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.
Holders of 5% or more of OPFI
Holders whose latest Schedule 13D or 13G filing reports 5% or more of OppFi Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Schwartz Todd G. | 13D/A | 32.03%27.3M shares | −35.87 ppfrom 67.90% | Mar 12, 20256 filings | Apr 30, 2026 | SEC |
| Wellington Management Group LLP | 13G/A | 9.90%2.63M shares | +1.00 ppfrom 8.90% | Feb 10, 20262 filings | May 15, 2026 | SEC |
| LMR Partners LLP | 13G/A | 7.70%2.33M shares | −0.50 ppfrom 8.20% | Feb 14, 20252 filings | Nov 14, 2025 | SEC |
| Aristeia Capital LLC | 13G/A | 7.26%2.19M shares | +2.12 ppfrom 5.14% | Aug 14, 20252 filings | Nov 14, 2025 | SEC |
| BlackRock, Inc. | 13G/A | 6.80%1.88M shares | – | Jan 21, 20261 filing | Jan 21, 2026 | SEC |
| Wellington Trust Co N A | 13G | 5.50%1.46M shares | New | May 15, 20261 filing | May 15, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.15%1.36M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
17 Schedule 13D and 13G filings on OppFi Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 15, 20268:01 AM ET | Wellington Trust Co N A | 13G | 5.50%1.46M shares | New | Mar 31, 2026 | SEC |
| May 15, 20267:48 AM ET | Wellington Management Group LLPand 3 others | 13G/A | 9.90%2.63M shares | +1.00 ppfrom 8.90% | Mar 31, 2026 | SEC |
| Apr 30, 20269:49 PM ET | Schwartz Todd G.and 7 others | 13D/A | 32.03%27.3M shares | −35.87 ppfrom 67.90% | Apr 28, 2026 | SEC |
| Apr 30, 202611:59 AM ET | Vanguard Capital Management LLC | 13G | 5.15%1.36M shares | New | Mar 31, 2026 | SEC |
| Mar 27, 202611:05 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −5.02 ppfrom 5.02%Below 5% | Mar 13, 2026 | SEC |
| Feb 10, 202611:21 AM ET | Wellington Management Group LLPand 3 others | 13G | 8.90%2.47M shares | New | Dec 31, 2025 | SEC |
| Jan 21, 202612:30 PM ET | BlackRock, Inc. | 13G/A | 6.80%1.88M shares | – | Dec 31, 2025 | SEC |
| Nov 14, 20259:18 AM ET | LMR Partners LLPand 7 others | 13G/A | 7.70%2.33M shares | −0.50 ppfrom 8.20% | Sep 30, 2025 | SEC |
| Nov 14, 20258:57 AM ET | Aristeia Capital LLC | 13G/A | 7.26%2.19M shares | +2.12 ppfrom 5.14% | Sep 30, 2025 | SEC |
| Aug 14, 20255:00 PM ET | Schwartz Todd G.and 7 others | 13D/A | 67.90%59.3M shares | −1.10 ppfrom 69.00% | Aug 12, 2025 | SEC |
| Aug 14, 20259:51 AM ET | Aristeia Capital LLC | 13G | 5.14%1.51M shares | New | Jun 30, 2025 | SEC |
| Jun 17, 20259:30 PM ET | Schwartz Todd G.and 7 others | 13D/A | 69.00%60.1M shares | −1.20 ppfrom 70.20% | Jun 13, 2025 | SEC |
| May 14, 20256:10 PM ET | Schwartz Todd G.and 7 others | 13D/A | 70.20%61.0M shares | −1.20 ppfrom 71.40% | May 12, 2025 | SEC |
| Apr 30, 202511:14 AM ET | Vanguard Group Inc | 13G | 5.02%1.22M shares | New | Mar 31, 2025 | SEC |
| Mar 28, 20259:51 PM ET | Schwartz Todd G.and 7 others | 13D/A | 71.40%61.7M shares | −1.20 ppfrom 72.60% | Mar 26, 2025 | SEC |
| Mar 12, 20254:45 PM ET | Schwartz Todd G.and 7 others | 13D/A | 72.60%62.7M shares | – | Mar 11, 2025 | SEC |
| Feb 14, 20252:11 PM ET | LMR Partners LLPand 7 others | 13G/A | 8.20%1.90M shares | – | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell OppFi Inc. shares.
No Form 144 notices for OppFi Inc. are on file.