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| Keyboard |
| Oportun Financial Corp | |
|---|---|
| Ticker | OPRT |
| CIK # | 0001538716 |
| CUSIP | 68376D104 |
| Sector | Finance - Finance Services |
| Address | 2 Circle Star Way, San Carlos, CA 94070 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Oportun Financial Corp | 2022-01-06 | 86.2 M | Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose |
| Progreso Financiero Holdings Inc | 2013-09-10 | 0.1 M | Exemption: 506 · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001538716] | 10-K | |
| [0001538716] | 10-Q | |
| [0001538716] | 3 | |
| [0001538716] | 4 | |
| [0001538716] | 8-K | |
| [0001538716] | D | |
| [0001538716] | SC 13D | |
| [0001538716] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Vazquez Raul
Common Stock
|
2026-03-10 | Tax withheld | 32,787 | ||
|
Kirscht Patrick
Common Stock
|
2026-03-10 | Grant | 75,047 | ||
|
Vazquez Raul
Common Stock
|
2026-03-10 | Tax withheld | 18,190 | ||
|
Layton Kathleen I
Common Stock
|
2026-03-10 | Sell | 5,556 | $4.90 | 27,224 |
|
Kirscht Patrick
Common Stock
|
2026-03-10 | Sell | 8,666 | $4.90 | 42,463 |
|
Kirscht Patrick
Common Stock
|
2026-03-10 | Sell | 14,172 | $4.90 | 69,443 |
|
Vazquez Raul
Common Stock
|
2026-03-10 | Tax withheld | 18,260 | ||
|
Layton Kathleen I
Performance Stock Units · derivative
|
2026-03-10 | Grant | 35,179 | ||
|
Kirscht Patrick
Common Stock
|
2026-03-10 | Sell | 12,099 | $4.90 | 59,285 |
|
Vazquez Raul
Common Stock
|
2026-03-10 | Tax withheld | 21,094 | ||
|
Kirscht Patrick
Performance Stock Units · derivative
|
2026-03-10 | Grant | 37,524 | ||
|
Kirscht Patrick
Common Stock
|
2026-03-10 | Sell | 19,362 | $4.90 | 94,874 |
|
Layton Kathleen I
Common Stock
|
2026-03-10 | Sell | 1,398 | $4.90 | 6,850 |
|
Layton Kathleen I
Common Stock
|
2026-03-10 | Sell | 12,401 | $4.90 | 60,765 |
|
Layton Kathleen I
Common Stock
|
2026-03-10 | Grant | 70,357 | ||
|
Schueller Joseph Andrew
Common Stock
|
2025-12-31 | Grant | 45,890 | ||
|
Kirscht Patrick
Common Stock
|
2025-12-31 | Grant | 95,603 | ||
|
Layton Kathleen I
Common Stock
|
2025-12-31 | Grant | 86,043 | ||
|
Common Stock
|
2025-09-10 | Grant | 28,090 | ||
|
Common Stock
|
2025-09-10 | Sell | 4,214 | $6.64 | 27,981 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 127 | 35,233,882 |
| 2025-12-31 | 120 | 33,375,603 |
| 2025-09-30 | 126 | 33,333,701 |
| 2025-06-30 | 106 | 31,251,239 |
| 2025-03-31 | 95 | 24,727,714 |
| 2024-12-31 | 77 | 20,692,712 |
| 2024-09-30 | 72 | 20,539,634 |
| 2024-06-30 | 71 | 20,180,488 |
| 2024-03-31 | 78 | 20,398,567 |
| 2023-12-31 | 88 | 20,557,921 |
| 2023-09-30 | 91 | 18,846,182 |
| 2023-06-30 | 93 | 22,172,570 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Y-Intercept Hong Kong Ltd | [2026-06-30] | SOLE | 33,350 | 33,350 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 21,037 | 21,037 |
| Wealth Enhancement Advisory Services LLC | [2026-06-30] | SOLE | 447 | 11,720 |
| Owl Creek Wealth Partners LLC | [2026-06-30] | SOLE | 0 | 762 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 216 |
| Gamma Investing LLC | [2026-06-30] | DFND | 147 | 147 |
| Capital Advisors Ltd LLC | [2026-06-30] | SOLE | 0 | 36 | Prev | Page 1 | Next |