Number of Shares
540,633.00
Current Holdings Value*
$2.97 Mil
% of Portfolio
0.5%
Total Estimate Gain
$115,877.79
% of Total Estimate Gain
2.37%

MADRONE ADVISORS, LLC's Oportun Financial Corp Holding Summary

As of 2025-03-31, MADRONE ADVISORS, LLC held 540,633.00 shares of Oportun Financial Corp(OPRT), totaling $2.97 Mil. This investment constitutes 0.5% of their stock portfolio, and MADRONE ADVISORS, LLC now holds 1.44% of the outstanding Oportun Financial Corp(OPRT) stock.

The initial trade took place in 2022Q4. In addition, there have been 2 sales at an average price of $4.05 for 392,324.00 shares. Based on historical transaction data and OPRT's current price of $6.30, MADRONE ADVISORS, LLC's estimated gain on his OPRT holdings is $115,877.79, reflecting a 2.37% gain to date.

MADRONE ADVISORS, LLC OPRT ($6.30) Holding Chart

MADRONE ADVISORS, LLC OPRT ($6.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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