Oportun Financial Corp
OPRT5.460USD
+0.040+0.74%
Close 12/22, 16:00（ET）Quotes delayed by 15 min
240.74MMarket Cap
7.46P/E TTM
More Details of Oportun Financial Corp Company
Oportun Financial Corporation is a financial services company. The Company offers access to a suite of financial products, offered either directly or through partners, including lending and savings powered by artificial intelligence. The Company's credit products include unsecured and secured personal loans. Its unsecured personal loan is a fully amortizing installment loan with fixed payments throughout the life of the loan. Its secured personal loan is a personal installment loan product secured by an automobile. It also offers automated savings, through its Set & Save platform. Its Set & Save product is designed to understand a member’s cash flows and save the right amount on a regular basis. It reaches incremental members through its Lending as a Service lead generation program. It allows consumers to become members and access its products through the Oportun Mobile App and the Oportun.com Website, which serve as its primary platforms for onboarding and providing member services.
Oportun Financial Corp Info
Ticker SymbolOPRT
Company nameOportun Financial Corp
IPO dateSep 26, 2019
CEOVazquez (Raul)
Number of employees2312
Security typeOrdinary Share
Fiscal year-endSep 26
Address2 Circle Star Way
CitySAN CARLOS
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code94070-6200
Phone16508108823
Website
Ticker SymbolOPRT
IPO dateSep 26, 2019
CEOVazquez (Raul)
Company Executives of Oportun Financial Corp
Name
Name/Position
Position
Shareholding
Change
Mr. Raul Vazquez
Mr. Raul Vazquez
Chief Executive Officer
Chief Executive Officer
1.22M
--
Mr. Patrick Kirscht
Mr. Patrick Kirscht
Chief Credit Officer
Chief Credit Officer
202.34K
+5.01%
Ms. Ginny Lee
Ms. Ginny Lee
Independent Director
Independent Director
100.52K
+21.95%
Ms. Jo Ann Barefoot
Ms. Jo Ann Barefoot
Independent Director
Independent Director
95.64K
+23.33%
Mr. Carlos Manuel Minetti
Mr. Carlos Manuel Minetti
Independent Director
Independent Director
67.59K
+36.54%
Mr. Mohit Daswani
Mr. Mohit Daswani
Independent Director
Independent Director
60.01K
+43.15%
Ms. Kathleen Layton
Ms. Kathleen Layton
Chief Legal Officer, Corporate Secretary
Chief Legal Officer, Corporate Secretary
35.58K
-10.59%
Warren Wilcox
Warren Wilcox
Director
Director
18.04K
--
Mr. Joseph A. Schueller
Mr. Joseph A. Schueller
Principal Financial Officer, Senior Vice President - Finance, Principal Accounting Officer
Principal Financial Officer, Senior Vice President - Finance, Principal Accounting Officer
--
--
Ms. Sandra A. Smith, J.D.
Ms. Sandra A. Smith, J.D.
Independent Director
Independent Director
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Raul Vazquez
Mr. Raul Vazquez
Chief Executive Officer
Chief Executive Officer
1.22M
--
Mr. Patrick Kirscht
Mr. Patrick Kirscht
Chief Credit Officer
Chief Credit Officer
202.34K
+5.01%
Ms. Ginny Lee
Ms. Ginny Lee
Independent Director
Independent Director
100.52K
+21.95%
Ms. Jo Ann Barefoot
Ms. Jo Ann Barefoot
Independent Director
Independent Director
95.64K
+23.33%
Mr. Carlos Manuel Minetti
Mr. Carlos Manuel Minetti
Independent Director
Independent Director
67.59K
+36.54%
Mr. Mohit Daswani
Mr. Mohit Daswani
Independent Director
Independent Director
60.01K
+43.15%
Revenue Breakdown
Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.
Shareholding Stats
Updated: Sat, Nov 15
Updated: Sat, Nov 15
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Neuberger Berman, LLC
8.92%
Findell Capital Management LLC
5.82%
Castlelake, L.P.
5.50%
BlackRock Institutional Trust Company, N.A.
5.46%
Forager Capital Management, LLC
5.08%
Other
69.22%
Shareholders
Shareholders
Proportion
Neuberger Berman, LLC
8.92%
Findell Capital Management LLC
5.82%
Castlelake, L.P.
5.50%
BlackRock Institutional Trust Company, N.A.
5.46%
Forager Capital Management, LLC
5.08%
Other
69.22%
Shareholder Types
Shareholders
Proportion
Investment Advisor/Hedge Fund
42.30%
Hedge Fund
21.14%
Investment Advisor
18.19%
Individual Investor
6.76%
Research Firm
2.23%
Venture Capital
2.07%
Pension Fund
0.18%
Bank and Trust
0.11%
Insurance Company
0.03%
Other
6.98%
Institutional Shareholding
Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
246
36.97M
83.78%
-770.55K
2025Q2
236
36.38M
82.91%
+5.96M
2025Q1
271
30.51M
72.58%
-293.75K
2024Q4
277
26.61M
73.66%
-6.40M
2024Q3
286
28.97M
81.34%
-3.56M
2024Q2
302
26.49M
74.66%
-10.24M
2024Q1
305
25.32M
73.35%
-10.85M
2023Q4
305
25.97M
75.87%
-8.74M
2023Q3
309
26.70M
78.45%
-6.78M
2023Q2
310
26.88M
79.37%
-6.56M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Neuberger Berman, LLC
3.94M
8.95%
--
--
Jun 30, 2025
Findell Capital Management LLC
3.01M
6.83%
+170.00K
+5.99%
Jul 14, 2025
Castlelake, L.P.
2.43M
5.51%
--
--
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
2.01M
4.57%
+1.51M
+303.82%
Jun 30, 2025
The Vanguard Group, Inc.
1.62M
3.67%
+207.31K
+14.72%
Jun 30, 2025
Long Focus Capital Management LLC
1.52M
3.44%
--
--
Jun 30, 2025
Cannell Capital, LLC
1.60M
3.64%
+1.58M
+7066.97%
Jun 30, 2025
Millennium Management LLC
1.33M
3.03%
-603.75K
-31.17%
Jun 30, 2025
Vazquez (Raul)
1.22M
2.77%
--
--
May 28, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Inspire Fidelis Multi Factor ETF
0.77%
Fidelity Small-Mid Multifactor ETF
0.08%
iShares Micro-Cap ETF
0.04%
Principal U.S. Small-Cap ETF
0.04%
Goldman Sachs ActiveBeta US Small Cap Equity ETF
0.03%
Vanguard US Value Factor ETF
0.02%
Avantis US Small Cap Equity ETF
0.02%
Invesco RAFI US 1500 Small-Mid ETF
0.02%
iShares Russell 2000 ETF
0.01%
ProShares Hedge Replication ETF
0.01%
View more
Inspire Fidelis Multi Factor ETF
Proportion0.77%
Fidelity Small-Mid Multifactor ETF
Proportion0.08%
iShares Micro-Cap ETF
Proportion0.04%
Principal U.S. Small-Cap ETF
Proportion0.04%
Goldman Sachs ActiveBeta US Small Cap Equity ETF
Proportion0.03%
Vanguard US Value Factor ETF
Proportion0.02%
Avantis US Small Cap Equity ETF
Proportion0.02%
Invesco RAFI US 1500 Small-Mid ETF
Proportion0.02%
iShares Russell 2000 ETF
Proportion0.01%
ProShares Hedge Replication ETF
Proportion0.01%
Dividend
A total of
0.00
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
FAQs
Who are the top five shareholders of Oportun Financial Corp?
The top five shareholders of Oportun Financial Corp are:
Neuberger Berman, LLC holds 3.94M shares, accounting for 8.95% of the total shares.
Findell Capital Management LLC holds 3.01M shares, accounting for 6.83% of the total shares.
Castlelake, L.P. holds 2.43M shares, accounting for 5.51% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 2.01M shares, accounting for 4.57% of the total shares.
The Vanguard Group, Inc. holds 1.62M shares, accounting for 3.67% of the total shares.
Neuberger Berman, LLC holds 3.94M shares, accounting for 8.95% of the total shares.
Findell Capital Management LLC holds 3.01M shares, accounting for 6.83% of the total shares.
Castlelake, L.P. holds 2.43M shares, accounting for 5.51% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 2.01M shares, accounting for 4.57% of the total shares.
The Vanguard Group, Inc. holds 1.62M shares, accounting for 3.67% of the total shares.
What are the top three shareholder types of Oportun Financial Corp?
The top three shareholder types of Oportun Financial Corp are:
Neuberger Berman, LLC
Findell Capital Management LLC
Castlelake, L.P.
Neuberger Berman, LLC
Findell Capital Management LLC
Castlelake, L.P.
How many institutions hold shares of Oportun Financial Corp (OPRT)?
As of 2025Q3, 246 institutions hold shares of Oportun Financial Corp, with a combined market value of approximately 36.97M, accounting for 83.78% of the total shares. Compared to 2025Q2, institutional shareholding has increased by 0.87%.
What is the biggest source of revenue for Oportun Financial Corp?
In --, the -- business generated the highest revenue for Oportun Financial Corp, amounting to -- and accounting for --% of total revenue.
