Oportun Financial Corp (OPRT) — research page
US · us-cm-kg/NASDAQ/OPRT · as of 2026-11-08
Identity and listing
Oportun Financial Corp is listed on NASDAQ under ticker OPRT. ISIN US68376D1046; LEI 549300351Y4J4FKIOR78. Security type: Corporate. Segment: not on the record. Sector: 6199 Finance Services. Jurisdiction: United States, Delaware. Listing status: listed, not halted.
| field | value | source · read date |
|---|---|---|
| name | Oportun Financial Corp | source · 2026-11-08 |
| exchange | NASDAQ | source · 2026-11-08 |
| ticker | OPRT | source · 2026-11-08 |
| ISIN | US68376D1046 | source · 2026-11-08 |
| LEI | 549300351Y4J4FKIOR78 | source · 2026-11-08 |
| security type | Corporate | source · 2026-11-08 |
| segment | not on the record | |
| sector | 6199 Finance Services | source · 2026-11-08 |
| jurisdiction | United States — Delaware | source · 2026-11-08 |
| status | listed, not halted | source · 2026-11-08 |
The disclosure read
The record holds 60 filings in the twelve months to 2026-11-08, on 39 filing days. By type: 23 directors' dealings, 16 regulatory filings, 10 results, 6 director changes, 3 corporate news and 2 AGM/EGM. The median gap between filing days is 6.0 days. The latest filing is dated 2026-11-04, four days before the record date, and is a results filing. On NASDAQ, 4,359 issuers have a median cadence gap of 6.0 days, a median of 52 filings and a median latency of 5.0 days. In 6199 Finance Services, 184 issuers have a median cadence gap of 5.0 days, a median of 61.5 filings and a median latency of 4.0 days.
| filings | median gap between filing days | days from latest filing to as-of | |
|---|---|---|---|
| this issuer | 60 | 6 | 4 |
| exchange median: NASDAQ (4359 issuers) | 52 | 6 | 5 |
| sector median: 6199 Finance Services (184 issuers) | 61.5 | 5 | 4 |
| date | type | category | filing |
|---|---|---|---|
| 2026-11-04 | results | 10-Q | 10-Q — 10-Q |
| 2026-11-03 | results | 8-K | 8-K — 8-K (items 2.02,9.01) |
| 2026-09-14 | directors_dealings | 4 | 4 — FORM 4 |
| 2026-09-14 | directors_dealings | 4 | 4 — FORM 4 |
| 2026-09-14 | directors_dealings | 4 | 4 — FORM 4 |
window 2025-11-08 to 2026-11-08 · the node's disclosure lines, as get_filings serves them
Auditor
The auditor of record is Deloitte & Touche LLP, San Francisco, CA. The record holds no auditor changes.
Events and halts
The record holds no listing, delisting or name change lines. Domicile change: not on the record, as EDGAR states no dated change of state of incorporation on a filing line. Segment move: not on the record, as the exchanges' tier transfers are not EDGAR filings. Halt flag: listed, not halted.
Orderability
The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. Rule version: acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1. Chapter as of 2026-11-04.
rule acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1 · chapter as of 2026-11-04 · the full outcome: get_orderability
Coverage
The issuer's investor-relations page names 5 research houses: B. Riley, Citizens, Jefferies, Sidoti and Stephens.
| research house | analyst | source · read date |
|---|---|---|
| B. Riley | Hal Goetsch | issuer page · 2026-11-11 |
| Citizens | Zachary Oster | issuer page · 2026-11-11 |
| Jefferies | John Hecht | issuer page · 2026-11-11 |
| Sidoti | Brendan McCarthy | issuer page · 2026-11-11 |
| Stephens | Kyle Joseph | issuer page · 2026-11-11 |
Open research
No openly published research notes were found.
Licensed
Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.
| licensor | entitlement | title | date | source |
|---|---|---|---|---|
| none loaded |
As-of depth
The record holds sealed years 2021, 2022, 2023, 2024, 2025 and 2026 for this issuer. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.
Sources
10 source pages are named on this page; every value above carries its own source page and read date in the numbers.
- 10.1
- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)
- 10.2
- https://mapping.gleif.org/api/v2/isin-lei/latest (identity.isin)
- 10.3
- https://data.sec.gov/submissions/CIK0001538716.json (identity.jurisdiction)
- 10.4
- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)
- 10.5
- https://mcp.us-cm-kg.ai/events/NASDAQ/OPRT (the disclosure lines)
- 10.6
- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)
- 10.7
- https://www.sec.gov/Archives/edgar/data/1538716/000153871626000015/oprt-20251231.htm (the auditor)
- 10.8
- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)
- 10.9
- https://investor.oportun.com/stock-data/analyst-coverage (coverage)
- 10.10
- https://mcp.us-cm-kg.ai/record/NASDAQ/OPRT (the record)
Read it by agent
The same page, signed and receipted: get_research at https://mcp.getissuer.ai/mcp with {"isin":"US68376D1046"}. Twins: .md · .json. Written: Claude through the platform account, Haiku class; one pass; checked against the numbers. Page hash sha256:b2e733c476b118fb.