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Oportun Financial Corp — Investor Relations & Filings

Ticker · OPRT ISIN · US68376D1046 LEI · 549300351Y4J4FKIOR78 US Financial and insurance activities
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Filings indexed 698 across all filing types
Latest filing 2024-11-22 Capital/Financing Update
Country US United States of America
Listing US OPRT

About Oportun Financial Corp

http://www.oportun.com

Oportun Financial Corp. is a mission-driven financial services company that provides inclusive and affordable financial solutions. The company primarily serves individuals with limited or no credit history, offering products designed to help them build a better financial future. Its core offerings include personal loans, credit cards, and an AI-powered mobile application that features intelligent savings and budgeting tools. Oportun's platform is engineered to help members establish and build their credit history through responsible borrowing. As a certified Community Development Financial Institution (CDFI), the company focuses on empowering underserved communities with accessible financial tools and resources.

Recent filings

Filing Released Lang Actions
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated November 22, 2024, by Oportun Financial Corporation. It reports the entry into a material definitive agreement, specifically an amendment to a loan and security agreement increasing borrowing capacity and adjusting interest rates. The document is a current report disclosing a financing event and related obligations. It does not contain full financial statements or detailed financial performance data, but rather an update on financing activities. Therefore, it fits the category of Capital/Financing Update (CAP). The document length is 4070 characters, which is consistent with a typical 8-K filing for such an event, not a full annual or quarterly report.
2024-11-22 English
SC 13G
Major Shareholding Notification
2024-11-21 English
Major Shareholding Notification 2024
Major Shareholding Notification
2024-11-20 English
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated November 14, 2024, by Oportun Financial Corporation. It reports the entry into a material definitive agreement (a Credit Agreement and related term loan closing), termination of prior agreements, creation of a direct financial obligation, and unregistered sales of equity securities. The content focuses on financing activities, including issuance of warrants and registration rights agreements. There are no financial statements or comprehensive financial data typical of annual or quarterly reports. The document is a current report disclosing material events related to financing and capital structure changes. Therefore, it fits best under Capital/Financing Update (CAP). The document length (5832 characters) and detailed description of financing agreements support this classification with high confidence.
2024-11-15 English
SC 13G/A
Major Shareholding Notification
2024-11-14 English
10-Q
Interim / Quarterly Report Q3 2024
2024-11-12 English

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