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, Q3 2023
Institutional positions in OppFi Inc. as of Sep 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
- 57
- +7 vs. Q2 2023
- Shares held
- 4.10M
- +360.2K (+9.6%) vs. Q2 2023
- Total value
- $10.3M
- +$2.71M (+35.6%) vs. Q2 2023
- New holders
- 9
- 13 more added
- Sold out
- 2
- 16 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 175 | $0 | 0.00% | −1,094−86.2% | Reduced |
| Nisa Investment Advisors, LLC | 33 | $83 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $2.52K | 0.00% | +1,000 | New |
| Ameritas Investment Partners, Inc. | 1,009 | $2.54K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,090 | $2.75K | 0.00% | −3,197−74.6% | Reduced |
| Legal & General Group Plc | 1,132 | $2.87K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,072 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,230 | $3.10K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,250 | $3.15K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,280 | $3.23K | 0.00% | −229−15.2% | Reduced |
| Wolverine Asset Management LLC | 1,376 | $3.47K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,853 | $4.00K | 0.00% | −1,833−49.7% | Reduced |
| California State Teachers Retirement System | 2,374 | $5.98K | 0.00% | −1,205−33.7% | Reduced |
| Wells Fargo & Company | 2,794 | $7.04K | 0.00% | −1,463−34.4% | Reduced |
| Simplex Trading, LLC | 3,386 | $8.00K | 0.00% | +3,386 | New |
| Tower Research Capital LLC (TRC) | 4,112 | $10.4K | 0.00% | −808−16.4% | Reduced |
| Group One Trading, L.P. | 4,420 | $11.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 5,370 | $13.5K | 0.00% | +192+3.7% | Added |
| Umb Bank N A | 5,796 | $14.6K | 0.00% | +5,796 | New |
| Thomas J. Herzfeld Advisors, Inc. | 5,898 | $14.9K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 6,271 | $15.8K | 0.00% | −147−2.3% | Reduced |
| JPMorgan Chase & Co | 6,974 | $17.6K | 0.00% | −1,971−22.0% | Reduced |
| Advisor Group Holdings, Inc. | 7,735 | $19.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,530 | $21.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,280 | $25.9K | 0.00% | +10,280 | New |
| Invesco Ltd. | 10,925 | $27.5K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11,252 | $28.4K | 0.01% | −2,500−18.2% | Reduced |
| Sawgrass Asset Management LLC | 11,627 | $29.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,225 | $30.8K | 0.00% | +200+1.7% | Added |
| Goldman Sachs Group Inc | 12,575 | $31.7K | 0.00% | −19−0.2% | Reduced |
| Raymond James & Associates | 12,737 | $32.1K | 0.00% | +1,000+8.5% | Added |
| Barclays PLC | 14,507 | $36.6K | 0.00% | +12,048+490.0% | Added |
| Gamco Investors, Inc. Et Al | 15,000 | $37.8K | 0.00% | −2,000−11.8% | Reduced |
| Bank of Montreal | 14,961 | $40.2K | 0.00% | +14,961 | New |
| Bank of America Corp | 15,994 | $40.3K | 0.00% | −2,413−13.1% | Reduced |
| Rhumbline Advisers | 16,779 | $42.3K | 0.00% | −1,919−10.3% | Reduced |
| Bank of New York Mellon Corp | 22,559 | $56.8K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 22,838 | $57.6K | 0.00% | +4,477+24.4% | Added |
| Cresset Asset Management, LLC | 25,000 | $63.0K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 25,000 | $63.0K | 0.00% | +25,000 | New |
| Citadel Advisors LLC | 26,781 | $67.5K | 0.00% | +26,781 | New |
| Heron Bay Capital Management | 27,317 | $68.8K | 0.02% | +27,317 | New |
| New York State Common Retirement Fund | 28,900 | $72.8K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 39,409 | $99.3K | 0.00% | +9,988+33.9% | Added |
| Piper Sandler & Co. | 59,438 | $149.8K | 0.14% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 78,906 | $198.8K | 0.07% | +78,906 | New |
| Millennium Management LLC | 90,581 | $228.3K | 0.00% | +73,943+444.4% | Added |
| Family Management Corp | 91,172 | $229.8K | 0.05% | −192,703−67.9% | Reduced |
| Northern Trust Corp | 95,814 | $241.5K | 0.00% | +10,916+12.9% | Added |
| Nuveen Asset Management, LLC | 107,672 | $271.3K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 196,026 | $494.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 229,640 | $578.8K | 0.00% | +37,850+19.7% | Added |
| Morgan Stanley | 258,747 | $652.0K | 0.00% | +197,513+322.6% | Added |
| Renaissance Technologies LLC | 295,833 | $745.0K | 0.00% | +115,227+63.8% | Added |
| BlackRock Inc. | 616,738 | $1.55M | 0.00% | −132,160−17.6% | Reduced |
| Elgethun Capital Management | 742,366 | $1.88M | 0.57% | +2,551+0.3% | Added |
| Vanguard Group Inc | 783,406 | $1.97M | 0.00% | +54,900+7.5% | Added |
| Deutsche Bank AG | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −2,567−100.0% | Sold out |