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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 2023-05-22 Regulatory Filings
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
Regulatory Filings 2023
Regulatory Filings Classification · 95% confidence The provided document text appears to be heavily encoded or encrypted, containing no readable or meaningful content related to financial reporting, regulatory announcements, or corporate filings. There are no identifiable keywords, regulatory references, fiscal period dates, or document titles that would allow classification into any specific filing category. Given the lack of discernible information and the fallback rule for documents that do not fit any specific category, the appropriate classification is Regulatory Filings (RNS). The document length is substantial (15,000 characters), but the content does not correspond to any known report or announcement type.
2023-05-22 English
8-K/A
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K/A filed with the SEC, which is an amendment to a previously filed Form 8-K. The content focuses on the creation of a direct financial obligation through borrowing incremental term loans and issuing warrants, which relates to financing activities. There are no comprehensive financial statements or detailed financial performance data typical of annual or quarterly reports. The document is not a report publication announcement or certification but a current report amendment detailing capital/financing updates. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length is 4469 characters, which is sufficient to contain substantive information about financing activities rather than just an announcement or certification.
2023-05-10 English
10-Q
Interim / Quarterly Report Q1 2023
2023-05-10 English
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC by Oportun Financial Corporation. It includes disclosures about the company's financial results for the quarter ended March 31, 2023, a borrowing event under a credit agreement, and cost-saving measures including headcount reduction. The document references a press release attached as Exhibit 99.1 containing financial results. The Form 8-K is a current report used to announce material events and updates, not a full financial report like an Annual Report (10-K) or Interim Report (IR). The content focuses on operational updates and financing activities rather than comprehensive financial statements or management discussion. Therefore, the filing is best classified as a Capital/Financing Update (CAP) due to the borrowing and warrants issuance, combined with operational cost-saving announcements. Confidence is high given the clear identification of the filing type and content.
2023-05-08 English
S-3
Capital/Financing Update Classification · 95% confidence The document is a Form S-3 Registration Statement filed with the SEC by Oportun Financial Corporation. It is a registration statement under the Securities Act of 1933, used for registering securities for sale to the public. The document includes a prospectus describing the offering of common stock by selling securityholders, details about the company, risk factors, and other information typical of a registration statement. It is not an annual report, earnings release, or any other financial report but a capital markets filing related to securities registration and offering. Therefore, it fits best under the category Capital/Financing Update (CAP), which covers updates on company fundraising, financing activities, or capital structure changes.
2023-05-03 English
ARS
Annual Report
2023-04-27 English

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