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Agreement signedPublished 2 Oct 2025

Oportun /
Pathward

Oportun to purchase Pathward’s retained loan portfolio

Buy side: Oportun
Buy sideOportun
Target: Pathward
TargetPathward
OPORTUN FINANCIAL CORPORATION · 2 Oct 2025Source
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Buy side: Oportun
Buy sideOportun
Target: Pathward
TargetPathward
01 / BuyerOportun
02 / TargetPathward
Source for the buyer and target: OPORTUN FINANCIAL CORPORATION

For the buyer and target.

“The Amendment also establishes the commitment for Oportun to purchase Pathward’s existing retained loan portfolio.”

Published 2 Oct 2025

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01

What happened

Oportun will purchase Pathward’s existing retained loan portfolio under an amendment to their program agreement. [01]

The filing says the initial purchase is scheduled to close on October 3, 2025. Terms weren't disclosed. [01]

02

The source

Everything on this page comes from the source below, quoted word for word.

01
Source · OPORTUN FINANCIAL CORPORATION

Oportun to purchase Pathward’s retained loan portfolio

This document is the source for the companies, stage and people on this page.

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03

Timeline

Every date the source states, in order, each with the words it comes from. Anything marked ahead is a target the source gives, not something that has happened.

  1. Published by OPORTUN FINANCIAL CORPORATION

    The source this page is built from.

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  2. Expected close

    “The filing says the initial purchase is scheduled to close on October 3, 2025”

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