NEW YORK STATE COMMON RETIREMENT FUND OPRT OPORTUN FINANCIAL CORP

Ownership history in NEW YORK STATE COMMON RETIREMENT FUND  ·  20 quarters on record

AI Ownership Summary

NEW YORK STATE COMMON RETIREMENT FUND reported OPORTUN FINANCIAL CORP (OPRT) in 20 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows OPRT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OPRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEW YORK STATE COMMON RETIREMENT FUND's position in OPORTUN FINANCIAL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OPRT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NEW YORK STATE COMMON RETIREMENT FUND held OPRT — position size vs. price
% of Fund (quarterly)    OPRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 13,500 0% 0.00% $77K 2026-07-29 $5.70
2026 Q1 UNCHANGED 13,500 0% 0.00% $62K 2026-05-06 $5.81
2025 Q4 UNCHANGED 13,500 0% 0.00% $71K 2026-02-12 $4.92
2025 Q3 UNCHANGED 13,500 0% 0.00% $83K 2025-11-03 $5.36
2025 Q2 ADDED 13,500 +13,267 +5694.0% 0.00% $97 2025-08-13 $6.25
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NEW YORK STATE COMMON RETIREMENT FUND and OPRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has NEW YORK STATE COMMON RETIREMENT FUND reported owning OPRT?

NEW YORK STATE COMMON RETIREMENT FUND reported OPRT across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported OPRT position in NEW YORK STATE COMMON RETIREMENT FUND's portfolio?

The largest reported portfolio weight for OPRT was 0.00% in 2025 Q2.

What is the latest reported OPRT position on this page?

The most recent filing on this page is 2026 Q2, when NEW YORK STATE COMMON RETIREMENT FUND reported 13,500 shares, equal to 0.00% of portfolio, with an estimated market value of $77K.

What does the chart on this OPRT ownership page compare?

The chart compares NEW YORK STATE COMMON RETIREMENT FUND's quarterly OPRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NEW YORK STATE COMMON RETIREMENT FUND time their OPRT position?

Based on 13F filing dates vs. subsequent OPRT price moves, NEW YORK STATE COMMON RETIREMENT FUND correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on OPRT relative to SPY over the holding period was -35.6%.

← Back to NEW YORK STATE COMMON RETIREMENT FUND Holdings