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 |
|---|---|---|---|---|---|
| Strategic Investment Solutions, Inc. | 3,227 | $24.9K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,958 | $22.8K | 0.00% | −63,005−95.5% | Reduced |
| Royal Bank of Canada | 2,561 | $20.0K | 0.00% | −4,906−65.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,476 | $19.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,295 | $17.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 2,207 | $17.0K | 0.00% | −6,910−75.8% | Reduced |
| Legal & General Group Plc | 2,206 | $17.0K | 0.00% | −392−15.1% | Reduced |
| New York State Common Retirement Fund | 2,200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,764 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,545 | $11.9K | 0.00% | −2,871−65.0% | Reduced |
| California State Teachers Retirement System | 1,445 | $11.1K | 0.00% | −199−12.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,330 | $10.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,230 | $9.48K | 0.00% | 00.0% | Unchanged |
| Cygnus Capital Advisors, LLC | 1,065 | $8.00K | 0.01% | 00.0% | Unchanged |
| 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 |
| Avion Wealth | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 857 | $7.00K | 0.00% | +413+93.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,133 | $5.35K | 0.00% | +20,282+2,383.3% | Added |
| Advisory Services Network, LLC | 597 | $4.60K | 0.00% | +597 | New |
| CWM, LLC | 528 | $4.07K | 0.00% | +161+43.9% | Added |
| MCF Advisors LLC | 500 | $3.85K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $3.85K | 0.00% | +500 | New |
| PEAK6 LLC | 496 | $3.82K | 0.00% | −3,474−87.5% | Reduced |
| SBI Securities Co., Ltd. | 410 | $3.16K | 0.00% | −80−16.3% | Reduced |
| International Assets Investment Management, LLC | 331 | $2.51K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 305 | $2.35K | 0.00% | +217+246.6% | Added |
| GAMMA Investing LLC | 299 | $2.31K | 0.00% | −69−18.8% | Reduced |
| Optiver Holding B.V. | 197 | $1.52K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 180 | $1.36K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 175 | $1.35K | 0.00% | +175 | New |
| 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 |
| Larson Financial Group LLC | 114 | $879 | 0.00% | +14+14.0% | Added |
| UBS Asset Management Americas Inc | 96 | $740 | 0.00% | +96 | New |
| BOK Financial Private Wealth, Inc. | 61 | $471 | 0.00% | +61 | New |
| Fortitude Family Office, LLC | 60 | $463 | 0.00% | +60 | New |
| Blair William & Co | 36 | $278 | 0.00% | +36 | New |
| Root Financial Partners, LLC | 20 | $154 | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 19 | $144 | 0.00% | +4+26.7% | Added |
| True Wealth Design, LLC | 18 | $139 | 0.00% | −6−25.0% | Reduced |
| Rothschild Investment LLC | 12 | $93 | 0.00% | −13−52.0% | Reduced |
| MAI Capital Management | 10 | $78 | 0.00% | +10 | New |
| Allworth Financial LP | 5 | $39 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $15 | 0.00% | +2 | New |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −552,500−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −267,683−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −209,841−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −90,805−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −69,828−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −65,039−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −45,070−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −43,789−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −40,472−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −33,630−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −15,113−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,269−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,028−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,607−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −10,705−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,392−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,952−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Sherbrooke Park Advisers LLC | – | – | – | – | Not filed |
| GPS Wealth Strategies Group, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |