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 2026
Institutional positions in OppFi Inc. as of Jun 30, 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
- 144
- 0 vs. Q1 2026
- Shares held
- 22.4M
- +2.89M (+14.8%) vs. Q1 2026
- Total value
- $221.8M
- +$71.6M (+47.6%) vs. Q1 2026
- New holders
- 29
- 53 more added
- Sold out
- 29
- 40 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding OppFi Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 2,476 | $24.6K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,371 | $24.0K | 0.00% | +2,371 | New |
| New York State Common Retirement Fund | 2,200 | $21.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,811 | $18.0K | 0.00% | +266+17.2% | Added |
| Private Trust Co NA | 1,766 | $17.5K | 0.00% | +2+0.1% | Added |
| SRS Capital Advisors, Inc. | 1,508 | $15.0K | 0.00% | −3,142−67.6% | Reduced |
| Allied Private Wealth LLC | 1,500 | $13.6K | 0.01% | +1,500 | New |
| Blue Bell Private Wealth Management, LLC | 1,330 | $13.2K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 21,486 | $12.8K | 0.00% | +353+1.7% | Added |
| Creative Financial Designs Inc | 1,230 | $12.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 950 | $10.0K | 0.00% | −1,611−62.9% | Reduced |
| First Horizon Corp | 1,000 | $9.93K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $9.93K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 857 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $4.96K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 500 | $4.96K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 480 | $4.77K | 0.00% | +70+17.1% | Added |
| Group One Trading, L.P. | 422 | $4.19K | 0.00% | +422 | New |
| GAMMA Investing LLC | 421 | $4.18K | 0.00% | +122+40.8% | Added |
| California State Teachers Retirement System | 357 | $3.54K | 0.00% | −1,088−75.3% | Reduced |
| International Assets Investment Management, LLC | 331 | $3.31K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 233 | $2.31K | 0.00% | +233 | New |
| WealthCollab, LLC | 209 | $2.08K | 0.00% | +209 | New |
| Allworth Financial LP | 178 | $1.77K | 0.00% | +173+3,460.0% | Added |
| EverSource Wealth Advisors, LLC | 146 | $1.45K | 0.00% | +144+7,200.0% | Added |
| Larson Financial Group LLC | 137 | $1.36K | 0.00% | +23+20.2% | Added |
| TD Private Client Wealth LLC | 126 | $1.25K | 0.00% | +126 | New |
| Optiver Holding B.V. | 117 | $1.16K | 0.00% | −80−40.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 109 | $1.08K | 0.00% | −51−31.9% | Reduced |
| SJS Investment Consulting Inc. | 102 | $1.01K | 0.00% | +102 | New |
| Blair William & Co | 101 | $1.00K | 0.00% | +65+180.6% | Added |
| Covestor Ltd | 54 | $1.00K | 0.00% | +54 | New |
| UBS Asset Management Americas Inc | 96 | $953 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 91 | $904 | 0.00% | −69−43.1% | Reduced |
| Parallel Advisors, LLC | 90 | $894 | 0.00% | +90 | New |
| BOK Financial Private Wealth, Inc. | 61 | $606 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 53 | $526 | 0.00% | +53 | New |
| National Bank of Canada | 52 | $517 | 0.00% | +52 | New |
| Farther Finance Advisors, LLC | 45 | $447 | 0.00% | +26+136.8% | Added |
| The PNC Financial Services Group, Inc. | 39 | $387 | 0.00% | −266−87.2% | Reduced |
| Hollencrest Capital Management | 15 | $149 | 0.00% | +15 | New |
| Clearstead Advisors, LLC | 3 | $30 | 0.00% | +3 | New |
| IFP Advisors, Inc | 2 | $20 | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −211,667−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −76,709−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −54,127−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −39,834−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −30,538−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −29,160−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −26,051−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −24,326−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −21,684−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −21,150−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −19,010−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −17,460−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −16,539−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,672−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,567−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −10,908−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −10,305−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Cygnus Capital Advisors, LLC | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −597−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| TCFG Wealth Management, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |