Oportun holders report 0% beneficial ownership

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.

Key Figures

Beneficially owned shares: 0 shares Percent of class: 0% Sole voting power: 0 shares +3 more

6 metrics

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

Key Terms

Schedule 13G, beneficial owner, percent of class, dispositive power, +1 more

5 terms

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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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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Accepted by SEC EDGAR 08/14/2026 - 12:17 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

Oportun Financial Corp

(Name of Issuer)

Common Stock, $0.0001 par value per share

(Title of Class of Securities)

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

CUSIP Number(s): 68376D104

1

Names of Reporting Persons

McLaren Harbor, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0 %

12

Type of Reporting Person (See Instructions)

CO

SCHEDULE 13G

CUSIP Number(s): 68376D104

1

Names of Reporting Persons

CL VI Ventures Offshore, L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CAYMAN ISLANDS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0 %

12

Type of Reporting Person (See Instructions)

HC, PN

SCHEDULE 13G

CUSIP Number(s): 68376D104

1

Names of Reporting Persons

Castlelake VI GP, L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0 %

12

Type of Reporting Person (See Instructions)

HC, PN

SCHEDULE 13G

CUSIP Number(s): 68376D104

1

Names of Reporting Persons

CASTLELAKE L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0 %

12

Type of Reporting Person (See Instructions)

HC, PN

SCHEDULE 13G

CUSIP Number(s): 68376D104

1

Names of Reporting Persons

Rory O'Neill

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0 %

12

Type of Reporting Person (See Instructions)

IN, HC

SCHEDULE 13G

CUSIP Number(s): 68376D104

1

Names of Reporting Persons

Evan Carruthers

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0 %

12

Type of Reporting Person (See Instructions)

IN, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Oportun Financial Corp
(b)	Address of issuer's principal executive offices: 1825 South Grant Street, Suite 850, San Mateo, California, 94402
Item 2.
(a)	Name of person filing: This Statement is filed on behalf of each of the following persons (collectively, the "Reporting Persons"): i) McLaren Harbor, LLC, a Delaware limited liability company; ii) CL VI Ventures Offshore, L.P., a Cayman Islands limited partnership; iii) Castlelake VI GP, L.P., a Delaware limited partnership; iv) Castlelake, L.P., a Delaware limited partnership; v) Rory O'Neill, a citizen of the United States of America; and vi) Evan Carruthers, a citizen of the United States of America.
(b)	Address or principal business office or, if none, residence: The address of the principal business office of each Reporting Person is 250 Nicollet Mall, Suite 900, Minneapolis, MN 55401.
(c)	Citizenship: See response to Item 2(a)
(d)	Title of class of securities: Common Stock, $0.0001 par value per share
(e)	CUSIP No.: 68376D104
Item 4.	Ownership
(a)	Amount beneficially owned: As of the date hereof, each of the Reporting Persons may be deemed the beneficial owner of 0 Shares.
(b)	Percent of class: As of the date hereof, each of the Reporting Persons may be deemed the beneficial owner of 0% of Shares outstanding.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

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