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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $2 | 0.00% | +1 | New |
| GWM Advisors LLC | 2 | $6 | 0.00% | +1+100.0% | Added |
| GAMMA Investing LLC | 150 | $375 | 0.00% | +150 | New |
| Citadel Advisors LLC | 350 | $875 | 0.00% | −87,480−99.6% | Reduced |
| Amalgamated Bank | 330 | $1.00K | 0.00% | −644−66.1% | Reduced |
| First Horizon Advisors, Inc. | 1,000 | $2.50K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,009 | $2.52K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,052 | $2.62K | 0.00% | +1,052 | New |
| Legal & General Group Plc | 1,132 | $2.82K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,222 | $3.06K | 0.00% | −549−31.0% | Reduced |
| Creative Financial Designs Inc | 1,230 | $3.08K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,250 | $3.13K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,417 | $3.54K | 0.00% | −31−2.1% | Reduced |
| Citigroup Inc | 2,375 | $5.94K | 0.00% | −152−6.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,470 | $11.2K | 0.00% | +1,066+31.3% | Added |
| Simplex Trading, LLC | 4,805 | $12.0K | 0.00% | +4,805 | New |
| American International Group, Inc. | 5,303 | $13.3K | 0.00% | −45−0.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 5,898 | $14.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,879 | $18.0K | 0.00% | +4,584+199.7% | Added |
| Advisor Group Holdings, Inc. | 7,460 | $18.6K | 0.00% | −11,213−60.0% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $25.0K | 0.00% | −5,000−33.3% | Reduced |
| Bank of America Corp | 10,325 | $25.8K | 0.00% | −15,785−60.5% | Reduced |
| UBS Group AG | 10,777 | $26.9K | 0.00% | −970−8.3% | Reduced |
| Invesco Ltd. | 11,772 | $29.4K | 0.00% | −24,808−67.8% | Reduced |
| Rhumbline Advisers | 12,448 | $31.1K | 0.00% | −3,951−24.1% | Reduced |
| HSBC Holdings PLC | 13,490 | $33.7K | 0.00% | +13,490 | New |
| Stifel Financial Corp | 13,775 | $34.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15,143 | $37.9K | 0.00% | +8,169+117.1% | Added |
| New York State Common Retirement Fund | 15,400 | $38.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15,941 | $39.9K | 0.00% | +15,941 | New |
| Bank of New York Mellon Corp | 16,642 | $41.6K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 18,854 | $47.1K | 0.00% | +18,854 | New |
| Jane Street Group, LLC | 19,743 | $49.4K | 0.00% | −6,939−26.0% | Reduced |
| Acadian Asset Management LLC | 20,523 | $51.0K | 0.00% | +20,523 | New |
| Raymond James & Associates | 22,426 | $56.1K | 0.00% | +9,689+76.1% | Added |
| Barclays PLC | 22,908 | $57.3K | 0.00% | −7,247−24.0% | Reduced |
| Bridgeway Capital Management, LLC | 25,000 | $62.5K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 25,000 | $62.5K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 30,195 | $75.5K | 0.00% | +30,195 | New |
| Charles Schwab Investment Management Inc | 32,245 | $80.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 33,028 | $82.6K | 0.00% | +29,571+855.4% | Added |
| Squarepoint Ops LLC | 34,558 | $86.4K | 0.00% | +20,820+151.6% | Added |
| State of Wisconsin Investment Board | 34,900 | $87.3K | 0.00% | +34,900 | New |
| Occudo Quantitative Strategies LP | 35,356 | $88.4K | 0.02% | +35,356 | New |
| Goldman Sachs Group Inc | 36,846 | $92.1K | 0.00% | +11,497+45.4% | Added |
| Zacks Investment Management | 38,585 | $96.5K | 0.00% | +38,585 | New |
| Heron Bay Capital Management | 45,788 | $114.5K | 0.02% | +7,141+18.5% | Added |
| Corsair Capital Management, L.P. | 55,562 | $138.9K | 0.04% | −344−0.6% | Reduced |
| Tudor Investment Corp Et Al | 55,769 | $139.4K | 0.00% | +55,769 | New |
| Piper Sandler & Co. | 59,438 | $148.6K | 0.10% | 00.0% | Unchanged |
| Millennium Management LLC | 64,589 | $161.5K | 0.00% | +19,155+42.2% | Added |
| Susquehanna International Group, LLP | 72,253 | $180.6K | 0.00% | +72,253 | New |
| Ionic Capital Management LLC | 84,419 | $211.0K | 0.13% | +84,419 | New |
| Northern Trust Corp | 85,653 | $214.1K | 0.00% | −7,558−8.1% | Reduced |
| Family Management Corp | 86,172 | $215.4K | 0.04% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 100,000 | $250.0K | 0.11% | +100,000 | New |
| LPL Financial LLC | 109,291 | $273.2K | 0.00% | −684−0.6% | Reduced |
| Nuveen Asset Management, LLC | 110,671 | $276.7K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 137,971 | $344.9K | 0.00% | −146,786−51.5% | Reduced |
| Two Sigma Investments, LP | 253,479 | $633.7K | 0.00% | +65,506+34.8% | Added |
| State Street Corp | 253,536 | $633.8K | 0.00% | +11,510+4.8% | Added |
| Geode Capital Management, LLC | 276,307 | $690.9K | 0.00% | +17,702+6.8% | Added |
| Two Sigma Advisers, LP | 306,300 | $765.8K | 0.00% | +153,000+99.8% | Added |
| Morgan Stanley | 369,967 | $924.9K | 0.00% | +14,721+4.1% | Added |
| Renaissance Technologies LLC | 543,573 | $1.36M | 0.00% | −13,937−2.5% | Reduced |
| Elgethun Capital Management | 678,393 | $1.70M | 0.43% | −12,422−1.8% | Reduced |
| BlackRock Inc. | 716,634 | $1.79M | 0.00% | −25,173−3.4% | Reduced |
| Vanguard Group Inc | 823,916 | $2.06M | 0.00% | +5,218+0.6% | Added |
| LB Partners LLC | 909,022 | $2.27M | 2.34% | +589,022+184.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −200,800−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −39,448−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −36,400−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −28,250−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −26,550−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −19,017−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,434−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −11,920−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −5,796−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −3,875−100.0% | Sold out |