Oportun Financial Corp
OPRTFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Oportun Financial Corp Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 9 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 29, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 2026-03-31 | 3,418 | $15.8K | SEC filing |
| VOYA INVESTMENT MANAGEMENT LLC | 2026-03-31 | 42,390 | $195K | SEC filing |
| FINDELL CAPITAL MANAGEMENT LLC | 2026-03-31 | 2,748,300 | $12.7M | SEC filing |
| Arbiter Partners Capital Management LLC | 2026-03-31 | 192,106 | $886K | SEC filing |
| Invesco Ltd. | 2026-03-31 | 93,614 | $432K | SEC filing |
| STATE STREET CORP | 2026-03-31 | 752,325 | $3.47M | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 34,727 | $160K | SEC filing |
| Flaharty Asset Management, LLC | 2026-03-31 | 16,000 | $73.8K | SEC filing |
| Centiva Capital, LP | 2026-03-31 | 14,000 | $64.5K | SEC filing |
| Forager Capital Management, LLC | 2026-03-31 | 3,361,726 | $15.5M | SEC filing |
| Essential Partners LLC | 2026-03-31 | 6 | $28 | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 37,210 | $172K | SEC filing |
| Allworth Financial LP | 2026-03-31 | 1,029 | $4.74K | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 13,500 | $62.2K | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 948,802 | $4.38M | SEC filing |
| Abel Hall, LLC | 2026-03-31 | 12,355 | $57K | SEC filing |
| Cerity Partners LLC | 2026-03-31 | 32,551 | $150K | SEC filing |
| RHUMBLINE ADVISERS | 2026-03-31 | 46,676 | $215K | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 152,577 | $676K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 151,017 | $696K | SEC filing |
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Oportun Financial Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-03-10 · Kirscht Patrick: Larger than 25 of the 27 other insider sales of Common Stock on file. SEC filing
- 2025-03-10 · Mueller Casey: Larger than 26 of the 27 other insider sales of Common Stock on file. SEC filing
- 2023-09-05 · FOGELSONG NORMAN A: Larger than all 27 other insider sales of Common Stock on file. SEC filing
- 2023-03-20 · COBLENTZ JONATHAN AARON: Larger than 11 of the 12 other insider purchases of Common Stock on file. SEC filing
- 2023-03-17 · COBLENTZ JONATHAN AARON: Larger than all 12 other insider purchases of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2024-12-11–2024-12-13: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2024-11-27–2024-11-29: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-11-10–2022-11-11: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-10 | Kirscht Patrick · Chief Credit Officer | Common Stock | S — Open market or private sale | −19,362 | 4.90 | SEC filing |
| 2026-03-10 | Layton Kathleen I. · Chief Legal Officer | Common Stock | S — Open market or private sale | −1,398 | 4.90 | SEC filing |
| 2026-03-10 | Layton Kathleen I. · Chief Legal Officer | Common Stock | S — Open market or private sale | −5,556 | 4.90 | SEC filing |
| 2026-03-10 | Layton Kathleen I. · Chief Legal Officer | Common Stock | S — Open market or private sale | −12,401 | 4.90 | SEC filing |
| 2026-03-10 | Kirscht Patrick · Chief Credit Officer | Common Stock | S — Open market or private sale | −14,172 | 4.90 | SEC filing |
| 2026-03-10 | Kirscht Patrick · Chief Credit Officer | Common Stock | S — Open market or private sale | −12,099 | 4.90 | SEC filing |
| 2026-03-10 | Kirscht Patrick · Chief Credit Officer | Common Stock | S — Open market or private sale | −8,666 | 4.90 | SEC filing |
| 2025-09-10 | Layton Kathleen I. · Chief Legal Officer | Common Stock | S — Open market or private sale | −4,214 | 6.64 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-15 | Tambor Richard N. · Director | Common Stock | G — Bona fide gift | +36,127 | SEC filing |
| 2026-06-15 | Tambor Richard N. · Director | Common Stock | G — Bona fide gift | −36,127 | SEC filing |
| 2026-06-10 | Bland Douglas K · Chief Executive Officer | Common Stock | A — Grant, award, or other acquisition | +463,822 | SEC filing |
| 2026-06-10 | Bland Douglas K · Chief Executive Officer | Performance Stock Units | A — Grant, award, or other acquisition | +463,822 | SEC filing |
| 2026-03-10 | Layton Kathleen I. · Chief Legal Officer | Common Stock | A — Grant, award, or other acquisition | +70,357 | SEC filing |
| 2026-03-10 | Layton Kathleen I. · Chief Legal Officer | Performance Stock Units | A — Grant, award, or other acquisition | +35,179 | SEC filing |
| 2026-03-10 | Kirscht Patrick · Chief Credit Officer | Common Stock | A — Grant, award, or other acquisition | +75,047 | SEC filing |
| 2026-03-10 | Kirscht Patrick · Chief Credit Officer | Performance Stock Units | A — Grant, award, or other acquisition | +37,524 | SEC filing |
Showing 8 of 34 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.