Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oportun Finl Corp (OPRT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — OPRT

Based on 123 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
123 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 — +31% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+31% 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.
🟡

Slight buying edge — 51% buying

71 buying67 selling
Last quarter: 71 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new OPRT position: 30 → 32 → 19 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 15% medium ■ 33% new
64 out of 123 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.
➡️

Steady discovery — ~34 new funds/quarter

25 → 30 → 32 → 19 → 34 new funds/Q
New funds entering each quarter: 30 → 32 → 19 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 32% newcomers

■ 65% veterans ■ 3% 1-2yr ■ 32% new
Entry-cohort mix of 127 holders: 82 (65%) are 2+ year veterans, 4 entered 1–2 years ago, and 41 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
33 of 122 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — OPRT

In 2026 Q1, 71 hedge funds were net buyers of OPRT (34 opened a new position, 37 added to an existing one), while 67 reduced or exited (39 trimmed, 28 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 36% of total institutional value in OPRT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 123.

Hedge Fund Ownership: OPRT

How many hedge funds hold OPRT — quarterly history vs. share price
Quarterly hedge fund ownership of OPRT vs. share price

Market Analysis: OPRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OPRT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Oportun Finl Corp (OPRT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OPRT has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
OPRT
nan%
XLF
+8.5%

OPRT outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
OPRT
nan%
XLF
+4.8%

Since the filing became public, OPRT outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: OPRT
122 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 117 4.27%
13F Shares 36M 34M 4.92%
Total Value $164M $179M -8.35%
New Positions 33 19 +14
Increased Positions 36 49 -13
Closed Positions 28 25 +3
Reduced Positions 39 30 +9
Total Calls 2 1 100.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.5 2.0 Bearish

Statistics: OPRT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

122 + 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:
Top 25 OPRT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forager Capital Management, LLC 7.72% 3,361,726 $15.5M
2 Simcoe Capital LLC 4.24% 1,002,271 $4.6M
3 Findell Capital Management LLC 3.71% 2,748,300 $12.7M
4 Meros Investment Management, LP 1.45% 726,385 $3.3M
5 Cannell Capital LLC 1.06% 372,697 $1.7M
6 Summa Corp. 0.76% 396,766 $1.8M
7 Arbiter Partners Capital Management LLC 0.51% 192,106 $886K
8 Long Focus Capital Management, LLC 0.18% 1,515,777 $7.0M
9 EMG Holdings, L.P. 0.16% 139,172 $642K
10 DAG Ventures, LLC 0.14% 38,452 $177K
11 Integrated Quantitative Investments LLC 0.08% 91,312 $421K
12 MYDA Advisors LLC 0.08% 99,270 $458K
13 Berger Financial Group, Inc 0.06% 243,575 $1.1M
14 Globeflex Capital L P 0.06% 81,800 $377K
15 Castleview Partners, LLC 0.05% 22,093 $102K
16 Boothbay Fund Management, LLC 0.05% 859,329 $4.0M
17 Segall Bryant & Hamill, LLC 0.05% 638,592 $3.0M
18 R Squared Ltd 0.03% 12,973 $60K
19 Odyssean, LLC 0.03% 18,912 $87K
20 Bridgeway Capital Management, LLC 0.03% 334,123 $1.5M
21 Legato Capital Management LLC 0.02% 59,219 $273K
22 State of Wyoming 0.02% 39,090 $180K
23 Neuberger Berman Group LLC 0.01% 3,809,912 $17.6M
24 Abel Hall, LLC 0.01% 12,355 $57K
25 Trexquant Investment LP 0.01% 333,569 $1.5M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 51% buying: Last quarter: 71 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OPRT holders?

Strong quality — 36% AUM from major funds: 33 of 122 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OPRT?

52% of holders stayed for 2+ years: 64 out of 123 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.

Is it too late to buy Oportun Finl Corp (OPRT) following the 2026 Q1 hedge fund 13F filings?

As of today, OPRT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), OPRT has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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