OppFi Inc.
OPFI- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0001818502
In the last 90 days, OppFi Inc. insiders filed 22 open-market purchases and 3 sales; 144 institutions reported holding it in 13F filings for Q2 2026, worth $221.8M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in OppFi Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 46
- −2 vs. Q3 2022
- Shares held
- 3.96M
- +448.0K (+12.8%) vs. Q3 2022
- Total value
- $7.51M
- −$558.4K (−6.9%) vs. Q3 2022
- New holders
- 4
- 21 more added
- Sold out
- 6
- 11 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OPFI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 144 | $221.8M |
| Q1 2026 | 146 | $150.4M |
| Q4 2025 | 142 | $225.8M |
| Q3 2025 | 147 | $226.9M |
| Q2 2025 | 148 | $215.4M |
| Q1 2025 | 130 | $107.2M |
| Q4 2024 | 109 | $92.5M |
| Q3 2024 | 82 | $42.1M |
| Q2 2024 | 68 | $25.3M |
| Q1 2024 | 69 | $17.1M |
| Q4 2023 | 64 | $31.2M |
| Q3 2023 | 57 | $10.3M |
| Q2 2023 | 50 | $7.63M |
| Q1 2023 | 50 | $7.27M |
| Q4 2022 | 46 | $7.51M |
| Q3 2022 | 49 | $8.13M |
| Q2 2022 | 48 | $10.3M |
| Q1 2022 | 43 | $10.5M |
| Q4 2021 | 30 | $14.0M |
| Q3 2021 | 36 | $47.7M |
| Q2 2021 | 64 | $186.9M |
| Q1 2021 | 62 | $205.8M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Elgethun Capital Management | 697,493 | $1.40M | 0.51% | −35,106−4.8% | Reduced |
| BlackRock Inc. | 682,233 | $1.40M | 0.00% | +40,723+6.3% | Added |
| Vanguard Group Inc | 654,010 | $1.34M | 0.00% | +65,525+11.1% | Added |
| Family Management Corp | 283,875 | $581.9K | 0.14% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 203,609 | $417.4K | 0.13% | +179,161+732.8% | Added |
| State Street Corp | 197,526 | $404.9K | 0.00% | +39,399+24.9% | Added |
| Geode Capital Management, LLC | 190,585 | $390.0K | 0.00% | +652+0.3% | Added |
| Nuveen Asset Management, LLC | 125,238 | $257.0K | 0.00% | +14,567+13.2% | Added |
| Renaissance Technologies LLC | 115,100 | $236.0K | 0.00% | +100+0.1% | Added |
| Northern Trust Corp | 99,439 | $203.8K | 0.00% | +1,490+1.5% | Added |
| Piper Sandler & Co. | 59,438 | $121.8K | 0.13% | 00.0% | Unchanged |
| Invesco Ltd. | 38,832 | $79.6K | 0.00% | +25,269+186.3% | Added |
| Charles Schwab Investment Management Inc | 36,753 | $75.3K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 30,259 | $62.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 28,900 | $59.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 24,502 | $50.2K | 0.00% | +12,705+107.7% | Added |
| Morgan Stanley | 20,738 | $42.5K | 0.00% | +3,327+19.1% | Added |
| Arete Wealth Advisors, LLC | 300,000 | $42.3K | 0.00% | +300,000 | New |
| Rhumbline Advisers | 19,899 | $41.0K | 0.00% | −1,743−8.1% | Reduced |
| Mariner, LLC | 14,477 | $30.0K | 0.00% | +14,477 | New |
| Patriot Financial Group Insurance Agency, LLC | 13,977 | $28.7K | 0.01% | +125+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 13,016 | $26.7K | 0.00% | −285−2.1% | Reduced |
| Raymond James & Associates | 12,707 | $26.0K | 0.00% | −4,000−23.9% | Reduced |
| Stifel Financial Corp | 12,025 | $24.7K | 0.00% | +1,000+9.1% | Added |
| JPMorgan Chase & Co | 9,415 | $19.0K | 0.00% | +719+8.3% | Added |
| Advisor Group Holdings, Inc. | 7,735 | $16.0K | 0.00% | +320+4.3% | Added |
| American International Group, Inc. | 6,517 | $13.4K | 0.00% | −24−0.4% | Reduced |
| Cutler Group LP | 6,785 | $13.0K | 0.00% | −100−1.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 5,898 | $12.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,575 | $11.4K | 0.00% | +94+1.7% | Added |
| California State Teachers Retirement System | 5,500 | $11.3K | 0.00% | +62+1.1% | Added |
| UBS Group AG | 5,054 | $10.4K | 0.00% | +5,054 | New |
| Tower Research Capital LLC (TRC) | 5,027 | $10.0K | 0.00% | −1,266−20.1% | Reduced |
| Simplex Trading, LLC | 5,253 | $10.0K | 0.00% | +2,860+119.5% | Added |
| Amalgamated Bank | 3,764 | $8.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,700 | $7.58K | 0.00% | +2,628+245.1% | Added |
| Royal Bank of Canada | 2,966 | $6.00K | 0.00% | +2,799+1,676.0% | Added |
| Wolverine Asset Management LLC | 1,476 | $3.02K | 0.00% | −3,428−69.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,250 | $2.56K | 0.00% | +750+150.0% | Added |
| Creative Financial Designs Inc | 1,230 | $2.52K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,132 | $2.31K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,009 | $2.19K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 1,000 | $2.05K | 0.00% | +1,000 | New |
| FMR LLC | 521 | $1.07K | 0.00% | −662−56.0% | Reduced |
| Citigroup Inc | 95 | $195 | 0.00% | −131−58.0% | Reduced |
| Credit Suisse AG | 1 | $2 | 0.00% | −75−98.7% | Reduced |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −137,086−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −35,779−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −11,857−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −7,286−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Serengeti Asset Management LP | – | – | – | – | Not filed |