OPRT Insider Trading

Insider Ownership Percentage: 9.30%
Insider Buying (Last 12 Months): $159,825.84
Insider Selling (Last 12 Months): $32,845.25

Oportun Financial Insider Trading History Chart

This chart shows the insider buying and selling history at Oportun Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Oportun Financial Share Price & Price History

Current Price: $3.93
Price Change: Price Increase of +0.07 (1.81%)
As of 12/20/2024 06:31 PM ET

This chart shows the closing price history over time for OPRT up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Oportun Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/13/2024Mohit DaswaniDirectorBuy7,420$3.90$28,938.0041,924View SEC Filing Icon  
12/11/2024R Neil WilliamsDirectorBuy25,000$3.87$96,750.00140,338View SEC Filing Icon  
12/10/2024Patrick KirschtInsiderSell8,403$3.80$31,931.40333,360View SEC Filing Icon  
11/27/2024Raul VazquezCEOBuy8,844$3.86$34,137.841,257,328View SEC Filing Icon  
9/10/2024Casey MuellerInsiderSell373$2.45$913.85200,902View SEC Filing Icon  
3/20/2023Jonathan Aaron CoblentzCFOBuy40,000$3.62$144,800.00195,939View SEC Filing Icon  
3/16/2023Jonathan Aaron CoblentzCFOBuy10,000$2.63$26,300.00105,939View SEC Filing Icon  
6/2/2022Aida AlvarezDirectorSell18,181$11.46$208,354.2618,874View SEC Filing Icon  
3/14/2022Louis MiramontesDirectorSell5,357$13.76$73,712.32View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Oportun Financial (NASDAQ:OPRT)

82.70% of Oportun Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at OPRT by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Oportun Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2024SkyView Investment Advisors LLC107,500$0.30M0.1%+59.3%0.299%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC311,450$0.88M0.0%+4.9%0.866%Search for SEC Filing on Google Icon
11/15/2024XTX Topco Ltd10,322$29K0.0%-25.0%0.029%Search for SEC Filing on Google Icon
11/15/2024RBF Capital LLC978,079$2.75M0.1%+82.9%2.719%Search for SEC Filing on Google Icon
11/15/2024Jacobs Levy Equity Management Inc.176,118$0.50M0.0%-36.2%0.490%Search for SEC Filing on Google Icon
11/14/2024Walleye Capital LLC60,738$0.17M0.0%-37.9%0.170%Search for SEC Filing on Google Icon
11/8/2024Connor Clark & Lunn Investment Management Ltd.18,565$52K0.0%N/A0.052%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC110,620$0.31M0.0%+5.4%0.310%Search for SEC Filing on Google Icon
9/16/2024Cubist Systematic Strategies LLC23,108$67K0.0%-17.7%0.065%Search for SEC Filing on Google Icon
8/16/2024SkyView Investment Advisors LLC67,500$0.20M0.0%+28.6%0.190%Search for SEC Filing on Google Icon
8/15/2024Long Focus Capital Management LLC1,740,777$5.05M0.2%+6.0%4.891%Search for SEC Filing on Google Icon
8/15/2024Millennium Management LLC1,507,012$4.37M0.0%+26.4%4.234%Search for SEC Filing on Google Icon
8/14/2024Cubist Systematic Strategies LLC23,108$67K0.0%-17.7%0.065%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP274,969$0.80M0.0%+53.3%0.773%Search for SEC Filing on Google Icon
8/12/2024EMG Holdings L.P.711,631$2.06M1.0%-67.8%2.000%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC227,000$0.66M0.0%+16.1%0.638%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP582,391$1.69M0.0%-0.7%1.636%Search for SEC Filing on Google Icon
8/8/2024Federated Hermes Inc.50,000$0.15M0.0%-44.4%0.140%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.37,161$0.11M0.0%-15.6%0.104%Search for SEC Filing on Google Icon
8/6/2024Acadian Asset Management LLC781,787$2.27M0.0%-3.9%2.197%Search for SEC Filing on Google Icon
8/5/2024Acuitas Investments LLC543,634$1.58M0.8%N/A1.528%Search for SEC Filing on Google Icon
8/1/2024Flaharty Asset Management LLC35,000$0.10M0.0%+75.0%0.098%Search for SEC Filing on Google Icon
5/20/2024Virtu Financial LLC13,152$32K0.0%-40.1%0.037%Search for SEC Filing on Google Icon
5/16/2024Jacobs Levy Equity Management Inc.261,595$0.64M0.0%-15.0%0.735%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio15,103$37K0.0%+30.4%0.042%Search for SEC Filing on Google Icon
5/10/2024Acadian Asset Management LLC813,254$1.98M0.0%+11.2%2.285%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.1,293,535$3.14M0.0%-7.2%3.635%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC97,432$0.24M0.0%+8.2%0.274%Search for SEC Filing on Google Icon
4/3/2024Versant Capital Management Inc30,601$74K0.0%+85.2%0.089%Search for SEC Filing on Google Icon
2/21/2024Findell Capital Management LLC2,000,000$7.82M4.9%N/A5.843%Search for SEC Filing on Google Icon
2/15/2024Park West Asset Management LLC565,235$2.21M0.2%-57.9%1.651%Search for SEC Filing on Google Icon
2/14/2024Findell Capital Management LLC2,000,000$7.82M5.2%N/A5.843%Search for SEC Filing on Google Icon
2/13/2024EMG Holdings L.P.2,484,149$9.71M1.6%-0.4%7.257%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC14,594$57K0.0%+7,197.0%0.043%Search for SEC Filing on Google Icon
2/9/2024Dynamic Technology Lab Private Ltd16,997$66K0.0%N/A0.050%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC110,411$0.43M0.0%+350.4%0.323%Search for SEC Filing on Google Icon
2/7/2024Summa Corp.563,808$2.20M1.5%N/A1.647%Search for SEC Filing on Google Icon
2/5/2024Flaharty Asset Management LLC40,000$0.16M0.0%+900.0%0.117%Search for SEC Filing on Google Icon
1/31/2024Federated Hermes Inc.80,800$0.32M0.0%+61.0%0.236%Search for SEC Filing on Google Icon
1/26/2024Cerity Partners LLC94,872$0.37M0.0%+291.0%0.277%Search for SEC Filing on Google Icon
1/12/2024SG Americas Securities LLC10,198$40K0.0%N/A0.030%Search for SEC Filing on Google Icon
12/19/2023Public Employees Retirement System of Ohio5,382$39K0.0%N/A0.016%Search for SEC Filing on Google Icon
12/6/2023Citigroup Inc.89,450$0.65M0.0%+21,717.1%0.261%Search for SEC Filing on Google Icon
11/15/2023Tejara Capital Ltd502,651$3.63M2.1%+5.2%1.468%Search for SEC Filing on Google Icon
11/14/2023Corton Capital Inc.14,888$0.11M0.1%N/A0.044%Search for SEC Filing on Google Icon
11/14/2023Trexquant Investment LP48,069$0.35M0.0%N/A0.141%Search for SEC Filing on Google Icon
11/13/2023Connor Clark & Lunn Investment Management Ltd.27,455$0.20M0.0%N/A0.081%Search for SEC Filing on Google Icon
11/13/2023Kayne Anderson Rudnick Investment Management LLC2,145,402$15.49M0.0%-0.5%6.303%Search for SEC Filing on Google Icon
11/13/2023Federated Hermes Inc.50,189$0.36M0.0%-37.3%0.147%Search for SEC Filing on Google Icon
11/13/2023Clearbridge Investments LLC110,560$0.80M0.0%-25.5%0.325%Search for SEC Filing on Google Icon
11/13/2023Acadian Asset Management LLC538,627$3.89M0.0%+407.6%1.582%Search for SEC Filing on Google Icon
11/13/2023Tejara Capital Ltd502,651$3.63M2.7%+5.2%1.477%Search for SEC Filing on Google Icon
11/9/2023Institutional Venture Management XIV LLC3,047,831$22.01M32.5%-10.6%8.953%Search for SEC Filing on Google Icon
11/9/2023Citigroup Inc.89,450$0.65M0.0%+21,717.1%0.263%Search for SEC Filing on Google Icon
11/8/2023Janney Montgomery Scott LLC15,443$0.11M0.0%N/A0.045%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC36,952$0.27M0.0%+132.7%0.109%Search for SEC Filing on Google Icon
11/3/2023Berger Financial Group Inc157,098$1.13M0.1%N/A0.462%Search for SEC Filing on Google Icon
10/27/2023Acuitas Investments LLC288,210$2.08M1.2%N/A0.847%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp76,347$0.55M0.0%+3.9%0.224%Search for SEC Filing on Google Icon
9/21/2023Barclays PLC15,881$95K0.0%-55.9%0.047%Search for SEC Filing on Google Icon
9/1/2023Portside Wealth Group LLC227,256$1.36M0.1%N/A0.668%Search for SEC Filing on Google Icon
8/15/2023RBF Capital LLC449,917$2.69M0.2%+6.1%1.322%Search for SEC Filing on Google Icon
8/11/2023Kayne Anderson Rudnick Investment Management LLC2,156,990$12.88M0.0%+1.6%6.365%Search for SEC Filing on Google Icon
8/11/2023Brandywine Global Investment Management LLC13,070$78K0.0%N/A0.039%Search for SEC Filing on Google Icon
8/11/2023Clearbridge Investments LLC148,375$0.89M0.0%-27.2%0.438%Search for SEC Filing on Google Icon
8/11/2023Tejara Capital Ltd477,651$2.85M1.4%-9.9%1.409%Search for SEC Filing on Google Icon
8/7/2023Mirabella Financial Services LLP18,697$0.11M0.0%N/A0.055%Search for SEC Filing on Google Icon
8/2/2023Bank of Montreal Can845,275$5.08M0.0%N/A2.494%Search for SEC Filing on Google Icon
8/1/2023Portside Wealth Group LLC227,256$1.36M0.0%N/A0.671%Search for SEC Filing on Google Icon
7/27/2023Virtu Financial LLC13,306$79K0.0%N/A0.039%Search for SEC Filing on Google Icon
7/27/2023EA Series Trust41,541$0.25M0.0%N/A0.123%Search for SEC Filing on Google Icon
7/10/2023Versant Capital Management Inc16,522$99K0.0%+23.4%0.049%Search for SEC Filing on Google Icon
7/10/2023AE Wealth Management LLC13,525$81K0.0%N/A0.040%Search for SEC Filing on Google Icon
5/17/2023Long Focus Capital Management LLC743,355$2.87M0.2%N/A2.193%Search for SEC Filing on Google Icon
5/15/2023Globeflex Capital L P18,469$71K0.0%N/A0.055%Search for SEC Filing on Google Icon
5/12/2023EMG Holdings L.P.2,725,702$10.52M1.1%+301.7%8.044%Search for SEC Filing on Google Icon
5/12/2023Long Focus Capital Management LLC468,498$1.81M0.2%N/A1.383%Search for SEC Filing on Google Icon
5/12/2023Clearbridge Investments LLC203,822$0.79M0.0%-80.8%0.602%Search for SEC Filing on Google Icon
5/12/2023Martingale Asset Management L P13,600$52K0.0%-62.5%0.040%Search for SEC Filing on Google Icon
5/12/2023Tejara Capital Ltd530,068$2.05M1.0%+136.8%1.564%Search for SEC Filing on Google Icon
5/11/2023Acadian Asset Management LLC106,792$0.41M0.0%-61.4%0.315%Search for SEC Filing on Google Icon
5/9/2023US Bancorp DE13,291$51K0.0%-13.5%0.039%Search for SEC Filing on Google Icon
5/8/2023Federated Hermes Inc.180,000$0.70M0.0%+80.0%0.531%Search for SEC Filing on Google Icon
4/28/2023SG Americas Securities LLC15,823$61K0.0%N/A0.047%Search for SEC Filing on Google Icon
4/10/2023Versant Capital Management Inc13,384$52K0.0%+30.6%0.040%Search for SEC Filing on Google Icon
3/23/2023MetLife Investment Management LLC15,022$83K0.0%N/A0.045%Search for SEC Filing on Google Icon
2/13/2023Martingale Asset Management L P36,272$0.20M0.0%-14.4%0.109%Search for SEC Filing on Google Icon
2/10/2023Industry Ventures L.L.C.20,276$0.11M0.2%N/A0.061%Search for SEC Filing on Google Icon
2/10/2023EMG Holdings L.P.678,538$3.74M0.6%N/A2.044%Search for SEC Filing on Google Icon
2/10/2023New York Life Investment Management LLC39,500$0.22M0.0%+12.7%0.119%Search for SEC Filing on Google Icon
2/10/2023Connor Clark & Lunn Investment Management Ltd.45,342$0.25M0.0%+70.1%0.137%Search for SEC Filing on Google Icon
2/7/2023Vista Wealth Management Group LLC35,565$0.20M0.0%+37.8%0.107%Search for SEC Filing on Google Icon
1/26/2023Baker Tilly Wealth Management LLC12,270$68K0.0%N/A0.037%Search for SEC Filing on Google Icon
1/25/2023Versant Capital Management Inc10,246$56K0.0%+44.1%0.031%Search for SEC Filing on Google Icon
1/12/2023Industry Ventures L.L.C.20,276$0.11M0.2%N/A0.061%Search for SEC Filing on Google Icon
12/30/2022Versant Capital Management Inc7,108$31K0.0%+79.0%0.021%Search for SEC Filing on Google Icon
11/16/2022Alphabet Inc.94,788$0.41M0.0%N/A0.286%Search for SEC Filing on Google Icon
11/16/2022Ashford Capital Management Inc.373,298$1.63M0.2%-68.7%1.125%Search for SEC Filing on Google Icon
11/15/2022Union Square Park Capital Management LLC51,262$0.22M0.2%N/A0.154%Search for SEC Filing on Google Icon
11/15/2022Park West Asset Management LLC643,360$2.81M0.2%N/A1.938%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Oportun Financial logo
Oportun Financial Corporation provides financial services. The company offers personal loans and credit cards. It serves customers through online and over the phone, as well as through retail and Lending as a Service partner locations. The company was founded in 2005 and is headquartered in San Carlos, California.
Read More on Oportun Financial

Today's Range

Now: $3.93
Low: $3.67
High: $4.00

50 Day Range

MA: $3.24
Low: $2.41
High: $4.09

52 Week Range

Now: $3.93
Low: $2.05
High: $4.60

Volume

460,288 shs

Average Volume

229,097 shs

Market Capitalization

$141.37 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.17

Who are the company insiders with the largest holdings of Oportun Financial?

Oportun Financial's top insider investors include:
  1. Raul Vazquez (CEO)
  2. Patrick Kirscht (Insider)
  3. Casey Mueller (Insider)
  4. Jonathan Aaron Coblentz (CFO)
  5. R Neil Williams (Director)
  6. Mohit Daswani (Director)
Learn More about top insider investors at Oportun Financial.

Who are the major institutional investors of Oportun Financial?

Oportun Financial's top institutional investors include:
  1. RBF Capital LLC — 2.72%
  2. Geode Capital Management LLC — 0.87%
  3. Jacobs Levy Equity Management Inc. — 0.49%
  4. Empowered Funds LLC — 0.31%
  5. SkyView Investment Advisors LLC — 0.30%
  6. Walleye Capital LLC — 0.17%
Learn More about top institutional investors of Oportun Financial stock.

Which institutional investors are selling Oportun Financial stock?

Within the previous quarter, OPRT stock was sold by these institutional investors:
  1. Jacobs Levy Equity Management Inc.
  2. Walleye Capital LLC
  3. XTX Topco Ltd
In the last year, company insiders that have sold Oportun Financial company stock include:
  1. Raul Vazquez (CEO)
  2. Patrick Kirscht (Insider)
Learn More investors selling Oportun Financial stock.

Which institutional investors are buying Oportun Financial stock?

In the last quarter, OPRT stock was bought by institutional investors including:
  1. RBF Capital LLC
  2. SkyView Investment Advisors LLC
  3. Connor Clark & Lunn Investment Management Ltd.
  4. Geode Capital Management LLC
  5. Empowered Funds LLC
In the previous year, these company insiders have bought Oportun Financial stock:
  1. Raul Vazquez (CEO)
  2. Patrick Kirscht (Insider)
  3. Casey Mueller (Insider)
  4. Jonathan Aaron Coblentz (CFO)
Learn More investors buying Oportun Financial stock.