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OPRT

OPRT

Oportun Financial Corporation• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
31
Partial Q3 2026
Total 13F value
$17.3M
Filed positions so far
New positions
14
This quarter
Sold positions
4
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Centerbook Partners Lp

$7.1M868.3K0.32%New Position

Mackenzie Financial Corp

$6.4M780.2K0.01%+18.8%

Summa Corp.

$2.4M293.3K0.49%Unchanged

Creative Planning

$498K61.2K0.00%+372.8%

Wealth Enhancement Advisory Services, Llc

$177K20.5K0.00%+74.7%

State Of Alaska, Department Of Revenue

$171K21.0K0.00%Unchanged

State Of Wyoming

$158K19.4K0.01%+46.4%

Abel Hall, Llc

$115K14.1K0.02%-1.3%

Vise Technologies, Inc.

$110K13.5K0.00%New Position

Commonwealth Equity Services, Llc

$93K11.4K0.00%New Position

Harbor Capital Advisors, Inc.

$82K10.1K0.01%-24.0%

Gamma Investing Llc

$21K2.6K0.00%+1666.0%

Dekabank Deutsche Girozentrale

$20K2.4K0.00%New Position

Signaturefd, Llc

$10K1.2K0.00%New Position

Sterling Capital Management Llc

$7K8480.00%+0.7%

Farther Finance Advisors, Llc

$7K7990.00%+269.9%

Sjs Investment Consulting Inc.

$6K7650.00%+522.0%

Owl Creek Wealth Partners Llc

$6K7620.00%Unchanged

Parallel Advisors, Llc

$4K4680.00%+20.6%

Parkside Financial Bank & Trust

$3K4200.00%New Position

Trellis Wealth Advisors Llc

$3K4000.00%New Position

Root Financial Partners, Llc

$3K3710.00%New Position

Essential Partners Llc

$3K3710.00%+20.9%

Provenance Wealth Advisors, Llc

$2K2320.00%New Position

Ifp Advisors, Inc

$2K1940.00%New Position

Latitude Advisors, Llc

$8141000.00%New Position

True Wealth Design, Llc

$114140.00%New Position

Sbi Securities Co., Ltd.

$810.00%Unchanged

Fortitude Family Office, Llc

$810.00%New Position

Capital Advisors, Ltd. Llc

$0360.00%Unchanged

Polaris Financial Partners

$0220.00%New Position

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