Is Oportun Financial Corporation (OPRT) a Buy, Sell, or Hold?
NASDAQ : OPRT
Oportun Financial Corporation — Institutional Ownership
$8.02 USD
-$0.03 (-0.37%)
- Volume
- 909.18K
- Average Volume
- 519.41K
- Market Capitalization
- $368.14M
- P/E Ratio
- 20.05
- Dividend Yield
- 0.00%
- Price Target
- $8.00
- Year High
- $8.26
- Year Low
- $4.03
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.00
- Current Ratio
- $17.70
Institutional Ownership Summary
Institutional Ownership %
%
Investors Holding
change: 0.0 | last:
Increased Positions
change: 0.0 | last:
Reduced Positions
change: 0.0 | last:
New Positions
change: 0.0 | last:
Sold Positions
change: 0.0 | last:
Total Calls
-
Total Puts
-
Put-Call Ratio
change: 0.0 | last:
Total Invested
-
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-07-13 | Integrated Core Strategies (US) LLC | 930.54K | 2.00% |
| 2026-04-21 | Forager Capital Management, LLC | 3.51M | 7.90% |
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2026-03-18 | Integrated Core Strategies (US) LLC | 2.24M | 5.00% |
| 2026-01-30 | The Vanguard Group | 2.26M | 5.12% |
| 2025-10-17 | BlackRock, Inc. | 2.42M | 5.50% |
| 2025-10-15 | Forager Capital Management, LLC | 2.24M | 5.10% |
| 2025-08-14 | McLaren Harbor, LLC | 2.43M | 5.50% |
| 2025-07-18 | Millennium Management LLC | 1.33M | 3.00% |
| 2025-07-15 | Warren Wilcox | - | 0.00% |
| 2025-07-15 | Finn Brian | 3.01M | 6.90% |
| 2025-07-15 | FINDELL CAPITAL MANAGEMENT LLC | 3.01M | 6.90% |
| 2025-07-15 | Finn Management GP LLC | 3.01M | 6.90% |
| 2025-07-15 | Findell Capital Partners LP | 1.98M | 4.50% |
| 2025-05-29 | Finn Brian | 3.24M | 7.40% |
| 2025-05-29 | WILCOX WARREN | - | 0.00% |
| 2025-05-29 | Finn Management GP LLC | 3.24M | 7.40% |
| 2025-05-29 | Findell Capital Partners LP | 1.96M | 4.50% |
| 2025-05-29 | FINDELL CAPITAL MANAGEMENT LLC | 3.24M | 7.40% |
| 2025-05-28 | NB Alternatives Advisers LLC | 4.39M | 9.90% |
| 2025-05-07 | Finn Brian | 3.44M | 9.20% |
| 2025-05-07 | Findell Capital Partners LP | 2.13M | 5.70% |
| 2025-05-07 | Finn Management GP LLC | 3.44M | 9.20% |
| 2025-05-07 | FINDELL CAPITAL MANAGEMENT LLC | 3.44M | 9.20% |
| 2025-05-07 | Warren Wilcox | - | 0.00% |
| 2025-03-28 | Finn Brian | 3.32M | 9.20% |
| 2025-03-28 | FINDELL CAPITAL MANAGEMENT LLC | 3.32M | 9.20% |
| 2025-03-28 | Finn Management GP LLC | 3.32M | 9.20% |
| 2025-03-28 | Findell Capital Partners LP | 2.01M | 5.60% |
| 2025-03-28 | WILCOX WARREN | - | 0.00% |
| 2025-03-28 | Bell Sandra | - | 0.00% |
| 2025-03-21 | Findell Capital Partners LP | 1.96M | 5.40% |
| 2025-03-21 | Finn Management GP LLC | 3.27M | 9.10% |
| 2025-03-21 | FINDELL CAPITAL MANAGEMENT LLC | 3.27M | 9.10% |
| 2025-03-21 | Finn Brian | 3.27M | 9.10% |
| 2025-03-19 | Millennium Management LLC | 1.83M | 5.10% |
| 2025-02-14 | Institutional Venture Partners XIV, L.P. | 820.29K | 2.30% |
| 2025-02-11 | LONG FOCUS CAPITAL MANAGEMENT, LLC | 1.74M | 4.80% |
| 2024-11-21 | Rory O’Neill | 2.43M | 6.30% |
| 2024-11-21 | Evan Carruthers | 2.43M | 6.30% |
| 2024-11-21 | CL VI Ventures Offshore, L.P. | 2.43M | 6.30% |
| 2024-11-21 | Castlelake, L.P. | 2.43M | 6.30% |
| 2024-11-21 | Castlelake VI GP, L.P. | 2.43M | 6.30% |
| 2024-11-21 | McLaren Harbor, LLC | 2.43M | 6.30% |
| 2024-04-23 | FINDELL CAPITAL MANAGEMENT LLC | 2.94M | 8.50% |
| 2024-04-23 | SUSAN EHRLICH | 4500.0 | 1.00% |
| 2024-04-23 | DAVID TOMLINSON | 128K | 1.00% |
| 2024-04-23 | SCOTT PARKER | 20000.0 | 1.00% |
| 2024-04-23 | FINDELL CAPITAL PARTNERS, LP | 2.02M | 5.90% |
| 2024-04-23 | FINN MANAGEMENT GP LLC | 2.94M | 8.50% |
| 2024-04-23 | BRIAN A. FINN | 2.94M | 8.50% |
| 2024-04-17 | 47-3021161 | 596.1K | 1.70% |
| 2024-04-17 | A. GLENN HELMERS | 596.1K | 1.70% |
| 2024-04-17 | JOHN B. HELMERS | 1.74M | 5.00% |
| 2024-04-17 | 46-3004723 | 1.14M | 3.30% |
| 2024-04-17 | 46-2772035 | 1.74M | 5.00% |
| 2023-11-27 | FINN MANAGEMENT GP LLC | 1.85M | 5.40% |
| 2023-11-27 | BRIAN A. FINN | 1.85M | 5.40% |
| 2023-11-27 | FINDELL CAPITAL MANAGEMENT LLC | 1.85M | 5.40% |
| 2023-11-27 | FINDELL CAPITAL PARTNERS, LP | 1.85M | 5.40% |
| 2023-03-27 | VC INVESTMENTS, L.L.C. | 2.73M | 8.20% |
| 2023-03-27 | EMG HOLDINGS, L.P. | 2.73M | 8.20% |
| 2023-03-27 | MICHAEL W. VRANOS | 2.73M | 8.20% |
| 2023-03-27 | ELLINGTON MANAGEMENT GROUP, L.L.C. | 2.73M | 8.20% |
| 2022-02-14 | Capital Management, Inc. | 1.69M | 5.97% |
| 2022-02-14 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 3.34M | 11.78% |
| 2022-02-11 | XII-A | 148.15K | 0.52% |
| 2022-02-11 | William W. Helman | 1.48M | 5.22% |
| 2022-02-11 | Greylock XII GP LLC | 1.48M | 5.22% |
| 2022-02-11 | Greylock XII Limited Partnership | 1.33M | 4.70% |
| 2022-02-11 | Aneel Bhusri | 1.48M | 5.22% |
| 2022-02-14 | Virtus Investment Advisers, Inc.04-2453743 | 2.68M | 9.45% |
| 2022-02-14 | Virtus Equity Trust, on behalf of Virtus KAR Small Cap Growth Fund | 2.64M | 9.29% |
| 2022-02-04 | Madrone Partners, L.P. | 932.96K | 3.30% |
| 2022-02-04 | Wellington Management Group LLP | 2.58M | 7.97% |
| 2022-02-04 | Wellington Group Holdings LLP | 2.58M | 7.97% |
| 2022-02-04 | Wellington Investment Advisors Holdings LLP | 2.58M | 7.97% |
| 2022-02-04 | Wellington Management Company LLP | 2.56M | 7.89% |
| 2022-02-04 | Madrone Capital Partners, LLC | 932.96K | 3.30% |
| 2022-02-04 | Greg Penner | 932.96K | 3.30% |
| 2022-02-04 | Jameson McJunkin | 932.96K | 3.30% |
| 2022-02-04 | Thomas Patterson | 932.96K | 3.30% |
| 2022-02-03 | (1) BlackRock, Inc. | 2.25M | 7.90% |
| 2021-02-16 | Madrone Partners, L.P. | 1.54M | 5.60% |
| 2021-02-16 | Madrone Capital Partners, LLC | 1.54M | 5.60% |
| 2021-02-16 | Jameson McJunkin | 1.54M | 5.60% |
| 2021-02-16 | Greg Penner | 1.54M | 5.60% |
| 2021-02-16 | Thomas Patterson | 1.54M | 5.60% |
| 2021-02-16 | Greg Penner | 1.54M | 5.60% |
| 2021-02-16 | Madrone Partners, L.P. | 1.54M | 5.60% |
| 2021-02-12 | (1) | 288.46K | 1.04% |
| 2021-02-16 | Thomas Patterson | 1.54M | 5.60% |
| 2021-02-12 | (1) | 2.88M | 10.45% |
| 2021-02-12 | (1) | 2.88M | 10.45% |
| 2021-02-12 | (1) | 2.88M | 10.45% |
| 2021-02-16 | Madrone Capital Partners, LLC | 1.54M | 5.60% |
| 2021-02-12 | (1) | 2.6M | 9.40% |
| 2021-02-16 | Jameson McJunkin | 1.54M | 5.60% |
| 2021-02-02 | (1) BlackRock, Inc. | 1.97M | 7.10% |
| 2020-06-10 | Prudential Financial, Inc. | - | 0.00% |
| 2020-02-14 | 1.07% (2) | 288.46K | 1.07% |
| 2020-02-14 | 10.68% (2) | 2.88M | 10.68% |
| 2020-02-14 | 10.68% (2) | 2.88M | 10.68% |
| 2020-02-14 | 9.62% (2) | 2.6M | 9.62% |
| 2020-02-14 | 10.68% (2) | 2.88M | 10.68% |
| 2020-02-13 | Thomas Patterson | 2.11M | 7.80% |
| 2020-02-13 | Jameson McJunkin | 2.11M | 7.80% |
| 2020-02-13 | Madrone Partners, L.P. | 2.11M | 7.80% |
| 2020-02-13 | Greg Penner | 2.11M | 7.80% |
| 2020-02-13 | Madrone Capital Partners, LLC | 2.11M | 7.80% |
| 2020-02-05 | Institutional Venture Management XIV, LLC | 3.85M | 14.30% |
| 2020-02-05 | Institutional Venture Partners XIV, L.P. | 3.85M | 14.30% |
| 2019-11-26 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 3.35M | 12.47% |
| 2019-11-26 | Virtus Investment Advisers, Inc.04-2453743 | 2.69M | 10.00% |
| 2019-10-09 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 2.93M | 10.95% |
OPRT Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $5.29 | 47.86M | $253.17M | $105.5M | $2.81B | $2.96B |
| 2024-12-31 | $3.88 | 40.36M | $156.58M | $59.97M | $2.82B | $2.92B |
| 2023-12-31 | $3.91 | 36.88M | $144.18M | $91.19M | $3.23B | $3.28B |
| 2022-12-31 | $5.51 | 32.83M | $180.87M | $98.82M | $3.28B | $3.37B |
| 2021-12-31 | $20.25 | 28.19M | $570.88M | $130.96M | $2.6B | $3.04B |
| 2020-12-31 | $19.37 | 27.33M | $529.45M | $136.19M | $1.71B | $2.1B |
| 2019-12-31 | $23.80 | 9.35M | $222.46M | $72.18M | $1.66B | $1.81B |
| 2018-12-31 | $16.17 | 22.02M | $355.99M | $70.48M | $1.31B | $1.6B |
| 2017-12-31 | $16.17 | 22.02M | $355.99M | $48.35M | $933.99M | $1.24B |
| 2016-12-31 | $16.17 | 21.98M | $355.44M | $35.58M | $708.24M | $1.03B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5.71 | 48.95M | $279.51M | $139.6M | $2.66B | $2.8B |
| 2026-03-31 | $4.61 | 48.5M | $223.58M | $209.9M | $2.72B | $2.74B |
| 2025-12-31 | $5.29 | 48.18M | $254.85M | $105.5M | $2.81B | $2.96B |
| 2025-09-30 | $6.17 | 46.71M | $288.21M | $104.61M | $2.74B | $2.93B |
| 2025-06-30 | $7.16 | 46.57M | $333.46M | $96.82M | $2.76B | $3B |
| 2025-03-31 | $5.49 | 45.5M | $249.78M | $78.54M | $2.81B | $2.98B |
| 2024-12-31 | $3.88 | 42.72M | $165.75M | $59.97M | $2.82B | $2.93B |
| 2024-09-30 | $2.81 | 39.96M | $112.3M | $71.84M | $2.86B | $2.9B |
| 2024-06-30 | $2.69 | 39.82M | $107.11M | $72.87M | $2.83B | $2.86B |
| 2024-03-31 | $2.37 | 38.9M | $92.2M | $69.2M | $2.83B | $2.85B |
| 2023-12-31 | $3.91 | 38.49M | $150.48M | $91.19M | $3.23B | $3.29B |
| 2023-09-30 | $7.22 | 38.28M | $276.4M | $81.89M | $3.35B | $3.54B |