Oportun Financial Corporation

NasdaqGS:OPRT Stock Report

Market Cap: US$253.1m

Oportun Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:OPRT Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
17 Apr 25BuyUS$636,201Findell Capital Management LLCCompany120,000US$5.97
25 Mar 25BuyUS$301,388Findell Capital Management LLCCompany50,000US$6.17
19 Mar 25BuyUS$827,501Findell Capital Management LLCCompany147,000US$5.67
10 Mar 25SellUS$76,175Kathleen LaytonIndividual12,717US$5.99
10 Mar 25SellUS$157,220Casey MuellerIndividual26,247US$5.99
10 Mar 25SellUS$271,593Patrick KirschtIndividual45,341US$5.99
26 Feb 25SellUS$0Findell Capital Management LLCCompany345,300US$8.58
13 Dec 24BuyUS$58,350Carlos MinettiIndividual15,000US$3.89
13 Dec 24BuyUS$28,938Mohit Daswani SinghIndividual7,420US$3.90
11 Dec 24BuyUS$96,750R. WilliamsIndividual25,000US$3.87
10 Dec 24SellUS$31,931Patrick KirschtIndividual8,403US$3.80
09 Dec 24SellUS$11,878Casey MuellerIndividual2,962US$4.01
29 Nov 24BuyUS$99,681Jonathan CoblentzIndividual25,500US$3.91
27 Nov 24BuyUS$34,138Raul VazquezIndividual8,844US$3.86
10 Sep 24SellUS$12,956Kathleen LaytonIndividual5,288US$2.45
10 Sep 24SellUS$914Casey MuellerIndividual373US$2.45
10 Sep 24SellUS$19,078Patrick KirschtIndividual7,787US$2.45

Insider Trading Volume

Insider Buying: OPRT insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of OPRT?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders3,047,3678.13%
Hedge Funds5,378,09714.3%
General Public7,939,19721.2%
Institutions21,136,50456.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 60.85% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.18%
Findell Capital Management LLC
3,441,300US$23.2m1.18%10.89%
5.16%
Millennium Management LLC
1,936,797US$13.1m28.9%0.01%
4.04%
Long Focus Capital Management LLC
1,515,777US$10.2m-12.9%0.68%
3.76%
The Vanguard Group, Inc.
1,408,727US$9.5m10%no data
3.5%
Boothbay Fund Management, LLC
1,313,957US$8.9m-9.29%0.3%
3.25%
Raul Vazquez
1,217,271US$8.2m0%no data
2.94%
Marshall Wace LLP
1,104,255US$7.5m280%0.01%
2.37%
Acadian Asset Management LLC
887,710US$6.0m0%0.01%
2.3%
BlackRock, Inc.
862,698US$5.8m-1.94%no data
2.19%
Institutional Venture Partners
820,291US$5.5m0%1.61%
2.18%
Portolan Capital Management, LLC
818,354US$5.5m0%0.38%
1.93%
Two Sigma Advisers, LP
723,000US$4.9m42.2%0.01%
1.9%
Acuitas Investments, LLC
714,392US$4.8m-37.9%2.25%
1.88%
Dimensional Fund Advisors LP
705,298US$4.8m24.1%no data
1.57%
Glynn Capital Management, LLC
588,233US$4.0m0%0.86%
1.5%
Summa Corp.
562,338US$3.8m-0.26%1.96%
1.49%
Two Sigma Investments, LP
557,905US$3.8m78.5%0.01%
1.44%
Madrone Advisors, Llc
540,633US$3.6m0%0.51%
1.33%
Susquehanna International Group, LLP, Asset Management Arm
499,700US$3.4m1,100%0.01%
1.32%
Boston Partners Global Investors, Inc.
496,873US$3.4m0%no data
1.3%
Renaissance Technologies LLC
487,500US$3.3m14.8%no data
1.24%
Jonathan Coblentz
465,167US$3.1m1.55%no data
1.19%
Citadel Advisors LLC
446,665US$3.0m146%no data
0.98%
Bridgeway Capital Management, LLC
367,408US$2.5m3.8%0.04%
0.9%
Connor, Clark & Lunn Investment Management Ltd.
336,841US$2.3m114%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/19 16:31
End of Day Share Price 2025/05/19 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Oportun Financial Corporation is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mark DeVriesBarclays
Mark DeVriesBarclays
Harold GoetschB. Riley Securities, Inc.