OPRT US Equity

Oportun Financial Corp

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Financials · Finance Services · CIK 1538716 · FYE 1231

$5.70

-0.04 (-0.70%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding OPRT · 2026-Q1 methodology → sources →

125 holders

% of shares outstanding held

76.8%

Shares held (13F)

35,136,533

Reporting holders

125

Top holders

largest 100 of 125 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	NEUBERGER BERMAN GROUP LLC	3,809,9123.8M	$18M	8.33%	TRIM -3%
2	Forager Capital Management, LLC	3,361,7263.4M	$15M	7.35%	ADD 41%
3	BlackRock, Inc.	3,077,6603.1M	$14M	6.73%	—
4	FINDELL CAPITAL MANAGEMENT LLC	2,748,3002.7M	$13M	6.01%	ADD 7%
5	MILLENNIUM MANAGEMENT LLC	2,253,1822.3M	$10M	4.93%	ADD 19%
6	VANGUARD CAPITAL MANAGEMENT LLC	1,628,4781.6M	$8M	3.56%	NEW†
7	Long Focus Capital Management, LLC	1,515,7771.5M	$7M	3.31%	—
8	DIMENSIONAL FUND ADVISORS LP	1,363,7881.4M	$6M	2.98%	ADD 21%
9	Simcoe Capital LLC	1,002,2711.0M	$5M	2.19%	ADD 26%
10	TWO SIGMA INVESTMENTS, LP	961,641961,641	$4M	2.10%	ADD 54%
11	GEODE CAPITAL MANAGEMENT, LLC	948,802948,802	$4M	2.07%	TRIM -25%
12	BOOTHBAY FUND MANAGEMENT, LLC	859,329859,329	$4M	1.88%	ADD 10%
13	GOLDMAN SACHS GROUP INC	818,287818,287	$4M	1.79%	ADD 103%
14	STATE STREET CORP	752,325752,325	$3M	1.64%	—
15	Meros Investment Management, LP	726,385726,385	$3M	1.59%	NEW
16	AQR CAPITAL MANAGEMENT LLC	688,837688,837	$3M	1.51%	ADD 590%
17	SEGALL BRYANT & HAMILL, LLC	624,813624,813	$3M	1.37%	TRIM -4%
18	MACKENZIE FINANCIAL CORP	488,236488,236	$2M	1.07%	ADD 614%
19	AMERICAN CENTURY COMPANIES INC	450,930450,930	$2M	0.99%	ADD 26%
20	Summa Corp.	396,766396,766	$2M	0.87%	—
21	CANNELL CAPITAL LLC	372,697372,697	$2M	0.81%	NEW
22	VANGUARD PORTFOLIO MANAGEMENT LLC	362,323362,323	$2M	0.79%	NEW
23	BRIDGEWAY CAPITAL MANAGEMENT, LLC	334,123334,123	$2M	0.73%	ADD 5%
24	Trexquant Investment LP	333,569333,569	$2M	0.73%	ADD 160%
25	NORTHERN TRUST CORP	294,562294,562	$1M	0.64%	ADD 6%
26	LAZARD ASSET MANAGEMENT LLC	274,968274,968	$1M	0.60%	NEW
27	VANGUARD FIDUCIARY TRUST CO	259,485259,485	$1M	0.57%	NEW
28	Berger Financial Group, Inc	243,575243,575	$1M	0.53%	ADD 24%
29	Bank of New York Mellon Corp	211,625211,625	$975,591	0.46%	TRIM -7%
30	Arbiter Partners Capital Management LLC	192,106192,106	$885,609	0.42%	ADD 36%
31	Empowered Funds, LLC	188,920188,920	$870,921	0.41%	ADD 10%
32	BANK OF AMERICA CORP /DE/	166,934166,934	$769,566	0.36%	ADD 44%
33	Nuveen, LLC	151,017151,017	$696,188	0.33%	ADD 111%
34	JPMORGAN CHASE & CO	152,577152,577	$675,916	0.33%	TRIM -5%
35	EMG Holdings, L.P.	139,172139,172	$641,583	0.30%	—
36	Vanguard Global Advisers, LLC	127,488127,488	$587,720	0.28%	NEW
37	MORGAN STANLEY	125,834125,834	$580,094	0.28%	TRIM -64%
38	CITADEL ADVISORS LLC	122,023122,023	$562,526	0.27%	TRIM -55%
39	Connor, Clark & Lunn Investment Management Ltd.	118,019118,019	$544,068	0.26%	TRIM -32%
40	BARCLAYS PLC	105,963105,963	$488,488	0.23%	TRIM -29%
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	105,212105,212	$485,027	0.23%	TRIM -7%
42	RENAISSANCE TECHNOLOGIES LLC	100,079100,079	$461,364	0.22%	TRIM -24%
43	Union Square Park Capital Management, LLC	100,000100,000	$461,000	0.22%	NEW
44	MYDA Advisors LLC	99,27099,270	$457,635	0.22%	NEW
45	Invesco Ltd.	93,61493,614	$431,560	0.20%	TRIM -7%
46	Integrated Quantitative Investments LLC	91,31291,312	$420,948	0.20%	TRIM -27%
47	GLOBEFLEX CAPITAL L P	81,80081,800	$377,098	0.18%	TRIM -21%
48	PRUDENTIAL FINANCIAL INC	80,27080,270	$370,045	0.18%	ADD 36%
49	MARSHALL WACE, LLP	79,19879,198	$365,102	0.17%	TRIM -35%
50	UBS Group AG	78,41278,412	$361,479	0.17%	TRIM -19%
51	Man Group plc	77,79777,797	$358,644	0.17%	ADD 56%
52	FULLER & THALER ASSET MANAGEMENT, INC.	68,04768,047	$313,697	0.15%	NEW
53	PANAGORA ASSET MANAGEMENT INC	67,69667,696	$312,079	0.15%	—
54	ALGERT GLOBAL LLC	62,03962,039	$286,000	0.14%	NEW
55	Legato Capital Management LLC	59,21959,219	$273,000	0.13%	TRIM -30%
56	MARTINGALE ASSET MANAGEMENT L P	59,15459,154	$272,700	0.13%	—
57	HSBC HOLDINGS PLC	58,98058,980	$267,179	0.13%	TRIM -50%
58	SUSQUEHANNA INTERNATIONAL GROUP, LLP	57,48657,486	$265,011	0.13%	ADD 79%
59	JONES FINANCIAL COMPANIES LLLP	55,57555,575	$248,976	0.12%	NEW
60	RHUMBLINE ADVISERS	46,67646,676	$215,170	0.10%	—
61	LOS ANGELES CAPITAL MANAGEMENT LLC	44,91944,919	$207,077	0.10%	NEW
62	VOYA INVESTMENT MANAGEMENT LLC	42,39042,390	$195,418	0.09%	—
63	D. E. Shaw & Co., Inc.	42,23342,233	$194,694	0.09%	NEW
64	Graham Capital Management, L.P.	41,65841,658	$192,043	0.09%	ADD 4%
65	State of Wyoming	39,09039,090	$180,205	0.09%	TRIM -54%
66	DAG VENTURES, LLC	38,45238,452	$177,264	0.08%	—
67	BNP PARIBAS FINANCIAL MARKETS	37,52037,520	$172,967	0.08%	TRIM -89%
68	Russell Investments Group, Ltd.	37,21037,210	$171,538	0.08%	TRIM -75%
69	PDT Partners, LLC	35,43335,433	$163,346	0.08%	TRIM -48%
70	DEUTSCHE BANK AG\	34,72734,727	$160,091	0.08%	NEW
71	Cerity Partners LLC	32,55132,551	$150,060	0.07%	ADD 34%
72	PRICE T ROWE ASSOCIATES INC /MD/	31,73331,733	$147,000	0.07%	ADD 32%
73	Campbell & CO Investment Adviser LLC	30,17630,176	$139,111	0.07%	TRIM -59%
74	SEI INVESTMENTS CO	28,08128,081	$129,451	0.06%	—
75	STATE OF WISCONSIN INVESTMENT BOARD	27,03427,034	$124,627	0.06%	TRIM -39%
76	Castleview Partners, LLC	22,09322,093	$101,849	0.05%	NEW
77	State of Alaska, Department of Revenue	21,03721,037	$96,000	0.05%	ADD 91%
78	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	19,16519,165	$88,351	0.04%	ADD 3%
79	Odyssean, LLC	18,91218,912	$87,184	0.04%	—
80	CWM, LLC	17,87617,876	$82,408	0.04%	ADD 37142%
81	Flaharty Asset Management, LLC	16,00016,000	$73,760	0.03%	—
82	WELLS FARGO & COMPANY/MN	15,30815,308	$70,570	0.03%	TRIM -66%
83	MetLife Investment Management, LLC	14,73514,735	$67,928	0.03%	ADD 15%
84	Brooklyn Investment Group	14,16914,169	$65,320	0.03%	NEW
85	Centiva Capital, LP	14,00014,000	$64,540	0.03%	—
86	NEW YORK STATE COMMON RETIREMENT FUND	13,50013,500	$62,235	0.03%	—
87	FMR LLC	13,43613,436	$61,940	0.03%	ADD 374%
88	R Squared Ltd	12,97312,973	$59,806	0.03%	TRIM -23%
89	Abel Hall, LLC	12,35512,355	$56,957	0.03%	NEW
90	INTECH INVESTMENT MANAGEMENT LLC	10,83610,836	$49,954	0.02%	TRIM -37%
91	MANUFACTURERS LIFE INSURANCE COMPANY, THE	10,83310,833	$49,940	0.02%	TRIM -14%
92	MERCER GLOBAL ADVISORS INC /ADV	10,70010,700	$49,327	0.02%	NEW
93	HARBOR CAPITAL ADVISORS, INC.	10,59310,593	$49,000	0.02%	NEW
94	Police & Firemen's Retirement System of New Jersey	10,40410,404	$47,962	0.02%	—
95	Pinnacle Holdings, LLC	5,7275,727	$26,401	0.01%	NEW
96	SIMPLEX TRADING, LLC	5,3065,306	$24,460	0.01%	ADD 177%
97	Legal & General Group Plc	3,6303,630	$16,734	0.01%	—
98	Ameritas Investment Partners, Inc.	3,4183,418	$15,757	0.01%	—
99	Tower Research Capital LLC (TRC)	2,9262,926	$13,489	0.01%	ADD 42%
100	GROUP ONE TRADING LLC	2,5482,548	$11,746	0.01%	TRIM -9%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NEUBERGER BERMAN GROUP LLC

—

3.9M

3.8M

$18M

Forager Capital Management, LLC

—

2.0M

2.4M

3.4M

$15M

BlackRock, Inc.

880K

863K

2.5M

3.0M

3.1M

$14M

FINDELL CAPITAL MANAGEMENT LLC

3.5M

3.4M

2.8M

2.6M

2.7M

$13M

MILLENNIUM MANAGEMENT LLC

1.5M

1.9M

1.3M

1.2M

1.9M

2.3M

$10M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.6M

$8M

Long Focus Capital Management, LLC

1.7M

1.5M

$7M

DIMENSIONAL FUND ADVISORS LP

568K

705K

865K

1.0M

1.1M

1.4M

$6M

Simcoe Capital LLC

—

795K

1.0M

$5M

TWO SIGMA INVESTMENTS, LP

313K

558K

503K

557K

625K

962K

$4M

GEODE CAPITAL MANAGEMENT, LLC

317K

335K

777K

1.2M

1.3M

949K

$4M

BOOTHBAY FUND MANAGEMENT, LLC

1.4M

1.3M

1.0M

781K

778K

859K

$4M

GOLDMAN SACHS GROUP INC

52K

313K

162K

262K

403K

818K

$4M

STATE STREET CORP

112K

135K

394K

719K

743K

752K

$3M

Meros Investment Management, LP

—

726K

$3M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	125	35,136,533	76.8%	$162M
2025-Q4	120	33,817,604	73.9%	$179M
2025-Q3	125	34,278,030	74.9%	$211M
2025-Q2	106	32,207,053	70.4%	$231M
2025-Q1	94	25,787,945	56.4%	$144M
2024-Q4	76	21,516,282	47.0%	$83M
2024-Q3	72	21,365,277	46.7%	$60M
2024-Q2	70	20,931,827	45.8%	$61M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · OPRT

Large holders — 13G, passive (top 2 by % of class)

Holder	% of class	Type	As of
Forager Capital Management, LLC	9.8%	Passive	2026-06-30	SEC →
INTEGRATED CORE STRATEGIES (US) LLC	2.1%	Passive	2026-06-30	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding OPRT · 2026-Q1 methodology → sources →

125 holders

% of shares outstanding held

76.8%

Shares held (13F)

35,136,533

Reporting holders

125

Top holders

largest 100 of 125 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	NEUBERGER BERMAN GROUP LLC	3,809,9123.8M	$18M	8.33%	TRIM -3%
2	Forager Capital Management, LLC	3,361,7263.4M	$15M	7.35%	ADD 41%
3	BlackRock, Inc.	3,077,6603.1M	$14M	6.73%	—
4	FINDELL CAPITAL MANAGEMENT LLC	2,748,3002.7M	$13M	6.01%	ADD 7%
5	MILLENNIUM MANAGEMENT LLC	2,253,1822.3M	$10M	4.93%	ADD 19%
6	VANGUARD CAPITAL MANAGEMENT LLC	1,628,4781.6M	$8M	3.56%	NEW†
7	Long Focus Capital Management, LLC	1,515,7771.5M	$7M	3.31%	—
8	DIMENSIONAL FUND ADVISORS LP	1,363,7881.4M	$6M	2.98%	ADD 21%
9	Simcoe Capital LLC	1,002,2711.0M	$5M	2.19%	ADD 26%
10	TWO SIGMA INVESTMENTS, LP	961,641961,641	$4M	2.10%	ADD 54%
11	GEODE CAPITAL MANAGEMENT, LLC	948,802948,802	$4M	2.07%	TRIM -25%
12	BOOTHBAY FUND MANAGEMENT, LLC	859,329859,329	$4M	1.88%	ADD 10%
13	GOLDMAN SACHS GROUP INC	818,287818,287	$4M	1.79%	ADD 103%
14	STATE STREET CORP	752,325752,325	$3M	1.64%	—
15	Meros Investment Management, LP	726,385726,385	$3M	1.59%	NEW
16	AQR CAPITAL MANAGEMENT LLC	688,837688,837	$3M	1.51%	ADD 590%
17	SEGALL BRYANT & HAMILL, LLC	624,813624,813	$3M	1.37%	TRIM -4%
18	MACKENZIE FINANCIAL CORP	488,236488,236	$2M	1.07%	ADD 614%
19	AMERICAN CENTURY COMPANIES INC	450,930450,930	$2M	0.99%	ADD 26%
20	Summa Corp.	396,766396,766	$2M	0.87%	—
21	CANNELL CAPITAL LLC	372,697372,697	$2M	0.81%	NEW
22	VANGUARD PORTFOLIO MANAGEMENT LLC	362,323362,323	$2M	0.79%	NEW
23	BRIDGEWAY CAPITAL MANAGEMENT, LLC	334,123334,123	$2M	0.73%	ADD 5%
24	Trexquant Investment LP	333,569333,569	$2M	0.73%	ADD 160%
25	NORTHERN TRUST CORP	294,562294,562	$1M	0.64%	ADD 6%
26	LAZARD ASSET MANAGEMENT LLC	274,968274,968	$1M	0.60%	NEW
27	VANGUARD FIDUCIARY TRUST CO	259,485259,485	$1M	0.57%	NEW
28	Berger Financial Group, Inc	243,575243,575	$1M	0.53%	ADD 24%
29	Bank of New York Mellon Corp	211,625211,625	$975,591	0.46%	TRIM -7%
30	Arbiter Partners Capital Management LLC	192,106192,106	$885,609	0.42%	ADD 36%
31	Empowered Funds, LLC	188,920188,920	$870,921	0.41%	ADD 10%
32	BANK OF AMERICA CORP /DE/	166,934166,934	$769,566	0.36%	ADD 44%
33	Nuveen, LLC	151,017151,017	$696,188	0.33%	ADD 111%
34	JPMORGAN CHASE & CO	152,577152,577	$675,916	0.33%	TRIM -5%
35	EMG Holdings, L.P.	139,172139,172	$641,583	0.30%	—
36	Vanguard Global Advisers, LLC	127,488127,488	$587,720	0.28%	NEW
37	MORGAN STANLEY	125,834125,834	$580,094	0.28%	TRIM -64%
38	CITADEL ADVISORS LLC	122,023122,023	$562,526	0.27%	TRIM -55%
39	Connor, Clark & Lunn Investment Management Ltd.	118,019118,019	$544,068	0.26%	TRIM -32%
40	BARCLAYS PLC	105,963105,963	$488,488	0.23%	TRIM -29%
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	105,212105,212	$485,027	0.23%	TRIM -7%
42	RENAISSANCE TECHNOLOGIES LLC	100,079100,079	$461,364	0.22%	TRIM -24%
43	Union Square Park Capital Management, LLC	100,000100,000	$461,000	0.22%	NEW
44	MYDA Advisors LLC	99,27099,270	$457,635	0.22%	NEW
45	Invesco Ltd.	93,61493,614	$431,560	0.20%	TRIM -7%
46	Integrated Quantitative Investments LLC	91,31291,312	$420,948	0.20%	TRIM -27%
47	GLOBEFLEX CAPITAL L P	81,80081,800	$377,098	0.18%	TRIM -21%
48	PRUDENTIAL FINANCIAL INC	80,27080,270	$370,045	0.18%	ADD 36%
49	MARSHALL WACE, LLP	79,19879,198	$365,102	0.17%	TRIM -35%
50	UBS Group AG	78,41278,412	$361,479	0.17%	TRIM -19%
51	Man Group plc	77,79777,797	$358,644	0.17%	ADD 56%
52	FULLER & THALER ASSET MANAGEMENT, INC.	68,04768,047	$313,697	0.15%	NEW
53	PANAGORA ASSET MANAGEMENT INC	67,69667,696	$312,079	0.15%	—
54	ALGERT GLOBAL LLC	62,03962,039	$286,000	0.14%	NEW
55	Legato Capital Management LLC	59,21959,219	$273,000	0.13%	TRIM -30%
56	MARTINGALE ASSET MANAGEMENT L P	59,15459,154	$272,700	0.13%	—
57	HSBC HOLDINGS PLC	58,98058,980	$267,179	0.13%	TRIM -50%
58	SUSQUEHANNA INTERNATIONAL GROUP, LLP	57,48657,486	$265,011	0.13%	ADD 79%
59	JONES FINANCIAL COMPANIES LLLP	55,57555,575	$248,976	0.12%	NEW
60	RHUMBLINE ADVISERS	46,67646,676	$215,170	0.10%	—
61	LOS ANGELES CAPITAL MANAGEMENT LLC	44,91944,919	$207,077	0.10%	NEW
62	VOYA INVESTMENT MANAGEMENT LLC	42,39042,390	$195,418	0.09%	—
63	D. E. Shaw & Co., Inc.	42,23342,233	$194,694	0.09%	NEW
64	Graham Capital Management, L.P.	41,65841,658	$192,043	0.09%	ADD 4%
65	State of Wyoming	39,09039,090	$180,205	0.09%	TRIM -54%
66	DAG VENTURES, LLC	38,45238,452	$177,264	0.08%	—
67	BNP PARIBAS FINANCIAL MARKETS	37,52037,520	$172,967	0.08%	TRIM -89%
68	Russell Investments Group, Ltd.	37,21037,210	$171,538	0.08%	TRIM -75%
69	PDT Partners, LLC	35,43335,433	$163,346	0.08%	TRIM -48%
70	DEUTSCHE BANK AG\	34,72734,727	$160,091	0.08%	NEW
71	Cerity Partners LLC	32,55132,551	$150,060	0.07%	ADD 34%
72	PRICE T ROWE ASSOCIATES INC /MD/	31,73331,733	$147,000	0.07%	ADD 32%
73	Campbell & CO Investment Adviser LLC	30,17630,176	$139,111	0.07%	TRIM -59%
74	SEI INVESTMENTS CO	28,08128,081	$129,451	0.06%	—
75	STATE OF WISCONSIN INVESTMENT BOARD	27,03427,034	$124,627	0.06%	TRIM -39%
76	Castleview Partners, LLC	22,09322,093	$101,849	0.05%	NEW
77	State of Alaska, Department of Revenue	21,03721,037	$96,000	0.05%	ADD 91%
78	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	19,16519,165	$88,351	0.04%	ADD 3%
79	Odyssean, LLC	18,91218,912	$87,184	0.04%	—
80	CWM, LLC	17,87617,876	$82,408	0.04%	ADD 37142%
81	Flaharty Asset Management, LLC	16,00016,000	$73,760	0.03%	—
82	WELLS FARGO & COMPANY/MN	15,30815,308	$70,570	0.03%	TRIM -66%
83	MetLife Investment Management, LLC	14,73514,735	$67,928	0.03%	ADD 15%
84	Brooklyn Investment Group	14,16914,169	$65,320	0.03%	NEW
85	Centiva Capital, LP	14,00014,000	$64,540	0.03%	—
86	NEW YORK STATE COMMON RETIREMENT FUND	13,50013,500	$62,235	0.03%	—
87	FMR LLC	13,43613,436	$61,940	0.03%	ADD 374%
88	R Squared Ltd	12,97312,973	$59,806	0.03%	TRIM -23%
89	Abel Hall, LLC	12,35512,355	$56,957	0.03%	NEW
90	INTECH INVESTMENT MANAGEMENT LLC	10,83610,836	$49,954	0.02%	TRIM -37%
91	MANUFACTURERS LIFE INSURANCE COMPANY, THE	10,83310,833	$49,940	0.02%	TRIM -14%
92	MERCER GLOBAL ADVISORS INC /ADV	10,70010,700	$49,327	0.02%	NEW
93	HARBOR CAPITAL ADVISORS, INC.	10,59310,593	$49,000	0.02%	NEW
94	Police & Firemen's Retirement System of New Jersey	10,40410,404	$47,962	0.02%	—
95	Pinnacle Holdings, LLC	5,7275,727	$26,401	0.01%	NEW
96	SIMPLEX TRADING, LLC	5,3065,306	$24,460	0.01%	ADD 177%
97	Legal & General Group Plc	3,6303,630	$16,734	0.01%	—
98	Ameritas Investment Partners, Inc.	3,4183,418	$15,757	0.01%	—
99	Tower Research Capital LLC (TRC)	2,9262,926	$13,489	0.01%	ADD 42%
100	GROUP ONE TRADING LLC	2,5482,548	$11,746	0.01%	TRIM -9%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NEUBERGER BERMAN GROUP LLC

—

3.9M

3.8M

$18M

Forager Capital Management, LLC

—

2.0M

2.4M

3.4M

$15M

BlackRock, Inc.

880K

863K

2.5M

3.0M

3.1M

$14M

FINDELL CAPITAL MANAGEMENT LLC

3.5M

3.4M

2.8M

2.6M

2.7M

$13M

MILLENNIUM MANAGEMENT LLC

1.5M

1.9M

1.3M

1.2M

1.9M

2.3M

$10M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.6M

$8M

Long Focus Capital Management, LLC

1.7M

1.5M

$7M

DIMENSIONAL FUND ADVISORS LP

568K

705K

865K

1.0M

1.1M

1.4M

$6M

Simcoe Capital LLC

—

795K

1.0M

$5M

TWO SIGMA INVESTMENTS, LP

313K

558K

503K

557K

625K

962K

$4M

GEODE CAPITAL MANAGEMENT, LLC

317K

335K

777K

1.2M

1.3M

949K

$4M

BOOTHBAY FUND MANAGEMENT, LLC

1.4M

1.3M

1.0M

781K

778K

859K

$4M

GOLDMAN SACHS GROUP INC

52K

313K

162K

262K

403K

818K

$4M

STATE STREET CORP

112K

135K

394K

719K

743K

752K

$3M

Meros Investment Management, LP

—

726K

$3M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	125	35,136,533	76.8%	$162M
2025-Q4	120	33,817,604	73.9%	$179M
2025-Q3	125	34,278,030	74.9%	$211M
2025-Q2	106	32,207,053	70.4%	$231M
2025-Q1	94	25,787,945	56.4%	$144M
2024-Q4	76	21,516,282	47.0%	$83M
2024-Q3	72	21,365,277	46.7%	$60M
2024-Q2	70	20,931,827	45.8%	$61M

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · OPRT

Large holders — 13G, passive (top 2 by % of class)

Holder	% of class	Type	As of
Forager Capital Management, LLC	9.8%	Passive	2026-06-30	SEC →
INTEGRATED CORE STRATEGIES (US) LLC	2.1%	Passive	2026-06-30	SEC →

OPRT US Equity☆

Institutional ownership· 13F filers holding OPRT · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · OPRT

Institutional ownership· 13F filers holding OPRT · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · OPRT

OPRT US Equity