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 2025
Institutional positions in OppFi Inc. as of Mar 31, 2025. 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
- 130
- +22 vs. Q4 2024
- Shares held
- 11.5M
- −429.7K (−3.6%) vs. Q4 2024
- Total value
- $107.2M
- +$15.6M (+17.0%) vs. Q4 2024
- New holders
- 47
- 41 more added
- Sold out
- 25
- 29 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 0 | $37 | 0.00% | 0 | Unchanged |
| True Wealth Design, LLC | 6 | $56 | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 11 | $102 | 0.00% | +11 | New |
| EverSource Wealth Advisors, LLC | 13 | $121 | 0.00% | +11+550.0% | Added |
| Sterling Capital Management LLC | 19 | $177 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 29 | $270 | 0.00% | +29 | New |
| Parkside Financial Bank & Trust | 45 | $419 | 0.00% | +45 | New |
| Larson Financial Group LLC | 53 | $493 | 0.00% | +53 | New |
| GWM Advisors LLC | 114 | $1.06K | 0.00% | −18,214−99.4% | Reduced |
| Federated Hermes, Inc. | 231 | $2.15K | 0.00% | −410−64.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 310 | $2.88K | 0.00% | +310 | New |
| CWM, LLC | 376 | $3.00K | 0.00% | +136+56.7% | Added |
| Optimum Investment Advisors | 500 | $4.65K | 0.00% | +500 | New |
| MB, Levis & Associates, LLC | 500 | $4.65K | 0.00% | +500 | New |
| The PNC Financial Services Group, Inc. | 516 | $4.80K | 0.00% | +516 | New |
| GAMMA Investing LLC | 554 | $5.15K | 0.00% | +355+178.4% | Added |
| Blue Bell Private Wealth Management, LLC | 593 | $5.51K | 0.00% | +593 | New |
| Amalgamated Bank | 655 | $6.00K | 0.00% | +325+98.5% | Added |
| Harbor Capital Advisors, Inc. | 781 | $7.00K | 0.00% | +149+23.6% | Added |
| First Horizon Advisors, Inc. | 1,000 | $9.30K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $9.30K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,000 | $9.30K | 0.00% | +1,000 | New |
| Creative Financial Designs Inc | 1,230 | $11.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,265 | $11.8K | 0.00% | +972+331.7% | Added |
| California State Teachers Retirement System | 1,312 | $12.2K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 1,377 | $12.8K | 0.00% | +1,377 | New |
| BNP Paribas Arbitrage, SA | 1,448 | $13.5K | 0.00% | −63,715−97.8% | Reduced |
| Russell Investments Group, Ltd. | 1,474 | $13.7K | 0.00% | +1,474 | New |
| Aster Capital Management (DIFC) Ltd | 1,763 | $17.4K | 0.00% | +1,763 | New |
| FMR LLC | 1,870 | $17.4K | 0.00% | +327+21.2% | Added |
| Ameritas Investment Partners, Inc. | 1,909 | $17.8K | 0.00% | +900+89.2% | Added |
| Clear Street Markets LLC | 2,000 | $18.6K | 0.01% | +2,000 | New |
| Legal & General Group Plc | 2,100 | $19.5K | 0.00% | −72−3.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,138 | $19.9K | 0.00% | +2,138 | New |
| New York State Common Retirement Fund | 2,200 | $20.5K | 0.00% | −13,200−85.7% | Reduced |
| Meeder Asset Management Inc | 2,295 | $21.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,500 | $23.3K | 0.00% | +2,500 | New |
| Quarry LP | 2,866 | $26.7K | 0.01% | +2,866 | New |
| Strategic Investment Solutions, Inc. | 3,227 | $30.0K | 0.01% | +1,277+65.5% | Added |
| Tower Research Capital LLC (TRC) | 3,252 | $30.2K | 0.00% | +1,811+125.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,436 | $32.0K | 0.00% | +3,436 | New |
| Quantbot Technologies LP | 7,169 | $66.7K | 0.00% | +5,716+393.4% | Added |
| Royal Bank of Canada | 8,150 | $76.0K | 0.00% | +7,726+1,822.2% | Added |
| JPMorgan Chase & Co | 8,981 | $83.5K | 0.00% | −127,327−93.4% | Reduced |
| Corebridge Financial, Inc. | 9,304 | $86.5K | 0.00% | −138−1.5% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $93.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 10,206 | $94.9K | 0.00% | −196,111−95.1% | Reduced |
| Quest Partners LLC | 10,221 | $95.1K | 0.01% | +10,221 | New |
| Brendel Financial Advisors LLC | 10,930 | $102.0K | 0.06% | −10,789−49.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,269 | $104.8K | 0.00% | +468+4.3% | Added |
| TCFG Wealth Management, LLC | 11,375 | $105.8K | 0.05% | +11,375 | New |
| Intech Investment Management LLC | 11,426 | $106.3K | 0.00% | +11,426 | New |
| Verition Fund Management LLC | 11,600 | $107.9K | 0.00% | +11,600 | New |
| MetLife Investment Management | 12,755 | $118.6K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 12,813 | $119.2K | 0.00% | −1,770−12.1% | Reduced |
| Thoroughbred Financial Services, LLC | 14,180 | $131.0K | 0.01% | +14,180 | New |
| Citigroup Inc | 14,654 | $136.3K | 0.00% | −560−3.7% | Reduced |
| Wolverine Asset Management LLC | 15,301 | $142.3K | 0.00% | +15,301 | New |
| Atom Investors LP | 15,376 | $143.0K | 0.02% | +15,376 | New |
| Deutsche Bank AG | 16,403 | $152.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 19,362 | $180.1K | 0.00% | +3,662+23.3% | Added |
| Toroso Investments, LLC | 20,343 | $189.2K | 0.00% | +20,343 | New |
| Barclays PLC | 20,617 | $191.7K | 0.00% | −23,904−53.7% | Reduced |
| SG Americas Securities, LLC | 21,020 | $195.0K | 0.00% | +21,020 | New |
| Advisor Group Holdings, Inc. | 21,628 | $201.2K | 0.00% | +12,606+139.7% | Added |
| NorthCrest Asset Manangement, LLC | 22,361 | $208.0K | 0.01% | +22,361 | New |
| Alliancebernstein L.P. | 22,390 | $208.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 23,403 | $217.6K | 0.00% | +7,704+49.1% | Added |
| Great Valley Advisor Group, Inc. | 23,472 | $218.3K | 0.00% | +11,601+97.7% | Added |
| Invesco Ltd. | 24,475 | $227.6K | 0.00% | +11,954+95.5% | Added |
| Bridgeway Capital Management, LLC | 25,000 | $232.5K | 0.01% | −10,000−28.6% | Reduced |
| Bayesian Capital Management, LP | 25,300 | $235.3K | 0.04% | +25,300 | New |
| Citadel Advisors LLC | 26,220 | $243.8K | 0.00% | −265,211−91.0% | Reduced |
| Stratos Wealth Partners, LTD. | 26,411 | $245.6K | 0.00% | +26,411 | New |
| AE Wealth Management LLC | 27,678 | $257.4K | 0.00% | +27,678 | New |
| Kestra Private Wealth Services, LLC | 28,064 | $261.0K | 0.00% | +28,064 | New |
| State of Wyoming | 28,569 | $265.7K | 0.04% | +676+2.4% | Added |
| Balyasny Asset Management LLC | 30,257 | $281.4K | 0.00% | +30,257 | New |
| Rockefeller Capital Management L.P. | 31,000 | $288.3K | 0.00% | +31,000 | New |
| Panagora Asset Management Inc | 31,884 | $296.5K | 0.00% | +31,884 | New |
| Squarepoint Ops LLC | 32,265 | $300.1K | 0.00% | +3,870+13.6% | Added |
| Cornerstone Investment Partners, LLC | 32,828 | $305.3K | 0.01% | −2,873−8.0% | Reduced |
| XTX Topco Ltd | 33,028 | $307.2K | 0.02% | +11,552+53.8% | Added |
| Prosperity Wealth Management, Inc. | 34,000 | $316.2K | 0.15% | +34,000 | New |
| Davenport & Co LLC | 39,776 | $358.6K | 0.00% | +39,776 | New |
| Winton Group Ltd | 38,560 | $358.6K | 0.02% | −15,842−29.1% | Reduced |
| Zacks Investment Management | 38,585 | $358.8K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 40,679 | $378.3K | 0.00% | +6,523+19.1% | Added |
| American Century Companies Inc | 43,654 | $406.0K | 0.00% | +9,808+29.0% | Added |
| Dimensional Fund Advisors LP | 49,448 | $459.9K | 0.00% | −3,872−7.3% | Reduced |
| State of Wisconsin Investment Board | 53,473 | $497.3K | 0.00% | −61,132−53.3% | Reduced |
| Charles Schwab Investment Management Inc | 54,363 | $505.6K | 0.00% | +40.0% | Added |
| Options Solutions, LLC | 54,750 | $509.2K | 0.24% | +54,750 | New |
| Virtu Financial LLC | 54,802 | $510.0K | 0.03% | +54,802 | New |
| TownSquare Capital, LLC | 55,440 | $515.6K | 0.01% | +55,440 | New |
| Engineers Gate Manager LP | 56,010 | $520.9K | 0.01% | +37,534+203.2% | Added |
| Greenland Capital Management LP | 56,530 | $525.7K | 0.09% | +56,530 | New |
| AQR Capital Management LLC | 57,066 | $530.7K | 0.00% | +785+1.4% | Added |
| Diversify Advisory Services, LLC | 56,000 | $530.9K | 0.03% | +56,000 | New |
| MML Investors Services, LLC | 57,693 | $537.0K | 0.00% | +57,693 | New |