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Get Institutions for : 
Oportun Financial Corp (OPRT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    12
Total shares held : 
 20,854,314  
% of shares held : 
 75.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 -572,762  
% of shares held change : 
   -2.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 824,951
 3.96%
 
Increased Positions :
45
 3,676,441
 17.63%
 
Unchanged Positions :
12
 3,388,380
 16.25%
 
Decreased Positions :
19
-4,326,498
-20.75%
 
Closed Positions :
23
-747,656
-3.59%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Madrone Advisors LLC 5 - 2024-03-31 623,295 $1,515,000 0
   GLYNN CAPITAL MANAGEMENT LLC 39 - 2024-03-31 588,233 $1,429,000 0
   Summa Corp. 15 - 2024-03-31 563,808 $1,370,000 0
   STATE STREET CORP 3645 - 2024-03-31 96,483 $234,000 0
   GLOBEFLEX CAPITAL L P 322 - 2024-03-31 81,800 $199,000 0
   DAG Ventures LLC 3 - 2024-03-31 38,452 $93,000 0
   HSBC HOLDINGS PLC 2506 - 2024-03-31 22,758 $55,000 0
   Man Group plc 1847 - 2024-03-31 15,537 $38,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3396 - 2024-03-31 13,044 $32,000 0
   Venturi Wealth Management LLC 1065 - 2024-03-31 2,000 $5,000 0
   RHUMBLINE ADVISERS 3971 - 2024-03-31 1,357 $3,000 0
   Advisor Group Holdings Inc. 6220 - 2024-03-31 712 $2,000 0
   GROUP ONE TRADING, L.P. 1576 - 2024-03-31 501 $1,000 0
   PROEQUITIES INC. 2734 - 2024-03-31 0 $0 0
   CITIGROUP INC 4602 - 2024-03-31 86 $0 0
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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