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, Q2 2025
Institutional positions in OppFi Inc. as of Jun 30, 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
- 148
- +19 vs. Q1 2025
- Shares held
- 15.4M
- +3.96M (+34.5%) vs. Q1 2025
- Total value
- $215.4M
- +$108.7M (+102.0%) vs. Q1 2025
- New holders
- 39
- 67 more added
- Sold out
- 20
- 30 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2 | $28 | 0.00% | −11−84.6% | Reduced |
| Raleigh Capital Management Inc. | 11 | $158 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16 | $224 | 0.00% | +16 | New |
| The PNC Financial Services Group, Inc. | 24 | $336 | 0.00% | −492−95.3% | Reduced |
| True Wealth Design, LLC | 24 | $336 | 0.00% | +18+300.0% | Added |
| Stephens Consulting, LLC | 40 | $560 | 0.00% | +40 | New |
| Rothschild Investment LLC | 45 | $630 | 0.00% | +45 | New |
| Sterling Capital Management LLC | 59 | $825 | 0.00% | +40+210.5% | Added |
| Larson Financial Group LLC | 75 | $1.05K | 0.00% | +22+41.5% | Added |
| Tower Research Capital LLC (TRC) | 115 | $1.61K | 0.00% | −3,137−96.5% | Reduced |
| United Community Bank | 200 | $2.80K | 0.00% | +200 | New |
| GAMMA Investing LLC | 334 | $4.67K | 0.00% | −220−39.7% | Reduced |
| CWM, LLC | 341 | $5.00K | 0.00% | −35−9.3% | Reduced |
| Principal Securities, Inc. | 400 | $5.60K | 0.00% | +400 | New |
| Harbor Capital Advisors, Inc. | 430 | $6.00K | 0.00% | −351−44.9% | Reduced |
| Quarry LP | 454 | $6.35K | 0.00% | −2,412−84.2% | Reduced |
| Optimum Investment Advisors | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 655 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 678 | $9.48K | 0.00% | +678 | New |
| Avion Wealth | 1,000 | $13.0K | 0.00% | +1,000 | New |
| TD Waterhouse Canada Inc. | 1,011 | $13.7K | 0.00% | +1,011 | New |
| First Horizon Advisors, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,044 | $14.6K | 0.00% | +451+76.1% | Added |
| Creative Financial Designs Inc | 1,230 | $17.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,238 | $17.3K | 0.00% | −27−2.1% | Reduced |
| California State Teachers Retirement System | 1,513 | $21.2K | 0.00% | +201+15.3% | Added |
| Financial Management Professionals, Inc. | 1,755 | $24.6K | 0.00% | +1,755 | New |
| FMR LLC | 1,806 | $25.3K | 0.00% | −64−3.4% | Reduced |
| Jones Financial Companies LLLP | 2,035 | $29.7K | 0.00% | +2,035 | New |
| New York State Common Retirement Fund | 2,200 | $30.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,295 | $32.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,476 | $34.6K | 0.00% | +567+29.7% | Added |
| Legal & General Group Plc | 2,700 | $37.8K | 0.00% | +600+28.6% | Added |
| Strategic Investment Solutions, Inc. | 3,227 | $45.1K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,773 | $52.8K | 0.00% | +3,773 | New |
| Russell Investments Group, Ltd. | 4,681 | $65.5K | 0.00% | +3,207+217.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,384 | $75.3K | 0.00% | +1,948+56.7% | Added |
| Steward Partners Investment Advisory, LLC | 8,479 | $118.6K | 0.00% | +7,479+747.9% | Added |
| Quantbot Technologies LP | 8,663 | $121.2K | 0.00% | +1,494+20.8% | Added |
| Gamco Investors, Inc. Et Al | 10,000 | $139.9K | 0.00% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 10,649 | $149.0K | 0.07% | −726−6.4% | Reduced |
| AE Wealth Management LLC | 10,969 | $153.5K | 0.00% | −16,709−60.4% | Reduced |
| Quest Partners LLC | 11,225 | $157.0K | 0.02% | +1,004+9.8% | Added |
| Citadel Advisors LLC | 11,839 | $165.6K | 0.00% | −14,381−54.8% | Reduced |
| Price T Rowe Associates Inc | 12,148 | $170.0K | 0.00% | +12,148 | New |
| GPS Wealth Strategies Group, LLC | 12,665 | $177.2K | 0.02% | +11,665+1,166.5% | Added |
| Intech Investment Management LLC | 13,157 | $184.1K | 0.00% | +1,731+15.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,282 | $185.8K | 0.00% | +2,013+17.9% | Added |
| SG Americas Securities, LLC | 13,402 | $187.0K | 0.00% | −7,618−36.2% | Reduced |
| Creative Planning | 13,418 | $187.7K | 0.00% | +13,418 | New |
| Martingale Asset Management L P | 13,446 | $188.1K | 0.00% | +13,446 | New |
| State of Wisconsin Investment Board | 13,730 | $192.1K | 0.00% | −39,743−74.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,828 | $193.0K | 0.00% | +13,828 | New |
| Federated Hermes, Inc. | 14,331 | $200.5K | 0.00% | +14,100+6,103.9% | Added |
| MetLife Investment Management | 14,346 | $200.7K | 0.00% | +1,591+12.5% | Added |
| Cetera Investment Advisers | 14,701 | $205.7K | 0.00% | +14,701 | New |
| State of Wyoming | 14,944 | $209.1K | 0.03% | −13,625−47.7% | Reduced |
| Wolverine Asset Management LLC | 14,997 | $209.8K | 0.00% | −304−2.0% | Reduced |
| Citigroup Inc | 15,017 | $210.1K | 0.00% | +363+2.5% | Added |
| NorthCrest Asset Manangement, LLC | 15,350 | $210.6K | 0.01% | −7,011−31.4% | Reduced |
| BNP Paribas Arbitrage, SA | 15,662 | $219.1K | 0.00% | +14,214+981.6% | Added |
| IMC-Chicago, LLC | 16,132 | $225.7K | 0.01% | +16,132 | New |
| Deutsche Bank AG | 16,386 | $229.2K | 0.00% | −17−0.1% | Reduced |
| CI Private Wealth, LLC | 16,649 | $232.9K | 0.00% | +16,649 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17,674 | $247.3K | 0.03% | +15,536+726.7% | Added |
| Brevan Howard Capital Management LP | 17,950 | $251.1K | 0.00% | +17,950 | New |
| Panagora Asset Management Inc | 18,120 | $253.5K | 0.00% | −13,764−43.2% | Reduced |
| Omers Administration Corp | 18,900 | $264.4K | 0.00% | +18,900 | New |
| Brendel Financial Advisors LLC | 19,640 | $275.0K | 0.15% | +8,710+79.7% | Added |
| Advent Capital Management | 20,000 | $279.8K | 0.01% | +20,000 | New |
| Virtu Financial LLC | 20,009 | $280.0K | 0.01% | −34,793−63.5% | Reduced |
| Marshall Wace, LLP | 21,300 | $298.0K | 0.00% | +21,300 | New |
| XTX Topco Ltd | 23,050 | $322.5K | 0.01% | −9,978−30.2% | Reduced |
| Verition Fund Management LLC | 24,055 | $336.5K | 0.00% | +12,455+107.4% | Added |
| Quadrature Capital Ltd | 24,848 | $348.0K | 0.01% | +12,035+93.9% | Added |
| Great Valley Advisor Group, Inc. | 24,895 | $348.3K | 0.01% | +1,423+6.1% | Added |
| Alliancebernstein L.P. | 26,190 | $366.4K | 0.00% | +3,800+17.0% | Added |
| Dark Forest Capital Management LP | 30,476 | $426.4K | 0.02% | +30,476 | New |
| Baader Bank INC | 30,500 | $426.7K | 0.04% | +30,500 | New |
| Invesco Ltd. | 31,526 | $441.0K | 0.00% | +7,051+28.8% | Added |
| Toroso Investments, LLC | 32,389 | $453.1K | 0.00% | +12,046+59.2% | Added |
| Bank of America Corp | 32,977 | $461.3K | 0.00% | +22,771+223.1% | Added |
| Cornerstone Investment Partners, LLC | 33,012 | $461.8K | 0.02% | +184+0.6% | Added |
| Advisor Group Holdings, Inc. | 33,103 | $463.2K | 0.00% | +11,475+53.1% | Added |
| Vident Advisory, LLC | 33,422 | $467.6K | 0.01% | +33,422 | New |
| Prosperity Wealth Management, Inc. | 33,900 | $474.3K | 0.18% | −100−0.3% | Reduced |
| Rhumbline Advisers | 34,051 | $476.4K | 0.00% | +14,689+75.9% | Added |
| PDT Partners, LLC | 35,283 | $493.6K | 0.03% | +35,283 | New |
| Allspring Global Investments Holdings, LLC | 35,686 | $499.2K | 0.00% | +35,686 | New |
| Kestra Private Wealth Services, LLC | 37,273 | $521.4K | 0.01% | +9,209+32.8% | Added |
| Sigma Planning Corp | 38,396 | $537.2K | 0.02% | +38,396 | New |
| Zacks Investment Management | 38,585 | $539.8K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 40,105 | $561.1K | 0.00% | +40,105 | New |
| Susquehanna International Group, LLP | 46,598 | $651.9K | 0.00% | +23,195+99.1% | Added |
| Barclays PLC | 47,098 | $658.9K | 0.00% | +26,481+128.4% | Added |
| Dimensional Fund Advisors LP | 49,448 | $691.8K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 50,012 | $699.7K | 0.00% | +9,333+22.9% | Added |
| AQR Capital Management LLC | 54,934 | $768.5K | 0.00% | −2,132−3.7% | Reduced |
| American Century Companies Inc | 55,304 | $773.7K | 0.00% | +11,650+26.7% | Added |