The page is the record's research on the issuer — no analyst, no rating, no view.

# Oportun Financial Corp (NASDAQ: OPRT) — research page

As of 2026-11-08 · us-cm-kg · record version 1

## 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.

## 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.

## 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.

## Coverage

The issuer's investor-relations page names 5 research houses: B. Riley, Citizens, Jefferies, Sidoti and Stephens.

## 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.

## 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.

- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)
- https://mapping.gleif.org/api/v2/isin-lei/latest (identity.isin)
- https://data.sec.gov/submissions/CIK0001538716.json (identity.jurisdiction)
- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)
- https://mcp.us-cm-kg.ai/events/NASDAQ/OPRT (the disclosure lines)
- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)
- https://www.sec.gov/Archives/edgar/data/1538716/000153871626000015/oprt-20251231.htm (the auditor)
- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)
- https://investor.oportun.com/stock-data/analyst-coverage (coverage)
- https://mcp.us-cm-kg.ai/record/NASDAQ/OPRT (the record)

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