OPRT Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 9.30%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $913.85

Oportun Financial Insider Trading History Chart

Oportun Financial Share Price & Price History

^$2.66

▼ -0.02 (-0.75%)

As of 11/4/2024 01:00 AM ET

Days: 30 | 90 | 365

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Oportun Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/10/2024	Casey Mueller	Insider	Sell	373	$2.45	$913.85	200,902
3/20/2023	Jonathan Aaron Coblentz	CFO	Buy	40,000	$3.62	$144,800.00	195,939
3/16/2023	Jonathan Aaron Coblentz	CFO	Buy	10,000	$2.63	$26,300.00	105,939
6/2/2022	Aida Alvarez	Director	Sell	18,181	$11.46	$208,354.26	18,874
3/14/2022	Louis Miramontes	Director	Sell	5,357	$13.76	$73,712.32
11/11/2021	Jonathan Aaron Coblentz	CFO	Sell	10,400	$27.50	$286,000.00

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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

Oportun Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/16/2024	Cubist Systematic Strategies LLC	23,108	$67K	0.0%	-17.7%	0.065%
8/16/2024	SkyView Investment Advisors LLC	67,500	$0.20M	0.0%	+28.6%	0.190%
8/15/2024	Long Focus Capital Management LLC	1,740,777	$5.05M	0.2%	+6.0%	4.891%
8/15/2024	Millennium Management LLC	1,507,012	$4.37M	0.0%	+26.4%	4.234%
8/14/2024	Cubist Systematic Strategies LLC	23,108	$67K	0.0%	-17.7%	0.065%
8/14/2024	Marshall Wace LLP	274,969	$0.80M	0.0%	+53.3%	0.773%
8/12/2024	EMG Holdings L.P.	711,631	$2.06M	1.0%	-67.8%	2.000%
8/9/2024	Renaissance Technologies LLC	227,000	$0.66M	0.0%	+16.1%	0.638%
8/9/2024	Dimensional Fund Advisors LP	582,391	$1.69M	0.0%	-0.7%	1.636%
8/8/2024	Federated Hermes Inc.	50,000	$0.15M	0.0%	-44.4%	0.140%
8/8/2024	American Century Companies Inc.	37,161	$0.11M	0.0%	-15.6%	0.104%
8/6/2024	Acadian Asset Management LLC	781,787	$2.27M	0.0%	-3.9%	2.197%
8/5/2024	Acuitas Investments LLC	543,634	$1.58M	0.8%	N/A	1.528%
8/1/2024	Flaharty Asset Management LLC	35,000	$0.10M	0.0%	+75.0%	0.098%
5/20/2024	Virtu Financial LLC	13,152	$32K	0.0%	-40.1%	0.037%
5/16/2024	Jacobs Levy Equity Management Inc.	261,595	$0.64M	0.0%	-15.0%	0.735%
5/15/2024	Public Employees Retirement System of Ohio	15,103	$37K	0.0%	+30.4%	0.042%
5/10/2024	Acadian Asset Management LLC	813,254	$1.98M	0.0%	+11.2%	2.285%
5/10/2024	Vanguard Group Inc.	1,293,535	$3.14M	0.0%	-7.2%	3.635%
5/7/2024	Empowered Funds LLC	97,432	$0.24M	0.0%	+8.2%	0.274%
4/3/2024	Versant Capital Management Inc	30,601	$74K	0.0%	+85.2%	0.089%
2/21/2024	Findell Capital Management LLC	2,000,000	$7.82M	4.9%	N/A	5.843%
2/15/2024	Park West Asset Management LLC	565,235	$2.21M	0.2%	-57.9%	1.651%
2/14/2024	Findell Capital Management LLC	2,000,000	$7.82M	5.2%	N/A	5.843%
2/13/2024	EMG Holdings L.P.	2,484,149	$9.71M	1.6%	-0.4%	7.257%
2/13/2024	Tower Research Capital LLC TRC	14,594	$57K	0.0%	+7,197.0%	0.043%
2/9/2024	Dynamic Technology Lab Private Ltd	16,997	$66K	0.0%	N/A	0.050%
2/7/2024	Jump Financial LLC	110,411	$0.43M	0.0%	+350.4%	0.323%
2/7/2024	Summa Corp.	563,808	$2.20M	1.5%	N/A	1.647%
2/5/2024	Flaharty Asset Management LLC	40,000	$0.16M	0.0%	+900.0%	0.117%
1/31/2024	Federated Hermes Inc.	80,800	$0.32M	0.0%	+61.0%	0.236%
1/26/2024	Cerity Partners LLC	94,872	$0.37M	0.0%	+291.0%	0.277%
1/12/2024	SG Americas Securities LLC	10,198	$40K	0.0%	N/A	0.030%
12/19/2023	Public Employees Retirement System of Ohio	5,382	$39K	0.0%	N/A	0.016%
12/6/2023	Citigroup Inc.	89,450	$0.65M	0.0%	+21,717.1%	0.261%
11/15/2023	Tejara Capital Ltd	502,651	$3.63M	2.1%	+5.2%	1.468%
11/14/2023	Corton Capital Inc.	14,888	$0.11M	0.1%	N/A	0.044%
11/14/2023	Trexquant Investment LP	48,069	$0.35M	0.0%	N/A	0.141%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	27,455	$0.20M	0.0%	N/A	0.081%
11/13/2023	Kayne Anderson Rudnick Investment Management LLC	2,145,402	$15.49M	0.0%	-0.5%	6.303%
11/13/2023	Federated Hermes Inc.	50,189	$0.36M	0.0%	-37.3%	0.147%
11/13/2023	Clearbridge Investments LLC	110,560	$0.80M	0.0%	-25.5%	0.325%
11/13/2023	Acadian Asset Management LLC	538,627	$3.89M	0.0%	+407.6%	1.582%
11/13/2023	Tejara Capital Ltd	502,651	$3.63M	2.7%	+5.2%	1.477%
11/9/2023	Institutional Venture Management XIV LLC	3,047,831	$22.01M	32.5%	-10.6%	8.953%
11/9/2023	Citigroup Inc.	89,450	$0.65M	0.0%	+21,717.1%	0.263%
11/8/2023	Janney Montgomery Scott LLC	15,443	$0.11M	0.0%	N/A	0.045%
11/7/2023	Barclays PLC	36,952	$0.27M	0.0%	+132.7%	0.109%
11/3/2023	Berger Financial Group Inc	157,098	$1.13M	0.1%	N/A	0.462%
10/27/2023	Acuitas Investments LLC	288,210	$2.08M	1.2%	N/A	0.847%
10/24/2023	Bank of New York Mellon Corp	76,347	$0.55M	0.0%	+3.9%	0.224%
9/21/2023	Barclays PLC	15,881	$95K	0.0%	-55.9%	0.047%
9/1/2023	Portside Wealth Group LLC	227,256	$1.36M	0.1%	N/A	0.668%
8/15/2023	RBF Capital LLC	449,917	$2.69M	0.2%	+6.1%	1.322%
8/11/2023	Kayne Anderson Rudnick Investment Management LLC	2,156,990	$12.88M	0.0%	+1.6%	6.365%
8/11/2023	Brandywine Global Investment Management LLC	13,070	$78K	0.0%	N/A	0.039%
8/11/2023	Clearbridge Investments LLC	148,375	$0.89M	0.0%	-27.2%	0.438%
8/11/2023	Tejara Capital Ltd	477,651	$2.85M	1.4%	-9.9%	1.409%
8/7/2023	Mirabella Financial Services LLP	18,697	$0.11M	0.0%	N/A	0.055%
8/2/2023	Bank of Montreal Can	845,275	$5.08M	0.0%	N/A	2.494%
8/1/2023	Portside Wealth Group LLC	227,256	$1.36M	0.0%	N/A	0.671%
7/27/2023	Virtu Financial LLC	13,306	$79K	0.0%	N/A	0.039%
7/27/2023	EA Series Trust	41,541	$0.25M	0.0%	N/A	0.123%
7/10/2023	Versant Capital Management Inc	16,522	$99K	0.0%	+23.4%	0.049%
7/10/2023	AE Wealth Management LLC	13,525	$81K	0.0%	N/A	0.040%
5/17/2023	Long Focus Capital Management LLC	743,355	$2.87M	0.2%	N/A	2.193%
5/15/2023	Globeflex Capital L P	18,469	$71K	0.0%	N/A	0.055%
5/12/2023	EMG Holdings L.P.	2,725,702	$10.52M	1.1%	+301.7%	8.044%
5/12/2023	Long Focus Capital Management LLC	468,498	$1.81M	0.2%	N/A	1.383%
5/12/2023	Clearbridge Investments LLC	203,822	$0.79M	0.0%	-80.8%	0.602%
5/12/2023	Martingale Asset Management L P	13,600	$52K	0.0%	-62.5%	0.040%
5/12/2023	Tejara Capital Ltd	530,068	$2.05M	1.0%	+136.8%	1.564%
5/11/2023	Acadian Asset Management LLC	106,792	$0.41M	0.0%	-61.4%	0.315%
5/9/2023	US Bancorp DE	13,291	$51K	0.0%	-13.5%	0.039%
5/8/2023	Federated Hermes Inc.	180,000	$0.70M	0.0%	+80.0%	0.531%
4/28/2023	SG Americas Securities LLC	15,823	$61K	0.0%	N/A	0.047%
4/10/2023	Versant Capital Management Inc	13,384	$52K	0.0%	+30.6%	0.040%
3/23/2023	MetLife Investment Management LLC	15,022	$83K	0.0%	N/A	0.045%
2/13/2023	Martingale Asset Management L P	36,272	$0.20M	0.0%	-14.4%	0.109%
2/10/2023	Industry Ventures L.L.C.	20,276	$0.11M	0.2%	N/A	0.061%
2/10/2023	EMG Holdings L.P.	678,538	$3.74M	0.6%	N/A	2.044%
2/10/2023	New York Life Investment Management LLC	39,500	$0.22M	0.0%	+12.7%	0.119%
2/10/2023	Connor Clark & Lunn Investment Management Ltd.	45,342	$0.25M	0.0%	+70.1%	0.137%
2/7/2023	Vista Wealth Management Group LLC	35,565	$0.20M	0.0%	+37.8%	0.107%
1/26/2023	Baker Tilly Wealth Management LLC	12,270	$68K	0.0%	N/A	0.037%
1/25/2023	Versant Capital Management Inc	10,246	$56K	0.0%	+44.1%	0.031%
1/12/2023	Industry Ventures L.L.C.	20,276	$0.11M	0.2%	N/A	0.061%
12/30/2022	Versant Capital Management Inc	7,108	$31K	0.0%	+79.0%	0.021%
11/16/2022	Alphabet Inc.	94,788	$0.41M	0.0%	N/A	0.286%
11/16/2022	Ashford Capital Management Inc.	373,298	$1.63M	0.2%	-68.7%	1.125%
11/15/2022	Union Square Park Capital Management LLC	51,262	$0.22M	0.2%	N/A	0.154%
11/15/2022	Park West Asset Management LLC	643,360	$2.81M	0.2%	N/A	1.938%
11/15/2022	Martingale Asset Management L P	42,372	$0.19M	0.0%	-26.1%	0.128%
11/14/2022	Healthcare of Ontario Pension Plan Trust Fund	315,800	$1.38M	0.0%	+1,105.3%	0.951%
11/14/2022	Hennion & Walsh Asset Management Inc.	22,469	$98K	0.0%	+13.9%	0.068%
11/10/2022	Connor Clark & Lunn Investment Management Ltd.	26,658	$0.12M	0.0%	N/A	0.081%
11/10/2022	Hillsdale Investment Management Inc.	10,800	$47K	0.0%	-97.4%	0.033%
11/9/2022	Zurcher Kantonalbank Zurich Cantonalbank	7,233	$32K	0.0%	+1,558.9%	0.022%
11/4/2022	Prudential Financial Inc.	121,855	$0.53M	0.0%	-24.0%	0.370%
11/3/2022	Royce & Associates LP	15,125	$66K	0.0%	N/A	0.046%

Data available starting January 2016

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.

Today's Range

Now: $2.66

$2.65

$2.81

50 Day Range

MA: $2.71

$2.39

$3.04

52 Week Range

Now: $2.66

$2.05

$6.23

Volume

79,198 shs

Average Volume

233,481 shs

Market Capitalization

$95.02 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.1

Who are the company insiders with the largest holdings of Oportun Financial?: Oportun Financial's top insider investors include:
Casey Mueller (Insider)
Jonathan Aaron Coblentz (CFO)
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:
Concourse Financial Group Securities Inc. — 0.00%
Learn More about top institutional investors of Oportun Financial stock.