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, Q2 2023
Institutional positions in OppFi Inc. as of Jun 30, 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
- 0 vs. Q1 2023
- Shares held
- 3.74M
- +192.1K (+5.4%) vs. Q1 2023
- Total value
- $7.63M
- +$353.3K (+4.9%) vs. Q1 2023
- New holders
- 4
- 13 more added
- Sold out
- 4
- 18 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 33 | $67 | 0.00% | −27−45.0% | Reduced |
| Cutler Group LP | 1,269 | $2.00K | 0.00% | −3,211−71.7% | Reduced |
| Amalgamated Bank | 1,072 | $2.00K | 0.00% | −2,157−66.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,009 | $2.06K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,132 | $2.31K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,230 | $2.51K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,250 | $2.55K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,376 | $2.81K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,509 | $3.08K | 0.00% | +287+23.5% | Added |
| Barclays PLC | 2,459 | $5.01K | 0.00% | −2,416−49.6% | Reduced |
| Ionic Capital Management LLC | 2,567 | $5.24K | 0.00% | −12,596−83.1% | Reduced |
| Royal Bank of Canada | 3,686 | $7.00K | 0.00% | +3,105+534.4% | Added |
| California State Teachers Retirement System | 3,579 | $7.30K | 0.00% | −2−0.1% | Reduced |
| Wells Fargo & Company | 4,257 | $8.69K | 0.00% | +2,549+149.2% | Added |
| Citigroup Inc | 4,287 | $8.74K | 0.00% | +4,228+7,166.1% | Added |
| Group One Trading, L.P. | 4,420 | $9.02K | 0.00% | −14,365−76.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,920 | $10.0K | 0.00% | −109−2.2% | Reduced |
| American International Group, Inc. | 5,178 | $10.6K | 0.00% | +530+11.4% | Added |
| Deutsche Bank AG | 5,805 | $11.8K | 0.00% | −1,931−25.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 5,898 | $12.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,418 | $13.1K | 0.00% | +2,329+57.0% | Added |
| Advisor Group Holdings, Inc. | 7,735 | $15.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,530 | $17.4K | 0.00% | −7,125−45.5% | Reduced |
| JPMorgan Chase & Co | 8,945 | $18.2K | 0.00% | +1,568+21.3% | Added |
| Invesco Ltd. | 10,925 | $22.3K | 0.00% | −2,104−16.1% | Reduced |
| Sawgrass Asset Management LLC | 11,627 | $23.7K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 11,737 | $23.9K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,025 | $24.5K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 12,594 | $25.7K | 0.00% | +12,594 | New |
| Patriot Financial Group Insurance Agency, LLC | 13,752 | $28.1K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 16,638 | $33.9K | 0.00% | +16,638 | New |
| Gamco Investors, Inc. Et Al | 17,000 | $34.7K | 0.00% | +17,000 | New |
| Mariner, LLC | 18,361 | $37.5K | 0.00% | +6,423+53.8% | Added |
| Bank of America Corp | 18,407 | $37.6K | 0.00% | −3,988−17.8% | Reduced |
| Rhumbline Advisers | 18,698 | $38.1K | 0.00% | −1,793−8.8% | Reduced |
| Bank of New York Mellon Corp | 22,559 | $46.0K | 0.00% | −7,700−25.4% | Reduced |
| Cresset Asset Management, LLC | 25,000 | $51.0K | 0.00% | +25,000 | New |
| New York State Common Retirement Fund | 28,900 | $59.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 29,421 | $60.0K | 0.00% | 00.0% | Unchanged |
| Piper Sandler & Co. | 59,438 | $121.3K | 0.13% | 00.0% | Unchanged |
| Morgan Stanley | 61,234 | $124.9K | 0.00% | +35,763+140.4% | Added |
| Northern Trust Corp | 84,898 | $173.2K | 0.00% | −6,888−7.5% | Reduced |
| Nuveen Asset Management, LLC | 107,672 | $219.7K | 0.00% | −14,567−11.9% | Reduced |
| Renaissance Technologies LLC | 180,606 | $368.0K | 0.00% | +57,591+46.8% | Added |
| Geode Capital Management, LLC | 191,790 | $391.3K | 0.00% | +4,007+2.1% | Added |
| State Street Corp | 196,026 | $399.9K | 0.00% | −2,700−1.4% | Reduced |
| Family Management Corp | 283,875 | $579.1K | 0.13% | 00.0% | Unchanged |
| Vanguard Group Inc | 728,506 | $1.49M | 0.00% | −1,141−0.2% | Reduced |
| Elgethun Capital Management | 739,815 | $1.51M | 0.45% | +63,876+9.4% | Added |
| BlackRock Inc. | 748,898 | $1.53M | 0.00% | +99,366+15.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −38,318−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −22,369−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |