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 2024
Institutional positions in OppFi Inc. as of Sep 30, 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
- 82
- +15 vs. Q2 2024
- Shares held
- 8.90M
- +2.49M (+38.9%) vs. Q2 2024
- Total value
- $42.1M
- +$20.4M (+93.8%) vs. Q2 2024
- New holders
- 21
- 30 more added
- Sold out
- 6
- 17 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 7 | $33 | 0.00% | +7 | New |
| Sterling Capital Management LLC | 19 | $90 | 0.00% | +19 | New |
| Federated Hermes, Inc. | 112 | $530 | 0.00% | +112 | New |
| GAMMA Investing LLC | 150 | $710 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 199 | $1.00K | 0.00% | +82+70.1% | Added |
| Amalgamated Bank | 330 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 500 | $2.37K | 0.00% | +500 | New |
| Harbor Capital Advisors, Inc. | 640 | $3.00K | 0.00% | +640 | New |
| First Horizon Advisors, Inc. | 1,000 | $4.73K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,009 | $4.77K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,230 | $5.82K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,312 | $6.21K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,578 | $7.46K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,920 | $9.08K | 0.00% | +1,920 | New |
| FMR LLC | 1,949 | $9.22K | 0.00% | +532+37.5% | Added |
| Royal Bank of Canada | 2,103 | $10.0K | 0.00% | +400+23.5% | Added |
| Tower Research Capital LLC (TRC) | 2,771 | $13.1K | 0.00% | −6,976−71.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 3,898 | $18.4K | 0.01% | −2,000−33.9% | Reduced |
| Wells Fargo & Company | 6,223 | $29.4K | 0.00% | −54−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 8,097 | $38.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 9,935 | $47.0K | 0.00% | +5,054+103.5% | Added |
| Corebridge Financial, Inc. | 9,972 | $47.2K | 0.00% | +229+2.4% | Added |
| Cresset Asset Management, LLC | 10,175 | $48.1K | 0.00% | −6,090−37.4% | Reduced |
| Bank of America Corp | 11,178 | $52.9K | 0.00% | +1,249+12.6% | Added |
| Invesco Ltd. | 12,360 | $58.5K | 0.00% | −43,501−77.9% | Reduced |
| Quadrature Capital Ltd | 12,583 | $59.5K | 0.00% | +12,583 | New |
| Citigroup Inc | 13,467 | $63.7K | 0.00% | +9,524+241.5% | Added |
| Causeway Capital Management LLC | 14,180 | $67.1K | 0.00% | −3,426−19.5% | Reduced |
| New York State Common Retirement Fund | 15,400 | $72.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 15,728 | $74.4K | 0.00% | +1,843+13.3% | Added |
| GWM Advisors LLC | 17,497 | $82.8K | 0.00% | +2,936+20.2% | Added |
| Occudo Quantitative Strategies LP | 17,640 | $83.4K | 0.02% | −17,623−50.0% | Reduced |
| Susquehanna International Group, LLP | 18,971 | $89.7K | 0.00% | −19,568−50.8% | Reduced |
| Winton Group Ltd | 19,864 | $94.0K | 0.01% | +19,864 | New |
| UBS Group AG | 21,335 | $100.9K | 0.00% | +3,279+18.2% | Added |
| Brendel Financial Advisors LLC | 22,114 | $105.0K | 0.06% | +22,114 | New |
| Alliancebernstein L.P. | 22,390 | $105.9K | 0.00% | +1,670+8.1% | Added |
| Raymond James & Associates | 22,626 | $107.0K | 0.00% | +200+0.9% | Added |
| Cubist Systematic Strategies, LLC | 23,510 | $111.2K | 0.00% | +23,510 | New |
| Jane Street Group, LLC | 25,842 | $122.2K | 0.00% | +5,795+28.9% | Added |
| American Century Companies Inc | 25,872 | $122.4K | 0.00% | +4,703+22.2% | Added |
| AQR Capital Management LLC | 27,835 | $131.7K | 0.00% | −1,435−4.9% | Reduced |
| Bank of New York Mellon Corp | 27,914 | $132.0K | 0.00% | −8,776−23.9% | Reduced |
| XTX Topco Ltd | 28,830 | $136.4K | 0.01% | +28,830 | New |
| Corsair Capital Management, L.P. | 29,980 | $141.8K | 0.03% | −10,000−25.0% | Reduced |
| Dimensional Fund Advisors LP | 32,475 | $153.6K | 0.00% | +32,475 | New |
| Bridgeway Capital Management, LLC | 35,000 | $165.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 35,648 | $168.6K | 0.01% | +35,648 | New |
| Arrowstreet Capital, Limited Partnership | 35,809 | $169.4K | 0.00% | +35,809 | New |
| JPMorgan Chase & Co | 36,585 | $173.0K | 0.00% | +26,742+271.7% | Added |
| Zacks Investment Management | 38,585 | $182.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 42,141 | $199.3K | 0.00% | +20,630+95.9% | Added |
| Acadian Asset Management LLC | 43,388 | $205.0K | 0.00% | +43,388 | New |
| Millennium Management LLC | 44,094 | $208.6K | 0.00% | −36,803−45.5% | Reduced |
| Heron Bay Capital Management | 48,100 | $227.5K | 0.05% | +2,255+4.9% | Added |
| Goldman Sachs Group Inc | 48,944 | $231.5K | 0.00% | +17,010+53.3% | Added |
| Charles Schwab Investment Management Inc | 49,961 | $236.3K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 52,479 | $248.0K | 0.00% | +52,479 | New |
| Family Management Corp | 53,672 | $253.9K | 0.04% | −13,498−20.1% | Reduced |
| Globeflex Capital L P | 64,358 | $304.4K | 0.03% | +64,358 | New |
| Tudor Investment Corp Et Al | 67,286 | $318.3K | 0.00% | +38,464+133.5% | Added |
| Los Angeles Capital Management LLC | 75,086 | $355.2K | 0.00% | +75,086 | New |
| Citadel Advisors LLC | 100,672 | $476.2K | 0.00% | −17,869−15.1% | Reduced |
| State of Wisconsin Investment Board | 107,682 | $509.3K | 0.00% | +39,182+57.2% | Added |
| Nuveen Asset Management, LLC | 110,671 | $523.5K | 0.00% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 125,000 | $591.3K | 0.22% | +25,000+25.0% | Added |
| Northern Trust Corp | 126,111 | $596.5K | 0.00% | +43,492+52.6% | Added |
| Gsa Capital Partners LLP | 160,981 | $761.0K | 0.06% | −13,558−7.8% | Reduced |
| Marshall Wace, LLP | 176,784 | $836.2K | 0.00% | +5,466+3.2% | Added |
| LPL Financial LLC | 178,550 | $844.5K | 0.00% | +24,100+15.6% | Added |
| Ameriprise Financial Inc | 195,818 | $926.2K | 0.00% | +195,818 | New |
| State Street Corp | 265,021 | $1.25M | 0.00% | +1,295+0.5% | Added |
| Two Sigma Investments, LP | 304,825 | $1.44M | 0.00% | +6,277+2.1% | Added |
| Two Sigma Advisers, LP | 335,400 | $1.59M | 0.00% | +14,600+4.6% | Added |
| Morgan Stanley | 353,779 | $1.67M | 0.00% | −18,933−5.1% | Reduced |
| Geode Capital Management, LLC | 401,122 | $1.90M | 0.00% | +18,149+4.7% | Added |
| Segall Bryant & Hamill, LLC | 519,402 | $2.46M | 0.03% | +519,402 | New |
| Renaissance Technologies LLC | 541,215 | $2.56M | 0.00% | +116,900+27.6% | Added |
| Elgethun Capital Management | 623,647 | $2.95M | 0.69% | −1,204−0.2% | Reduced |
| Vanguard Group Inc | 908,460 | $4.30M | 0.00% | +25,931+2.9% | Added |
| LB Partners LLC | 920,970 | $4.36M | 3.78% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,125,884 | $5.33M | 0.00% | +1,125,884 | New |
| Stifel Financial Corp | 0 | $0 | 0.00% | −14,375−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,417−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |