Oportun Financial (OPRT)

• Market cap: $200M
• 1 day: 0.73%
• 5 days: -6.90%
• 1 month: -21.78%
• 3 months: 42.16%
• 6 months: 99.64%
• Year to date: 42.16%
• 1 year: 133.33%
• 5 years: -30.09%
• 10 years: -65.80%
• Sector: Financials
• Industry: Finance Services

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

39% more capital invested

Capital invested by funds: $60M [Q3] → $83.3M (+$23.3M) [Q4]

33% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]

6% more funds holding

Funds holding: 72 [Q3] → 76 (+4) [Q4]

0.09% less ownership

Funds ownership: 59.81% [Q3] → 59.72% (-0.09%) [Q4]

54% less call options, than puts

Call options by funds: $233K | Put options by funds: $512K