OPRT Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 10.20%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $0.00

Oportun Financial Insider Trading History Chart

Oportun Financial Share Price & Price History

^$2.29

▼ -0.05 (-2.14%)

As of 04/19/2024 01:00 AM ET

Days: 30 | 90 | 365

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Oportun Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/20/2023	Jonathan Aaron Coblentz	CFO	Buy	40,000	$3.62	$144,800.00	195,939
3/16/2023	Jonathan Aaron Coblentz	CFO	Buy	10,000	$2.63	$26,300.00	105,939
6/2/2022	Aida Alvarez	Director	Sell	18,181	$11.46	$208,354.26	18,874
3/14/2022	Louis Miramontes	Director	Sell	5,357	$13.76	$73,712.32
11/11/2021	Jonathan Aaron Coblentz	CFO	Sell	10,400	$27.50	$286,000.00
9/24/2021	Patrick Kirscht	Insider	Sell	3,805	$25.00	$95,125.00
9/10/2021	Patrick Kirscht	Insider	Sell	2,000	$24.63	$49,260.00	142,942
8/31/2021	Patrick Kirscht	Insider	Sell	2,000	$24.80	$49,600.00
8/30/2021	Jonathan Aaron Coblentz	CFO	Sell	8,362	$25.50	$213,231.00	63,509
8/27/2021	Jonathan Aaron Coblentz	CFO	Sell	2,038	$25.50	$51,969.00	63,509
8/6/2021	Jonathan Aaron Coblentz	CFO	Sell	10,400	$25.00	$260,000.00	71,871
8/5/2021	Patrick Kirscht	Insider	Sell	5,000	$22.00	$110,000.00
3/3/2021	Greylock Xii Gp Llc	Major Shareholder	Sell	266,000	$16.90	$4,495,400.00

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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

Oportun Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/3/2024	Versant Capital Management Inc	30,601	$74K	0.0%	+85.2%	0.089%
3/11/2024	Vanguard Group Inc.	1,393,935	$5.45M	0.0%	-2.2%	4.072%
3/1/2024	Goldman Sachs Group Inc.	117,630	$0.46M	0.0%	+161.8%	0.344%
2/26/2024	Virtu Financial LLC	21,947	$86K	0.0%	N/A	0.064%
2/21/2024	Findell Capital Management LLC	2,000,000	$7.82M	4.9%	N/A	5.843%
2/16/2024	GSA Capital Partners LLP	140,499	$0.55M	0.0%	+597.7%	0.410%
2/16/2024	Public Employees Retirement System of Ohio	11,582	$45K	0.0%	+115.2%	0.034%
2/15/2024	Barclays PLC	83,886	$0.33M	0.0%	+127.0%	0.245%
2/15/2024	Vanguard Group Inc.	1,393,935	$5.45M	0.0%	-2.2%	4.072%
2/15/2024	Park West Asset Management LLC	565,235	$2.21M	0.2%	-57.9%	1.651%
2/15/2024	Bridgeway Capital Management LLC	331,682	$1.30M	0.0%	+105.9%	0.969%
2/14/2024	Cubist Systematic Strategies LLC	69,422	$0.27M	0.0%	+29.8%	0.203%
2/14/2024	Findell Capital Management LLC	2,000,000	$7.82M	5.2%	N/A	5.843%
2/13/2024	Northern Trust Corp	56,030	$0.22M	0.0%	+11.3%	0.164%
2/13/2024	EMG Holdings L.P.	2,484,149	$9.71M	1.6%	-0.4%	7.257%
2/13/2024	Tower Research Capital LLC TRC	14,594	$57K	0.0%	+7,197.0%	0.043%
2/13/2024	Goldman Sachs Group Inc.	117,630	$0.46M	0.0%	+161.8%	0.344%
2/12/2024	Stifel Financial Corp	228,466	$0.89M	0.0%	+6.3%	0.667%
2/9/2024	US Bancorp DE	6,511	$25K	0.0%	-54.4%	0.019%
2/9/2024	Dynamic Technology Lab Private Ltd	16,997	$66K	0.0%	N/A	0.050%
2/7/2024	Dimensional Fund Advisors LP	573,249	$2.24M	0.0%	+14.3%	1.675%
2/7/2024	Jump Financial LLC	110,411	$0.43M	0.0%	+350.4%	0.323%
2/7/2024	Summa Corp.	563,808	$2.20M	1.5%	N/A	1.647%
2/6/2024	Charles Schwab Investment Management Inc.	13,044	$51K	0.0%	-83.1%	0.038%
2/5/2024	Flaharty Asset Management LLC	40,000	$0.16M	0.0%	+900.0%	0.117%
1/31/2024	Federated Hermes Inc.	80,800	$0.32M	0.0%	+61.0%	0.236%
1/26/2024	Cerity Partners LLC	94,872	$0.37M	0.0%	+291.0%	0.277%
1/12/2024	SG Americas Securities LLC	10,198	$40K	0.0%	N/A	0.030%
12/19/2023	Public Employees Retirement System of Ohio	5,382	$39K	0.0%	N/A	0.016%
12/6/2023	Citigroup Inc.	89,450	$0.65M	0.0%	+21,717.1%	0.261%
11/30/2023	American Century Companies Inc.	72,406	$0.52M	0.0%	-37.3%	0.212%
11/21/2023	Walleye Capital LLC	55,699	$0.40M	0.0%	+207.5%	0.163%
11/17/2023	Jacobs Levy Equity Management Inc.	32,980	$0.24M	0.0%	N/A	0.096%
11/16/2023	Public Employees Retirement System of Ohio	5,382	$39K	0.0%	N/A	0.016%
11/15/2023	Tejara Capital Ltd	502,651	$3.63M	2.1%	+5.2%	1.468%
11/15/2023	GSA Capital Partners LLP	20,137	$0.15M	0.0%	-34.4%	0.059%
11/14/2023	Corton Capital Inc.	14,888	$0.11M	0.1%	N/A	0.044%
11/14/2023	Qube Research & Technologies Ltd	46,386	$0.34M	0.0%	-15.9%	0.136%
11/14/2023	Trexquant Investment LP	48,069	$0.35M	0.0%	N/A	0.141%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	27,455	$0.20M	0.0%	N/A	0.081%
11/13/2023	Kayne Anderson Rudnick Investment Management LLC	2,145,402	$15.49M	0.0%	-0.5%	6.303%
11/13/2023	Federated Hermes Inc.	50,189	$0.36M	0.0%	-37.3%	0.147%
11/13/2023	Stifel Financial Corp	214,978	$1.55M	0.0%	-26.5%	0.632%
11/13/2023	Clearbridge Investments LLC	110,560	$0.80M	0.0%	-25.5%	0.325%
11/13/2023	Acadian Asset Management LLC	538,627	$3.89M	0.0%	+407.6%	1.582%
11/13/2023	Hsbc Holdings PLC	22,758	$0.16M	0.0%	N/A	0.067%
11/13/2023	Invesco Ltd.	446,370	$3.22M	0.0%	+324.0%	1.311%
11/13/2023	Tejara Capital Ltd	502,651	$3.63M	2.7%	+5.2%	1.477%
11/9/2023	Institutional Venture Management XIV LLC	3,047,831	$22.01M	32.5%	-10.6%	8.953%
11/9/2023	Citigroup Inc.	89,450	$0.65M	0.0%	+21,717.1%	0.263%
11/8/2023	Janney Montgomery Scott LLC	15,443	$0.11M	0.0%	N/A	0.045%
11/7/2023	Barclays PLC	36,952	$0.27M	0.0%	+132.7%	0.109%
11/3/2023	Berger Financial Group Inc	157,098	$1.13M	0.1%	N/A	0.462%
10/27/2023	Acuitas Investments LLC	288,210	$2.08M	1.2%	N/A	0.847%
10/24/2023	Bank of New York Mellon Corp	76,347	$0.55M	0.0%	+3.9%	0.224%
9/21/2023	Barclays PLC	15,881	$95K	0.0%	-55.9%	0.047%
9/1/2023	Portside Wealth Group LLC	227,256	$1.36M	0.1%	N/A	0.668%
8/15/2023	Wells Fargo & Company MN	136,779	$0.82M	0.0%	-5.5%	0.402%
8/15/2023	Walleye Capital LLC	18,114	$0.11M	0.0%	N/A	0.053%
8/15/2023	XTX Topco Ltd	17,228	$0.10M	0.0%	N/A	0.051%
8/15/2023	Y Intercept Hong Kong Ltd	24,616	$0.15M	0.0%	N/A	0.072%
8/15/2023	Goldman Sachs Group Inc.	39,590	$0.24M	0.0%	-70.7%	0.116%
8/15/2023	RBF Capital LLC	449,917	$2.69M	0.2%	+6.1%	1.322%
8/15/2023	Stifel Financial Corp	292,666	$1.75M	0.0%	+52.6%	0.860%
8/14/2023	PDT Partners LLC	22,518	$0.13M	0.0%	N/A	0.066%
8/14/2023	Ergoteles LLC	27,800	$0.17M	0.0%	N/A	0.082%
8/14/2023	Tower Research Capital LLC TRC	8,310	$50K	0.0%	+195.9%	0.024%
8/14/2023	Schonfeld Strategic Advisors LLC	10,900	$65K	0.0%	N/A	0.032%
8/14/2023	Marshall Wace LLP	14,800	$88K	0.0%	N/A	0.043%
8/14/2023	State of Wisconsin Investment Board	148,900	$0.89M	0.0%	+7.4%	0.437%
8/14/2023	State Street Corp	331,064	$1.98M	0.0%	-31.7%	0.973%
8/11/2023	Kayne Anderson Rudnick Investment Management LLC	2,156,990	$12.88M	0.0%	+1.6%	6.365%
8/11/2023	Renaissance Technologies LLC	152,669	$0.91M	0.0%	-20.6%	0.450%
8/11/2023	BlackRock Inc.	1,299,214	$7.76M	0.0%	-52.8%	3.834%
8/11/2023	Brandywine Global Investment Management LLC	13,070	$78K	0.0%	N/A	0.039%
8/11/2023	Clearbridge Investments LLC	148,375	$0.89M	0.0%	-27.2%	0.438%
8/11/2023	Geode Capital Management LLC	285,295	$1.70M	0.0%	-48.6%	0.842%
8/11/2023	Tejara Capital Ltd	477,651	$2.85M	1.4%	-9.9%	1.409%
8/11/2023	Northern Trust Corp	46,942	$0.28M	0.0%	-78.2%	0.139%
8/10/2023	Charles Schwab Investment Management Inc.	77,344	$0.46M	0.0%	-45.1%	0.228%
8/9/2023	Dimensional Fund Advisors LP	343,884	$2.05M	0.0%	+46.9%	1.015%
8/7/2023	Mirabella Financial Services LLP	18,697	$0.11M	0.0%	N/A	0.055%
8/3/2023	Barclays PLC	15,881	$95K	0.0%	-55.9%	0.047%
8/3/2023	Bank of New York Mellon Corp	73,482	$0.44M	0.0%	-53.0%	0.217%
8/2/2023	Bank of Montreal Can	845,275	$5.08M	0.0%	N/A	2.494%
8/1/2023	Portside Wealth Group LLC	227,256	$1.36M	0.0%	N/A	0.671%
7/27/2023	Virtu Financial LLC	13,306	$79K	0.0%	N/A	0.039%
7/27/2023	EA Series Trust	41,541	$0.25M	0.0%	N/A	0.123%
7/10/2023	Versant Capital Management Inc	16,522	$99K	0.0%	+23.4%	0.049%
7/10/2023	AE Wealth Management LLC	13,525	$81K	0.0%	N/A	0.040%
5/18/2023	JPMorgan Chase & Co.	21,798	$84K	0.0%	+36.4%	0.064%
5/17/2023	Long Focus Capital Management LLC	743,355	$2.87M	0.2%	N/A	2.193%
5/16/2023	Kayne Anderson Rudnick Investment Management LLC	2,123,431	$8.20M	0.0%	+0.5%	6.266%
5/16/2023	Susquehanna International Group LLP	51,968	$0.20M	0.0%	+151.9%	0.153%
5/16/2023	RBF Capital LLC	423,968	$1.64M	0.1%	+85.9%	1.251%
5/16/2023	State Street Corp	484,911	$1.87M	0.0%	-1.4%	1.431%
5/16/2023	Squarepoint Ops LLC	27,446	$0.11M	0.0%	-44.5%	0.081%
5/16/2023	Geode Capital Management LLC	554,904	$2.14M	0.0%	+5.1%	1.638%
5/16/2023	AQR Capital Management LLC	232,618	$0.90M	0.0%	+58.2%	0.687%
5/15/2023	Cubist Systematic Strategies LLC	39,183	$0.15M	0.0%	-20.7%	0.116%

Data available starting January 2016

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.

Today's Range

Now: $2.29

$2.28

$2.46

50 Day Range

MA: $3.05

$2.13

$4.02

52 Week Range

Now: $2.29

$2.05

$7.73

Volume

127,938 shs

Average Volume

219,653 shs

Market Capitalization

$79.14 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.26

Who are the company insiders with the largest holdings of Oportun Financial?: Oportun Financial's top insider investors include:
Jonathan Aaron Coblentz (CFO)
Aida Alvarez (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:
Versant Capital Management Inc — 0.09%
Learn More about top institutional investors of Oportun Financial stock.
Which institutional investors are buying Oportun Financial stock?: In the previous quarter, OPRT stock was purchased by institutional investors including:
Versant Capital Management Inc