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 |
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 Pursuant to the Cooperation Agreement, Findell has irrevocably withdrawn its nomination notice for the 2025 Annual Meeting and has agreed to abide by certain customary standstill restrictions and voting commitments to the extent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 |
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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.