Oportun Financial Corp

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Oportun Financial Corp
TickerOPRT
CIK #0001538716
CUSIP68376D104
SectorFinance - Finance Services
Address2 Circle Star Way, San Carlos, CA 94070
Source [EDGAR]
CIK Filing 2011 - 2024
[0001538716] 10-K
[0001538716] 10-Q
[0001538716] 3
[0001538716] 4
[0001538716] 8-K
[0001538716] D
[0001538716] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Ellington Management Group LLC Oportun Financial Corp [2023-03-27] 8.2
Ashford Capital Management Inc Oportun Financial Corp [2022-02-14] 5.97
Wellington Management Group LLP Oportun Financial Corp [2022-02-04] 7.97
Greylock XII Limited Partnership Oportun Financial Corp [2021-02-12] 0.4
BlackRock Inc Oportun Financial Corp [2021-02-02] 7.1
Greylock XII Limited Partnership Oportun Financial Corp [2020-02-14] 0.62
Putnam Investments LLC Oportun Financial Corp [2020-02-14] 7.2
Madrone Partners LP Oportun Financial Corp [2020-02-13] 7.8
FMR LLC Oportun Financial Corp [2020-02-07] 0.0
Institutional Venture Partners XIV LP Oportun Financial Corp [2020-02-05] 14.3
Kayne Anderson Rudnick Investment Management LLC Oportun Financial Corp [2019-10-09] 10.95
Form 3/4/5 Filer 2011 - 2024
Banks Roy
Oportun Financial Corp
Williams R Neil
Smith Sandra Adele
Pascarella Carl
Miramontes Louis
Lee Ginny
Barefoot Jo Ann
Welts Frederic
Strohm David N
Coblentz Jonathan Aaron
Vazquez Raul
Mueller Casey
Kirscht Patrick
Jenkins Matthew Wayne
Aristei Joan
Alvarez AIDA
Needham David Anthony
Greylock XII GP LLC
Greylock XII-A Limited Partnership
Greylock XII Limited Partnership
Madrone Capital Partners LLC
Madrone Partners, L.P.
Chaffee Todd C
Harrick Stephen J
Institutional Venture Partners XIV, L.P.
Miller J Sanford
Institutional Venture Management XIV, LLC
Phelps Dennis B
Fogelsong Norman A
Form 13F Holdings
Firm Period DFND Voting Shares
Institutional Venture Management XIV LLC [2023-03-31] SOLE 3,408,691.0 3,408,691.0
BlackRock Inc. [2023-03-31] SOLE 2,658,753.0 2,750,564.0
EMG Holdings, L.P. [2023-03-31] SOLE 2,725,702.0 2,725,702.0
Kayne Anderson Rudnick Investment Management LLC [2023-03-31] DFND 0.0 1,508,434.0
Vanguard Group Inc [2023-03-31] SOLE 0.0 1,468,122.0
Park West Asset Management LLC [2023-03-31] SOLE 1,437,706.0 1,437,706.0
Madrone Advisors, LLC [2023-03-31] SOLE 932,957.0 932,957.0
Long Focus Capital Management LLC [2023-03-31] SOLE 743,355.0 743,355.0
Kayne Anderson Rudnick Investment Management LLC [2023-03-31] SOLE 554,593.0 614,997.0
Glynn Capital Management LLC [2023-03-31] SOLE 588,233.0 588,233.0
Geode Capital Management LLC [2023-03-31] DFND 554,904.0 554,904.0
Tejara Capital Ltd [2023-03-31] SOLE 530,068.0 530,068.0
State Street Corp [2023-03-31] DFND 458,611.0 484,911.0
Millennium Management LLC [2023-03-31] SOLE 455,087.0 455,087.0
RBF Capital, LLC [2023-03-31] SOLE 423,968.0 423,968.0
AQR Capital Management LLC [2023-03-31] DFND 187,718.0 232,618.0
Morgan Stanley [2023-03-31] DFND 226,171.0 227,759.0
Northern Trust Corp [2023-03-31] DFND 1,433.0 215,121.0
Dimensional Fund Advisors LP [2023-03-31] SOLE 182,903.0 208,494.0
Clearbridge Investments LLC [2023-03-31] SOLE 203,523.0 203,822.0
Renaissance Technologies LLC [2023-03-31] SOLE 14,758.0 192,309.0
Stifel Financial Corp [2023-03-31] DFND 191,131.0 191,846.0
Citadel Advisors LLC [2023-03-31] DFND 185,284.0 185,284.0
Federated Hermes Inc [2023-03-31] DFND 180,000.0 180,000.0
Bank of New York Mellon Corp [2023-03-31] DFND 137,929.0 156,344.0
Wells Fargo & Company/MN [2023-03-31] DFND 5,226.0 144,670.0
Charles Schwab Investment Management Inc [2023-03-31] SOLE 140,884.0 140,884.0
State of Wisconsin Investment Board [2023-03-31] SOLE 138,700.0 138,700.0
Goldman Sachs Group Inc [2023-03-31] DFND 134,960.0 134,995.0
Healthcare of Ontario Pension Plan Trust Fund [2023-03-31] SOLE 134,900.0 134,900.0
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