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The company

Oportun Financial Corporation

OPRT · Nasdaq

FinancialsConsumer & Specialty FinanceLeading

OPRT stood above a rising 150-day average in 17 of the last 52 weekly readings, including each of the last 17 weeks. It is 45.1% above that average now. Consumer & Specialty Finance: 21% of its 80 stocks in an uptrend (−6 points in four weeks); Financials: 46% (−11 points in four weeks).

SEC filings

Statistics

Rotation: Leading
Weeks in an uptrend: 17 in a row
Industry in uptrend: 21% -6 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $832K
Officials’ trades on record: 0
Institutions holding: 127 (+9)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 17 of 52 weeks.

17 Apr – 16 Oct

Consumer & Specialty Finance: A minority of its stocks are in an uptrend and the share has been slipping. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0

Sale orders, 12 months5

Buyers · sellers0 · 3

Who	Did	Shares	Traded
Joseph Andrew SchuellerSVP-Controller, CAO	sold	28at $7.80	11 Sep 2026filed 14 Sep 2026
Kathleen I. LaytonChief Legal Officer	sold	4,223at $7.80	10 Sep 2026filed 14 Sep 2026
Joseph Andrew SchuellerSVP-Controller, CAO	sold	2,831at $7.80	10 Sep 2026filed 14 Sep 2026
Patrick KirschtChief Credit Officer	sold	12,099at $4.90	10 Mar 2026filed 12 Mar 2026
Patrick KirschtChief Credit Officer	sold	8,666at $4.90	10 Mar 2026filed 12 Mar 2026
Patrick KirschtChief Credit Officer	sold	14,172at $4.90	10 Mar 2026filed 12 Mar 2026
Patrick KirschtChief Credit Officer	sold	19,362at $4.90	10 Mar 2026filed 12 Mar 2026
Kathleen I. LaytonChief Legal Officer	sold	1,398at $4.90	10 Mar 2026filed 12 Mar 2026
Kathleen I. LaytonChief Legal Officer	sold	5,556at $4.90	10 Mar 2026filed 12 Mar 2026
Kathleen I. LaytonChief Legal Officer	sold	12,401at $4.90	10 Mar 2026filed 12 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders127+9 on the quarter

New · exited23 · 15

Reported value$215.5M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
Forager Capital Management, LLCadded · filed 14 Aug 2026	4,512,045$25.8M	+1,150,319+34.2%
NEUBERGER BERMAN GROUP LLCadded · filed 13 Aug 2026	3,893,025$22.2M	+83,113+2.2%
BlackRock, Inc.added · filed 7 Aug 2026	3,370,232$19.2M	+292,572+9.5%
FINDELL CAPITAL MANAGEMENT LLCadded · filed 14 Aug 2026	2,798,300$16.0M	+50,000+1.8%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	1,742,023$9.9M	+113,545+7.0%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026	1,663,841$9.5M	+300,053+22.0%
Long Focus Capital Management, LLCunchanged · filed 14 Aug 2026	1,515,777$8.7M	00.0%
GOLDMAN SACHS GROUP INCadded · filed 14 Aug 2026	1,286,133$7.3M	+467,846+57.2%
Simcoe Capital LLCadded · filed 6 Aug 2026	1,134,197$6.5M	+131,926+13.2%
Meros Investment Management, LPadded · filed 14 Aug 2026	1,125,231$6.4M	+398,846+54.9%