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 2025
Institutional positions in OppFi Inc. as of Sep 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
- 147
- +1 vs. Q2 2025
- Shares held
- 20.1M
- +4.76M (+31.1%) vs. Q2 2025
- Total value
- $226.9M
- +$13.2M (+6.2%) vs. Q2 2025
- New holders
- 35
- 61 more added
- Sold out
- 34
- 35 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $91 | 0.00% | +8 | New |
| True Wealth Design, LLC | 24 | $272 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $283 | 0.00% | −20−44.4% | Reduced |
| Sterling Capital Management LLC | 60 | $680 | 0.00% | +1+1.7% | Added |
| Larson Financial Group LLC | 82 | $929 | 0.00% | +7+9.3% | Added |
| Optiver Holding B.V. | 208 | $2.36K | 0.00% | +208 | New |
| GAMMA Investing LLC | 271 | $3.07K | 0.00% | −63−18.9% | Reduced |
| Signaturefd, LLC | 300 | $3.40K | 0.00% | +300 | New |
| Farther Finance Advisors, LLC | 323 | $3.66K | 0.00% | −355−52.4% | Reduced |
| CWM, LLC | 349 | $4.00K | 0.00% | +8+2.3% | Added |
| Harbor Capital Advisors, Inc. | 452 | $5.00K | 0.00% | +22+5.1% | Added |
| Optimum Investment Advisors | 500 | $5.67K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 4,293 | $5.67K | 0.00% | +4,293 | New |
| TD Waterhouse Canada Inc. | 514 | $5.77K | 0.00% | −497−49.2% | Reduced |
| SBI Securities Co., Ltd. | 529 | $5.99K | 0.00% | −709−57.3% | Reduced |
| Amalgamated Bank | 655 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 684 | $7.75K | 0.00% | +684 | New |
| SRS Capital Advisors, Inc. | 756 | $8.57K | 0.00% | +756 | New |
| Wealth Enhancement Advisory Services, LLC | 882 | $8.93K | 0.00% | +882 | New |
| Proffitt & Goodson Inc | 850 | $9.63K | 0.00% | +850 | New |
| Avion Wealth | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 993 | $11.3K | 0.00% | +993 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.3K | 0.00% | −7,479−88.2% | Reduced |
| First Horizon Corp | 1,000 | $11.3K | 0.00% | +1,000 | New |
| Rockefeller Capital Management L.P. | 1,000 | $11.3K | 0.00% | +1,000 | New |
| Creative Financial Designs Inc | 1,230 | $13.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,411 | $16.0K | 0.00% | +367+35.2% | Added |
| Tower Research Capital LLC (TRC) | 1,423 | $16.1K | 0.00% | +1,308+1,137.4% | Added |
| California State Teachers Retirement System | 1,514 | $17.2K | 0.00% | +1+0.1% | Added |
| FMR LLC | 1,595 | $18.1K | 0.00% | −211−11.7% | Reduced |
| Financial Management Professionals, Inc. | 1,755 | $19.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,764 | $20.0K | 0.00% | +1,764 | New |
| New York State Common Retirement Fund | 2,200 | $24.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,295 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,476 | $28.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,700 | $30.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,835 | $34.3K | 0.00% | +800+39.3% | Added |
| Strategic Investment Solutions, Inc. | 3,227 | $36.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 3,492 | $39.6K | 0.01% | +3,038+669.2% | Added |
| Citigroup Inc | 3,657 | $41.4K | 0.00% | −11,360−75.6% | Reduced |
| Point72 (DIFC) Ltd | 3,896 | $44.1K | 0.00% | +3,896 | New |
| State of Wyoming | 4,128 | $46.8K | 0.01% | −10,816−72.4% | Reduced |
| Wolverine Asset Management LLC | 5,226 | $59.2K | 0.00% | −9,771−65.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,282 | $71.2K | 0.00% | +898+16.7% | Added |
| Quest Partners LLC | 8,135 | $92.2K | 0.01% | −3,090−27.5% | Reduced |
| PEAK6 LLC | 9,600 | $108.8K | 0.00% | +9,600 | New |
| Optivise Advisory Services LLC | 11,250 | $127.5K | 0.08% | +11,250 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,262 | $127.6K | 0.00% | −2,020−15.2% | Reduced |
| Intech Investment Management LLC | 11,617 | $131.6K | 0.00% | −1,540−11.7% | Reduced |
| Price T Rowe Associates Inc | 12,148 | $138.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 12,187 | $138.1K | 0.02% | +12,187 | New |
| Omers Administration Corp | 12,600 | $142.8K | 0.00% | −6,300−33.3% | Reduced |
| Axq Capital, LP | 12,643 | $143.2K | 0.05% | +12,643 | New |
| Martingale Asset Management L P | 13,456 | $152.5K | 0.00% | +10+0.1% | Added |
| MetLife Investment Management | 14,346 | $162.5K | 0.00% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 14,974 | $169.7K | 0.07% | +4,325+40.6% | Added |
| CI Private Wealth, LLC | 15,000 | $169.9K | 0.00% | −1,649−9.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 16,295 | $184.6K | 0.02% | +3,630+28.7% | Added |
| Verition Fund Management LLC | 16,353 | $185.3K | 0.00% | −7,702−32.0% | Reduced |
| Marshall Wace, LLP | 16,528 | $187.3K | 0.00% | −4,772−22.4% | Reduced |
| State of Wisconsin Investment Board | 17,330 | $196.3K | 0.00% | +3,600+26.2% | Added |
| Sherbrooke Park Advisers LLC | 17,759 | $201.2K | 0.09% | +17,759 | New |
| PharVision Advisers, LLC | 19,140 | $216.9K | 0.12% | +19,140 | New |
| Deutsche Bank AG | 19,230 | $217.9K | 0.00% | +2,844+17.4% | Added |
| NorthCrest Asset Manangement, LLC | 21,750 | $220.3K | 0.01% | +6,400+41.7% | Added |
| Lingohr & Partner Asset Management GmbH | 20,152 | $228.0K | 0.40% | +20,152 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 20,152 | $228.3K | 0.00% | +20,152 | New |
| Cetera Investment Advisers | 20,575 | $233.1K | 0.00% | +5,874+40.0% | Added |
| Bayesian Capital Management, LP | 22,300 | $252.7K | 0.05% | +22,300 | New |
| Man Group plc | 23,194 | $262.8K | 0.00% | +23,194 | New |
| Royal Bank of Canada | 23,171 | $263.0K | 0.00% | −66,470−74.2% | Reduced |
| Great Valley Advisor Group, Inc. | 24,089 | $272.9K | 0.01% | −806−3.2% | Reduced |
| Alliancebernstein L.P. | 26,190 | $296.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,541 | $335.0K | 0.00% | +15,713+113.6% | Added |
| Federated Hermes, Inc. | 30,502 | $345.6K | 0.00% | +16,171+112.8% | Added |
| Cornerstone Investment Partners, LLC | 30,733 | $348.2K | 0.01% | −2,279−6.9% | Reduced |
| Dark Forest Capital Management LP | 31,474 | $356.6K | 0.01% | +998+3.3% | Added |
| Rhumbline Advisers | 33,704 | $381.9K | 0.00% | −347−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 35,337 | $400.4K | 0.00% | −349−1.0% | Reduced |
| Invesco Ltd. | 37,242 | $422.0K | 0.00% | +5,716+18.1% | Added |
| Barclays PLC | 38,393 | $435.0K | 0.00% | −8,705−18.5% | Reduced |
| Zacks Investment Management | 40,585 | $459.8K | 0.00% | +2,000+5.2% | Added |
| Qube Research & Technologies Ltd | 43,056 | $487.8K | 0.00% | +43,056 | New |
| Optimize Financial Inc | 43,161 | $489.0K | 0.25% | +43,161 | New |
| Acadian Asset Management LLC | 44,686 | $505.0K | 0.00% | −75,697−62.9% | Reduced |
| Prosperity Wealth Management, Inc. | 46,000 | $521.2K | 0.18% | +12,100+35.7% | Added |
| EAM Investors, LLC | 46,038 | $521.6K | 0.06% | −54,960−54.4% | Reduced |
| Wells Fargo & Company | 49,291 | $558.5K | 0.00% | −244,603−83.2% | Reduced |
| CSS LLC | 49,822 | $564.5K | 0.03% | −7,847−13.6% | Reduced |
| Bank of New York Mellon Corp | 51,757 | $586.4K | 0.00% | +1,745+3.5% | Added |
| Advisor Group Holdings, Inc. | 56,683 | $594.6K | 0.00% | +23,580+71.2% | Added |
| AQR Capital Management LLC | 53,115 | $601.8K | 0.00% | −1,819−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 54,619 | $618.8K | 0.00% | +54,619 | New |
| WCG Wealth Advisors LLC | 56,773 | $643.2K | 0.04% | +56,773 | New |
| Graham Capital Management, L.P. | 59,825 | $677.8K | 0.03% | −10,567−15.0% | Reduced |
| Polen Capital Management LLC | 60,986 | $691.0K | 0.00% | +213+0.4% | Added |
| Credit Agricole S A | 62,189 | $704.6K | 0.00% | +62,189 | New |
| American Century Companies Inc | 65,474 | $741.8K | 0.00% | +10,170+18.4% | Added |
| Russell Investments Group, Ltd. | 67,983 | $770.2K | 0.00% | +63,302+1,352.3% | Added |