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.
| 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 2023
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 1 | $5 | 0.00% | +1 | New |
| Proequities, Inc. | 362 | $1.85K | 0.00% | +362 | New |
| Amalgamated Bank | 974 | $5.00K | 0.00% | −98−9.1% | Reduced |
| First Horizon Advisors, Inc. | 1,000 | $5.12K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,009 | $5.17K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,132 | $5.80K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,230 | $6.30K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,250 | $6.40K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,448 | $7.41K | 0.00% | +168+13.1% | Added |
| California State Teachers Retirement System | 1,771 | $9.07K | 0.00% | −603−25.4% | Reduced |
| Royal Bank of Canada | 2,295 | $12.0K | 0.00% | +442+23.9% | Added |
| Citigroup Inc | 2,527 | $12.9K | 0.00% | +1,437+131.8% | Added |
| Tower Research Capital LLC (TRC) | 3,404 | $17.4K | 0.00% | −708−17.2% | Reduced |
| Wells Fargo & Company | 3,457 | $17.7K | 0.00% | +663+23.7% | Added |
| Financial Management Professionals, Inc. | 3,875 | $20.0K | 0.00% | +3,875 | New |
| American International Group, Inc. | 5,348 | $27.4K | 0.00% | −22−0.4% | Reduced |
| Umb Bank N A | 5,796 | $29.7K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 5,898 | $30.2K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,974 | $35.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 11,747 | $60.1K | 0.00% | +5,476+87.3% | Added |
| AJOVista, LLC | 11,920 | $61.0K | 0.08% | +11,920 | New |
| Raymond James & Associates | 12,737 | $65.2K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 13,738 | $70.3K | 0.00% | +13,738 | New |
| Stifel Financial Corp | 13,775 | $70.5K | 0.00% | +1,550+12.7% | Added |
| Gamco Investors, Inc. Et Al | 15,000 | $76.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 15,400 | $78.8K | 0.00% | −13,500−46.7% | Reduced |
| Rhumbline Advisers | 16,399 | $84.0K | 0.00% | −380−2.3% | Reduced |
| Bank of New York Mellon Corp | 16,642 | $85.2K | 0.00% | −5,917−26.2% | Reduced |
| Quadrature Capital Ltd | 17,434 | $89.3K | 0.00% | +17,434 | New |
| Advisor Group Holdings, Inc. | 18,673 | $95.6K | 0.00% | +10,938+141.4% | Added |
| Mariner, LLC | 19,017 | $97.4K | 0.00% | −3,821−16.7% | Reduced |
| Bridgeway Capital Management, LLC | 25,000 | $128.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 25,000 | $128.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 25,349 | $129.8K | 0.00% | +12,774+101.6% | Added |
| Bank of America Corp | 26,110 | $133.7K | 0.00% | +10,116+63.2% | Added |
| Prosperity Wealth Management, Inc. | 26,550 | $135.9K | 0.09% | +26,550 | New |
| Jane Street Group, LLC | 26,682 | $136.6K | 0.00% | +26,682 | New |
| Martingale Asset Management L P | 28,250 | $144.6K | 0.00% | +28,250 | New |
| Barclays PLC | 30,155 | $154.4K | 0.00% | +15,648+107.9% | Added |
| Charles Schwab Investment Management Inc | 32,245 | $165.1K | 0.00% | −7,164−18.2% | Reduced |
| Thompson Davis & Co., Inc. | 36,400 | $186.4K | 0.16% | +36,400 | New |
| Invesco Ltd. | 36,580 | $187.3K | 0.00% | +25,655+234.8% | Added |
| Heron Bay Capital Management | 38,647 | $197.9K | 0.05% | +11,330+41.5% | Added |
| Virtu Financial LLC | 39,448 | $202.0K | 0.02% | +39,448 | New |
| Millennium Management LLC | 45,434 | $232.6K | 0.00% | −45,147−49.8% | Reduced |
| Corsair Capital Management, L.P. | 55,906 | $286.2K | 0.09% | −23,000−29.1% | Reduced |
| Piper Sandler & Co. | 59,438 | $304.3K | 0.23% | 00.0% | Unchanged |
| Family Management Corp | 86,172 | $441.2K | 0.09% | −5,000−5.5% | Reduced |
| Citadel Advisors LLC | 87,830 | $449.7K | 0.00% | +61,049+228.0% | Added |
| Northern Trust Corp | 93,211 | $477.2K | 0.00% | −2,603−2.7% | Reduced |
| LPL Financial LLC | 109,975 | $563.1K | 0.00% | +109,975 | New |
| Nuveen Asset Management, LLC | 110,671 | $566.6K | 0.00% | +2,999+2.8% | Added |
| Two Sigma Advisers, LP | 153,300 | $784.9K | 0.00% | +153,300 | New |
| Two Sigma Investments, LP | 187,973 | $962.4K | 0.00% | +187,973 | New |
| EAM Investors, LLC | 200,800 | $1.03M | 0.18% | +200,800 | New |
| State Street Corp | 242,026 | $1.24M | 0.00% | +46,000+23.5% | Added |
| Geode Capital Management, LLC | 258,605 | $1.32M | 0.00% | +28,965+12.6% | Added |
| Marshall Wace, LLP | 284,757 | $1.46M | 0.00% | +284,757 | New |
| LB Partners LLC | 320,000 | $1.64M | 1.80% | +320,000 | New |
| Morgan Stanley | 355,246 | $1.82M | 0.00% | +96,499+37.3% | Added |
| Renaissance Technologies LLC | 557,510 | $2.85M | 0.00% | +261,677+88.5% | Added |
| Elgethun Capital Management | 690,815 | $3.53M | 1.00% | −51,551−6.9% | Reduced |
| BlackRock Inc. | 741,807 | $3.80M | 0.00% | +125,069+20.3% | Added |
| Vanguard Group Inc | 818,698 | $4.19M | 0.00% | +35,292+4.5% | Added |
| Bank of Montreal | 0 | $0 | 0.00% | −14,961−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −11,627−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −11,252−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,280−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −8,530−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,420−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,386−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −175−100.0% | Sold out |