Oportun Financial (OPRT)

• Market cap: $141M
• 1 day: 1.81%
• 5 days: 0.77%
• 1 month: 26.37%
• 3 months: 35.05%
• 6 months: 42.91%
• Year to date: 1.81%
• 1 year: 15.93%
• 5 years: -81.29%
• 10 years: -75.70%
• Sector: Financials
• Industry: Finance Services

About: Oportun Financial Corp is engaged in providing financial services to people who either do not have a credit score or who may have a limited credit history. The company offers Personal Loans, Auto Loans, unsecured personal loans, and secured personal loans, and provides deposit accounts, debit card services, and other transaction services to its customers. Its product offerings include small-dollar, unsecured installment loans and other products and services.

Employees: 1,556

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 70 [Q2] → 71 (+1) [Q3]

0.28% more ownership

Funds ownership: 59.32% [Q2] → 59.6% (+0.28%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q2] → 3 (+0) [Q3]

2% less capital invested

Capital invested by funds: $61.2M [Q2] → $59.8M (-$1.4M) [Q3]

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

73% less call options, than puts

Call options by funds: $95K | Put options by funds: $358K