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 |
|---|---|---|---|---|---|
| FMR LLC | 1,870 | $17.4K | 0.00% | +327+21.2% | Added |
| Aster Capital Management (DIFC) Ltd | 1,763 | $17.4K | 0.00% | +1,763 | New |
| Russell Investments Group, Ltd. | 1,474 | $13.7K | 0.00% | +1,474 | New |
| BNP Paribas Arbitrage, SA | 1,448 | $13.5K | 0.00% | −63,715−97.8% | Reduced |
| CSS LLC | 1,377 | $12.8K | 0.00% | +1,377 | New |
| California State Teachers Retirement System | 1,312 | $12.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,265 | $11.8K | 0.00% | +972+331.7% | Added |
| Creative Financial Designs Inc | 1,230 | $11.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harbor Capital Advisors, Inc. | 781 | $7.00K | 0.00% | +149+23.6% | Added |
| Amalgamated Bank | 655 | $6.00K | 0.00% | +325+98.5% | Added |
| Blue Bell Private Wealth Management, LLC | 593 | $5.51K | 0.00% | +593 | New |
| GAMMA Investing LLC | 554 | $5.15K | 0.00% | +355+178.4% | Added |
| The PNC Financial Services Group, Inc. | 516 | $4.80K | 0.00% | +516 | New |
| Optimum Investment Advisors | 500 | $4.65K | 0.00% | +500 | New |
| MB, Levis & Associates, LLC | 500 | $4.65K | 0.00% | +500 | New |
| CWM, LLC | 376 | $3.00K | 0.00% | +136+56.7% | Added |
| Caitong International Asset Management Co., Ltd | 310 | $2.88K | 0.00% | +310 | New |
| Federated Hermes, Inc. | 231 | $2.15K | 0.00% | −410−64.0% | Reduced |
| GWM Advisors LLC | 114 | $1.06K | 0.00% | −18,214−99.4% | Reduced |
| Larson Financial Group LLC | 53 | $493 | 0.00% | +53 | New |
| Parkside Financial Bank & Trust | 45 | $419 | 0.00% | +45 | New |
| Huntington National Bank | 29 | $270 | 0.00% | +29 | New |
| Sterling Capital Management LLC | 19 | $177 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $121 | 0.00% | +11+550.0% | Added |
| Raleigh Capital Management Inc. | 11 | $102 | 0.00% | +11 | New |
| True Wealth Design, LLC | 6 | $56 | 0.00% | +6 | New |
| IFP Advisors, Inc | 0 | $37 | 0.00% | 0 | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −617,366−100.0% | Sold out |
| Elgethun Capital Management | 0 | $0 | 0.00% | −525,378−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −481,081−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −148,344−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −114,330−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −38,650−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −33,900−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −31,590−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −30,189−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −25,392−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −24,742−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −23,303−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −20,256−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −17,149−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −13,219−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −12,124−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,003−100.0% | Sold out |
| Hamilton Wealth, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,706−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| New England Capital Financial Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |