Oportun Financial Corporation· OPRT

🇺🇸 US · MicroBroad USNASDAQ

Financial ServicesFinancial - Credit ServicesWebsite

Price: $6.01
Day: +3.62%
Mkt Cap: $275.87M
52W Range: $4.03 – $7.33
Volume: 626.7K
Beta: 1.21

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Oportun Financial Corporation

OPRT|Financial Services|Financial - Credit Services

Current price: $6

Smart Money

Dimension 5 of 5

Insider Activity, Q1 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$360.9K

Net share flow-73.7K

Purchases0 ($0)

Sales7 ($360.9K)

Top Notable Transactions

Insider

Type

Value

Date

Greylock XII GP LLC

Sale

$4.0M

Mar 3

Greylock XII GP LLC

Sale

$449.5K

Mar 3

Institutional Venture Management XIV, LLC

Sale

$365.5K

Sep 5

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership72.4%

13F share flow-10.3%

Investors holding130

+110 adding-69 reducing

New 37Inc 73Red 40Closed 29

Top Institutional Holders

Institution

Value

Change

NEUBERGER BERMAN GROUP LLC

$17.6M

-6.2%

FORAGER CAPITAL MANAGEMENT, LLC

$15.5M

+37.0%

BLACKROCK, INC.

$14.2M

-3.9%

FINDELL CAPITAL MANAGEMENT LLC

$12.7M

+3.8%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting69

Total shares held8.6M

Share flow+14.8%

15 buying8 selling

Buying 15Unchanged 46Selling 8

Top Fund Holders

Fund

Weight

Change

iSHARES TRUST

1.5M

0.01%

AMERICAN CENTURY ETF TRUST

652.5K

0.27%

+236.9K

RBB FUND, INC.

416.6K

0.27%

FIDELITY CONCORD STREET TRUST

364.2K

0.14%

+39.8K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

OPRT Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.2/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-65

Institutional Flow

50% weight

+54

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 3.2/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for OPRT

Net insider share flow by quarter (C-suite & director purchases minus sales)

Very Bearish

Heavy insider selling in Q1 2026

7 sales totaling $360.9K (73.7K shares)

Share volume is 3.7x the historical average, significantly above normal

Buying seen in 1 of 7 quarters

Notable Recent Transactions, OPRT

Top 8 highest-value recent insider trades

Greylock XII GP LLC

Insider

Sell

239,401 shares at $16.90

Mar 3, 2021$4.05M

Greylock XII GP LLC

Insider

Sell

26,599 shares at $16.90

Mar 3, 2021$449.52K

Institutional Venture Management XIV, LLC

Insider

Sell

50,000 shares at $7.31

Sep 5, 2023$365.50K

COBLENTZ JONATHAN AARON

CFO

Sell

10,400 shares at $25.00

Aug 6, 2021$260.00K

COBLENTZ JONATHAN AARON

CFO

Sell

9,197 shares at $27.50

Nov 12, 2021$252.92K

COBLENTZ JONATHAN AARON

CFO

Sell

8,362 shares at $25.50

Aug 30, 2021$213.23K

Vazquez Raul

Officer

Buy

32,320 shares at $6.46

Nov 10, 2022$208.92K

ALVAREZ AIDA

Director

Sell

18,181 shares at $11.46

Jun 2, 2022$208.35K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for OPRT

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

72.4% institutional ownership

Moderate accumulation: 110 adding vs 69 reducing

13F shares increased by 3.9%, a notable change

Position Changes

Q1 2026: how are institutions adjusting their positions?

+110 growing-69 shrinkingNet: +41

New (37)

Increased (73)

Reduced (40)

Closed (29)

Top Institutional Holders, OPRT

Largest 5 institutional positions by ownership percentage as of Q2 2026

ROOT FINANCIAL PARTNERS, LLC

Ownership

0.00%

-100.0%

CASTLEVIEW PARTNERS, LLC

Ownership

0.00%

-100.0%

FLAHARTY ASSET MANAGEMENT, LLC

Ownership

0.00%

-100.0%

IFP ADVISORS, INC

Ownership

0.00%

-100.0%

CAMPBELL & CO INVESTMENT ADVISER LLC

Ownership

0.00%

-100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 69 ETFs and mutual funds reporting

15 buying8 sellingNet: +7

Buying (15)

Unchanged (46)

Selling (8)

Very Bullish

Funds accumulating in Q2 2026

69 ETFs and mutual funds reporting

15 funds buying vs 8 selling

Top Fund Holders, OPRT

Largest 8 ETF and mutual fund positions by shares held as of latest filing

iSHARES TRUST

1.5M

Weight

0.01%

No change

AMERICAN CENTURY ETF TRUST

652.5K

Weight

0.27%

Increased

RBB FUND, INC.

416.6K

Weight

0.27%

No change

FIDELITY CONCORD STREET TRUST

364.2K

Weight

0.14%

Increased

FIDELITY COVINGTON TRUST

297.2K

Weight

1.31%

No change

VANGUARD SCOTTSDALE FUNDS

243.5K

Weight

0.01%

Increased

VANGUARD WELLINGTON FUND

127.6K

Weight

0.03%

Increased

SCHWAB STRATEGIC TRUST

96.6K

Weight

0.03%

No change

Oportun Financial Corporation· OPRT

Holdings Analysis

Insider Trading Activity

1.3Transaction History53Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings27Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History53Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings27Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights