Stock Transactions — OPORTUN FINL CORP

Total Bought
5,707,388
75 transactions
Total Sold
3,116,872
39 transactions
Net
+2,590,516
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Forager Capital Management, LLC3,361,7264,512,045+1,150,3197.729.69+1.97buy
GOLDMAN SACHS GROUP INC818,2871,286,133+467,8460.000.00+0.00buy
Meros Investment Management, LP726,3851,125,231+398,8461.452.04+0.59buy
CITADEL ADVISORS LLC122,023516,723+394,7000.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC450,930822,881+371,9510.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP1,363,7881,663,841+300,0530.000.00+0.00buy
BlackRock, Inc.3,077,6603,370,232+292,5720.000.00+0.00buy
BOOTHBAY FUND MANAGEMENT, LLC859,3291,101,930+242,6010.090.12+0.03buy
JANE STREET GROUP, LLC0221,279+221,2790.000.00+0.00buy
MACKENZIE FINANCIAL CORP488,236656,694+168,4580.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC948,8021,081,651+132,8490.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS37,520166,255+128,7350.000.00+0.00buy
Sixth Street Partners Management Company, L.P.0112,581+112,5810.000.00+0.00buy
Union Square Park Capital Management, LLC100,000200,000+100,0000.310.83+0.52buy
Point72 Asset Management, L.P.087,833+87,8330.000.00+0.00buy
Neuberger Berman Group LLC3,809,9123,893,025+83,1130.010.01+0.00buy
THRIVENT FINANCIAL FOR LUTHERANS065,147+65,1470.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC688,837752,758+63,9210.000.00+0.00buy
XTX Topco Ltd061,972+61,9720.000.00+0.00buy
Trexquant Investment LP333,569391,710+58,1410.010.01+0.00buy
Dynamic Technology Lab Private Ltd054,079+54,0790.000.07+0.07buy
FINDELL CAPITAL MANAGEMENT LLC2,748,3002,798,300+50,0003.732.63-1.10buy
MYDA Advisors LLC99,270149,114+49,8440.110.21+0.10buy
Berger Financial Group, Inc243,575291,041+47,4660.060.08+0.02buy
STATE STREET CORP752,325797,256+44,9310.000.00+0.00buy
NORTHERN TRUST CORP294,562331,156+36,5940.000.00+0.00buy
Walleye Capital LLC034,191+34,1910.000.00+0.00buy
Y-Intercept (Hong Kong) Ltd033,350+33,3500.000.00+0.00buy
ALGERT GLOBAL LLC62,03994,331+32,2920.000.01+0.00buy
Universal- Beteiligungs- und Servicegesellschaft mbH031,840+31,8400.000.00+0.00buy
VOYA INVESTMENT MANAGEMENT LLC42,39074,138+31,7480.000.00+0.00buy
Mariner, LLC025,871+25,8710.000.00+0.00buy
Graham Capital Management, L.P.41,65864,719+23,0610.010.01+0.00buy
JPMORGAN CHASE & CO152,577172,267+19,6900.000.00+0.00buy
WELLS FARGO & COMPANY/MN15,30834,994+19,6860.000.00+0.00buy
Squarepoint Ops LLC019,602+19,6020.000.00+0.00buy
Man Group plc77,79795,360+17,5630.000.00+0.00buy
CITIGROUP INC1,89019,265+17,3750.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC334,123350,581+16,4580.030.04+0.00buy
Modern Wealth Management, LLC016,000+16,0000.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.015,800+15,8000.000.00+0.00buy
Russell Investments Group, Ltd.37,21052,967+15,7570.000.00+0.00buy
Empowered Funds, LLC188,920203,478+14,5580.010.01+0.00buy
AXQ CAPITAL, LP013,696+13,6960.000.01+0.01buy
Creative Planning012,936+12,9360.000.00+0.00buy
CANADA PENSION PLAN INVESTMENT BOARD012,900+12,9000.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC011,720+11,7200.000.00+0.00buy
Virtu Financial LLC010,899+10,8990.000.00+0.00buy
PharVision Advisers, LLC010,837+10,8370.001.17+1.17buy
MetLife Investment Management, LLC14,73523,397+8,6620.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV10,70018,948+8,2480.000.00+0.00buy
SIMPLEX TRADING, LLC5,30612,969+7,6630.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC105,212112,581+7,3690.000.00+0.00buy
LAZARD ASSET MANAGEMENT LLC274,968279,234+4,2660.000.00+0.00buy
Bank of New York Mellon Corp211,625215,338+3,7130.000.00+0.00buy
RHUMBLINE ADVISERS46,67650,270+3,5940.000.00+0.00buy
HARBOR CAPITAL ADVISORS, INC.10,59313,249+2,6560.000.01+0.00buy
Integrated Wealth Concepts LLC02,434+2,4340.000.00+0.00buy
GROUP ONE TRADING LLC2,5484,912+2,3640.000.00+0.00buy
FMR LLC13,43615,523+2,0870.000.00+0.00buy
Abel Hall, LLC12,35514,290+1,9350.010.01+0.00buy
TWO SIGMA INVESTMENTS, LP961,641963,560+1,9190.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/31,73333,489+1,7560.000.00+0.00buy
DEUTSCHE BANK AG\34,72735,916+1,1890.000.00+0.00buy
Allworth Financial LP1,0292,141+1,1120.000.00+0.00buy
Tower Research Capital LLC (TRC)2,9263,829+9030.000.00+0.00buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE10,83311,509+6760.000.00+0.00buy
Arax Advisory Partners5731,033+4600.000.00-0.00buy
Bogart Wealth, LLC0230+2300.000.00+0.00buy
EverSource Wealth Advisors, LLC187339+1520.000.00+0.00buy
FIFTH THIRD BANCORP0105+1050.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC359450+910.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,16519,241+760.000.00+0.00buy
SJS Investment Consulting Inc.67123+560.000.00+0.00buy
Clearstead Advisors, LLC011+110.000.00+0.00buy
Ameritas Investment Partners, Inc.3,4183,41800.000.00+0.00hold
State of Alaska, Department of Revenue21,03721,03700.000.00+0.00hold
Pinnacle Holdings, LLC5,7275,72700.010.01+0.00hold
Transamerica Financial Advisors, LLC151500.000.00+0.00hold
Capital Advisors, Ltd. LLC363600.000.000.00hold
Long Focus Capital Management, LLC1,515,7771,515,77700.310.35+0.05hold
Parallel Advisors, LLC38838800.000.00+0.00hold
Centiva Capital, LP14,00014,00000.000.00-0.00hold
Caitong International Asset Management Co., Ltd1100.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey10,40410,40400.000.00+0.00hold
SEI INVESTMENTS CO28,08128,08100.000.00+0.00hold
Legal & General Group Plc3,6303,63000.000.00+0.00hold
NEW YORK STATE COMMON RETIREMENT FUND13,50013,50000.000.00+0.00hold
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,5322,53200.000.00+0.00hold
GLOBEFLEX CAPITAL L P81,80081,80000.060.06+0.00hold
MARTINGALE ASSET MANAGEMENT L P59,15459,15400.010.01+0.00hold
IFP Advisors, Inc30-30.000.00-0.00sell
JPL Wealth Management, LLC7269-30.000.00+0.00sell
GAMMA Investing LLC156147-90.000.00-0.00sell
SBI Securities Co., Ltd.111-100.000.00-0.00sell
EMG Holdings, L.P.139,172139,072-1000.941.32+0.38sell
PANAGORA ASSET MANAGEMENT INC67,69667,553-1430.000.00+0.00sell
Root Financial Partners, LLC3200-3200.000.00-0.00sell
Sterling Capital Management LLC1,341842-4990.000.00-0.00sell
FULLER & THALER ASSET MANAGEMENT, INC.68,04767,482-5650.000.00-0.00sell
Page 1 of 2