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, Q1 2023
Institutional positions in OppFi Inc. as of Mar 31, 2023. 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
- 50
- +4 vs. Q4 2022
- Shares held
- 3.55M
- −408.7K (−10.3%) vs. Q4 2022
- Total value
- $7.27M
- −$234.9K (−3.1%) vs. Q4 2022
- New holders
- 7
- 10 more added
- Sold out
- 3
- 22 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 60 | $0 | 0.00% | +60 | New |
| Citigroup Inc | 59 | $121 | 0.00% | −36−37.9% | Reduced |
| Citadel Advisors LLC | 201 | $413 | 0.00% | +201 | New |
| Royal Bank of Canada | 581 | $1.00K | 0.00% | −2,385−80.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,009 | $2.07K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,132 | $2.30K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,222 | $2.50K | 0.00% | +701+134.5% | Added |
| Creative Financial Designs Inc | 1,230 | $2.52K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,250 | $2.56K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,376 | $2.82K | 0.00% | −100−6.8% | Reduced |
| Wells Fargo & Company | 1,708 | $3.50K | 0.00% | +1,708 | New |
| Amalgamated Bank | 3,229 | $7.00K | 0.00% | −535−14.2% | Reduced |
| California State Teachers Retirement System | 3,581 | $7.34K | 0.00% | −1,919−34.9% | Reduced |
| UBS Group AG | 4,089 | $8.38K | 0.00% | −965−19.1% | Reduced |
| Cutler Group LP | 4,480 | $9.00K | 0.00% | −2,305−34.0% | Reduced |
| American International Group, Inc. | 4,648 | $9.53K | 0.00% | −1,869−28.7% | Reduced |
| Barclays PLC | 4,875 | $9.99K | 0.00% | +1,175+31.8% | Added |
| Tower Research Capital LLC (TRC) | 5,029 | $10.0K | 0.00% | +20.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 5,898 | $12.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7,377 | $15.0K | 0.00% | −2,038−21.6% | Reduced |
| Advisor Group Holdings, Inc. | 7,735 | $15.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,736 | $15.9K | 0.00% | +2,161+38.8% | Added |
| Arete Wealth Advisors, LLC | 15,000 | $20.0K | 0.00% | −285,000−95.0% | Reduced |
| Sawgrass Asset Management LLC | 11,627 | $23.8K | 0.00% | +11,627 | New |
| Mariner, LLC | 11,938 | $24.0K | 0.00% | −2,539−17.5% | Reduced |
| Raymond James & Associates | 11,737 | $24.1K | 0.00% | −970−7.6% | Reduced |
| Stifel Financial Corp | 12,025 | $24.7K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 13,029 | $26.7K | 0.00% | −25,803−66.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,752 | $28.2K | 0.01% | −225−1.6% | Reduced |
| Ionic Capital Management LLC | 15,163 | $31.1K | 0.01% | −188,446−92.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,655 | $32.1K | 0.00% | +2,639+20.3% | Added |
| Group One Trading, L.P. | 18,785 | $38.5K | 0.00% | +18,785 | New |
| Rhumbline Advisers | 20,491 | $42.0K | 0.00% | +592+3.0% | Added |
| Ergoteles LLC | 22,369 | $45.9K | 0.00% | +22,369 | New |
| Bank of America Corp | 22,395 | $45.9K | 0.00% | −2,107−8.6% | Reduced |
| Morgan Stanley | 25,471 | $52.2K | 0.00% | +4,733+22.8% | Added |
| New York State Common Retirement Fund | 28,900 | $59.2K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 29,421 | $60.3K | 0.00% | −7,332−19.9% | Reduced |
| Bank of New York Mellon Corp | 30,259 | $62.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 38,318 | $78.6K | 0.01% | +38,318 | New |
| Piper Sandler & Co. | 59,438 | $121.8K | 0.09% | 00.0% | Unchanged |
| Northern Trust Corp | 91,786 | $188.2K | 0.00% | −7,653−7.7% | Reduced |
| Nuveen Asset Management, LLC | 122,239 | $251.0K | 0.00% | −2,999−2.4% | Reduced |
| Renaissance Technologies LLC | 123,015 | $252.0K | 0.00% | +7,915+6.9% | Added |
| Geode Capital Management, LLC | 187,783 | $385.0K | 0.00% | −2,802−1.5% | Reduced |
| State Street Corp | 198,726 | $407.4K | 0.00% | +1,200+0.6% | Added |
| Family Management Corp | 283,875 | $581.9K | 0.13% | 00.0% | Unchanged |
| BlackRock Inc. | 649,532 | $1.33M | 0.00% | −32,701−4.8% | Reduced |
| Elgethun Capital Management | 675,939 | $1.40M | 0.44% | −21,554−3.1% | Reduced |
| Vanguard Group Inc | 729,647 | $1.50M | 0.00% | +75,637+11.6% | Added |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −1−100.0% | Sold out |