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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 1 | $2 | 0.00% | −75−98.7% | Reduced |
| Citigroup Inc | 95 | $195 | 0.00% | −131−58.0% | Reduced |
| FMR LLC | 521 | $1.07K | 0.00% | −662−56.0% | Reduced |
| EWG Elevate Inc. | 1,000 | $2.05K | 0.00% | +1,000 | New |
| Ameritas Investment Partners, Inc. | 1,009 | $2.19K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,132 | $2.31K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,230 | $2.52K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,250 | $2.56K | 0.00% | +750+150.0% | Added |
| Wolverine Asset Management LLC | 1,476 | $3.02K | 0.00% | −3,428−69.9% | Reduced |
| Royal Bank of Canada | 2,966 | $6.00K | 0.00% | +2,799+1,676.0% | Added |
| Barclays PLC | 3,700 | $7.58K | 0.00% | +2,628+245.1% | Added |
| Amalgamated Bank | 3,764 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| UBS Group AG | 5,054 | $10.4K | 0.00% | +5,054 | New |
| California State Teachers Retirement System | 5,500 | $11.3K | 0.00% | +62+1.1% | Added |
| Deutsche Bank AG | 5,575 | $11.4K | 0.00% | +94+1.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 5,898 | $12.1K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 6,785 | $13.0K | 0.00% | −100−1.5% | Reduced |
| American International Group, Inc. | 6,517 | $13.4K | 0.00% | −24−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 7,735 | $16.0K | 0.00% | +320+4.3% | Added |
| JPMorgan Chase & Co | 9,415 | $19.0K | 0.00% | +719+8.3% | Added |
| Stifel Financial Corp | 12,025 | $24.7K | 0.00% | +1,000+9.1% | Added |
| Raymond James & Associates | 12,707 | $26.0K | 0.00% | −4,000−23.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 13,016 | $26.7K | 0.00% | −285−2.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,977 | $28.7K | 0.01% | +125+0.9% | Added |
| Mariner, LLC | 14,477 | $30.0K | 0.00% | +14,477 | New |
| Rhumbline Advisers | 19,899 | $41.0K | 0.00% | −1,743−8.1% | Reduced |
| Arete Wealth Advisors, LLC | 300,000 | $42.3K | 0.00% | +300,000 | New |
| Morgan Stanley | 20,738 | $42.5K | 0.00% | +3,327+19.1% | Added |
| Bank of America Corp | 24,502 | $50.2K | 0.00% | +12,705+107.7% | Added |
| New York State Common Retirement Fund | 28,900 | $59.2K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 30,259 | $62.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 36,753 | $75.3K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 38,832 | $79.6K | 0.00% | +25,269+186.3% | Added |
| Piper Sandler & Co. | 59,438 | $121.8K | 0.13% | 00.0% | Unchanged |
| Northern Trust Corp | 99,439 | $203.8K | 0.00% | +1,490+1.5% | Added |
| Renaissance Technologies LLC | 115,100 | $236.0K | 0.00% | +100+0.1% | Added |
| Nuveen Asset Management, LLC | 125,238 | $257.0K | 0.00% | +14,567+13.2% | Added |
| Geode Capital Management, LLC | 190,585 | $390.0K | 0.00% | +652+0.3% | Added |
| State Street Corp | 197,526 | $404.9K | 0.00% | +39,399+24.9% | Added |
| Ionic Capital Management LLC | 203,609 | $417.4K | 0.13% | +179,161+732.8% | Added |
| Family Management Corp | 283,875 | $581.9K | 0.14% | 00.0% | Unchanged |
| Vanguard Group Inc | 654,010 | $1.34M | 0.00% | +65,525+11.1% | Added |
| BlackRock Inc. | 682,233 | $1.40M | 0.00% | +40,723+6.3% | Added |
| Elgethun Capital Management | 697,493 | $1.40M | 0.51% | −35,106−4.8% | 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 |