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Oportun Financial Corp (OPRT) major holders file 13G/A showing 0% stake

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Oportun Financial Corp received an amended Schedule 13G indicating that a group of prior large holders affiliated with McLaren Harbor, LLC, CL VI Ventures Offshore, L.P., Castlelake VI GP, L.P., Castlelake, L.P., Rory O'Neill, and Evan Carruthers now report beneficial ownership of 0 shares of common stock. As of the reporting date, this group reports 0% of the outstanding common stock, with no sole or shared power to vote or dispose of any shares.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 0 shares Shares of Oportun Financial Corp common stock beneficially owned by the reporting group as of the date hereof
Percent of class 0% Percent of Oportun Financial Corp common stock outstanding attributed to the reporting group
Sole voting power 0 shares Number of shares over which the reporting group has sole power to vote or direct the vote
Shared voting power 0 shares Number of shares over which the reporting group has shared power to vote or direct the vote
Sole dispositive power 0 shares Number of shares over which the reporting group has sole power to dispose or direct disposition
Shared dispositive power 0 shares Number of shares over which the reporting group has shared power to dispose or direct disposition
Schedule 13G regulatory
"This Statement is filed on behalf of each of the following persons"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficial owner financial
"each of the Reporting Persons may be deemed the beneficial owner of 0 Shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
percent of class financial
"As of the date hereof, each of the Reporting Persons may be deemed the beneficial owner of 0% of Shares outstanding"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
dispositive power financial
"Sole power to dispose or to direct the disposition of: 0"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Ownership of 5 percent or less of a class regulatory
"Item 5. Ownership of 5 Percent or Less of a Class"

FAQ

What did the Schedule 13G/A disclose about OPRT ownership?

The filing states the reporting group now holds 0 shares of Oportun Financial Corp common stock, representing 0% of the outstanding class, with no sole or shared voting or dispositive power.

Who are the reporting persons in this OPRT Schedule 13G/A?

The filing is made on behalf of McLaren Harbor, LLC, CL VI Ventures Offshore, L.P., Castlelake VI GP, L.P., Castlelake, L.P., and individuals Rory O'Neill and Evan Carruthers.

What percentage of Oportun (OPRT) does the reporting group own?

The reporting group may be deemed to beneficially own 0% of Oportun Financial Corp’s common stock, with 0 shares reported as beneficially owned as of the reporting date.

Does the reporting group have voting power over any OPRT shares?

No. The filing reports 0 shares with sole voting power and 0 shares with shared voting power, and similarly 0 shares with sole or shared dispositive power.

What is the title and CUSIP of the OPRT security covered?

The security is Oportun Financial Corp common stock, par value $0.0001 per share, with CUSIP 68376D104 listed in the ownership report.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





68376D104

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



McLaren Harbor, LLC
Signature:/s/ William Stephen Venable Jr
Name/Title:William Stephen Venable Jr, Vice President
Date:08/14/2026
CL VI Ventures Offshore, L.P.
Signature:/s/ William Stephen Venable Jr
Name/Title:William Stephen Venable Jr, Vice President
Date:08/14/2026
Castlelake VI GP, L.P.
Signature:/s/ William Stephen Venable Jr
Name/Title:William Stephen Venable Jr, Vice President
Date:08/14/2026
CASTLELAKE L.P.
Signature:/s/ William Stephen Venable Jr
Name/Title:William Stephen Venable Jr, Vice President
Date:08/14/2026
Rory O'Neill
Signature:/s/ Rory O'Neill
Name/Title:Rory O'Neill
Date:08/14/2026
Evan Carruthers
Signature:/s/ Evan Carruthers
Name/Title:Evan Carruthers
Date:08/14/2026