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 2024
Institutional positions in OppFi Inc. as of Dec 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
- 109
- +28 vs. Q3 2024
- Shares held
- 12.1M
- +3.20M (+36.0%) vs. Q3 2024
- Total value
- $92.5M
- +$50.5M (+120.3%) vs. Q3 2024
- New holders
- 36
- 45 more added
- Sold out
- 8
- 16 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2 | $15 | 0.00% | +2 | New |
| IFP Advisors, Inc | 0 | $31 | 0.00% | 0 | New |
| Sterling Capital Management LLC | 19 | $146 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 199 | $1.52K | 0.00% | +49+32.7% | Added |
| New England Capital Financial Advisors LLC | 200 | $1.53K | 0.00% | +200 | New |
| CWM, LLC | 240 | $2.00K | 0.00% | +41+20.6% | Added |
| SBI Securities Co., Ltd. | 293 | $2.24K | 0.00% | +293 | New |
| Royal Bank of Canada | 424 | $3.00K | 0.00% | −1,679−79.8% | Reduced |
| Amalgamated Bank | 330 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 512 | $3.92K | 0.00% | +512 | New |
| Federated Hermes, Inc. | 641 | $4.91K | 0.00% | +529+472.3% | Added |
| Harbor Capital Advisors, Inc. | 632 | $5.00K | 0.00% | −8−1.3% | Reduced |
| First Horizon Advisors, Inc. | 1,000 | $7.66K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $7.66K | 0.00% | +1,000 | New |
| Ameritas Investment Partners, Inc. | 1,009 | $7.73K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,230 | $9.42K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,312 | $10.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,441 | $11.0K | 0.00% | −1,330−48.0% | Reduced |
| Quantbot Technologies LP | 1,453 | $11.1K | 0.00% | +1,453 | New |
| FMR LLC | 1,543 | $11.8K | 0.00% | −406−20.8% | Reduced |
| Strategic Investment Solutions, Inc. | 1,950 | $14.9K | 0.00% | +1,950 | New |
| Legal & General Group Plc | 2,172 | $16.6K | 0.00% | +594+37.6% | Added |
| R Squared Ltd | 2,190 | $16.8K | 0.02% | +2,190 | New |
| Meeder Asset Management Inc | 2,295 | $17.6K | 0.00% | +2,295 | New |
| Venturi Wealth Management, LLC | 2,500 | $19.1K | 0.00% | +2,500 | New |
| Thomas J. Herzfeld Advisors, Inc. | 3,898 | $29.9K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 6,706 | $51.4K | 0.00% | +6,706 | New |
| Ancora Advisors, LLC | 8,500 | $65.1K | 0.00% | +8,500 | New |
| Advisor Group Holdings, Inc. | 9,022 | $69.1K | 0.00% | +925+11.4% | Added |
| Corebridge Financial, Inc. | 9,442 | $72.3K | 0.00% | −530−5.3% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $76.6K | 0.00% | +10,000 | New |
| Hamilton Wealth, LLC | 10,000 | $76.6K | 0.02% | +10,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 10,801 | $82.7K | 0.00% | +866+8.7% | Added |
| Jane Street Group, LLC | 11,003 | $84.3K | 0.00% | −14,839−57.4% | Reduced |
| Great Valley Advisor Group, Inc. | 11,871 | $90.9K | 0.00% | +11,871 | New |
| Mariner, LLC | 12,124 | $92.9K | 0.00% | +12,124 | New |
| Invesco Ltd. | 12,521 | $95.9K | 0.00% | +161+1.3% | Added |
| MetLife Investment Management | 12,755 | $97.7K | 0.00% | +12,755 | New |
| Heron Bay Capital Management | 13,219 | $101.3K | 0.02% | −34,881−72.5% | Reduced |
| Quadrature Capital Ltd | 14,583 | $111.8K | 0.00% | +2,000+15.9% | Added |
| Citigroup Inc | 15,214 | $116.5K | 0.00% | +1,747+13.0% | Added |
| New York State Common Retirement Fund | 15,400 | $118.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,699 | $120.3K | 0.00% | −3,272−17.2% | Reduced |
| Rhumbline Advisers | 15,700 | $120.3K | 0.00% | −28−0.2% | Reduced |
| Deutsche Bank AG | 16,403 | $125.6K | 0.00% | +16,403 | New |
| Mackenzie Financial Corp | 17,149 | $131.4K | 0.00% | +17,149 | New |
| GWM Advisors LLC | 18,328 | $140.4K | 0.00% | +831+4.7% | Added |
| Engineers Gate Manager LP | 18,476 | $141.5K | 0.00% | +18,476 | New |
| State of Tennessee, Treasury Department | 20,256 | $155.2K | 0.00% | +20,256 | New |
| XTX Topco Ltd | 21,476 | $164.5K | 0.01% | −7,354−25.5% | Reduced |
| Brendel Financial Advisors LLC | 21,719 | $166.0K | 0.10% | −395−1.8% | Reduced |
| Alliancebernstein L.P. | 22,390 | $171.5K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 23,303 | $178.5K | 0.01% | +23,303 | New |
| Occudo Quantitative Strategies LP | 24,742 | $189.5K | 0.03% | +7,102+40.3% | Added |
| Baader Bank INC | 25,392 | $194.5K | 0.02% | +25,392 | New |
| State of Wyoming | 27,893 | $213.7K | 0.03% | +27,893 | New |
| Squarepoint Ops LLC | 28,395 | $217.5K | 0.00% | +28,395 | New |
| Raymond James Financial Inc | 29,828 | $228.5K | 0.00% | +29,828 | New |
| Harvest Fund Management Co., Ltd | 30,189 | $231.0K | 0.01% | +30,189 | New |
| Cambridge Investment Research Advisors, Inc. | 31,590 | $242.0K | 0.00% | +31,590 | New |
| American Century Companies Inc | 33,846 | $259.3K | 0.00% | +7,974+30.8% | Added |
| Janney Montgomery Scott LLC | 33,900 | $260.0K | 0.00% | −18,579−35.4% | Reduced |
| Bank of New York Mellon Corp | 34,156 | $261.6K | 0.00% | +6,242+22.4% | Added |
| Bridgeway Capital Management, LLC | 35,000 | $268.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 35,701 | $273.5K | 0.01% | +53+0.1% | Added |
| Victory Capital Management Inc | 36,856 | $282.3K | 0.00% | +36,856 | New |
| Zacks Investment Management | 38,585 | $295.6K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 38,650 | $296.1K | 0.01% | +38,650 | New |
| Wells Fargo & Company | 42,144 | $322.8K | 0.00% | +35,921+577.2% | Added |
| Barclays PLC | 44,521 | $341.0K | 0.00% | +2,380+5.6% | Added |
| Dimensional Fund Advisors LP | 53,320 | $408.4K | 0.00% | +20,845+64.2% | Added |
| Charles Schwab Investment Management Inc | 54,359 | $416.4K | 0.00% | +4,398+8.8% | Added |
| Winton Group Ltd | 54,402 | $416.7K | 0.03% | +34,538+173.9% | Added |
| AQR Capital Management LLC | 56,281 | $431.1K | 0.00% | +28,446+102.2% | Added |
| BNP Paribas Arbitrage, SA | 65,163 | $499.1K | 0.00% | +65,163 | New |
| Goldman Sachs Group Inc | 65,217 | $499.6K | 0.00% | +16,273+33.2% | Added |
| Manatuck Hill Partners, LLC | 75,000 | $574.5K | 0.24% | −50,000−40.0% | Reduced |
| Wolverine Trading, LLC | 83,340 | $630.0K | 0.01% | +83,340 | New |
| Jump Financial, LLC | 90,294 | $691.7K | 0.01% | +90,294 | New |
| Arrowstreet Capital, Limited Partnership | 90,865 | $696.0K | 0.00% | +55,056+153.7% | Added |
| Nuveen Asset Management, LLC | 110,671 | $847.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 114,330 | $873.0K | 0.00% | +70,942+163.5% | Added |
| State of Wisconsin Investment Board | 114,605 | $877.9K | 0.00% | +6,923+6.4% | Added |
| Trexquant Investment LP | 118,015 | $904.0K | 0.01% | +118,015 | New |
| JPMorgan Chase & Co | 136,308 | $1.04M | 0.00% | +99,723+272.6% | Added |
| UBS Group AG | 147,003 | $1.13M | 0.00% | +125,668+589.0% | Added |
| Los Angeles Capital Management LLC | 148,344 | $1.14M | 0.00% | +73,258+97.6% | Added |
| Northern Trust Corp | 155,282 | $1.19M | 0.00% | +29,171+23.1% | Added |
| Gsa Capital Partners LLP | 164,696 | $1.26M | 0.09% | +3,715+2.3% | Added |
| LPL Financial LLC | 179,005 | $1.37M | 0.00% | +455+0.3% | Added |
| Millennium Management LLC | 179,413 | $1.37M | 0.00% | +135,319+306.9% | Added |
| EAM Investors, LLC | 182,108 | $1.39M | 0.20% | +182,108 | New |
| Globeflex Capital L P | 187,796 | $1.44M | 0.12% | +123,438+191.8% | Added |
| Bank of America Corp | 206,317 | $1.58M | 0.00% | +195,139+1,745.7% | Added |
| Ameriprise Financial Inc | 209,680 | $1.61M | 0.00% | +13,862+7.1% | Added |
| State Street Corp | 271,722 | $2.08M | 0.00% | +6,701+2.5% | Added |
| Tudor Investment Corp Et Al | 276,331 | $2.12M | 0.02% | +209,045+310.7% | Added |
| Citadel Advisors LLC | 291,431 | $2.23M | 0.00% | +190,759+189.5% | Added |
| Geode Capital Management, LLC | 412,361 | $3.16M | 0.00% | +11,239+2.8% | Added |
| Two Sigma Advisers, LP | 429,100 | $3.29M | 0.01% | +93,700+27.9% | Added |