As of November 8, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Oportun Financial Corp. The largest reported stake is Forager Capital Management, LLC's, at 9.8%. 12 filings are on record since July 15, 2025 (Schedule 13G/A, July 23, 2026).
Sell to companies like Oportun Financial Corp? Enter your website and see 10 with a filed reason to buy from you this month. Free.
Opens in a new tab. No signup.
Key facts
- · Reporting person: McLaren Harbor, LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: Forager Capital Management, LLC · Sole voting: 4,512,045 · Shared voting: 0 · Sole dispositive: 4,512,045 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-23
- · Reporting person: Integrated Core Strategies (US) LLC · Sole voting: 0 · Shared voting: 930,544 · Sole dispositive: 0 · Shared dispositive: 930,544 · SCHEDULE 13G/A, 2026-07-13
- · Holder: Forager Capital Management, LLC · Percent: 7.9% · SCHEDULE 13G/A
- · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
Oportun Financial Corp has 12 Schedule 13D or 13G filings on record since 2025-07-15. 3 holders' latest filing reports 5% or more of common stock, $0.0001 par value per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Forager Capital Management, LLC | 9.8% | 4,512,045 | SCHEDULE 13G/A, 2026-07-23 | 2026-06-30 |
| Findell Capital Partners LP | 6.9% | 1,975,000 | SCHEDULE 13D/A, 2025-07-15 | 2025-07-14 |
| BlackRock, Inc. | 5.5% | 2,418,588 | SCHEDULE 13G, 2025-10-17 | 2025-09-30 |
| Millennium Management LLC | 3% | 1,333,050 | SCHEDULE 13G/A, 2025-07-18 | 2025-06-30 |
| Millennium Management LLC | 2.1% | 945,987 | SCHEDULE 13G/A, 2026-07-13 | 2026-06-30 |
| McLaren Harbor, LLC | 0% | 0 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Holding shares or following this stake? See who's behind Oportun Financial Corp and the warning signs.
Free to see. No signup.
Keep reading
More on Oportun Financial Corp and the records around it.
Oportun Financial Corp elsewhere on the record
- Leadership changes Sep 2026
- Who owns it
Companies that share a holder
- Forager Capital Management, LLC also filed stake reports on 6 other companies: i3 Verticals, Inc. (Sep 2026), MasterCraft Boat Holdings, Inc. (Aug 2026), Viemed Healthcare, Inc. (Jul 2026)
- Integrated Core Strategies (US) LLC also filed stake reports on 63 other companies: SkinHealth Systems Inc. (Nov 2026), Infinite Eagle Acquisition Corp. (Nov 2026), Longeveron Inc. (Nov 2026)
- Millennium Management LLC also filed stake reports on 121 other companies: StepStone Group Inc. (Nov 2026), Catalyst Acquisition Corp. (Nov 2026), RxSight, Inc. (Nov 2026)
Watch Oportun Financial Corp
Get an email when Oportun Financial Corp files again: a new raise, a leadership change, a layoff or an IPO filing. One email first to confirm; nothing else until you click it. At most one a day, one click to stop. Free for up to 3 companies.
Want the whole picture on Oportun Financial Corp?
Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News
A Full Report on Oportun Financial Corp: verified, sourced, every claim cited, ready in a few minutes. See pricing.
What the Full Report on Oportun Financial Corp covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
18 cited sources found
Plus the sections for what you are deciding, which you pick after ordering.
A real finished report, first screen. Opens in a new tab.
Not ready to order yet? Keep this snapshot.
Sends this preview to you once; we won't add you to any list
Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Forager Capital Management, LLC | 4,512,045 | 0 | 4,512,045 | 0 | SCHEDULE 13G/A, 2026-07-23 |
| Forager Fund, L.P. | 4,512,045 | 0 | 4,512,045 | 0 | SCHEDULE 13G/A, 2026-07-23 |
| Kissel Edward Urban | 0 | 4,512,045 | 0 | 4,512,045 | SCHEDULE 13G/A, 2026-07-23 |
| MacArthur Robert Symmes | 0 | 4,512,045 | 0 | 4,512,045 | SCHEDULE 13G/A, 2026-07-23 |
| Integrated Core Strategies (US) LLC | 0 | 930,544 | 0 | 930,544 | SCHEDULE 13G/A, 2026-07-13 |
| Millennium Management LLC | 0 | 945,987 | 0 | 945,987 | SCHEDULE 13G/A, 2026-07-13 |
| Millennium Group Management LLC | 0 | 945,987 | 0 | 945,987 | SCHEDULE 13G/A, 2026-07-13 |
| Israel A. Englander | 0 | 945,987 | 0 | 945,987 | SCHEDULE 13G/A, 2026-07-13 |
| McLaren Harbor, LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| CL VI Ventures Offshore, L.P. | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Castlelake VI GP, L.P. | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Castlelake L.P. | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Rory O'Neill | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Evan Carruthers | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
The latest filing identifies Oportun Financial Corp by CUSIP 68376D104 and gives its principal executive office as 2 Circle Star Way, San Carlos, CA 94070 (SCHEDULE 13G/A, 2026-08-14).
What the percentages are based on
9.8%. The percentages of beneficial ownership reported herein, and on each Reporting Person's cover page to this Schedule 13G/A, are based on a total of 45,902,567 shares of Common Stock issued and outstanding as of June 16, 2026, as reported in the Issuer's definitive proxy statement filed with the Securities and Exchange Commission on June 29, 2026.Forager Capital Management, LLC, SCHEDULE 13G/A, 2026-07-23
Purpose of Transaction (Item 4)
Findell Capital Partners LP
Item 4 is hereby amended to add the following: On July 14, 2025, FCM and certain of its affiliates (collectively, "Findell") entered into a letter agreement (the "Cooperation Agreement") with the Issuer, pursuant to which the Issuer agreed to appoint Warren Wilcox to its Board of Directors (the "Board") as a Class III director with a term expiring at the Issuer's 2028 Annual Meeting of Stockholders (the "2028 Annual Meeting"), with such appointment to be effective on the day following the conclusion of the Issuer's 2025 Annual Meeting of Stockholders. The Issuer has also agreed that at or before its 2026 Annual Meeting of Stockholders (the "2026 Annual Meeting"), one person who joined the Board before February 7, 2024, will have retired from the Board and will not stand for election as a member of the Board at the 2026 Annual Meeting. Under the Cooperation Agreement, subject to the replacement being reasonably acceptable to the Board and certain other conditions specified in the Cooperation Agreement, Findell is entitled to director replacement rights in the event Mr. Wilcox ceases to serve as a director prior to the conclusion of the 2026 Annual Meeting. Pursuant to the Cooperation Agreement, Findell has irrevocably withdrawn its nomination notice for the 2025 Annual Meeting and has agreed to abide by certain customary standstill restrictions and voting commitments to the extent they remain in effect for the duration of the Restricted Period, which is defined as the …The first part of Item 4 of the SCHEDULE 13D/A filed 2025-07-15; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-15 | Findell Capital Partners LP | 6.9% | SCHEDULE 13D/A |
| 2025-07-18 | Millennium Management LLC | 3% | SCHEDULE 13G/A |
| 2025-08-14 | McLaren Harbor, LLC | 5.5% | SCHEDULE 13G/A |
| 2025-10-15 | Forager Capital Management, LLC | 5.1% | SCHEDULE 13G |
| 2025-10-17 | BlackRock, Inc. | 5.5% | SCHEDULE 13G |
| 2026-01-30 | The Vanguard Group | 5.12% | SCHEDULE 13G |
| 2026-03-18 | Integrated Core Strategies (US) LLC | 5% | SCHEDULE 13G |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-21 | Forager Capital Management, LLC | 7.9% | SCHEDULE 13G/A |
| 2026-07-13 | Millennium Management LLC | 2.1% | SCHEDULE 13G/A |
| 2026-07-23 | Forager Capital Management, LLC | 9.8% | SCHEDULE 13G/A |
| 2026-08-14 | McLaren Harbor, LLC | 0% | SCHEDULE 13G/A |
Questions about who owns Oportun Financial Corp
Who owns Oportun Financial Corp?
On this page, 3 holders' latest ownership filings report 5% or more of Oportun Financial Corp: Forager Capital Management, LLC (9.8%, Schedule 13G/A, filed 2026-07-23), Findell Capital Partners LP (6.9%, Schedule 13D/A, filed 2025-07-15) and BlackRock, Inc. (5.5%, Schedule 13G, filed 2025-10-17).
Who are the largest shareholders of Oportun Financial Corp?
By the share each holder's latest filing reports, the largest holders of Oportun Financial Corp on this page are Forager Capital Management, LLC (9.8%), Findell Capital Partners LP (6.9%) and BlackRock, Inc. (5.5%).
When did Forager Capital Management, LLC buy into Oportun Financial Corp?
The filings give report dates, not purchase dates. The earliest filing from Forager Capital Management, LLC on this page is the Schedule 13G, filed 2025-10-15, reporting 5.1%; its latest, Schedule 13G/A filed 2026-07-23, reports 9.8%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 12 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Oportun Financial Corp
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 11, 2026 | Leadership change: William Franklin appointed, Chief Financial Officer | — | Leadership changes | Source |
| August 25, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| August 14, 2026 | Leadership change: Scott Scheirman appointed, Director | — | Leadership changes | Source |
| June 18, 2026 | Leadership change: Sean Rowles appointed, Chief Risk Officer | — | Leadership changes | Source |
| April 17, 2026 | Leadership change: Doug Bland appointed, Chief Executive Officer, and 2 more | — | Leadership changes | Source |
| April 2, 2026 | Leadership change: Raul Vazquez departs, Director, and 1 more | — | Leadership changes | Source |
Tools for this story
Each opens in a new tab, filled in for Oportun Financial Corp. With no account yet, you sign up free and land on the result.
Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.