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 - 2025
[0001538716] 10-K
[0001538716] 10-Q
[0001538716] 3
[0001538716] 4
[0001538716] 8-K
[0001538716] D
[0001538716] SC 13D
[0001538716] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Millennium Management LLC Oportun Financial Corp [2025-03-19] 0.0
Castlelake LP Oportun Financial Corp [2024-11-21] 6.3
NB Alternatives Advisers LLC Oportun Financial Corp [2024-11-20] 0.9
Long Focus Capital Management LLC Oportun Financial Corp [2024-04-17] 5.0
NB Alternatives Advisers LLC Oportun Financial Corp [2024-02-14] 0.9
Findell Capital Partners LP Oportun Financial Corp [2023-11-27] 5.4
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 - 2025
Schueller Joseph Andrew
Oportun Financial Corp
Wilcox Warren
Daswani Mohit
Lee Ginny
Minetti Carlos
Miramontes Louis
Tambor Richard N.
Smith Sandra Adele
Barefoot Jo Ann
Layton Kathleen I.
Vazquez Raul
Kirscht Patrick
Coblentz Jonathan Aaron
Mueller Casey
Williams R Neil
Parker Scott T
Pascarella Carl
Jenkins Matthew Wayne
Fogelsong Norman A
Institutional Venture Partners XIV, L.P.
Chaffee Todd C
Harrick Stephen J
Phelps Dennis B
Miller J Sanford
Maltz Jules A.
Institutional Venture Management XIV, LLC
Aristei Joan
Strohm David N
Welts Frederic
Banks Roy
Alvarez AIDA
Needham David Anthony
Greylock XII GP LLC
Greylock XII-A Limited Partnership
Greylock XII Limited Partnership
Madrone Partners, L.P.
Madrone Capital Partners LLC
Form 13F Holdings
Firm Period DFND Voting Shares
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Findell Capital Management LLC [2025-06-30] SOLE 2,836,300 2,836,300
BlackRock, Inc. [2025-06-30] SOLE 2,333,055 2,532,943
Portolan Capital Management LLC [2025-06-30] SOLE 1,619,470 1,619,470
Cannell Capital LLC [2025-06-30] SOLE 1,601,244 1,601,244
Vanguard Group Inc [2025-06-30] SOLE 0 1,592,766
Long Focus Capital Management LLC [2025-06-30] SOLE 1,515,777 1,515,777
Millennium Management LLC [2025-06-30] SOLE 1,333,050 1,333,050
Boothbay Fund Management LLC [2025-06-30] OTR 0 1,032,743
Dimensional Fund Advisors LP [2025-06-30] SOLE 770,674 801,524
Geode Capital Management LLC [2025-06-30] DFND 776,844 776,844
Acuitas Investments LLC [2025-06-30] OTR 0 741,441
Two Sigma Advisers LP [2025-06-30] SOLE 651,300 674,400
Citadel Advisors LLC [2025-06-30] DFND 618,231 618,231
Glynn Capital Management LLC [2025-06-30] SOLE 588,233 588,233
Marshall Wace LLP [2025-06-30] OTR 0 575,110
Summa Corp [2025-06-30] SOLE 565,338 565,338
Two Sigma Investments LP [2025-06-30] SOLE 502,592 502,592
Boston Partners [2025-06-30] DFND 489,166 489,166
Invesco Ltd. [2025-06-30] DFND 0 484,492
Centerbook Partners LP [2025-06-30] SOLE 412,018 412,018
State Street Corp [2025-06-30] DFND 351,015 394,215
Connor Clark & Lunn Investment Management Ltd [2025-06-30] SOLE 388,504 388,504
Renaissance Technologies LLC [2025-06-30] SOLE 347,800 347,800
Bridgeway Capital Management LLC [2025-06-30] SOLE 262,911 262,911
JPMorgan Chase & Co [2025-06-30] DFND 232,502 248,324
Northern Trust Corp [2025-06-30] DFND 233,061 233,061
Kennedy Capital Management LLC [2025-06-30] SOLE 230,214 230,214
Morgan Stanley [2025-06-30] DFND 225,575 225,778
Berger Financial Group Inc [2025-06-30] SOLE 0 196,543
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