CHARLES SCHWAB INVESTMENT MANAGEMENT INC - OPORTUN FINL CORP ownership

OPORTUN FINL CORP's ticker is OPRT and the CUSIP is 68376D104. A total of 76 filers reported holding OPORTUN FINL CORP in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of OPORTUN FINL CORP
ValueSharesWeighting
Q3 2023$558,424
+20.9%
77,3440.0%0.00%
Q2 2023$461,744
-15.1%
77,344
-45.1%
0.00%
Q1 2023$543,812
-29.9%
140,8840.0%0.00%
Q4 2022$776,271
+28.9%
140,884
+2.4%
0.00%
Q3 2022$602,000
-68.6%
137,569
-40.6%
0.00%
-100.0%
Q2 2022$1,917,000
-36.1%
231,713
+10.9%
0.00%0.0%
Q1 2022$3,001,000
+4.1%
208,959
+46.9%
0.00%0.0%
Q4 2021$2,882,000
-15.1%
142,284
+4.9%
0.00%0.0%
Q3 2021$3,395,000
+30.5%
135,630
+4.5%
0.00%0.0%
Q2 2021$2,601,000
+0.7%
129,843
+4.1%
0.00%0.0%
Q1 2021$2,582,000
+8.1%
124,670
+1.1%
0.00%0.0%
Q4 2020$2,389,000
+74.0%
123,294
+5.9%
0.00%0.0%
Q3 2020$1,373,000
+40.5%
116,399
+60.1%
0.00%
Q2 2020$977,000
+112.9%
72,687
+67.2%
0.00%
Q1 2020$459,000
-55.1%
43,467
+1.2%
0.00%
-100.0%
Q4 2019$1,022,00042,9310.00%
Other shareholders
OPORTUN FINL CORP shareholders Q4 2020
NameSharesValueWeighting ↓
Institutional Venture Management XIV, LLC 3,408,691$48,949,0009.95%
ASHFORD CAPITAL MANAGEMENT INC 1,840,648$26,432,0002.85%
Ribbit Capital GP III, Ltd. 586,513$8,422,0001.27%
GLYNN CAPITAL MANAGEMENT LLC 588,233$8,447,0001.14%
General Catalyst Group Management, LLC 944,556$13,564,0000.77%
Zebra Capital Management LLC 22,361$321,0000.74%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 893,396$12,829,0000.73%
Hillsdale Investment Management Inc. 333,118$4,784,0000.31%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,662,079$38,228,0000.10%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 217,900$3,129,0000.06%
View complete list of OPORTUN FINL CORP shareholders