13F

Stock

Oportun Finl Corp

Ticker not mapped · held by 125 managers

Reported value

$161.4M

Holders

125

+30 new · −27 exited

Holders’ est. mark

−$17.9M

Price effect on 90 books still in the name

Largest holder

$17.6M

NEUBERGER BERMAN GROUP LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
NEUBERGER BERMAN GROUP LLC3.81M$17.6M−$2.59MCut−$3.26M
Forager Capital Management, LLC3.36M$15.5M−$1.62MAdded$2.91M
BlackRock, Inc.3.08M$14.2M−$2.09MCut−$2.24M
FINDELL CAPITAL MANAGEMENT LLC2.75M$12.7M−$1.75MCut−$916.6K
MILLENNIUM MANAGEMENT LLC2.25M$10.4M−$1.29MAdded$338.5K
VANGUARD CAPITAL MANAGEMENT LLC1.63M$7.51MHeld
Long Focus Capital Management, LLC1.52M$6.99M−$1.03MCut−$1.03M
DIMENSIONAL FUND ADVISORS LP1.36M$6.29M−$768.3KAdded$313.6K
Simcoe Capital LLC1M$4.62M−$540.9KAdded$412.4K
TWO SIGMA INVESTMENTS, LP961.6K$4.43M−$425.3KAdded$1.12M
GEODE CAPITAL MANAGEMENT, LLC948.8K$4.38M−$644.9KCut−$2.33M
BOOTHBAY FUND MANAGEMENT, LLC859.3K$3.96M−$529.2KCut−$155.7K
GOLDMAN SACHS GROUP INC818.3K$3.77M−$274KAdded$1.64M
State Street752.3K$3.47M−$505.6KCut−$464.7K
Meros Investment Management, LP726.4K$3.35MNew
Icahn Capital688.8K$3.18M−$67.9KAdded$2.65M
SEGALL BRYANT & HAMILL, LLC624.8K$2.88M−$424.9KCut−$566.5K
MACKENZIE FINANCIAL CORP488.2K$2.25M−$49.9KAdded$1.89M
AMERICAN CENTURY COMPANIES INC450.9K$2.08M−$242.4KAdded$192.9K
Summa Corp.396.8K$1.83M−$270.1KCut−$270.1K
CANNELL CAPITAL LLC372.7K$1.72MNew
VANGUARD PORTFOLIO MANAGEMENT LLC362.3K$1.67MHeld
BRIDGEWAY CAPITAL MANAGEMENT, LLC334.1K$1.54M−$215.7KCut−$137.9K
Trexquant Investment LP333.6K$1.54M−$87.2KAdded$859.4K
NORTHERN TRUST CORP294.6K$1.36M−$189.5KCut−$116K
LAZARD ASSET MANAGEMENT LLC275K$1.27MNew
VANGUARD FIDUCIARY TRUST CO259.5K$1.2MHeld
Berger Financial Group, Inc243.6K$1.12M−$133.6KAdded$83.2K
Bank of New York Mellon Corp211.6K$975.6K−$143.9KCut−$227.4K
Arbiter Partners Capital Management LLC192.1K$885.6K−$96KAdded$139.1K
Empowered Funds, LLC188.9K$870.9K−$117KCut−$39.1K
BANK OF AMERICA CORP /DE/166.9K$769.6K−$78.6KAdded$158.2K
Nuveen, LLC151K$696.2K−$48.6KAdded$318.2K
JPMORGAN CHASE & CO152.6K$675.9K−$131.2KCut−$174.8K
EMG Holdings, L.P.139.2K$641.6K−$94.6KCut−$94.6K
Vanguard Global Advisers, LLC127.5K$587.7KHeld
MORGAN STANLEY125.8K$580.1K−$85.6KCut−$1.26M
Citadel122K$562.5K−$83KCut−$878.5K
Connor, Clark & Lunn Investment Management Ltd.118K$544.1K−$80.3KCut−$370.6K
BARCLAYS PLC106K$488.5K−$72.1KCut−$304.6K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC105.2K$485K−$71.5KCut−$116.6K
Renaissance Technologies100.1K$461.4K−$68.1KCut−$237.9K
Union Square Park Capital Management, LLC100K$461KNew
MYDA Advisors LLC99.3K$457.6KNew
Invesco Ltd.93.6K$431.6K−$63.7KCut−$98.1K
Integrated Quantitative Investments LLC91.3K$420.9K−$62.1KCut−$240.5K
GLOBEFLEX CAPITAL L P81.8K$377.1K−$55.6KCut−$167.2K
PRUDENTIAL FINANCIAL INC80.3K$370K−$40.1KAdded$58.1K
MARSHALL WACE, LLP79.2K$365.1K−$53.9KCut−$275K
UBS Group AG78.4K$361.5K−$53.3KCut−$149.4K
Man Group plc77.8K$358.6K−$33.8KAdded$95.3K
FULLER & THALER ASSET MANAGEMENT, INC.68K$313.7KNew
PANAGORA ASSET MANAGEMENT INC67.7K$312.1K−$45.5KCut−$42K
Legato Capital Management LLC59.2K$273K−$40.3KCut−$173.1K
MARTINGALE ASSET MANAGEMENT L P59.2K$272.7K−$40.2KCut−$40.3K
HSBC HOLDINGS PLC59K$267.2K−$47.2KCut−$47.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP57.5K$265K−$21.9KAdded$94.9K
JONES FINANCIAL COMPANIES LLLP55.6K$249KNew
RHUMBLINE ADVISERS46.7K$215.2K−$31.7KCut−$34.8K
LOS ANGELES CAPITAL MANAGEMENT LLC44.9K$207.1KNew
VOYA INVESTMENT MANAGEMENT LLC42.4K$195.4K−$28.8KCut−$31.4K
D. E. Shaw & Co., Inc.42.2K$194.7KNew
Graham Capital Management, L.P.41.7K$192K−$27.3KCut−$20.5K
State of Wyoming39.1K$180.2K−$26.6KCut−$270.9K
DAG VENTURES, LLC38.5K$177.3K−$26.1KCut−$26.1K
BNP PARIBAS FINANCIAL MARKETS37.5K$173K−$25.5KCut−$1.72M
Russell Investments Group, Ltd.37.2K$171.5K−$25.3KCut−$624.4K
PDT Partners, LLC35.4K$163.3K−$24.1KCut−$198.2K
DEUTSCHE BANK AG\34.7K$160.1KNew
Cerity Partners LLC32.6K$150.1K−$16.5KAdded$21.7K
Campbell & CO Investment Adviser LLC30.2K$139.1K−$20.5KCut−$249.5K
SEI INVESTMENTS CO28.1K$129.5K−$19.1KCut−$19.1K
STATE OF WISCONSIN INVESTMENT BOARD27K$124.6K−$18.4KCut−$108.3K
Castleview Partners, LLC22.1K$101.8KNew
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19.2K$88.4K−$12.7KCut−$10.5K
Odyssean, LLC18.9K$87.2K−$12.9KCut−$12.9K
CWM, LLC17.9K$82.4K$221Added$82.4K
Flaharty Asset Management, LLC16K$73.8K−$10.9KCut−$10.9K
WELLS FARGO & COMPANY/MN15.3K$70.6K−$10.4KCut−$169.7K
MetLife Investment Management, LLC14.7K$67.9K−$8.73KAdded$36
Brooklyn Investment Group14.2K$65.3KNew
Centiva Capital, LP14K$64.5K−$9.52KCut−$9.52K
NEW YORK STATE COMMON RETIREMENT FUND13.5K$62.2K−$9.18KCut−$9.18K
Fidelity13.4K$61.9K−$1.93KAdded$46.9K
R Squared Ltd13K$59.8K−$8.82KCut−$29.8K
Abel Hall, LLC12.4K$57KNew
INTECH INVESTMENT MANAGEMENT LLC10.8K$50K−$7.37KCut−$40.6K
MANUFACTURERS LIFE INSURANCE COMPANY, THE10.8K$49.9K−$7.37KCut−$16.7K
MERCER GLOBAL ADVISORS INC /ADV10.7K$49.3KNew
Police & Firemen's Retirement System of New Jersey10.4K$48K−$7.08KCut−$7.08K
Pinnacle Holdings, LLC5.73K$26.4KNew
SIMPLEX TRADING, LLC5.31K$24.5K−$1.3KAdded$14.3K
Legal & General Group Plc3.63K$16.7K−$2.47KCut−$2.47K
Ameritas Investment Partners, Inc.3.42K$15.8K−$2.32KCut−$2.32K
Tower Research Capital LLC (TRC)2.93K$13.5K−$1.4KAdded$2.6K
GROUP ONE TRADING LLC2.55K$11.7K−$1.73KCut−$2.99K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2.53K$11.7K−$61Added$11.2K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2.19K$10.1K−$1.49KCut−$3.09K
CITIGROUP INC1.89K$8.71K−$1.29KCut−$112.2K
MAI Capital Management1.67K$7.68K−$13Added$7.58K
Sterling Capital Management LLC1.34K$6.18K−$912Cut−$6.17K
Allworth Financial LP1.03K$4.74KNew
Owl Creek Wealth Partners LLC762$3.51KHeld
Arax Advisory Partners573$2.64K−$2Added$2.63K
ROYAL BANK OF CANADA477$2K−$599Cut−$4K
Parallel Advisors, LLC388$1.79KNew
ROTHSCHILD INVESTMENT LLC359$1.66KNew
PNC Financial Services Group, Inc.337$1.55K−$63Added$1.06K
Root Financial Partners, LLC320$1.48KNew
EverSource Wealth Advisors, LLC187$862New
GAMMA Investing LLC156$719−$106Cut−$122
OSAIC HOLDINGS, INC.100$461New
JPL Wealth Management, LLC72$332New
SJS Investment Consulting Inc.67$309New
Farther Finance Advisors, LLC66$302New
ALGERT GLOBAL LLC62K$286New
PRICE T ROWE ASSOCIATES INC /MD/31.7K$147−$16Added$20
State of Alaska, Department of Revenue21K$96−$8Added$38
Transamerica Financial Advisors, LLC15$69New
SBI Securities Co., Ltd.11$51−$7Cut−$224
HARBOR CAPITAL ADVISORS, INC.10.6K$49New
Essential Partners LLC6$28New
IFP Advisors, Inc3$14New
Caitong International Asset Management Co., Ltd1$5New
Capital Advisors, Ltd. LLC36$0$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.