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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 2023

Institutional positions in OppFi Inc. as of Dec 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
64
+7 vs. Q3 2023
Shares held
6.09M
+1.99M (+48.5%) vs. Q3 2023
Total value
$31.2M
+$20.8M (+201.5%) vs. Q3 2023
New holders
17
20 more added
Sold out
10
14 more reduced

Compare with Q3 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.

Institutional holdersQ4 2023: 64 institutions
Q1 2021: 62 institutionsQ2 2021: 64 institutionsQ3 2021: 36 institutionsQ4 2021: 30 institutionsQ1 2022: 43 institutionsQ2 2022: 48 institutionsQ3 2022: 49 institutionsQ4 2022: 46 institutionsQ1 2023: 50 institutionsQ2 2023: 50 institutionsQ3 2023: 57 institutionsQ4 2023: 64 institutionsQ1 2024: 69 institutionsQ2 2024: 68 institutionsQ3 2024: 82 institutionsQ4 2024: 109 institutionsQ1 2025: 130 institutionsQ2 2025: 148 institutionsQ3 2025: 147 institutionsQ4 2025: 142 institutionsQ1 2026: 146 institutionsQ2 2026: 144 institutions
Value heldQ4 2023: $31.2M
Q1 2021: $205.8MQ2 2021: $186.9MQ3 2021: $47.7MQ4 2021: $14.0MQ1 2022: $10.5MQ2 2022: $10.3MQ3 2022: $8.13MQ4 2022: $7.51MQ1 2023: $7.27MQ2 2023: $7.63MQ3 2023: $10.3MQ4 2023: $31.2MQ1 2024: $17.1MQ2 2024: $25.3MQ3 2024: $42.1MQ4 2024: $92.5MQ1 2025: $107.2MQ2 2025: $215.4MQ3 2025: $226.9MQ4 2025: $225.8MQ1 2026: $150.4MQ2 2026: $221.8M
Institutions holding OPFI and their total value by quarter
QuarterHoldersValue
Q2 2026144$221.8M
Q1 2026146$150.4M
Q4 2025142$225.8M
Q3 2025147$226.9M
Q2 2025148$215.4M
Q1 2025130$107.2M
Q4 2024109$92.5M
Q3 202482$42.1M
Q2 202468$25.3M
Q1 202469$17.1M
Q4 202364$31.2M
Q3 202357$10.3M
Q2 202350$7.63M
Q1 202350$7.27M
Q4 202246$7.51M
Q3 202249$8.13M
Q2 202248$10.3M
Q1 202243$10.5M
Q4 202130$14.0M
Q3 202136$47.7M
Q2 202164$186.9M
Q1 202162$205.8M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q3 2023.

Institutions holding OPFI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc818,698$4.19M0.00%+35,292+4.5%Added
BlackRock Inc.741,807$3.80M0.00%+125,069+20.3%Added
Elgethun Capital Management690,815$3.53M1.00%−51,551−6.9%Reduced
Renaissance Technologies LLC557,510$2.85M0.00%+261,677+88.5%Added
Morgan Stanley355,246$1.82M0.00%+96,499+37.3%Added
LB Partners LLC320,000$1.64M1.80%+320,000New
Marshall Wace, LLP284,757$1.46M0.00%+284,757New
Geode Capital Management, LLC258,605$1.32M0.00%+28,965+12.6%Added
State Street Corp242,026$1.24M0.00%+46,000+23.5%Added
EAM Investors, LLC200,800$1.03M0.18%+200,800New
Two Sigma Investments, LP187,973$962.4K0.00%+187,973New
Two Sigma Advisers, LP153,300$784.9K0.00%+153,300New
Nuveen Asset Management, LLC110,671$566.6K0.00%+2,999+2.8%Added
LPL Financial LLC109,975$563.1K0.00%+109,975New
Northern Trust Corp93,211$477.2K0.00%−2,603−2.7%Reduced
Citadel Advisors LLC87,830$449.7K0.00%+61,049+228.0%Added
Family Management Corp86,172$441.2K0.09%−5,000−5.5%Reduced
Piper Sandler & Co.59,438$304.3K0.23%00.0%Unchanged
Corsair Capital Management, L.P.55,906$286.2K0.09%−23,000−29.1%Reduced
Millennium Management LLC45,434$232.6K0.00%−45,147−49.8%Reduced
Virtu Financial LLC39,448$202.0K0.02%+39,448New
Heron Bay Capital Management38,647$197.9K0.05%+11,330+41.5%Added
Invesco Ltd.36,580$187.3K0.00%+25,655+234.8%Added
Thompson Davis & Co., Inc.36,400$186.4K0.16%+36,400New
Charles Schwab Investment Management Inc32,245$165.1K0.00%−7,164−18.2%Reduced
Barclays PLC30,155$154.4K0.00%+15,648+107.9%Added
Martingale Asset Management L P28,250$144.6K0.00%+28,250New
Jane Street Group, LLC26,682$136.6K0.00%+26,682New
Prosperity Wealth Management, Inc.26,550$135.9K0.09%+26,550New
Bank of America Corp26,110$133.7K0.00%+10,116+63.2%Added
Goldman Sachs Group Inc25,349$129.8K0.00%+12,774+101.6%Added
Bridgeway Capital Management, LLC25,000$128.0K0.00%00.0%Unchanged
Cresset Asset Management, LLC25,000$128.0K0.00%00.0%Unchanged
Mariner, LLC19,017$97.4K0.00%−3,821−16.7%Reduced
Advisor Group Holdings, Inc.18,673$95.6K0.00%+10,938+141.4%Added
Quadrature Capital Ltd17,434$89.3K0.00%+17,434New
Bank of New York Mellon Corp16,642$85.2K0.00%−5,917−26.2%Reduced
Rhumbline Advisers16,399$84.0K0.00%−380−2.3%Reduced
New York State Common Retirement Fund15,400$78.8K0.00%−13,500−46.7%Reduced
Gamco Investors, Inc. Et Al15,000$76.8K0.00%00.0%Unchanged
Stifel Financial Corp13,775$70.5K0.00%+1,550+12.7%Added
Squarepoint Ops LLC13,738$70.3K0.00%+13,738New
Raymond James & Associates12,737$65.2K0.00%00.0%Unchanged
AJOVista, LLC11,920$61.0K0.08%+11,920New
UBS Group AG11,747$60.1K0.00%+5,476+87.3%Added
JPMorgan Chase & Co6,974$35.7K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.5,898$30.2K0.01%00.0%Unchanged
Umb Bank N A5,796$29.7K0.00%00.0%Unchanged
American International Group, Inc.5,348$27.4K0.00%−22−0.4%Reduced
Financial Management Professionals, Inc.3,875$20.0K0.00%+3,875New
Wells Fargo & Company3,457$17.7K0.00%+663+23.7%Added
Tower Research Capital LLC (TRC)3,404$17.4K0.00%−708−17.2%Reduced
Citigroup Inc2,527$12.9K0.00%+1,437+131.8%Added
Royal Bank of Canada2,295$12.0K0.00%+442+23.9%Added
California State Teachers Retirement System1,771$9.07K0.00%−603−25.4%Reduced
FMR LLC1,448$7.41K0.00%+168+13.1%Added
Oliver Lagore Vanvalin Investment Group1,250$6.40K0.00%00.0%Unchanged
Creative Financial Designs Inc1,230$6.30K0.00%00.0%Unchanged
Legal & General Group Plc1,132$5.80K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,009$5.17K0.00%00.0%Unchanged
First Horizon Advisors, Inc.1,000$5.12K0.00%00.0%Unchanged
Amalgamated Bank974$5.00K0.00%−98−9.1%Reduced
Proequities, Inc.362$1.85K0.00%+362New
GWM Advisors LLC1$50.00%+1New
Bank of Montreal0$00.00%−14,961−100.0%Sold out
Sawgrass Asset Management LLC0$00.00%−11,627−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−11,252−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−10,280−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−8,530−100.0%Sold out
Group One Trading, L.P.0$00.00%−4,420−100.0%Sold out
Simplex Trading, LLC0$00.00%−3,386−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−1,376−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−33−100.0%Sold out
Cutler Group LP0$00.00%−175−100.0%Sold out