Home › Companies › OPORTUN FINANCIAL CORP. › 2023-2024
At OPORTUN FINANCIAL CORP.'s shareholder meeting held June 26, 2024, in the 2023-2024 proxy season, 68 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 330 separate fund positions. On the most widely held item on that ballot — To approve, on an advisory non-binding basis, the named executive officer compensation, as… — FOR was 88% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: OPORTUN FINANCIAL CORP.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 28, 2024.
Download data (CSV): ballot items · votes by manager · column guide.
Compiled from SEC Form N-PX filings and OPORTUN FINANCIAL CORP.’s Form 8-K, filed June 28, 2024 (Item 5.07 on EDGAR). Page generated November 8, 2026.
Meeting of June 26, 2024: 6 items on OPORTUN FINANCIAL CORP.’s Form 8-K, filed June 28, 2024: 3 elected · 1 approved · 1 not approved · 1 without a stated outcome.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Proxy season: 2023-2024 2025-2026
Explore OPORTUN FINANCIAL CORP. in the interactive database Compare manager voting policies
These tallies are OPORTUN FINANCIAL CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 28, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Ginny Lee | 10,094,106 | 6,121,746 | 12,999 | -- | 11,071,365 | 62% | Elected | — |
| Elect Director: Louis Miramontes | 13,291,868 | 2,892,194 | 44,789 | -- | 11,071,365 | 82% | Elected | — |
| Elect Director: Richard Tambor | 15,539,070 | 680,502 | 9,279 | -- | 11,071,365 | 96% | Elected | — |
| 2. Approval of an amendment to our Certificate of Incorporation to eliminate supermajority voting provisions | 16,022,171 | 164,612 | 42,068 | -- | 11,071,365 | 99% | Not approved Not approved: the filing states that this item needed more than a majority of the votes cast. | — |
| 3. Ratification of the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024 | 27,092,903 | 168,772 | 38,541 | -- | -- | 99.3% | Approved | — |
| Non-binding advisory resolution to approve the Company's named executive officer compensation, as described in the proxy materials. | 14,271,495 | 1,877,087 | 80,269 | -- | 11,071,365 | 88% | Not verified | — |
Source: OPORTUN FINANCIAL CORP., Form 8-K, filed with the SEC on June 28, 2024 — read the filing on EDGAR.
Each item below shows how the 68 asset managers that disclosed a OPORTUN FINANCIAL CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 4 wordings of this item as funds reported it.
62% Majority: yes · of votes cast
Description as filed by funds: Election of Class II Directors to serve until the 2027 Annual Meeting of Stockholders: Ginny Lee
OPORTUN FINANCIAL CORP.’s own tally for this item (“Elect Director: Ginny Lee”): 10,094,106 for, 6,121,746 against, per its Form 8-K filed June 28, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Based on the votes set forth above, each of the director nominees were duly elected.”
Support: 62% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 1,805,292 for, 1,135,171 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,282,894 | 0 | 0 | 0 | For |
| Dimensional | 0 | 481,831 | 0 | 0 | Against |
| Fidelity | 252,904 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 212,500 | 0 | 0 | Against |
| Invesco | 0 | 165,011 | 0 | 0 | Against |
| BlackRock | 150,904 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 100,750 | 0 | 0 | Against |
| Capitol Series Trust | 0 | 86,500 | 0 | 0 | Against |
| Federated Hermes | 72,000 | 0 | 0 | 0 | For |
| American Century | 0 | 37,794 | 0 | 0 | Against |
| Columbia Threadneedle | 36,025 | 0 | 0 | 0 | For |
| Nationwide | 0 | 17,347 | 0 | 0 | Against |
| Charles Schwab | 0 | 13,044 | 0 | 0 | Against |
| Jackson National | 0 | 8,399 | 0 | 0 | Against |
| GuideStone | 0 | 7,750 | 0 | 0 | Against |
| MASTER INVESTMENT PORTFOLIO | 5,994 | 0 | 0 | 0 | For |
| Equitable | 4,571 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 0 | 3,600 | 0 | 0 | Against |
| John Hancock | 0 | 521 | 0 | 0 | Against |
| Guggenheim | 0 | 124 | 0 | 0 | Against |
Combines 4 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
Description as filed by funds: Election of Class II Directors to serve until the 2027 Annual Meeting of Stockholders: Louis Miramontes
OPORTUN FINANCIAL CORP.’s own tally for this item (“Elect Director: Louis Miramontes”): 13,291,868 for, 2,892,194 against, per its Form 8-K filed June 28, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Based on the votes set forth above, each of the director nominees were duly elected.”
Support: 82% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 2,349,483 for, 590,980 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,282,894 | 0 | 0 | 0 | For |
| Dimensional | 0 | 481,831 | 0 | 0 | Against |
| Fidelity | 252,904 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 212,500 | 0 | 0 | 0 | For |
| Invesco | 165,011 | 0 | 0 | 0 | For |
| BlackRock | 150,904 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 100,750 | 0 | 0 | Against |
| Capitol Series Trust | 86,500 | 0 | 0 | 0 | For |
| Federated Hermes | 72,000 | 0 | 0 | 0 | For |
| American Century | 37,794 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 36,025 | 0 | 0 | 0 | For |
| Nationwide | 17,347 | 0 | 0 | 0 | For |
| Charles Schwab | 13,044 | 0 | 0 | 0 | For |
| Jackson National | 0 | 8,399 | 0 | 0 | Against |
| GuideStone | 7,750 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 5,994 | 0 | 0 | 0 | For |
| Equitable | 4,571 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 3,600 | 0 | 0 | 0 | For |
| John Hancock | 521 | 0 | 0 | 0 | For |
| Guggenheim | 124 | 0 | 0 | 0 | For |
Combines 4 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Class II Directors to serve until the 2027 Annual Meeting of Stockholders: Richard Tambor
OPORTUN FINANCIAL CORP.’s own tally for this item (“Elect Director: Richard Tambor”): 15,539,070 for, 680,502 against, per its Form 8-K filed June 28, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “Based on the votes set forth above, each of the director nominees were duly elected.”
Support: 96% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 2,940,463 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,282,894 | 0 | 0 | 0 | For |
| Dimensional | 481,831 | 0 | 0 | 0 | For |
| Fidelity | 252,904 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 212,500 | 0 | 0 | 0 | For |
| Invesco | 165,011 | 0 | 0 | 0 | For |
| BlackRock | 150,904 | 0 | 0 | 0 | For |
| EA Series Trust | 100,750 | 0 | 0 | 0 | For |
| Capitol Series Trust | 86,500 | 0 | 0 | 0 | For |
| Federated Hermes | 72,000 | 0 | 0 | 0 | For |
| American Century | 37,794 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 36,025 | 0 | 0 | 0 | For |
| Nationwide | 17,347 | 0 | 0 | 0 | For |
| Charles Schwab | 13,044 | 0 | 0 | 0 | For |
| Jackson National | 8,399 | 0 | 0 | 0 | For |
| GuideStone | 7,750 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 5,994 | 0 | 0 | 0 | For |
| Equitable | 4,571 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 3,600 | 0 | 0 | 0 | For |
| John Hancock | 521 | 0 | 0 | 0 | For |
| Guggenheim | 124 | 0 | 0 | 0 | For |
Combines 2 wordings of this item as funds reported it.
99% Not approved · of votes cast
Description as filed by funds: To approve an amendment to our Certificate of Incorporation to eliminate supermajority voting provisions.
OPORTUN FINANCIAL CORP.’s own tally for this item (“2. Approval of an amendment to our Certificate of Incorporation to eliminate supermajority voting provisions”): 16,022,171 for, 164,612 against — failed, per its Form 8-K filed June 28, 2024 (Item 5.07). This item required more than a simple majority of votes cast — see the filing.
Reported outcome: Not approved, in the filing’s own words: “Based on the votes set forth above, the amendment to the Company's Certificate of Incorporation was not approved.”
Not approved: the filing states that this item needed more than a majority of the votes cast.
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 19 asset managers below reported 2,853,963 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,282,894 | 0 | 0 | 0 | For |
| Dimensional | 481,831 | 0 | 0 | 0 | For |
| Fidelity | 252,904 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 212,500 | 0 | 0 | 0 | For |
| Invesco | 165,011 | 0 | 0 | 0 | For |
| BlackRock | 150,904 | 0 | 0 | 0 | For |
| EA Series Trust | 100,750 | 0 | 0 | 0 | For |
| Federated Hermes | 72,000 | 0 | 0 | 0 | For |
| American Century | 37,794 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 36,025 | 0 | 0 | 0 | For |
| Nationwide | 17,347 | 0 | 0 | 0 | For |
| Charles Schwab | 13,044 | 0 | 0 | 0 | For |
| Jackson National | 8,399 | 0 | 0 | 0 | For |
| GuideStone | 7,750 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 5,994 | 0 | 0 | 0 | For |
| Equitable | 4,571 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 3,600 | 0 | 0 | 0 | For |
| John Hancock | 521 | 0 | 0 | 0 | For |
| Guggenheim | 124 | 0 | 0 | 0 | For |
Combines 4 wordings of this item as funds reported it.
88% Majority: yes · of votes cast
Description as filed by funds: To approve, on an advisory non-binding basis, the named executive officer compensation, as described in the proxy statement.
OPORTUN FINANCIAL CORP.’s own tally for this item (“Non-binding advisory resolution to approve the Company's named executive officer compensation, as described in the proxy materials.”): 14,271,495 for, 1,877,087 against, per its Form 8-K filed June 28, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 88% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,282,894 | 0 | 0 | 0 | For |
| Dimensional | 481,831 | 0 | 0 | 0 | For |
| Fidelity | 252,904 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 212,500 | 0 | 0 | 0 | For |
| Invesco | 165,011 | 0 | 0 | 0 | For |
| BlackRock | 150,904 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 100,750 | 0 | 0 | Against |
| Capitol Series Trust | 86,500 | 0 | 0 | 0 | For |
| Federated Hermes | 72,000 | 0 | 0 | 0 | For |
| American Century | 37,794 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 36,025 | 0 | 0 | 0 | For |
| Nationwide | 17,347 | 0 | 0 | 0 | For |
| Charles Schwab | 13,044 | 0 | 0 | 0 | For |
| Jackson National | 8,399 | 0 | 0 | 0 | For |
| GuideStone | 7,750 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 5,994 | 0 | 0 | 0 | For |
| Equitable | 4,571 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 3,600 | 0 | 0 | 0 | For |
| John Hancock | 521 | 0 | 0 | 0 | For |
| Guggenheim | 124 | 0 | 0 | 0 | For |
Fund voting reports, all 20 managers: 2,839,713 for, 100,750 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| EMG Holdings, L.P. | 1,319,211 | 0 | 0 | 0 | For |
| BOOTHBAY FUND MANAGEMENT, LLC | 1,198,600 | 0 | 0 | 0 | For |
| Union Square Park Capital Management, LLC | 0 | 0 | 0 | 0 | -- |
| Madrone Advisors, LLC | 623,295 | 0 | 0 | 0 | For |
| GLYNN CAPITAL MANAGEMENT LLC | 588,233 | 0 | 0 | 0 | For |
| STRS OHIO | 535,800 | 0 | 0 | 0 | For |
| BlackRock | 498,606 | 0 | 0 | 0 | For |
| Two Sigma | 457,544 | 0 | 0 | 0 | For |
| Ensign Peak Advisors, Inc | 347,021 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 282,387 | 0 | 0 | 0 | For |
| ACADIAN ASSET MANAGEMENT LLC | 265,847 | 0 | 0 | 0 | For |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 219,512 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 216,600 | 0 | 0 | 0 | For |
| MARSHALL WACE, LLP | 0 | 190,370 | 0 | 0 | Against |
| Invesco | 165,011 | 0 | 0 | 0 | For |
| Allianz | 121,914 | 0 | 0 | 0 | For |
| FULLER & THALER ASSET MANAGEMENT, INC. | 120,935 | 0 | 0 | 0 | For |
| Dimensional | 106,857 | 0 | 0 | 0 | For |
| State Street | 103,783 | 0 | 0 | 0 | For |
| GLOBEFLEX CAPITAL L P | 81,800 | 0 | 0 | 0 | For |
| Federated Hermes | 72,000 | 0 | 0 | 0 | For |
| Point72 | 52,470 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 45,878 | 0 | 0 | 0 | For |
| American Century | 37,794 | 0 | 0 | 0 | For |
| Connor, Clark & Lunn Investment Management Ltd. | 35,460 | 0 | 0 | 0 | For |
Institutional-manager reports, all 57 managers: 7,716,109 for, 190,428 against, 819,668 unknown. Showing the 25 largest; every one is in the interactive database (link above).
Combines 3 wordings of this item as funds reported it.
99.3% Approved · of votes cast
Description as filed by funds: Ratification of the selection of Deloitte & Touche LLP as our independent registered public accounting firm for the year ending December 31, 2024.
OPORTUN FINANCIAL CORP.’s own tally for this item (“3. Ratification of the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024”): 27,092,903 for, 168,772 against — passed, per its Form 8-K filed June 28, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Based on the votes set forth above, the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024, was approved 4.”
Support: 99.3% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 20 asset managers below reported 2,839,713 for, 100,750 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,282,894 | 0 | 0 | 0 | For |
| Dimensional | 481,831 | 0 | 0 | 0 | For |
| Fidelity | 252,904 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 212,500 | 0 | 0 | 0 | For |
| Invesco | 165,011 | 0 | 0 | 0 | For |
| BlackRock | 150,904 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 100,750 | 0 | 0 | Against |
| Capitol Series Trust | 86,500 | 0 | 0 | 0 | For |
| Federated Hermes | 72,000 | 0 | 0 | 0 | For |
| American Century | 37,794 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 36,025 | 0 | 0 | 0 | For |
| Nationwide | 17,347 | 0 | 0 | 0 | For |
| Charles Schwab | 13,044 | 0 | 0 | 0 | For |
| Jackson National | 8,399 | 0 | 0 | 0 | For |
| GuideStone | 7,750 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 5,994 | 0 | 0 | 0 | For |
| Equitable | 4,571 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 3,600 | 0 | 0 | 0 | For |
| John Hancock | 521 | 0 | 0 | 0 | For |
| Guggenheim | 124 | 0 | 0 | 0 | For |
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 35,589,254 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 3.60% |
| 2 | Dimensional | 1.35% |
| 3 | Fidelity | 0.71% |
| 4 | BRIDGEWAY FUNDS INC | 0.60% |
| 5 | Invesco | 0.46% |
| 6 | BlackRock | 0.42% |
| 7 | EA Series Trust | 0.28% |
| 8 | Capitol Series Trust | 0.24% |
| 9 | Federated Hermes | 0.20% |
| 10 | American Century | 0.11% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | EMG Holdings, L.P. | 3.71% |
| 2 | BOOTHBAY FUND MANAGEMENT, LLC | 3.37% |
| 3 | Union Square Park Capital Management, LLC | 2.30% |
| 4 | Madrone Advisors, LLC | 1.75% |
| 5 | GLYNN CAPITAL MANAGEMENT LLC | 1.65% |
| 6 | STRS OHIO | 1.51% |
| 7 | BlackRock | 1.40% |
| 8 | Two Sigma | 1.29% |
| 9 | Ensign Peak Advisors, Inc | 0.98% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 0.79% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| NB Alternatives Advisers LLC | 12.33% | 13D |
| Finn Management GP LLC | 9.11% | 13D |
| BlackRock | 8.36% | 13F |
| Vanguard Group | 5.92% | 13F |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 4.89% | 13G |
| Millennium Management | 3.35% | 13F |
| Institutional Venture Partners XIV, L.P. | 2.30% | 13G |
| Dimensional Fund Advisors | 1.65% | 13F |
| Morgan Stanley | 0.87% | 13F |
| Geode Capital | 0.85% | 13F |
Percentages above are of 35,589,254 shares outstanding, as reported by OPORTUN FINANCIAL CORP. on its Form 10-Q dated May 3, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from OPORTUN FINANCIAL CORP.’s 10-Q dated May 3, 2024. This page is a static snapshot rebuilt weekly on November 8, 2026; a live search always shows the current data.
OPORTUN FINANCIAL CORP. proxy season coverage: 2023-2024 (this page) · 2025-2026.
proxyvotesnow.com, “OPORTUN FINANCIAL (OPRT) 2024 Annual Meeting: Shareholder Vote Results”, https://proxyvotesnow.com/company/oportun-financial-corp/2024 (version of November 9, 2026). Derived from SEC Form N-PX and Form 8-K filings; tables licensed CC BY 4.0. Licence: CC BY 4.0.