Empfehlung
11,7
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
52.1
14 neu, 32 erhöht, -8604K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | Oportun Financial Corp |
|---|---|
| Ticker | OPRT |
| CIK | 0001538716 |
Branche
| SIC-Code | 6199 |
|---|---|
| Beschreibung | Finance Services |
Wertpapier
| CUSIP | 68376D104 |
|---|---|
| ISIN | US68376D1046 |
| Typ | Common Stock |
| Titel | OPORTUN FINANCIAL CORP |
Status
| Zuletzt geprüft | 2026-03-20 22:38:01.535864 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 3,937,168 | 3,937,168 | 0 | 20,827,619 | Unverändert | 0,0% | |
| BlackRock, Inc. | 3,105,600 | 2,974,937 | 130,663 | 16,428,623 | Aufgestockt | +4,4% | |
| VANGUARD GROUP INC | 2,263,271 | 2,106,640 | 156,631 | 11,972,703 | Aufgestockt | +7,4% | |
| MILLENNIUM MANAGEMENT LLC | 1,899,552 | 1,232,281 | 667,271 | 10,048,630 | Aufgestockt | +54,1% | |
| Long Focus Capital Management, LLC | 1,515,777 | 1,515,777 | 0 | 8,018,460 | Unverändert | 0,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1,266,447 | 1,176,907 | 89,540 | 6,700,990 | Aufgestockt | +7,6% | |
| DIMENSIONAL FUND ADVISORS LP | 1,129,065 | 1,012,114 | 116,951 | 5,972,920 | Aufgestockt | +11,6% | |
| BOOTHBAY FUND MANAGEMENT, LLC | 778,300 | 781,360 | -3,060 | 4,117,207 | Reduziert | -0,4% | |
| STATE STREET CORP | 743,465 | 719,273 | 24,192 | 3,932,930 | Aufgestockt | +3,4% | |
| SEGALL BRYANT & HAMILL, LLC | 651,582 | 193,687 | 457,895 | 3,446,869 | Aufgestockt | +236,4% | |
| Boston Partners | 597,328 | 531,367 | 65,961 | 3,159,870 | Aufgestockt | +12,4% | |
| GLYNN CAPITAL MANAGEMENT LLC | 588,233 | 588,233 | 0 | 3,111,753 | Unverändert | 0,0% | |
| GOLDMAN SACHS GROUP INC | 402,937 | 262,181 | 140,756 | 2,131,537 | Aufgestockt | +53,7% | |
| BNP PARIBAS FINANCIAL MARKETS | 357,203 | 211,750 | 145,453 | 1,889,604 | Aufgestockt | +68,7% | |
| AMERICAN CENTURY COMPANIES INC | 356,499 | 179,778 | 176,721 | 1,885,880 | Aufgestockt | +98,3% | |
| MORGAN STANLEY | 347,228 | 309,564 | 37,664 | 1,836,836 | Aufgestockt | +12,2% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 317,236 | 280,884 | 36,352 | 1,678,178 | Aufgestockt | +12,9% | |
| NORTHERN TRUST CORP | 278,625 | 297,866 | -19,241 | 1,473,927 | Reduziert | -6,5% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 176,971 | 230,214 | -53,243 | 1,091,911 | Reduziert | -23,1% | |
| Connor, Clark & Lunn Investment Management Ltd. | 172,909 | 291,996 | -119,087 | 914,689 | Reduziert | -40,8% | |
| Empowered Funds, LLC | 172,033 | 154,684 | 17,349 | 910,055 | Aufgestockt | +11,2% | |
| JPMORGAN CHASE & CO | 160,810 | 220,241 | -59,431 | 850,685 | Reduziert | -27,0% | |
| Squarepoint Ops LLC | 155,324 | 52,555 | 102,769 | 821,664 | Aufgestockt | +195,5% | |
| BARCLAYS PLC | 149,925 | 19,333 | 130,592 | 793,104 | Aufgestockt | +675,5% | |
| EMG Holdings, L.P. | 139,172 | 139,172 | 0 | 736,220 | Unverändert | 0,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 132,179 | 208,179 | -76,000 | 699,227 | Reduziert | -36,5% | |
| WINTON GROUP Ltd | 131,936 | 180,780 | -48,844 | 697,941 | Reduziert | -27,0% | |
| Trexquant Investment LP | 128,234 | 41,230 | 87,004 | 678,358 | Aufgestockt | +211,0% | |
| MARSHALL WACE, LLP | 121,011 | 391,425 | -270,414 | 640,147 | Reduziert | -69,1% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 116,761 | 30,265 | 86,496 | 617,666 | Aufgestockt | +285,8% | |
| BANK OF AMERICA CORP /DE/ | 115,562 | 48,824 | 66,738 | 611,322 | Aufgestockt | +136,7% | |
| GLOBEFLEX CAPITAL L P | 102,900 | 102,900 | 0 | 544,341 | Unverändert | 0,0% | |
| Invesco Ltd. | 100,127 | 105,447 | -5,320 | 529,672 | Reduziert | -5,0% | |
| UBS Group AG | 96,567 | 84,922 | 11,645 | 510,840 | Aufgestockt | +13,7% | |
| PRINCIPAL FINANCIAL GROUP INC | 92,721 | 63,018 | 29,703 | 490,494 | Aufgestockt | +47,1% | |
| State of Wyoming | 85,270 | 85,488 | -218 | 451,078 | Reduziert | -0,3% | |
| Qube Research & Technologies Ltd | 58,306 | 0 | 58,306 | 417,471 | Neu | +100,0% | |
| PDT Partners, LLC | 68,348 | 55,008 | 13,340 | 361,561 | Aufgestockt | +24,3% | |
| Quantbot Technologies LP | 54,687 | 0 | 54,687 | 337,419 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 61,778 | 116,562 | -54,784 | 326,806 | Reduziert | -47,0% | |
| HSBC HOLDINGS PLC | 58,980 | 21,333 | 37,647 | 314,363 | Aufgestockt | +176,5% | |
| MARTINGALE ASSET MANAGEMENT L P | 59,162 | 59,166 | -4 | 312,967 | Reduziert | 0,0% | |
| PRUDENTIAL FINANCIAL INC | 58,960 | 55,395 | 3,565 | 311,898 | Aufgestockt | +6,4% | |
| Man Group plc | 49,775 | 0 | 49,775 | 263,310 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 42,626 | 0 | 42,626 | 263,002 | Neu | +100,0% | |
| EntryPoint Capital, LLC | 42,145 | 0 | 42,145 | 260,035 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 47,253 | 51,467 | -4,214 | 249,964 | Reduziert | -8,2% | |
| XTX Topco Ltd | 46,794 | 55,776 | -8,982 | 247,540 | Reduziert | -16,1% | |
| ExodusPoint Capital Management, LP | 39,200 | 0 | 39,200 | 241,864 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 45,414 | 30,033 | 15,381 | 240,240 | Aufgestockt | +51,2% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-03-10 | Kirscht Patrick | Officer, Chief Credit Officer | Open Market Sale | -19,362 | 4.90 | -94,873.80 | -195,2% | |
| 2026-03-10 | Layton Kathleen I. | Officer, Chief Legal Officer | Open Market Sale | -1,398 | 4.90 | -6,850.20 | -14,1% | |
| 2026-03-10 | Layton Kathleen I. | Officer, Chief Legal Officer | Open Market Sale | -5,556 | 4.90 | -27,224.40 | -56,0% | |
| 2026-03-10 | Layton Kathleen I. | Officer, Chief Legal Officer | Open Market Sale | -12,401 | 4.90 | -60,764.90 | -125,0% | |
| 2026-03-10 | Kirscht Patrick | Officer, Chief Credit Officer | Open Market Sale | -12,099 | 4.90 | -59,285.10 | -122,0% | |
| 2026-03-10 | Kirscht Patrick | Officer, Chief Credit Officer | Open Market Sale | -8,666 | 4.90 | -42,463.40 | -87,4% | |
| 2026-03-10 | Kirscht Patrick | Officer, Chief Credit Officer | Open Market Sale | -14,172 | 4.90 | -69,442.80 | -142,9% | |
| 2025-09-10 | Layton Kathleen I. | Officer, Chief Legal Officer | Open Market Sale | -4,214 | 6.64 | -27,980.96 | -57,6% |
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-02-27 | 6.511 | 5,46 | 35.550 |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Neuberger Berman Group LLC | 3,937,168 | 20,827,619 | 16.71 |
| BlackRock, Inc. | 3,105,600 | 16,428,623 | 13.18 |
| VANGUARD GROUP INC | 2,263,271 | 11,972,703 | 9.61 |
| MILLENNIUM MANAGEMENT LLC | 1,899,552 | 10,048,630 | 8.06 |
| Long Focus Capital Management, LLC | 1,515,777 | 8,018,460 | 6.43 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,266,447 | 6,700,990 | 5.38 |
| DIMENSIONAL FUND ADVISORS LP | 1,129,065 | 5,972,920 | 4.79 |
| BOOTHBAY FUND MANAGEMENT, LLC | 778,300 | 4,117,207 | 3.30 |
| STATE STREET CORP | 743,465 | 3,932,930 | 3.16 |
| SEGALL BRYANT & HAMILL, LLC | 651,582 | 3,446,869 | 2.77 |
| Boston Partners | 597,328 | 3,159,870 | 2.54 |
| GLYNN CAPITAL MANAGEMENT LLC | 588,233 | 3,111,753 | 2.50 |
| GOLDMAN SACHS GROUP INC | 402,937 | 2,131,537 | 1.71 |
| BNP PARIBAS FINANCIAL MARKETS | 357,203 | 1,889,604 | 1.52 |
| AMERICAN CENTURY COMPANIES INC | 356,499 | 1,885,880 | 1.51 |
| MORGAN STANLEY | 347,228 | 1,836,836 | 1.47 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 317,236 | 1,678,178 | 1.35 |
| NORTHERN TRUST CORP | 278,625 | 1,473,927 | 1.18 |
| Connor, Clark & Lunn Investment Management Ltd. | 172,909 | 914,689 | 0.73 |
| Empowered Funds, LLC | 172,033 | 910,055 | 0.73 |