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 2026
Institutional positions in OppFi Inc. as of Mar 31, 2026. 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
- 146
- +8 vs. Q4 2025
- Shares held
- 19.5M
- −430.9K (−2.2%) vs. Q4 2025
- Total value
- $150.4M
- −$58.2M (−27.9%) vs. Q4 2025
- New holders
- 29
- 44 more added
- Sold out
- 21
- 47 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $15 | 0.00% | +2 | New |
| Allworth Financial LP | 5 | $39 | 0.00% | +5 | New |
| MAI Capital Management | 10 | $78 | 0.00% | +10 | New |
| Rothschild Investment LLC | 12 | $93 | 0.00% | −13−52.0% | Reduced |
| True Wealth Design, LLC | 18 | $139 | 0.00% | −6−25.0% | Reduced |
| Farther Finance Advisors, LLC | 19 | $144 | 0.00% | +4+26.7% | Added |
| Root Financial Partners, LLC | 20 | $154 | 0.00% | +20 | New |
| Blair William & Co | 36 | $278 | 0.00% | +36 | New |
| Fortitude Family Office, LLC | 60 | $463 | 0.00% | +60 | New |
| BOK Financial Private Wealth, Inc. | 61 | $471 | 0.00% | +61 | New |
| UBS Asset Management Americas Inc | 96 | $740 | 0.00% | +96 | New |
| Larson Financial Group LLC | 114 | $879 | 0.00% | +14+14.0% | Added |
| Sterling Capital Management LLC | 160 | $1.23K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 160 | $1.23K | 0.00% | +130+433.3% | Added |
| Essential Partners LLC | 175 | $1.35K | 0.00% | +175 | New |
| Sound Income Strategies, LLC | 180 | $1.36K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 197 | $1.52K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 299 | $2.31K | 0.00% | −69−18.8% | Reduced |
| The PNC Financial Services Group, Inc. | 305 | $2.35K | 0.00% | +217+246.6% | Added |
| International Assets Investment Management, LLC | 331 | $2.51K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 410 | $3.16K | 0.00% | −80−16.3% | Reduced |
| PEAK6 LLC | 496 | $3.82K | 0.00% | −3,474−87.5% | Reduced |
| MCF Advisors LLC | 500 | $3.85K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $3.85K | 0.00% | +500 | New |
| CWM, LLC | 528 | $4.07K | 0.00% | +161+43.9% | Added |
| Advisory Services Network, LLC | 597 | $4.60K | 0.00% | +597 | New |
| Wealth Enhancement Advisory Services, LLC | 21,133 | $5.35K | 0.00% | +20,282+2,383.3% | Added |
| Avion Wealth | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 857 | $7.00K | 0.00% | +413+93.0% | Added |
| First Horizon Corp | 1,000 | $7.71K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $7.71K | 0.00% | 00.0% | Unchanged |
| Cygnus Capital Advisors, LLC | 1,065 | $8.00K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,230 | $9.48K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,330 | $10.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,445 | $11.1K | 0.00% | −199−12.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,545 | $11.9K | 0.00% | −2,871−65.0% | Reduced |
| Private Trust Co NA | 1,764 | $13.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,206 | $17.0K | 0.00% | −392−15.1% | Reduced |
| Kemnay Advisory Services Inc. | 2,207 | $17.0K | 0.00% | −6,910−75.8% | Reduced |
| Meeder Asset Management Inc | 2,295 | $17.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,476 | $19.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,561 | $20.0K | 0.00% | −4,906−65.7% | Reduced |
| Russell Investments Group, Ltd. | 2,958 | $22.8K | 0.00% | −63,005−95.5% | Reduced |
| Strategic Investment Solutions, Inc. | 3,227 | $24.9K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 3,657 | $28.2K | 0.00% | +615+20.2% | Added |
| SRS Capital Advisors, Inc. | 4,650 | $35.9K | 0.00% | +3,547+321.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,282 | $48.4K | 0.00% | 00.0% | Unchanged |
| VARCOV Co. | 10,305 | $79.5K | 0.03% | +10,305 | New |
| Vanguard Global Advisers, LLC | 10,744 | $82.8K | 0.00% | +10,744 | New |
| Moran Wealth Management, LLC | 10,908 | $84.1K | 0.00% | +10,908 | New |
| Jones Financial Companies LLLP | 11,151 | $84.2K | 0.00% | −3,384−23.3% | Reduced |
| Lazard Asset Management LLC | 11,819 | $91.1K | 0.00% | +11,819 | New |
| Centiva Capital, LP | 12,567 | $96.9K | 0.00% | −1,955−13.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,656 | $97.6K | 0.00% | +12,656 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 12,696 | $97.9K | 0.00% | +306+2.5% | Added |
| Susquehanna International Group, LLP | 13,672 | $105.4K | 0.00% | +13,672 | New |
| TCFG Wealth Management, LLC | 15,024 | $115.8K | 0.04% | 00.0% | Unchanged |
| TCFG Investment Advisors, LLC | 15,024 | $115.8K | 0.04% | +15,024 | New |
| SEI Investments Co | 15,992 | $123.3K | 0.00% | +15,992 | New |
| State of Alaska, Department of Revenue | 16,452 | $126.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,539 | $127.2K | 0.00% | +5,269+46.8% | Added |
| Optivise Advisory Services LLC | 16,849 | $129.9K | 0.08% | +16,849 | New |
| Great Valley Advisor Group, Inc. | 17,045 | $131.4K | 0.00% | −5,662−24.9% | Reduced |
| Magnetar Financial LLC | 17,460 | $134.6K | 0.00% | +17,460 | New |
| MetLife Investment Management | 17,541 | $135.2K | 0.00% | +3,195+22.3% | Added |
| Price T Rowe Associates Inc | 18,110 | $140.0K | 0.00% | +3,221+21.6% | Added |
| Jump Financial, LLC | 19,010 | $146.6K | 0.00% | −51,290−73.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,421 | $153.6K | 0.00% | −31−0.2% | Reduced |
| Algert Global LLC | 21,150 | $163.1K | 0.00% | +21,150 | New |
| Invesco Ltd. | 21,589 | $166.5K | 0.00% | −26,991−55.6% | Reduced |
| R Squared Ltd | 21,684 | $167.2K | 0.09% | +2,053+10.5% | Added |
| Martingale Asset Management L P | 23,705 | $182.8K | 0.00% | +18+0.1% | Added |
| Quantbot Technologies LP | 24,326 | $187.6K | 0.01% | −392−1.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 24,912 | $192.1K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 26,051 | $200.9K | 0.00% | +26,051 | New |
| HighTower Advisors, LLC | 26,604 | $205.1K | 0.00% | −1,496−5.3% | Reduced |
| Graham Capital Management, L.P. | 27,326 | $210.7K | 0.01% | −20,917−43.4% | Reduced |
| Squarepoint Ops LLC | 29,160 | $224.8K | 0.00% | −132,089−81.9% | Reduced |
| Corsair Capital Management, L.P. | 29,680 | $228.8K | 0.03% | +29,680 | New |
| Cetera Investment Advisers | 30,491 | $235.1K | 0.00% | +6,041+24.7% | Added |
| Rhumbline Advisers | 30,502 | $235.2K | 0.00% | −562−1.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 30,538 | $235.4K | 0.01% | +17,515+134.5% | Added |
| Advisor Group Holdings, Inc. | 30,890 | $238.2K | 0.00% | −16,376−34.6% | Reduced |
| Alliancebernstein L.P. | 26,190 | $273.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 35,638 | $275.0K | 0.00% | +2,694+8.2% | Added |
| AQR Capital Management LLC | 36,143 | $278.7K | 0.00% | −7,876−17.9% | Reduced |
| Zacks Investment Management | 38,585 | $297.5K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 39,834 | $307.1K | 0.00% | −16,188−28.9% | Reduced |
| Cornerstone Investment Partners, LLC | 39,855 | $307.3K | 0.01% | +9,103+29.6% | Added |
| Wells Fargo & Company | 41,853 | $322.7K | 0.00% | −20,252−32.6% | Reduced |
| Raymond James Financial Inc | 42,121 | $324.8K | 0.00% | −43,047−50.5% | Reduced |
| State of Wyoming | 42,739 | $329.5K | 0.04% | +3,139+7.9% | Added |
| Brevan Howard Capital Management LP | 46,454 | $358.2K | 0.00% | +16,152+53.3% | Added |
| Los Angeles Capital Management LLC | 46,880 | $361.4K | 0.00% | −65,855−58.4% | Reduced |
| Jane Street Group, LLC | 54,127 | $417.3K | 0.00% | −205,084−79.1% | Reduced |
| Canada Pension Plan Investment Board | 58,000 | $447.2K | 0.00% | +4,900+9.2% | Added |
| Diversify Wealth Management, LLC | 50,040 | $459.9K | 0.01% | +50,040 | New |
| Credit Agricole S A | 62,189 | $479.5K | 0.00% | 00.0% | Unchanged |