Stock Transactions — OPORTUN FINL CORP

Total Bought
6,390,335
74 transactions
Total Sold
4,564,838
39 transactions
Net
+1,825,497
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Forager Capital Management, LLC01,957,588+1,957,5880.005.33+5.33buy
VANGUARD GROUP INC1,616,0322,106,640+490,6080.000.00+0.00buy
BlackRock, Inc.2,532,9432,974,937+441,9940.000.00-0.00buy
GEODE CAPITAL MANAGEMENT, LLC776,8441,176,907+400,0630.000.00+0.00buy
STATE STREET CORP394,215719,273+325,0580.000.00+0.00buy
CenterBook Partners LP412,018700,833+288,8150.160.21+0.05buy
SEGALL BRYANT & HAMILL, LLC0193,687+193,6870.000.02+0.02buy
Acuitas Investments, LLC741,441892,449+151,0084.223.53-0.69buy
Inspire Investing, LLC0150,441+150,4410.000.09+0.09buy
DIMENSIONAL FUND ADVISORS LP864,7951,012,114+147,3190.000.00-0.00buy
BNP PARIBAS FINANCIAL MARKETS89,286211,750+122,4640.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC72,407179,778+107,3710.000.00+0.00buy
JANE STREET GROUP, LLC0106,562+106,5620.000.00+0.00buy
GOLDMAN SACHS GROUP INC161,520262,181+100,6610.000.00+0.00buy
Cubist Systematic Strategies, LLC95,919186,246+90,3270.010.02+0.01buy
UBS Group AG084,922+84,9220.000.00+0.00buy
MORGAN STANLEY225,778309,564+83,7860.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC063,018+63,0180.000.00+0.00buy
NORTHERN TRUST CORP238,217297,866+59,6490.000.00+0.00buy
WINTON GROUP Ltd123,696180,780+57,0840.050.04-0.00buy
PRUDENTIAL FINANCIAL INC055,395+55,3950.000.00+0.00buy
Quantbot Technologies LP054,687+54,6870.000.01+0.01buy
TWO SIGMA INVESTMENTS, LP502,592557,051+54,4590.010.01-0.00buy
STATE OF WISCONSIN INVESTMENT BOARD053,723+53,7230.000.00+0.00buy
Prosperity Wealth Management, Inc.046,300+46,3000.000.10+0.10buy
AQR CAPITAL MANAGEMENT LLC042,626+42,6260.000.00+0.00buy
Boston Partners489,166531,367+42,2010.000.00-0.00buy
EntryPoint Capital, LLC042,145+42,1450.000.10+0.10buy
Trexquant Investment LP041,230+41,2300.000.00+0.00buy
ExodusPoint Capital Management, LP039,200+39,2000.000.00+0.00buy
Dynamic Technology Lab Private Ltd037,809+37,8090.000.04+0.04buy
DEUTSCHE BANK AG\035,834+35,8340.000.00+0.00buy
Campbell & CO Investment Adviser LLC032,720+32,7200.000.02+0.02buy
VOYA INVESTMENT MANAGEMENT LLC032,194+32,1940.000.00+0.00buy
MARTINGALE ASSET MANAGEMENT L P27,99359,166+31,1730.000.01+0.00buy
Squarepoint Ops LLC26,82952,555+25,7260.000.00+0.00buy
Graham Capital Management, L.P.16,69441,001+24,3070.000.01+0.01buy
ZACKS INVESTMENT MANAGEMENT022,579+22,5790.000.00+0.00buy
GLOBEFLEX CAPITAL L P81,800102,900+21,1000.050.10+0.05buy
CITADEL ADVISORS LLC542,931563,911+20,9800.000.00-0.00buy
BARCLAYS PLC76,79495,971+19,1770.000.00-0.00buy
SG Americas Securities, LLC018,537+18,5370.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC262,911280,884+17,9730.040.04-0.01buy
Empowered Funds, LLC136,711154,684+17,9730.010.01-0.00buy
Centiva Capital, LP014,000+14,0000.000.01+0.01buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC99,939113,727+13,7880.000.00-0.00buy
Flaharty Asset Management, LLC013,000+13,0000.000.01+0.01buy
PharVision Advisers, LLC012,489+12,4890.000.04+0.04buy
CITIGROUP INC11,23822,437+11,1990.000.00+0.00buy
Bank of New York Mellon Corp77,31088,002+10,6920.000.00-0.00buy
Engineers Gate Manager LP14,88025,482+10,6020.000.00+0.00buy
Virtu Financial LLC010,371+10,3710.000.00+0.00buy
WELLS FARGO & COMPANY/MN21,48630,033+8,5470.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/16,79623,955+7,1590.000.00+0.00buy
MACKENZIE FINANCIAL CORP50,56956,477+5,9080.000.00-0.00buy
Russell Investments Group, Ltd.03,289+3,2890.000.00+0.00buy
RHUMBLINE ADVISERS48,65051,467+2,8170.000.00-0.00buy
Police & Firemen's Retirement System of New Jersey7,61810,404+2,7860.000.00+0.00buy
Tower Research Capital LLC (TRC)9202,818+1,8980.000.00+0.00buy
INTECH INVESTMENT MANAGEMENT LLC15,28617,109+1,8230.000.00-0.00buy
Sterling Capital Management LLC9042,703+1,7990.000.00+0.00buy
MetLife Investment Management, LLC20,56122,206+1,6450.000.00-0.00buy
QUADRANT CAPITAL GROUP LLC01,066+1,0660.000.00+0.00buy
Quarry LP1,2542,294+1,0400.000.00+0.00buy
XTX Topco Ltd55,15855,776+6180.020.02+0.00buy
Legal & General Group Plc3,0423,630+5880.000.00-0.00buy
Point72 Europe (London) LLP0370+3700.000.00+0.00buy
Integrated Quantitative Investments LLC32,09332,228+1350.070.06-0.01buy
PANAGORA ASSET MANAGEMENT INC66,83166,934+1030.000.00-0.00buy
Kilter Group LLC086+860.000.00+0.00buy
GAMMA Investing LLC034+340.000.00+0.00buy
Allworth Financial LP06+60.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2,0892,091+20.000.00-0.00buy
SBI Securities Co., Ltd.5254+20.000.00-0.00buy
TRUST CO OF TOLEDO NA /OH/3,0803,08000.000.00-0.00hold
Ameritas Investment Partners, Inc.3,4183,41800.000.00-0.00hold
CORSAIR CAPITAL MANAGEMENT, L.P.10,00010,00000.010.01-0.00hold
CIBC Private Wealth Group LLC202000.000.00-0.00hold
Verition Fund Management LLC43,91043,91000.000.00-0.00hold
Neuberger Berman Group LLC3,937,1683,937,16800.020.02-0.00hold
EMG Holdings, L.P.139,172139,17201.280.92-0.36hold
PDT Partners, LLC55,00855,00800.020.02-0.00hold
Cerity Partners LLC24,26424,26400.000.00-0.00hold
Capital Advisors, Ltd. LLC363600.000.000.00hold
Long Focus Capital Management, LLC1,515,7771,515,77700.700.53-0.17hold
Berger Financial Group, Inc196,543196,54300.090.07-0.02hold
Heron Bay Capital Management24,62724,62700.030.03-0.01hold
Nuveen, LLC43,51743,51700.000.00-0.00hold
US BANCORP \DE\2,7982,79800.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND13,50013,50000.000.00-0.00hold
Clearstead Advisors, LLC1,9031,90300.000.00-0.00hold
JACOBS LEVY EQUITY MANAGEMENT, INC12,81012,81000.000.00-0.00hold
GLYNN CAPITAL MANAGEMENT LLC588,233588,23300.951.15+0.20hold
AMALGAMATED BANK1,1431,14300.000.00-0.00hold
Rise Advisors, LLC940-940.000.00-0.00sell
Aspect Partners, LLC1000-1000.000.00-0.00sell
FEDERATED HERMES, INC.20,42720,312-1150.000.00-0.00sell
MANUFACTURERS LIFE INSURANCE COMPANY, THE11,90311,780-1230.000.00-0.00sell
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,32518,198-1270.000.00-0.00sell
FMR LLC1,258828-4300.000.00-0.00sell
Page 1 of 2