Oportun Financial Ownership

OPRT Stock  USD 3.95  0.22  5.90%   
Oportun Financial owns a total of 35.97 Million outstanding shares. The majority of Oportun Financial Corp outstanding shares are owned by third-party entities. These institutional holders are usually referred to as non-private investors looking to secure positions in Oportun Financial Corp to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Oportun Financial. Please pay attention to any change in the institutional holdings of Oportun Financial Corp as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company maintains, if the real value of the company is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
2018-03-31
Previous Quarter
39.8 M
Current Value
40 M
Avarage Shares Outstanding
29.6 M
Quarterly Volatility
7.7 M
 
Covid
Some institutional investors establish a significant position in stocks such as Oportun Financial in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Oportun Financial, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Dividend Paid And Capex Coverage Ratio is likely to drop to 6.32 in 2024. Common Stock Shares Outstanding is likely to drop to about 28.2 M in 2024. Net Loss is likely to gain to about (66.5 M) in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oportun Financial Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.

Oportun Stock Ownership Analysis

About 80.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.43. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Oportun Financial Corp recorded a loss per share of 3.29. The entity had not issued any dividends in recent years. The company serves customers online and over-the-phone, as well as through retail locations. Oportun Financial Corporation was founded in 2005 and is headquartered in San Carlos, California. Oportun Financial operates under Credit Services classification in the United States and is traded on NASDAQ Exchange. It employs 2729 people. To find out more about Oportun Financial Corp contact Raul Vazquez at 650 810 8823 or learn more at https://www.oportun.com.

Oportun Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Oportun Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Oportun Financial Corp backward and forwards among themselves. Oportun Financial's institutional investor refers to the entity that pools money to purchase Oportun Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Summa Corp2024-09-30
563.8 K
Dimensional Fund Advisors, Inc.2024-09-30
543.3 K
Rbf Llc2024-06-30
534.9 K
Morgan Stanley - Brokerage Accounts2024-06-30
526.4 K
Two Sigma Advisers, Llc2024-06-30
349.7 K
Renaissance Technologies Corp2024-09-30
346.7 K
Kennedy Capital Management Inc2024-09-30
345.8 K
Geode Capital Management, Llc2024-09-30
311.4 K
Two Sigma Investments Llc2024-09-30
282.4 K
Neuberger Berman Group Llc2024-06-30
3.8 M
Findell Capital Management Llc2024-09-30
3.5 M
Note, although Oportun Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Oportun Financial Corp Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Oportun Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Oportun Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Oportun Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Patrick Kirscht 2 days ago
Disposition of 13328 shares by Patrick Kirscht of Oportun Financial at 3.03 subject to Rule 16b-3
 
Patrick Kirscht over a month ago
Acquisition by Patrick Kirscht of 9869 shares of Oportun Financial subject to Rule 16b-3
 
Patrick Kirscht over a month ago
Acquisition by Patrick Kirscht of 45454 shares of Oportun Financial at 4.4 subject to Rule 16b-3
 
Raul Vazquez over two months ago
Disposition of 11231 shares by Raul Vazquez of Oportun Financial subject to Rule 16b-3
 
Kathleen Layton over two months ago
Acquisition by Kathleen Layton of 18700 shares of Oportun Financial subject to Rule 16b-3
 
Patrick Kirscht over two months ago
Disposition of 3023 shares by Patrick Kirscht of Oportun Financial at 3.03 subject to Rule 16b-3
 
Tambor Richard N. over three months ago
Disposition of tradable shares by Tambor Richard N. of Oportun Financial subject to Rule 16b-3
 
Kathleen Layton over three months ago
Acquisition by Kathleen Layton of 30535 shares of Oportun Financial subject to Rule 16b-3
 
Parker Scott T over six months ago
Disposition of tradable shares by Parker Scott T of Oportun Financial subject to Rule 16b-3
 
Raul Vazquez over six months ago
Disposition of 79230 shares by Raul Vazquez of Oportun Financial at 5.86 subject to Rule 16b-3
 
Matthew Jenkins over six months ago
Disposition of 2409 shares by Matthew Jenkins of Oportun Financial at 7.51 subject to Rule 16b-3
 
Mueller Casey over six months ago
Disposition of 2759 shares by Mueller Casey of Oportun Financial at 3.03 subject to Rule 16b-3

Oportun Financial Outstanding Bonds

Oportun Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Oportun Financial Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Oportun bonds can be classified according to their maturity, which is the date when Oportun Financial Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Oportun Financial Corporate Filings

8K
22nd of November 2024
Report filed with the SEC to announce major events that shareholders should know about
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13A
21st of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
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F3
20th of November 2024
The schedule filed by any person or group who acquires beneficial ownership of more than 5% of a voting class of a company's equity securities registered under Section 12 of the Act
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13A
14th of November 2024
An amended filing to the original Schedule 13G
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Additional Tools for Oportun Stock Analysis

When running Oportun Financial's price analysis, check to measure Oportun Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oportun Financial is operating at the current time. Most of Oportun Financial's value examination focuses on studying past and present price action to predict the probability of Oportun Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oportun Financial's price. Additionally, you may evaluate how the addition of Oportun Financial to your portfolios can decrease your overall portfolio volatility.