Oportun Financial Corp (OPRT)

FINANCE: CONSUMER FINANCE
SIC: FINANCE SERVICES

2 CIRCLE STAR WAY SAN CARLOS, CA 94070

Oportun Financial Corp. is a financial services company that leverages its digital platform to provide responsible consumer credit to hardworking people. Using A.I.-driven models that are built on 15 years of proprietary customer insights and billions of unique data points, Oportun has extended more than $9.8 billion in affordable credit, providing its customers with alternatives to payday and auto title loans. In recognition of its responsibly designed products which help consumers build their credit history, Oportun has been certified as a Community Development Financial Institution (CDFI) since 2009. The Company recently applied for a national bank charter to expand its services and make its products available in all 50 states.

Data as of 2021-08-02 09:08:16 -0400
Market Cap589.817 Million Shares Outstanding27.98 Million Avg 30-day Volume46.239 Thousand
P/E Ratio Dividend Yield EPS
Price/Sales Debt to Equity EBITDA
Price to Book Value0.0 Forward PE3.7 Enterprise Value
Total Cash Current Debt Gross Profit
BETA1.31224 52-week High/Low22.9 / 10.94 Next Earnings Date2021-08-05 Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud
View SEC Filings from OPRT instead.
Q1 2021 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 2 2 0.0% 0 (0.0%) 0 (0.0%)
Funds Holding: 77 75 2.67% 20 (1.17%) 21 (1.22%) -4.76%
13F shares: 18.818 Million 18.058 Million 4.21% 5.243 Million 4.276 Million 22.6%
% Ownership 67.9292 65.412 3.85% 18.9261 15.4904 22.18%
New Positions: 8 11 -27.27% 4 3 33.33%
Increased Positions 22 32 -31.25% 7 9 -22.22%
Closed Positions 6 4 50.0% 5 2 150.0%
Reduced Positions 28 13 115.38% 5 4 25.0%
Total Calls
Total Puts
PUT/CALL Ratio
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding OPRT (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding OPRT BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

12.1 Thousand total shares from 2 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

KIRSCHT PATRICK CHIEF CREDIT OFFICER

  • Officer
167,055 2021-07-23 9

PASCARELLA CARL

  • Director
143,837 2021-06-30 5

STROHM DAVID N

  • Director
296,348 2021-06-30 5

WILLIAMS R NEIL

  • Director
25,480 2021-06-30 5

ALVAREZ AIDA

  • Director
18,874 2021-06-08 1

MIRAMONTES LOUIS

  • Director
18,874 2021-06-08 1

BAREFOOT JO ANN

  • Director
18,874 2021-06-08 1

COBLENTZ JONATHAN AARON CFO & CHIEF ADMIN OFFICER

  • Officer
179,720 2021-05-03 9

VAZQUEZ RAUL CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
556,922 2021-05-03 8

NEEDHAM DAVID ANTHONY CHIEF PRODUCT OFFICER

  • Officer
46,745 2021-05-03 12

ARISTEI JOAN GC & CHIEF RISK OFFICER

  • Officer
64,681 2021-03-30 8

JENKINS MATTHEW WAYNE COO & GM, PERSONAL-AUTO LOANS

  • Officer
127,056 2021-03-10 4

GREYLOCK XII GP LLC

GREYLOCK XII LIMITED PARTNERSHIP

GREYLOCK XII-A LIMITED PARTNERSHIP

  • 10% Owner
2,618,708 2021-03-03 1

INSTITUTIONAL VENTURE MANAGEMENT XIV, LLC

INSTITUTIONAL VENTURE PARTNERS XIV, L.P.

FOGELSONG NORMAN A

HARRICK STEPHEN J

PHELPS DENNIS B

CHAFFEE TODD C

MILLER J SANFORD

  • 10% Owner
3,848,691 2019-09-30 0

MADRONE PARTNERS, L.P.

MADRONE CAPITAL PARTNERS, LLC

  • 10% Owner
2,109,410 2019-09-30 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

KIRSCHT PATRICK - Officer CHIEF CREDIT OFFICER

2021-07-26 18:01:15 -0400 2021-07-23 M 8,638 d 0 direct

KIRSCHT PATRICK - Officer CHIEF CREDIT OFFICER

2021-07-26 18:01:15 -0400 2021-07-23 M 3,500 $1.87 a 155,677 direct 1.6916 1.6916 2 0.0 1

KIRSCHT PATRICK - Officer CHIEF CREDIT OFFICER

2021-07-26 18:01:15 -0400 2021-07-23 M 3,500 d 11,378 direct

KIRSCHT PATRICK - Officer CHIEF CREDIT OFFICER

2021-07-26 18:01:15 -0400 2021-07-23 M 8,638 $1.32 a 152,177 direct 1.6916 1.6916 2 0.0 1

WILLIAMS R NEIL - Director

2021-07-01 19:01:13 -0400 2021-06-30 A 843 a 25,480 direct -0.4907 1.8155 1.8155 6 -3.3857 4

STROHM DAVID N - Director

2021-07-01 18:58:03 -0400 2021-06-30 A 781 a 25,188 direct -0.4907 1.8155 1.8155 6 -3.3857 4

PASCARELLA CARL - Director

2021-07-01 18:54:45 -0400 2021-06-30 A 1,093 a 143,837 direct -0.4907 1.8155 1.8155 6 -3.3857 4

ALVAREZ AIDA - Director

2021-06-10 16:57:00 -0400 2021-06-08 A 6,010 a 18,874 direct 1.9166 1.3896 -0.2396 2.8749 3 -5.654 19

WILLIAMS R NEIL - Director

2021-06-10 17:16:25 -0400 2021-06-08 A 6,010 a 24,637 direct 1.9166 1.3896 -0.2396 2.8749 3 -5.654 19

MIRAMONTES LOUIS - Director

2021-06-10 17:07:43 -0400 2021-06-08 A 6,010 a 18,874 direct 1.9166 1.3896 -0.2396 2.8749 3 -5.654 19

BAREFOOT JO ANN - Director

2021-06-10 17:34:52 -0400 2021-06-08 A 6,010 a 18,874 direct 1.9166 1.3896 -0.2396 2.8749 3 -5.654 19

STROHM DAVID N - Director

2021-06-10 17:03:10 -0400 2021-06-08 A 6,010 a 24,407 direct 1.9166 1.3896 -0.2396 2.8749 3 -5.654 19

PASCARELLA CARL - Director

2021-06-10 17:12:27 -0400 2021-06-08 A 7,513 a 142,744 direct 1.9166 1.3896 -0.2396 2.8749 3 -5.654 19

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
OPORTUN FINANCIAL CORP OPRT 2021-08-02 22:15:03 UTC -0.4093 0.4693 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 21:45:03 UTC -0.4093 0.4693 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 21:15:03 UTC -0.4093 0.4693 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 20:45:03 UTC -0.2342 0.2942 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 20:15:03 UTC -0.2342 0.2942 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 19:45:03 UTC -0.2342 0.2942 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 19:15:03 UTC -0.2342 0.2942 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 18:45:03 UTC -0.2342 0.2942 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 18:15:03 UTC -0.2342 0.2942 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 17:45:03 UTC -0.2342 0.2942 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 17:15:03 UTC -0.2342 0.2942 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 16:45:03 UTC -0.2239 0.3039 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 16:15:03 UTC -0.2239 0.3039 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 15:45:03 UTC -0.2239 0.3039 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 15:15:03 UTC -0.2239 0.3039 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 14:45:03 UTC -0.2306 0.3106 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 14:15:03 UTC -0.2306 0.3106 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 13:45:03 UTC -0.2306 0.3106 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 13:15:04 UTC -0.2306 0.3106 400000
OPORTUN FINANCIAL CORP OPRT 2021-08-02 12:45:03 UTC -0.2306 0.3106 400000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

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