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At Oportun Financial Corporation's shareholder meeting held July 18, 2025, in the 2025-2026 proxy season, 67 asset managers reported how they voted in their SEC Form N-PX filings, covering 362 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — TO APPROVE, ON A NON-BINDING ADVISORY BASIS, OPORTUN'S NAMED EXECUTIVE OFFICER COMPENSATION. — FOR was 90% 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 Corporation's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on July 23, 2025.
Download data (CSV): ballot items · votes by manager · column guide.
Compiled from SEC Form N-PX filings and Oportun Financial Corporation’s Form 8-K, filed July 23, 2025 (Item 5.07 on EDGAR). Page generated November 8, 2026.
Meeting of July 18, 2025: 6 items on Oportun Financial Corporation’s Form 8-K, filed July 23, 2025: 2 elected · 3 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
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These tallies are Oportun Financial Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed July 23, 2025 (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: Carlos Minetti | 30,002,972 | -- | -- | 1,638,282 | -- | 95% | Elected | — |
| Elect Director: Raul Vazquez | 23,612,895 | -- | -- | 8,028,089 | -- | 75% | Elected | — |
| 2. To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to eliminate supermajority voting provisions and make certain other administrative changes | 30,885,087 | 465,122 | 294,783 | -- | 732,759 | 99% | Approved | — |
| 3. To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to declassify the Company's board of directors and provide for the annual election of directors | 30,878,119 | 477,478 | 289,395 | -- | 732,759 | 98% | Approved | — |
| 4. Non-binding advisory resolution to approve the Company's named executive officer compensation, as described in the proxy materials | 25,769,766 | 2,853,793 | 3,021,430 | -- | 732,762 | 90% | Not verified | — |
| 5. Ratification of the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2025 | 29,498,366 | 1,885,804 | 993,581 | -- | -- | 94% | Approved | — |
Source: Oportun Financial Corporation, Form 8-K, filed with the SEC on July 23, 2025 — read the filing on EDGAR.
Each item below shows how the 67 asset managers that disclosed a Oportun Financial Corporation 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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Oportun Financial Corporation’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 3 wordings of this item as funds reported it.
75% Majority: yes · of votes cast
Description as filed by funds: The election of two Class III directors to serve for a term of three years until Oportun's 2028 annual meeting of stockholders and until their successors are duly elected and qualified: Nominees RECOMMENDED by the Board of Directors: Raul Vazquez
Oportun Financial Corporation’s own tally for this item (“Elect Director: Raul Vazquez”): 23,612,895 for, 8,028,089 withheld, per its Form 8-K filed July 23, 2025 (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 was duly elected.”
Support: 75% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 21 asset managers below reported 2,595,125 for, 887,725 withheld, 36,000 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,377,879 | 0 | 0 | 0 | For |
| Fidelity | 689,952 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 0 | 0 | 391,926 | Withhold |
| Dimensional | 0 | 0 | 0 | 348,166 | Withhold |
| Invesco | 132,818 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 0 | 130,987 | Withhold |
| BRIDGEWAY FUNDS INC | 120,000 | 0 | 0 | 0 | For |
| BlackRock | 113,360 | 0 | 0 | 0 | For |
| American Century | 65,517 | 0 | 0 | 0 | For |
| Federated Hermes | 20,000 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 33,833 | 0 | 0 | 0 | For |
| Charles Schwab | 16,000 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 8,600 | 0 | 0 | 0 | For |
| Jackson National | 0 | 0 | 0 | 8,399 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 7,285 | 0 | 0 | 0 | For |
| Equitable | 6,476 | 0 | 0 | 0 | For |
| Prudential/PGIM | 0 | 0 | 0 | 4,870 | Withhold |
| Victory Capital | 0 | 0 | 0 | 3,377 | Withhold |
| Goldman Sachs | 2,565 | 0 | 0 | 0 | For |
| John Hancock | 716 | 0 | 0 | 0 | For |
| Guggenheim | 124 | 0 | 0 | 0 | For |
Combines 3 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Description as filed by funds: The election of two Class III directors to serve for a term of three years until Oportun's 2028 annual meeting of stockholders and until their successors are duly elected and qualified: Nominees RECOMMENDED by the Board of Directors: Carlos Minetti
Oportun Financial Corporation’s own tally for this item (“Elect Director: Carlos Minetti”): 30,002,972 for, 1,638,282 withheld, per its Form 8-K filed July 23, 2025 (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 was duly elected.”
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 21 asset managers below reported 2,959,937 for, 522,913 withheld, 36,000 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,377,879 | 0 | 0 | 0 | For |
| Fidelity | 689,952 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 0 | 0 | 391,926 | Withhold |
| Dimensional | 348,166 | 0 | 0 | 0 | For |
| Invesco | 132,818 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 0 | 130,987 | Withhold |
| BRIDGEWAY FUNDS INC | 120,000 | 0 | 0 | 0 | For |
| BlackRock | 113,360 | 0 | 0 | 0 | For |
| American Century | 65,517 | 0 | 0 | 0 | For |
| Federated Hermes | 20,000 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 33,833 | 0 | 0 | 0 | For |
| Charles Schwab | 16,000 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 8,600 | 0 | 0 | 0 | For |
| Jackson National | 8,399 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 7,285 | 0 | 0 | 0 | For |
| Equitable | 6,476 | 0 | 0 | 0 | For |
| Prudential/PGIM | 4,870 | 0 | 0 | 0 | For |
| Victory Capital | 3,377 | 0 | 0 | 0 | For |
| Goldman Sachs | 2,565 | 0 | 0 | 0 | For |
| John Hancock | 716 | 0 | 0 | 0 | For |
| Guggenheim | 124 | 0 | 0 | 0 | For |
Combines 4 wordings of this item as funds reported it.
99% Approved · of votes cast
Description as filed by funds: To Approve An Amendment Of Oportun's Certificate Of Incorporation To Eliminate Supermajority Voting Provisions And Make Certain Other Administrative Changes.
Oportun Financial Corporation’s own tally for this item (“2. To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to eliminate supermajority voting provisions and make certain other administrative changes”): 30,885,087 for, 465,122 against — passed, per its Form 8-K filed July 23, 2025 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Based on the votes set forth above, the amendment to the Company's Amended and Restated Certificate of Incorporation to eliminate supermajority voting provisions and make certain other administrative changes was approved.”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 21 asset managers below reported 3,351,863 for, 130,987 abstained, 36,000 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,377,879 | 0 | 0 | 0 | For |
| Fidelity | 689,952 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 391,926 | 0 | 0 | 0 | For |
| Dimensional | 348,166 | 0 | 0 | 0 | For |
| Invesco | 132,818 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 130,987 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 120,000 | 0 | 0 | 0 | For |
| BlackRock | 113,360 | 0 | 0 | 0 | For |
| American Century | 65,517 | 0 | 0 | 0 | For |
| Federated Hermes | 20,000 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 33,833 | 0 | 0 | 0 | For |
| Charles Schwab | 16,000 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 8,600 | 0 | 0 | 0 | For |
| Jackson National | 8,399 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 7,285 | 0 | 0 | 0 | For |
| Equitable | 6,476 | 0 | 0 | 0 | For |
| Prudential/PGIM | 4,870 | 0 | 0 | 0 | For |
| Victory Capital | 3,377 | 0 | 0 | 0 | For |
| Goldman Sachs | 2,565 | 0 | 0 | 0 | For |
| John Hancock | 716 | 0 | 0 | 0 | For |
| Guggenheim | 124 | 0 | 0 | 0 | For |
Combines 3 wordings of this item as funds reported it.
98% Approved · of votes cast
Description as filed by funds: To Approve An Amendment Of Oportun's Certificate Of Incorporation To Declassify The Board Of Directors And Provide For The Annual Election Of Directors.
Oportun Financial Corporation’s own tally for this item (“3. To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to declassify the Company's board of directors and provide for the annual election of directors”): 30,878,119 for, 477,478 against — passed, per its Form 8-K filed July 23, 2025 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Based on the votes set forth above, the amendment to the Company's Amended and Restated Certificate of Incorporation to declassify the Company's board of directors and provide for the annual election of directors was approved.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 21 asset managers below reported 3,351,863 for, 130,987 abstained, 36,000 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,377,879 | 0 | 0 | 0 | For |
| Fidelity | 689,952 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 391,926 | 0 | 0 | 0 | For |
| Dimensional | 348,166 | 0 | 0 | 0 | For |
| Invesco | 132,818 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 130,987 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 120,000 | 0 | 0 | 0 | For |
| BlackRock | 113,360 | 0 | 0 | 0 | For |
| American Century | 65,517 | 0 | 0 | 0 | For |
| Federated Hermes | 20,000 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 33,833 | 0 | 0 | 0 | For |
| Charles Schwab | 16,000 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 8,600 | 0 | 0 | 0 | For |
| Jackson National | 8,399 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 7,285 | 0 | 0 | 0 | For |
| Equitable | 6,476 | 0 | 0 | 0 | For |
| Prudential/PGIM | 4,870 | 0 | 0 | 0 | For |
| Victory Capital | 3,377 | 0 | 0 | 0 | For |
| Goldman Sachs | 2,565 | 0 | 0 | 0 | For |
| John Hancock | 716 | 0 | 0 | 0 | For |
| Guggenheim | 124 | 0 | 0 | 0 | For |
0% of fund votes cast · no official result
The 6 asset managers below reported 294,580 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| EA Series Trust | 0 | 0 | 0 | 130,987 | Withhold |
| BlackRock | 0 | 0 | 0 | 113,360 | Withhold |
| Exchange Place Advisors Trust | 0 | 0 | 0 | 33,833 | Withhold |
| Jackson National | 0 | 0 | 0 | 8,399 | Withhold |
| MASTER INVESTMENT PORTFOLIO | 0 | 0 | 0 | 7,285 | Withhold |
| John Hancock | 0 | 0 | 0 | 716 | Withhold |
Combines 8 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
Description as filed by funds: TO APPROVE, ON A NON-BINDING ADVISORY BASIS, OPORTUN'S NAMED EXECUTIVE OFFICER COMPENSATION.
Oportun Financial Corporation’s own tally for this item (“4. Non-binding advisory resolution to approve the Company's named executive officer compensation, as described in the proxy materials”): 25,769,766 for, 2,853,793 against, per its Form 8-K filed July 23, 2025 (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: 90% 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 | 1,377,879 | 0 | 0 | 0 | For |
| Fidelity | 689,952 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 391,926 | 0 | 0 | 0 | For |
| Dimensional | 348,166 | 0 | 0 | 0 | For |
| Invesco | 132,818 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 130,987 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 120,000 | 0 | 0 | 0 | For |
| BlackRock | 113,360 | 0 | 0 | 0 | For |
| American Century | 0 | 65,517 | 0 | 0 | Against |
| Federated Hermes | 20,000 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 33,833 | 0 | 0 | 0 | For |
| Charles Schwab | 16,000 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 8,600 | 0 | 0 | 0 | For |
| Jackson National | 8,399 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 7,285 | 0 | 0 | 0 | For |
| Equitable | 6,476 | 0 | 0 | 0 | For |
| Prudential/PGIM | 4,870 | 0 | 0 | 0 | For |
| Victory Capital | 3,377 | 0 | 0 | 0 | For |
| Goldman Sachs | 2,565 | 0 | 0 | 0 | For |
| John Hancock | 716 | 0 | 0 | 0 | For |
| Guggenheim | 124 | 0 | 0 | 0 | For |
Fund voting reports, all 21 managers: 3,286,346 for, 65,517 against, 130,987 abstained, 36,000 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Neuberger Berman | 3,937,168 | 0 | 0 | 0 | For |
| FINDELL CAPITAL MANAGEMENT LLC | 3,250,300 | 0 | 0 | 0 | For |
| CANNELL CAPITAL LLC | 0 | 1,379,813 | 0 | 0 | Against |
| BOOTHBAY FUND MANAGEMENT, LLC | 1,310,300 | 0 | 0 | 0 | For |
| MARSHALL WACE, LLP | 603,071 | 0 | 0 | 0 | For |
| Two Sigma | 983,654 | 0 | 0 | 0 | For |
| ACADIAN ASSET MANAGEMENT LLC | 696,005 | 0 | 0 | 0 | For |
| GLYNN CAPITAL MANAGEMENT LLC | 588,233 | 0 | 0 | 0 | For |
| Portolan Capital Management, LLC | 561,007 | 0 | 0 | 0 | For |
| BlackRock | 550,627 | 0 | 0 | 0 | For |
| Madrone Advisors, LLC | 540,633 | 0 | 0 | 0 | For |
| Boston Partners | 458,439 | 0 | 0 | 0 | For |
| Citadel | 369,890 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 369,310 | 0 | 0 | 0 | For |
| EMG Holdings, L.P. | 139,172 | 0 | 0 | 0 | For |
| Connor, Clark & Lunn Investment Management Ltd. | 231,851 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 226,591 | 0 | 0 | 0 | For |
| Point72 | 212,294 | 0 | 0 | 0 | For |
| DE Shaw | 207,994 | 0 | 0 | 0 | For |
| Informed Momentum Co LLC | 174,638 | 0 | 0 | 0 | For |
| Renaissance | 162,999 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 135,864 | 0 | 0 | 0 | For |
| State Street | 134,783 | 0 | 0 | 0 | For |
| Invesco | 132,818 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 126,200 | 0 | 0 | 0 | For |
Institutional-manager reports, all 58 managers: 16,646,910 for, 1,445,330 against, 13,960 abstained, 4,767,988 not voted. Showing the 25 largest; every one is in the interactive database (link above).
Combines 4 wordings of this item as funds reported it.
94% Approved · of votes cast
Description as filed by funds: To Ratify The Appointment Of Deloitte & Touche Llp As Oportun's Independent Registered Public Accounting Firm For The Year Ending December 31, 2025.
Oportun Financial Corporation’s own tally for this item (“5. Ratification of the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2025”): 29,498,366 for, 1,885,804 against — passed, per its Form 8-K filed July 23, 2025 (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, 2025 was ratified.”
Support: 94% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 21 asset managers below reported 3,351,863 for, 130,987 abstained, 36,000 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,377,879 | 0 | 0 | 0 | For |
| Fidelity | 689,952 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 391,926 | 0 | 0 | 0 | For |
| Dimensional | 348,166 | 0 | 0 | 0 | For |
| Invesco | 132,818 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 130,987 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 120,000 | 0 | 0 | 0 | For |
| BlackRock | 113,360 | 0 | 0 | 0 | For |
| American Century | 65,517 | 0 | 0 | 0 | For |
| Federated Hermes | 20,000 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 33,833 | 0 | 0 | 0 | For |
| Charles Schwab | 16,000 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 8,600 | 0 | 0 | 0 | For |
| Jackson National | 8,399 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 7,285 | 0 | 0 | 0 | For |
| Equitable | 6,476 | 0 | 0 | 0 | For |
| Prudential/PGIM | 4,870 | 0 | 0 | 0 | For |
| Victory Capital | 3,377 | 0 | 0 | 0 | For |
| Goldman Sachs | 2,565 | 0 | 0 | 0 | For |
| John Hancock | 716 | 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 37,501,165 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 3.67% |
| 2 | Fidelity | 1.84% |
| 3 | RBB FUND, INC. | 1.05% |
| 4 | Dimensional | 0.93% |
| 5 | Invesco | 0.35% |
| 6 | EA Series Trust | 0.35% |
| 7 | BRIDGEWAY FUNDS INC | 0.32% |
| 8 | BlackRock | 0.30% |
| 9 | American Century | 0.17% |
| 10 | Federated Hermes | 0.11% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Neuberger Berman | 21.00% |
| 2 | FINDELL CAPITAL MANAGEMENT LLC | 8.67% |
| 3 | CANNELL CAPITAL LLC | 3.68% |
| 4 | BOOTHBAY FUND MANAGEMENT, LLC | 3.49% |
| 5 | MARSHALL WACE, LLP | 3.22% |
| 6 | Two Sigma | 2.62% |
| 7 | ACADIAN ASSET MANAGEMENT LLC | 1.86% |
| 8 | GLYNN CAPITAL MANAGEMENT LLC | 1.57% |
| 9 | Portolan Capital Management, LLC | 1.50% |
| 10 | BlackRock | 1.47% |
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 |
|---|---|---|
| Forager Capital Management, LLC | 12.03% | 13G |
| BlackRock | 8.21% | 13F |
| Vanguard Group | 6.04% | 13F |
| Millennium Management | 6.01% | 13F |
| Dimensional Fund Advisors | 3.64% | 13F |
| Two Sigma | 2.56% | 13F |
| Geode Capital | 2.53% | 13F |
| Integrated Core Strategies (US) LLC | 2.48% | 13G |
| Goldman Sachs | 2.18% | 13F |
| State Street | 2.01% | 13F |
Percentages above are of 37,501,165 shares outstanding, as reported by Oportun Financial Corporation on its Form 10-Q dated May 1, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 Corporation’s 10-Q dated May 1, 2025. This page is a static snapshot rebuilt weekly on November 8, 2026; a live search always shows the current data.
Oportun Financial Corporation proxy season coverage: 2023-2024 · 2025-2026 (this page).
proxyvotesnow.com, “Oportun Financial (OPRT) 2025 Annual Meeting (2025-2026 season)”, https://proxyvotesnow.com/company/oportun-financial-corp/2026 (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.