Oportun Finl Corp (OPRT) Hedge Fund Ownership (Q2 2026)

Oportun Finl Corp (OPRT)

131 + Investors. Track Smart Money conviction in OPRT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — OPRT

Based on 132 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added OPRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

132 hedge funds hold OPRT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+26 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 63% buying

83 buying49 selling

Last quarter: 83 funds were net buyers (25 opened a brand new position + 58 added to an existing one). Only 49 were sellers (33 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 32 → 20 → 34 → 25. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 22% medium ■ 27% new

67 out of 132 hedge funds have held OPRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +31% but shares only +6% — price-driven

Value

+31%

+6%

Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

30 → 32 → 20 → 34 → 25 new funds/Q

New funds entering each quarter: 32 → 20 → 34 → 25. A growing number of institutions are discovering OPRT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 66% veterans vs 32% newcomers

■ 66% veterans ■ 2% 1-2yr ■ 32% new

Entry-cohort mix of 135 holders: 89 (66%) are 2+ year veterans, 3 entered 1–2 years ago, and 43 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

41 of 132 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in OPRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	131	123	6.5%
13F Shares	38M	36M	6.34%
Total Value	$215M	$164M	31.02%
New Positions	25	34	-9
Increased Positions	57	36	+21
Closed Positions	17	28	-11
Reduced Positions	32	39	-7
Total Calls	1	2	-50.0%
Total Puts	2	3	-33.33%
PUT/CALL Ratio	2.0	1.5	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

131

123

6.5%

13F Shares

38M

36M

6.34%

Total Value

$215M

$164M

31.02%

New Positions

-9

Increased Positions

+21

Closed Positions

-11

Reduced Positions

-7

Total Calls

-50.0%

Total Puts

-33.33%

PUT/CALL Ratio

2.0

1.5

Bearish

Institutional Holders (2026 Q2)

131 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OPRT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 OPRT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Forager Capital Management, LLC	9.69%	4,512,045	$25.8M
2	Simcoe Capital LLC	3.95%	1,134,197	$6.5M
3	Findell Capital Management LLC	2.25%	2,798,300	$16.0M
4	Meros Investment Management, LP	2.04%	1,125,231	$6.4M
5	PharVision Advisers, LLC	1.17%	10,837	$62K
6	EMG Holdings, L.P.	0.63%	139,072	$794K
7	Summa Corp.	0.53%	293,266	$1.7M
8	Union Square Park Capital Management, LLC	0.41%	200,000	$1.1M
9	Arbiter Partners Capital Management LLC	0.37%	122,106	$697K
10	Long Focus Capital Management, LLC	0.22%	1,515,777	$8.7M
11	DAG Ventures, LLC	0.18%	38,452	$220K
12	MYDA Advisors LLC	0.13%	149,114	$851K
13	Berger Financial Group, Inc	0.08%	291,041	$1.7M
14	Boothbay Fund Management, LLC	0.08%	1,101,930	$6.3M
15	Dynamic Technology Lab Private Ltd	0.07%	54,079	$309K
16	Globeflex Capital L P	0.06%	81,800	$467K
17	Integrated Quantitative Investments LLC	0.05%	58,028	$331K
18	Bridgeway Capital Management, LLC	0.04%	350,581	$2.0M
19	Neuberger Berman Group LLC	0.01%	3,893,025	$22.2M
20	Abel Hall, LLC	0.01%	14,290	$82K
21	Trexquant Investment LP	0.01%	391,710	$2.2M
22	Pinnacle Holdings, LLC	0.01%	5,727	$33K
23	PDT Partners, LLC	0.01%	30,346	$173K
24	Axq Capital, LP	0.01%	13,696	$78K
25	Martingale Asset Management L P	0.01%	59,154	$338K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Oportun Finl Corp (OPRT)

What does the Smart Money Trend signal show for OPRT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OPRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OPRT?

More buyers than sellers — 63% buying: Last quarter: 83 funds were net buyers (25 opened a brand new position + 58 added to an existing one). Only 49 were sellers (33 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OPRT holders?

Elite ownership — 48% AUM from top-100 funds: 41 of 132 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in OPRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OPRT?

51% of holders stayed for 2+ years: 67 out of 132 hedge funds have held OPRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Oportun Finl Corp (OPRT)

Smart Money Signals — OPRT

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

More buyers than sellers — 63% buying

Fewer new buyers each quarter (-9 vs last Q)

51% of holders stayed for 2+ years

Value +31% but shares only +6% — price-driven

Growing discovery — still being found

Veteran-anchored — 66% veterans vs 32% newcomers

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — OPRT

Hedge Fund Ownership: OPRT

Market Analysis: OPRT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OPRT

Hedge Fund Positioning: OPRT

Statistics: OPRT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Oportun Finl Corp (OPRT)

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