Oportun Financial
Offers personal loans, auto-secured credit, and automated savings tools for credit-constrained members.
$7.36
After-hours close−0.01 (−0.14%)
At close$7.37(−1.47%)
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Breakdown13F · Form 4
Institutions 76.55%35.14M sharesInsiders 8.95%4.11M sharesOther 14.50%6.66M shares
Shares outstanding 45.90M · Float 29.52M · 64.3% free float
Institutions13F, as of Mar 31, 2026
130 holders · 35.14M shares · 37 new positions · 73 increased · 40 reduced · 29 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Neuberger Berman Group LLC | 3.81M | 8.30% | −127.3K | May 14, 2026 |
| Forager Capital Management, LLC | 3.36M | 7.32% | +981.7K | May 15, 2026 |
| BlackRock, Inc. | 3.08M | 6.70% | −27.9K | May 13, 2026 |
| Findell Capital Management LLC | 2.75M | 5.99% | +180.0K | May 15, 2026 |
| Millennium Management LLC | 2.25M | 4.91% | +353.6K | May 15, 2026 |
| Vanguard Capital Management LLC | 1.63M | 3.55% | +1.63Mnew | May 15, 2026 |
| Long Focus Capital Management, LLC | 1.52M | 3.30% | 0 | May 15, 2026 |
| Dimensional Fund Advisors LP | 1.36M | 2.97% | +234.7K | May 7, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| NB Alternatives Advisers LLC | 9.90% | 4.39M | 13D | May 28, 2025 ↗ |
| Forager Capital Management, LLC | 7.90% | 3.51M | 13G | Apr 21, 2026 ↗ |
| Findell Capital Management LLCincl. Warren Wilcox, Finn Brian +2 more | 6.90% | 3.01M | 13D | Jul 15, 2025 ↗ |
| Rory O’Neillincl. Evan Carruthers, CL VI Ventures Offshore, L.P. +3 more | 6.30% | 2.43M | 13G | Nov 21, 2024 ↗ |
| BlackRock, Inc. | 5.50% | 2.42M | 13G | Oct 17, 2025 ↗ |
| McLaren Harbor, LLC | 5.50% | 2.43M | 13G | Aug 14, 2025 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Raul Vazquez | director, officer: Chief Executive Officer | 1.33M | 2.89% | Mar 12, 2026 |
| Jonathan Aaron Coblentz | officer: CFO & Chief Admin Officer | 518.8K | 1.13% | Mar 12, 2025 |
| Douglas K. Bland | director, officer: Chief Executive Officer | 463.8K | 1.01% | Jun 11, 2026 |
| Patrick Kirscht | officer: Chief Credit Officer | 439.6K | 0.96% | Mar 12, 2026 |
| Kathleen I. Layton | officer: Chief Legal Officer | 225.9K | 0.49% | Mar 12, 2026 |
| Gaurav Rana | officer: CO-PEO, GM OF LENDING | 180.1K | 0.39% | Apr 10, 2026 |
| Casey Mueller | officer: Global Controller and PAO | 171.7K | 0.37% | Mar 12, 2025 |
| Ginny Lee | director | 121.4K | 0.26% | Aug 13, 2026 |
| Louis Miramontes | director | 119.0K | 0.26% | Aug 13, 2026 |
| Jo Ann Barefoot | director | 95.6K | 0.21% | Jul 22, 2025 |
3 ten-percent owners hold 5.73M shares by Form 4, outside the officers-and-directors figure above · 10 people have not refiled in the last 18 months (961.1K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Mar 10, 2026 | Kathleen I. Laytonofficer: Chief Legal Officer | Sale · 3 lots | 19,355 | $4.90 | 225,872 |
| Mar 10, 2026 | Patrick Kirschtofficer: Chief Credit Officer | Sale · 4 lots | 54,299 | $4.90 | 439,618 |
| Sep 10, 2025 | Kathleen I. Laytonofficer: Chief Legal Officer | Sale | 4,214 | $6.64 | 159,184 |
CongressHouse and Senate disclosures
Not reported.