2026-09-11
AI summary pending
View Full Filing (SEC EDGAR)Oportun Financial CORP
$9.08-1.4%
+$22.7M
Net Activity
+7.73% total shares
Institutions Holding
135
Popularity Rank
#3940
Avg Weight
0.16%
Total Value
$217.3M
Market Cap
$434.6M
135 institutions currently hold OPRT, with 91 net buyers and 45 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
45
Net Buying Institutions
91
Top 5 by Value
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Across its top 20 institutional holders, OPRT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 43/100).
OPRT ranks #3940 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
OPRT is a top-conviction position for Forager Capital Management, LLC — at 9.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
State of Alaska, Department of Revenue has added to its OPRT position for two straight quarters, increasing it by $75.0K to reach $171.0K today.
OPRT is down 1.4% today, but institutions show net buying of $22.7M this quarter — a divergence between today's price move and the underlying institutional flow.
OPRT posted net income of $19.5M over the trailing twelve months, and currently trades at a P/E of 22.3.
+$38.2M
Total Buy Value
$18.2M
Total Sell Value
91
Net Buyers
45
Net Sellers
OPRT
Q2 2026
Top 5 Institutional Movers
OPRT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
4
Filings (90d)
$265K
Total Est. Value
35K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Schueller Joseph Andrew | 2026-09-11 | $22K |
| Schueller Joseph Andrew | 2026-09-10 | $22K |
| Layton Kathleen I. | 2026-09-10 | $33K |
| Kirscht Patrick | 2026-08-12 | $188K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| McLaren Harbor, LLC | 13G/A | 2026-08-14 | 0.0% |
| Forager Capital Management, LLC | 13G/A | 2026-07-23 | 9.8% |
| Integrated Core Strategies (US) LLC | 13G/A | 2026-07-13 | 2.1% |
4
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)On August 19, 2026, the compensation committee of Oportun Financial's board approved an updated executive severance and change-in-control policy, replacing a version in place since November 2018. The policy covers CEO Douglas Bland and other senior leaders — including Chief Legal Officer Kathleen Layton, Controller Joseph Schueller, and Chief Risk Officer Sean Rowles — who agree in writing to participate. If a covered executive is fired without cause or resigns for “good reason,” they receive months of continued salary and company-paid health coverage plus certain bonuses and faster stock vesting; if the exit happens between 90 days before and 12 months after a change in control, payouts get richer — 18 months of salary plus 150% of target bonus for the CEO and top-tier executives, with all unvested equity accelerating. To be clear, no executives are actually departing here; the filing only refreshes the safety-net terms already on the books.
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)68376D104
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,112
Total reported value
$390.3B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,086
Total reported value
$377.7B
Held by 4086 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,178
Total reported value
$2.9T
Held by 6178 institutions — one of the most-tracked stocks on AlphaSMO
Access OPRT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/OPRTCLI
npx alphasmo stocks get OPRT