Oportun Financial Corp: which funds bought and sold

Institutions that bought and sold Oportun Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 85 institutions that filed 13F reports for both quarters added to or opened positions in Oportun Financial, and 43 cut or closed them. Together they added a net 2.9M shares, +8.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 628K shares (−4.9%); index fund managers were net buyers of 699K shares (+9.3%). 23 opened a new position and 12 sold out entirely.

Bought, Q2 2026 85 institutions, 23 of them new holders Sold, Q2 2026 43 institutions, 12 of them sold out

Net change, all compared +2.9M shares (+8.2%)

Net change, active managers −628K shares (−4.9%), 18 bought, 9 sold

Buyers versus sellers

institutions compared, 144

85 bought 16 43 sold

Active managers and hedge funds 18 bought · 9 sold · −628K

Index fund managers 9 bought · 0 sold · +699K

Other institutions 58 bought · 34 sold · +2.8M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Forager Capital Management, LLC	+1.2M +34.2%	4.5M	$25.8M
Goldman Sachs Group Inc	+468K +57.2%	1.3M	$7.3M
Meros Investment Management, LP	+399K +54.9%	1.1M	$6.4M
Citadel Advisors LLC Hedge fund	+395K +323.5%	517K	$3M
American Century Companies Inc Active manager	+372K +82.5%	823K	$4.7M
Dimensional Fund Advisors LP	+300K +22.0%	1.7M	$9.5M
Blackrock, Inc. Index funds	+293K +9.5%	3.4M	$19.2M
Boothbay Fund Management, LLC Hedge fund	+243K +28.2%	1.1M	$6.3M
Jane Street Group, LLC	+221K New position	221K	$1.3M
Mackenzie Financial Corp	+168K +34.5%	657K	$3.7M
Geode Capital Management, LLC Index funds	+133K +14.0%	1.1M	$6.2M
Simcoe Capital LLC	+132K +13.2%	1.1M	$6.5M
BNP Paribas Financial Markets	+129K +343.1%	166K	$949,316
Vanguard Capital Management LLC Index funds	+114K +7.0%	1.7M	$9.9M
Union Square Park Capital Management, LLC	+100K +100.0%	200K	$1.1M
Point72 Asset Management, L.P. Hedge fund	+88K New position	88K	$501,526
Neuberger Berman Group LLC Active manager	+83K +2.2%	3.9M	$22.2M
Thrivent Financial For Lutherans	+65K New position	65K	$372,000
AQR Capital Management LLC Hedge fund	+64K +9.3%	753K	$4.3M
Xtx Topco Ltd	+62K New position	62K	$353,860

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+395K +323.5%	517K	$3M
American Century Companies Inc Active manager	+372K +82.5%	823K	$4.7M
Boothbay Fund Management, LLC Hedge fund	+243K +28.2%	1.1M	$6.3M
Point72 Asset Management, L.P. Hedge fund	+88K New position	88K	$501,526
Neuberger Berman Group LLC Active manager	+83K +2.2%	3.9M	$22.2M
AQR Capital Management LLC Hedge fund	+64K +9.3%	753K	$4.3M
Trexquant Investment LP Hedge fund	+58K +17.4%	392K	$2.2M
Walleye Capital LLC Hedge fund	+34K New position	34K	$195,231
Algert Global LLC Hedge fund	+32K +52.1%	94K	$538,630
Graham Capital Management, L.P. Hedge fund	+23K +55.4%	65K	$369,545

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−1.3M −58.0%	946K	$5.4M
Segall Bryant & Hamill, LLC Active manager	−625K Sold out	0	—
Cannell Capital LLC	−373K Sold out	0	—
Summa Corp.	−104K −26.1%	293K	$1.7M
Connor, Clark & Lunn Investment Management Ltd.	−85K −72.3%	33K	$186,437
Marshall Wace, LLP Hedge fund	−56K −70.8%	23K	$132,091
Nuveen, LLC	−54K −35.6%	97K	$555,486
Jones Financial Companies LLLP	−51K −92.2%	4,310	$24,783
Renaissance Technologies LLC Hedge fund	−49K −48.9%	51K	$292,232
UBS Group AG	−45K −58.0%	33K	$187,985
Los Angeles Capital Management LLC Active manager	−45K Sold out	0	—
Susquehanna International Group, LLP	−45K −77.7%	13K	$73,105
Morgan Stanley	−37K −29.2%	89K	$508,990
Integrated Quantitative Investments LLC	−33K −36.5%	58K	$331,340
Campbell & Co Investment Adviser LLC	−30K Sold out	0	—
State Of Wyoming	−26K −66.1%	13K	$75,680
Castleview Partners, LLC	−22K Sold out	0	—
HSBC Holdings PLC	−20K −34.7%	39K	$220,226
Bank Of America Corp	−20K −11.9%	147K	$840,147
Odyssean, LLC	−19K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−1.3M −58.0%	946K	$5.4M
Segall Bryant & Hamill, LLC Active manager	−625K Sold out	0	—
Marshall Wace, LLP Hedge fund	−56K −70.8%	23K	$132,091
Renaissance Technologies LLC Hedge fund	−49K −48.9%	51K	$292,232
Los Angeles Capital Management LLC Active manager	−45K Sold out	0	—
Intech Investment Management LLC Active manager	−11K Sold out	0	—
PDT Partners, LLC Hedge fund	−5,087 −14.4%	30K	$173,276
D. E. Shaw & Co., Inc. Hedge fund	−1,375 −3.3%	41K	$233,299
Panagora Asset Management Inc Active manager	−143 −0.2%	68K	$385,728

New positions

largest by value

Institution	Shares	Value June 30, 2026
Jane Street Group, LLC	221K	$1.3M
Point72 Asset Management, L.P.Hedge fund	88K	$501,526
Thrivent Financial For Lutherans	65K	$372,000
Xtx Topco Ltd	62K	$353,860
Dynamic Technology Lab Private Ltd	54K	$309,000
Walleye Capital LLCHedge fund	34K	$195,231
Y-Intercept (Hong Kong) Ltd	33K	$190,428
Universal- Beteiligungs- Und Servicegesellschaft Mbh	32K	$181,806
Mariner, LLC	26K	$147,731
Squarepoint Ops LLCHedge fund	20K	$111,927

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Segall Bryant & Hamill, LLCActive manager	625K	$2.9M
Cannell Capital LLC	373K	$1.7M
Los Angeles Capital Management LLCActive manager	45K	$207,077
Campbell & Co Investment Adviser LLC	30K	$139,111
Castleview Partners, LLC	22K	$101,849
Odyssean, LLC	19K	$87,184
Flaharty Asset Management, LLC	16K	$73,760
R Squared Ltd	13K	$59,806
Intech Investment Management LLCActive manager	11K	$49,954
Mai Capital Management	1,665	$7,676

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 132
Ten largest holders: 60.8%
Index fund managers: 21.6%
Active managers and hedge funds: 32.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	18	9	4	3	−628K	−4.9%
Index fund managers	9	0	0	0	+699K	+9.3%
Other institutions	58	34	19	9	+2.8M	+19.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Oportun Financial.

Only managers that filed a holdings report for both quarters are compared (144 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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