Oportun Financial CORP Schedule 13G passive stakes

Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.

NASDAQ
Several key entities and individuals associated with Castlelake have reported zero beneficial ownership of Oportun Financial Corp common stock, signaling a complete exit.
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Forager Capital Management, LLC and its affiliates report a 9.8% beneficial ownership in Oportun Financial Corporation.
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Millennium entities and Israel A. Englander have jointly filed a Schedule 13G, reporting beneficial ownership of Oportun Financial Corporation's common stock.
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Forager Capital Management and associated parties have filed an amended Schedule 13G reporting a 7.9% beneficial ownership stake in Oportun Financial Corporation.
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Millennium Management and related entities have disclosed a 5.0% passive beneficial ownership stake in Oportun Financial Corporation.
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The Vanguard Group reported a 5.12% beneficial ownership stake in Oportun Financial Corp common stock as of December 31, 2025.
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BlackRock, Inc. has reported a beneficial ownership of 5.5% of Oportun Financial Corp's common stock as of September 30, 2025.
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Forager Capital Management and related entities have reported a 5.1% beneficial ownership stake in Oportun Financial Corporation, totaling 2,242,860 shares.
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A group of entities and individuals associated with Castlelake, including McLaren Harbor, LLC, reported a 5.5% passive ownership stake in Oportun Financial Corp.
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Millennium Management LLC, along with Millennium Group Management LLC and Israel A. Englander, has disclosed a passive beneficial ownership of 3.0% in Oportun Financial Corporation.
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Millennium Management LLC, along with Millennium Group Management LLC and Israel A. Englander, has disclosed a 5.1% beneficial ownership stake in Oportun Financial Corporation's common stock.
NASDAQ
Institutional Venture Partners XIV, L.P. and its affiliated entities and individuals have filed an amended Schedule 13G, disclosing a beneficial ownership of 2.3% in Oportun Financial Corporation as of December 31, 2024.
NASDAQ
Long Focus Capital Management, along with affiliated entities and individuals, has reduced its beneficial ownership in Oportun Financial Corporation to below 5%, triggering a final Schedule 13G amendment.