock Inc.729,595$7.70M0.0%-15.3%2.688%
5/1/2020UBS Group AG6,299$66K0.0%-33.3%0.023%
4/28/2020CWM LLC15,909$0.17M0.0%N/A0.059%
4/16/2020Bailard Inc.10,400$0.11M0.0%N/A0.039%
4/9/2020Wildcat Capital Management LLC18,349$0.19M0.1%N/A0.068%
3/5/2020Nuveen Asset Management LLC11,561$0.28M0.0%N/A0.043%
2/20/2020Geode Capital Management LLC85,019$2.02M0.0%N/A0.315%
2/14/2020Bank of America Corp DE47,550$1.13M0.0%+70.4%0.176%
2/14/2020Marshall Wace LLP7,055$0.17M0.0%N/A0.026%
2/14/2020Bank of New York Mellon Corp16,522$0.39M0.0%N/A0.061%
2/14/2020Goldman Sachs Group Inc.483,765$11.51M0.0%-9.0%1.792%
2/14/2020UBS Group AG9,447$0.23M0.0%+712.3%0.035%
2/13/2020Kayne Anderson Rudnick Investment Management LLC3,377,557$80.39M0.4%+15.4%12.509%
2/13/2020Oxford Asset Management LLP64,604$1.54M0.0%+45.2%0.239%
2/13/2020Mendon Capital Advisors Corp145,788$3.47M0.6%+6.6%0.540%
2/13/2020RMB Capital Management LLC71,400$1.70M0.0%N/A0.264%
2/13/2020Stifel Financial Corp31,040$0.72M0.0%N/A0.115%
2/13/2020Symphony Asset Management LLC9,292$0.22M0.0%N/A0.034%
2/12/2020Advisor Group Inc.1,756$41K0.0%N/A0.007%
2/12/2020Citigroup Inc.1,453$35K0.0%N/A0.005%
2/11/2020Atria Investments LLC22,998$0.55M0.0%N/A0.085%
2/7/2020M&T Bank Corp26,048$0.62M0.0%N/A0.096%
2/7/2020Charles Schwab Investment Management Inc.42,931$1.02M0.0%N/A0.159%
2/6/2020Victory Capital Management Inc.2,296$48K0.0%N/A0.009%
2/6/2020State Street Corp57,795$1.38M0.0%N/A0.214%
2/5/2020American International Group Inc.4,540$0.11M0.0%N/A0.017%
2/5/2020New York State Common Retirement Fund6,500$0.16M0.0%N/A0.024%
2/4/2020Victory Capital Management Inc.2,296$48K0.0%N/A0.009%
2/4/2020US Bancorp DE19,079$0.45M0.0%N/A0.071%
Data available starting January 2016

See Full Table
Oportun Financial logo
Oportun Financial Corporation provides financial services in the United States. It offers personal loans, auto loans, and credit cards. The company serves customers online and over-the-phone, as well as through retail locations. Oportun Financial Corporation was founded in 2005 and is headquartered in San Carlos, California.
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Today's Range

Now: $21.16
$20.09
$21.88

50 Day Range

MA: $19.66
$15.94
$22.41

52 Week Range

Now: $21.16
$5.26
$22.90

Volume

37,569 shs

Average Volume

82,417 shs

Market Capitalization

$586.20 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.25

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. Jonathan Aaron Coblentz (CFO)
  4. Joan Aristei (Insider)
  5. David Anthony Needham (CTO)
  6. Matthew Wayne Jenkins (COO)
  7. Carl Pascarella (Director)
  8. Madrone Partners, LP (Major Shareholder)
The Real Stock Market Wealth Is Made... At 3pm!
Steady gains in 18 hours?? Pro traders call this the 3PM “burn window”… ACCESS NOW!
Continue Reading
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