Oportun Financial Corp
Total Trades
13
Buys
5
Sells
7
Largest Trade
$100K–$500K
Insiders
8
Institutional Funds
90
Inst. Value
$1M+
Activist Filings
38
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Layton Kathleen I. | Chief Legal Officer | SELL | $15K–$50K | 4K | $6.64 | Sep 11, 2025 |
| Mueller Casey | Global Controller … | SELL | $100K–$500K | 26K | $5.99 | Mar 12, 2025 |
| Kirscht Patrick | Chief Credit Officer | SELL | $100K–$500K | 45K | $5.99 | Mar 12, 2025 |
| Layton Kathleen I. | Chief Legal Officer | SELL | $50K–$100K | 13K | $5.99 | Mar 12, 2025 |
| COBLENTZ JONATHAN AARON | CFO & Chief Admin … | BUY | $50K–$100K | 26K | $3.91 | Dec 2, 2024 |
| Vazquez Raul | CEO | BUY | $15K–$50K | 9K | $3.86 | Dec 2, 2024 |
| Institutional Venture Management XIV, LLC | 10% Owner | SELL | $100K–$500K | 50K | $7.31 | Sep 7, 2023 |
| COBLENTZ JONATHAN AARON | CFO & Chief Admin … | BUY | $100K–$500K | 100K | $3.26 | Mar 20, 2023 |
| COBLENTZ JONATHAN AARON | CFO & Chief Admin … | BUY | $100K–$500K | 38K | $6.49 | Nov 14, 2022 |
| Vazquez Raul | CEO | BUY | $100K–$500K | 53K | $6.58 | Nov 14, 2022 |
| ALVAREZ AIDA | Director | SELL | $100K–$500K | 18K | $11.46 | Jun 3, 2022 |
| ALVAREZ AIDA | Director | EXERCISE | $15K–$50K | 18K | $1.32 | Jun 3, 2022 |
| Miramontes Louis | Director | SELL | $50K–$100K | 5K | $13.76 | Mar 15, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 90 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Neuberger Berman Group LLC | 3.9M | $1M+ | SH |
| FINDELL CAPITAL MANAGEMENT LLC | 2.6M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.1M | $1M+ | SH |
| Simcoe Capital LLC | 795K | $1M+ | SH |
| STATE STREET CORP | 743K | $1M+ | SH |
| SEGALL BRYANT & HAMILL, LLC | 652K | $1M+ | SH |
| GLYNN CAPITAL MANAGEMENT LLC | 588K | $1M+ | SH |
| ACADIAN ASSET MANAGEMENT LLC | 542K | $1M+ | SH |
| Boston Partners | 528K | $1M+ | SH |
| Summa Corp. | 397K | $1M+ | SH |
| BNP PARIBAS FINANCIAL MARKETS | 357K | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 356K | $1M+ | SH |
| VANGUARD GROUP INC | 260K | $1M+ | SH |
| BlackRock, Inc. | 253K | $1M+ | SH |
| Point72 Asset Management, L.P. | 202K | $1M+ | SH |
| Berger Financial Group, Inc | 197K | $1M+ | SH |
| Connor, Clark & Lunn Investment Management Ltd. | 173K | $500K+ | SH |
| Empowered Funds, LLC | 172K | $500K+ | SH |
| Empowered Funds, LLC | 172K | $500K+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G · Jan 30, 2026
5.1%
2.3M shares
SC 13G · Oct 17, 2025
5.5%
2.4M shares
Forager Capital Management, LLC
SC 13G · Oct 15, 2025
5.1%
2.2M shares
SC 13G/A · Aug 14, 2025
5.5%
2.4M shares
SC 13G/A · Jul 18, 2025
3.0%
1.3M shares
SC 13D/A · Jul 15, 2025
4.5%
2.0M shares
SC 13D/A · May 30, 2025
4.5%
2.0M shares
SC 13D/A · May 28, 2025
9.9%
4.4M shares
SC 13D/A · May 7, 2025
5.7%
2.1M shares
SC 13D/A · Mar 28, 2025
5.6%
2.0M shares
SC 13D/A · Mar 21, 2025
5.4%
2.0M shares
SC 13G · Mar 19, 2025
5.1%
1.8M shares
Institutional Venture Partners XIV, L.P.
SC 13G/A · Feb 14, 2025
2.3%
820K shares
LONG FOCUS CAPITAL MANAGEMENT, LLC
SC 13G/A · Feb 11, 2025
4.8%
1.7M shares
SC 13G · Nov 21, 2024
6.3%
2.4M shares
SC 13D · Nov 20, 2024
0.0%
4.0M shares
Institutional Venture Partners XIV, L.P.
SC 13G/A · Nov 14, 2024
5.8%
2.1M shares
Ellington Management Group, LLC
SC 13G/A · Oct 1, 2024
2.0%
0 shares
SC 13D/A · May 14, 2024
5.7%
2.0M shares
SC 13D/A · Apr 24, 2024
5.9%
2.0M shares
LONG FOCUS CAPITAL MANAGEMENT, LLC 46-2772035
SC 13G · Apr 17, 2024
5.0%
1.7M shares
SC 13D/A · Mar 20, 2024
5.9%
2.0M shares
SC 13D/A · Mar 11, 2024
5.9%
2.0M shares
SC 13D/A · Feb 27, 2024
5.9%
2.0M shares
SC 13G · Feb 14, 2024
9.9%
3.7M shares
Institutional Venture Partners XIV, L.P.
SC 13G/A · Feb 13, 2024
8.5%
2.9M shares
Kayne Anderson Rudnick Investment Management, LLC 95-4575414
SC 13G/A · Feb 13, 2024
0.0%
5K shares
Ellington Management Group, LLC
SC 13G/A · Jan 17, 2024
7.3%
0 shares
SC 13D · Nov 27, 2023
5.4%
1.9M shares
SC 13G/A · Jul 7, 2023
3.8%
1.3M shares
ELLINGTON MANAGEMENT GROUP, L.L.C.
SC 13G · Mar 27, 2023
8.2%
2.7M shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 95-4575414
SC 13G/A · Feb 14, 2023
6.4%
2.1M shares
SC 13G/A · Jan 30, 2023
7.8%
2.6M shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 95-4575414
SC 13G/A · Jan 9, 2023
6.4%
2.1M shares
Ashford Capital Management, Inc.
SC 13G · Feb 14, 2022
6.0%
1.7M shares
Institutional Venture Partners XIV, L.P.
SC 13G/A · Feb 14, 2022
12.0%
3.4M shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 95-4575414
SC 13G/A · Feb 11, 2022
11.8%
3.3M shares
Greylock XII Limited Partnership
SC 13G/A · Feb 11, 2022
4.7%
1.3M shares