Oportun Financial Corp
Ownership
Ownership Structure
Who owns Oportun Financial Corp (OPRT)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 69.4% of the shares are freely tradable; institutional investors hold 87.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Forager Capital Management, LLC | 9.81 | 4,512,045 | +34.2 | 06/30/2026 |
| Neuberger Berman Group LLC | 8.28 | 3,809,912 | -3.2 | 03/31/2026 |
| BlackRock Inc | 6.69 | 3,077,660 | -0.9 | 03/31/2026 |
| Findell Capital Management LLC | 6.08 | 2,798,300 | +1.8 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 3.62 | 1,663,841 | +22.0 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.54 | 1,628,478 | +0.0 | 03/31/2026 |
| Long Focus Capital Management, LLC | 3.30 | 1,515,777 | +0.0 | 06/30/2026 |
| Simcoe Capital LLC | 2.47 | 1,134,197 | +13.2 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.60 | 1,194,820 | +0.0 | 07/31/2026 |
| iShares Russell 2000 ETF | 2.42 | 1,112,918 | -0.6 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Rowles Sean A | Chief Risk Officer | 382,653 | 3,099,489 $ | Sep 10, 2026 | direct |
| Layton Kathleen I. | Chief Legal Officer | 292,006 | 2,365,249 $ | Sep 10, 2026 | direct |
| Lee Ginny | Director | 121,387 | 983,235 $ | Aug 11, 2026 | direct |
| Miramontes Louis | Director | 118,972 | 963,673 $ | Aug 11, 2026 | direct |
| Minetti Carlos | Director | 88,463 | 716,550 $ | Aug 11, 2026 | direct |
| Daswani Mohit | Director | 80,883 | 655,152 $ | Aug 11, 2026 | direct |
| Schueller Joseph Andrew | SVP-Controller, CAO | 71,121 | 576,080 $ | Sep 11, 2026 | direct |
| Wilcox Warren | Director | 38,910 | 315,171 $ | Aug 11, 2026 | direct |
| Tambor Richard N. | Director | 25,392 | 205,675 $ | Aug 11, 2026 | direct |
| Scheirman Scott | Director | 20,869 | 169,039 $ | Aug 19, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Schueller Joseph Andrew | SVP-Controller, CAO | Sell | 28 | 7.80 | 218 |
| Sep 10, 2026 | Schueller Joseph Andrew | SVP-Controller, CAO | Sell | 2,831 | 7.80 | 22,082 |
| Sep 10, 2026 | Layton Kathleen I. | Chief Legal Officer | Sell | 4,223 | 7.80 | 32,939 |
| Sep 10, 2026 | Rowles Sean A | Chief Risk Officer | Other | 382,653 | – | – |
| Aug 19, 2026 | Scheirman Scott | Director | Other | 20,869 | – | – |
| Aug 11, 2026 | Miramontes Louis | Director | Other | 25,042 | – | – |
| Aug 11, 2026 | Wilcox Warren | Director | Other | 20,869 | – | – |
| Aug 11, 2026 | Minetti Carlos | Director | Other | 20,869 | – | – |
| Aug 11, 2026 | Daswani Mohit | Director | Other | 20,869 | – | – |
| Aug 11, 2026 | Lee Ginny | Director | Other | 20,869 | – | – |
| Aug 11, 2026 | Tambor Richard N. | Director | Other | 20,869 | – | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.