Oportun Financial Corporation

NasdaqGS:OPRT Stock Report

Market Cap: US$139.6m

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
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
14 May 24BuyUS$1,813,250Findell Capital Management LLCCompany510,000US$4.42
23 Apr 24BuyUS$65,565Dave TomlinsonIndividual25,000US$2.66
23 Apr 24BuyUS$15,210Susan EhrlichIndividual4,500US$3.38
23 Apr 24BuyUS$868,288Findell Capital Management LLCCompany295,000US$3.05
26 Mar 24BuyUS$50,450Scott ParkerIndividual20,000US$2.55
19 Mar 24BuyUS$1,168,406Findell Capital Management LLCCompany358,000US$3.83
06 Mar 24BuyUS$296,340Findell Capital Management LLCCompany78,000US$3.91
26 Feb 24BuyUS$791,939Findell Capital Management LLCCompany213,600US$3.87

Insider Trading Volume

Insider Buying: OPRT insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of OPRT?
Owner TypeNumber of SharesOwnership Percentage
VC/PE Firms2,070,3535.75%
Individual Insiders3,216,1958.94%
Hedge Funds3,469,6009.64%
General Public7,814,04921.7%
Institutions19,406,02853.9%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.1%.


Top Shareholders

Top 25 shareholders own 66.71% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.64%
Findell Capital Management LLC
3,469,600US$13.5m0%7.15%
5.75%
Institutional Venture Partners
2,070,353US$8.0m-29.1%2.3%
4.84%
Long Focus Capital Management LLC
1,740,777US$6.8m0%0.62%
4.24%
Neuberger Berman Investment Advisers LLC
1,525,919US$5.9m0%no data
4.03%
Boothbay Fund Management, LLC
1,448,600US$5.6m0%0.19%
3.89%
Millennium Management LLC
1,398,784US$5.4m-7.18%no data
3.56%
The Vanguard Group, Inc.
1,280,200US$5.0m-2.62%no data
3.09%
Raul Vazquez
1,111,519US$4.3m0.8%no data
2.86%
Acuitas Investments, LLC
1,027,844US$4.0m89.1%1.25%
2.72%
RBF Capital LLC
978,079US$3.8m82.9%0.2%
2.36%
BlackRock, Inc.
850,213US$3.3m0.26%no data
2.24%
Acadian Asset Management LLC
805,554US$3.1m3.04%0.01%
1.98%
Ellington Management Group, L.L.C.
711,631US$2.8m0%4.45%
1.94%
Union Square Park Capital Management, LLC
698,681US$2.7m0.61%3.54%
1.73%
Madrone Advisors, Llc
623,295US$2.4m0%0.46%
1.64%
Glynn Capital Management, LLC
588,233US$2.3m0%0.49%
1.57%
Summa Corp.
563,808US$2.2m0%1.12%
1.51%
Dimensional Fund Advisors LP
543,327US$2.1m-6.71%no data
1.27%
Jonathan Coblentz
458,057US$1.8m5.9%no data
1.27%
Two Sigma Advisers, LP
455,100US$1.8m30.1%no data
0.96%
Renaissance Technologies LLC
346,693US$1.3m52.7%no data
0.96%
Kennedy Capital Management LLC
345,767US$1.3m0%0.03%
0.96%
Bridgeway Capital Management, LLC
345,340US$1.3m-19.1%0.02%
0.87%
Geode Capital Management, LLC
311,450US$1.2m4.95%no data
0.84%
David Strohm
302,585US$1.2m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 05:10
End of Day Share Price 2024/12/31 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

Oportun Financial Corporation is covered by 8 analysts. 4 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.