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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, Q1 2024

Institutional positions in OppFi Inc. as of Mar 31, 2024. 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
69
+5 vs. Q4 2023
Shares held
6.82M
+733.1K (+12.0%) vs. Q4 2023
Total value
$17.1M
−$14.1M (−45.3%) vs. Q4 2023
New holders
16
17 more added
Sold out
11
21 more reduced

Compare with Q4 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 holdersQ1 2024: 69 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 heldQ1 2024: $17.1M
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, Q1 2024

Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q4 2023.

Institutions holding OPFI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
LB Partners LLC909,022$2.27M2.34%+589,022+184.1%Added
Vanguard Group Inc823,916$2.06M0.00%+5,218+0.6%Added
BlackRock Inc.716,634$1.79M0.00%−25,173−3.4%Reduced
Elgethun Capital Management678,393$1.70M0.43%−12,422−1.8%Reduced
Renaissance Technologies LLC543,573$1.36M0.00%−13,937−2.5%Reduced
Morgan Stanley369,967$924.9K0.00%+14,721+4.1%Added
Two Sigma Advisers, LP306,300$765.8K0.00%+153,000+99.8%Added
Geode Capital Management, LLC276,307$690.9K0.00%+17,702+6.8%Added
State Street Corp253,536$633.8K0.00%+11,510+4.8%Added
Two Sigma Investments, LP253,479$633.7K0.00%+65,506+34.8%Added
Marshall Wace, LLP137,971$344.9K0.00%−146,786−51.5%Reduced
Nuveen Asset Management, LLC110,671$276.7K0.00%00.0%Unchanged
LPL Financial LLC109,291$273.2K0.00%−684−0.6%Reduced
Manatuck Hill Partners, LLC100,000$250.0K0.11%+100,000New
Family Management Corp86,172$215.4K0.04%00.0%Unchanged
Northern Trust Corp85,653$214.1K0.00%−7,558−8.1%Reduced
Ionic Capital Management LLC84,419$211.0K0.13%+84,419New
Susquehanna International Group, LLP72,253$180.6K0.00%+72,253New
Millennium Management LLC64,589$161.5K0.00%+19,155+42.2%Added
Piper Sandler & Co.59,438$148.6K0.10%00.0%Unchanged
Tudor Investment Corp Et Al55,769$139.4K0.00%+55,769New
Corsair Capital Management, L.P.55,562$138.9K0.04%−344−0.6%Reduced
Heron Bay Capital Management45,788$114.5K0.02%+7,141+18.5%Added
Zacks Investment Management38,585$96.5K0.00%+38,585New
Goldman Sachs Group Inc36,846$92.1K0.00%+11,497+45.4%Added
Occudo Quantitative Strategies LP35,356$88.4K0.02%+35,356New
State of Wisconsin Investment Board34,900$87.3K0.00%+34,900New
Squarepoint Ops LLC34,558$86.4K0.00%+20,820+151.6%Added
Wells Fargo & Company33,028$82.6K0.00%+29,571+855.4%Added
Charles Schwab Investment Management Inc32,245$80.6K0.00%00.0%Unchanged
AQR Capital Management LLC30,195$75.5K0.00%+30,195New
Bridgeway Capital Management, LLC25,000$62.5K0.00%00.0%Unchanged
Cresset Asset Management, LLC25,000$62.5K0.00%00.0%Unchanged
Barclays PLC22,908$57.3K0.00%−7,247−24.0%Reduced
Raymond James & Associates22,426$56.1K0.00%+9,689+76.1%Added
Acadian Asset Management LLC20,523$51.0K0.00%+20,523New
Jane Street Group, LLC19,743$49.4K0.00%−6,939−26.0%Reduced
American Century Companies Inc18,854$47.1K0.00%+18,854New
Bank of New York Mellon Corp16,642$41.6K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC15,941$39.9K0.00%+15,941New
New York State Common Retirement Fund15,400$38.5K0.00%00.0%Unchanged
JPMorgan Chase & Co15,143$37.9K0.00%+8,169+117.1%Added
Stifel Financial Corp13,775$34.4K0.00%00.0%Unchanged
HSBC Holdings PLC13,490$33.7K0.00%+13,490New
Rhumbline Advisers12,448$31.1K0.00%−3,951−24.1%Reduced
Invesco Ltd.11,772$29.4K0.00%−24,808−67.8%Reduced
UBS Group AG10,777$26.9K0.00%−970−8.3%Reduced
Bank of America Corp10,325$25.8K0.00%−15,785−60.5%Reduced
Gamco Investors, Inc. Et Al10,000$25.0K0.00%−5,000−33.3%Reduced
Advisor Group Holdings, Inc.7,460$18.6K0.00%−11,213−60.0%Reduced
Royal Bank of Canada6,879$18.0K0.00%+4,584+199.7%Added
Thomas J. Herzfeld Advisors, Inc.5,898$14.1K0.00%00.0%Unchanged
American International Group, Inc.5,303$13.3K0.00%−45−0.8%Reduced
Simplex Trading, LLC4,805$12.0K0.00%+4,805New
Tower Research Capital LLC (TRC)4,470$11.2K0.00%+1,066+31.3%Added
Citigroup Inc2,375$5.94K0.00%−152−6.0%Reduced
FMR LLC1,417$3.54K0.00%−31−2.1%Reduced
Oliver Lagore Vanvalin Investment Group1,250$3.13K0.00%00.0%Unchanged
Creative Financial Designs Inc1,230$3.08K0.00%00.0%Unchanged
California State Teachers Retirement System1,222$3.06K0.00%−549−31.0%Reduced
Legal & General Group Plc1,132$2.82K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.1,052$2.62K0.00%+1,052New
Ameritas Investment Partners, Inc.1,009$2.52K0.00%00.0%Unchanged
First Horizon Advisors, Inc.1,000$2.50K0.00%00.0%Unchanged
Amalgamated Bank330$1.00K0.00%−644−66.1%Reduced
Citadel Advisors LLC350$8750.00%−87,480−99.6%Reduced
GAMMA Investing LLC150$3750.00%+150New
GWM Advisors LLC2$60.00%+1+100.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$20.00%+1New
Proequities, Inc.0$00.00%−362−100.0%Sold out
EAM Investors, LLC0$00.00%−200,800−100.0%Sold out
Virtu Financial LLC0$00.00%−39,448−100.0%Sold out
Thompson Davis & Co., Inc.0$00.00%−36,400−100.0%Sold out
Martingale Asset Management L P0$00.00%−28,250−100.0%Sold out
Prosperity Wealth Management, Inc.0$00.00%−26,550−100.0%Sold out
Mariner, LLC0$00.00%−19,017−100.0%Sold out
Quadrature Capital Ltd0$00.00%−17,434−100.0%Sold out
AJOVista, LLC0$00.00%−11,920−100.0%Sold out
Umb Bank N A0$00.00%−5,796−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−3,875−100.0%Sold out