OPORTUN FINL CORP

$OPRT
13F holders
118
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 118 · Source: 13F-HR
01
Neuberger Berman Group LLC
02
Apeiron RIA LLC
03
Aspen Grove Capital, LLC
04
Evergreen Capital Management LLC
05
Callan Capital, LLC
06
Dynamic Advisor Solutions LLC
07
Leuthold Group, LLC
08
Axa S.a.
09
Carlson Capital, L.P.
10
State Street

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 118 13F holders · Pro →

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$OPRT is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.00%, with an average of 0.00% of portfolio. Largest holder: Connor, Clark & Lunn Investment Management Ltd. at 0.00%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

14 transactions · 3 filers
10 Sep 2025
Layton Kathleen I.
▼ SOLD
4,214
$6.64
S
10 Mar 2025
Mueller Casey
▼ SOLD
1,489
$5.99
S
10 Mar 2025
Mueller Casey
▼ SOLD
2,160
$5.99
S
10 Mar 2025
Mueller Casey
▼ SOLD
21,826
$5.99
S
10 Mar 2025
Mueller Casey
▼ SOLD
636
$5.99
S
10 Mar 2025
Mueller Casey
▼ SOLD
136
$5.99
S
10 Mar 2025
Kirscht Patrick
▼ SOLD
17,409
$5.99
S
10 Mar 2025
Kirscht Patrick
▼ SOLD
10,641
$5.99
S
10 Mar 2025
Kirscht Patrick
▼ SOLD
14,175
$5.99
S
10 Mar 2025
Kirscht Patrick
▼ SOLD
3,116
$5.99
S
10 Mar 2025
Layton Kathleen I.
▼ SOLD
5,372
$5.99
S
10 Mar 2025
Layton Kathleen I.
▼ SOLD
5,387
$5.99
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $OPRT in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $OPRT lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $OPRT — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:36 UTC.