OppFi Inc.
OPFI- 交易所
- NYSE
- 產業
- Finance Services
- SEC CIK
- 0001818502
近 90 天,OppFi Inc. 內部人申報 22 筆公開市場買進、3 筆賣出;2026 年第 2 季末有 144 家機構在 13F 申報持有,市值合計 $2.22 億;沒有大師持有。
2025 年第 1 季 13F 持有人
OppFi Inc. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 130
- 較 2024 年第 4 季 +22 家
- 持有股數
- 1,153 萬
- 較 2024 年第 4 季 −43.0 萬 (−3.6%)
- 總市值
- $1.07 億
- 較 2024 年第 4 季 +$1,556 萬 (+17.0%)
- 新進機構
- 47
- 另有 41 家加碼
- 清倉機構
- 25
- 另有 29 家減碼
另有 1 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 OPFI 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 144 | $2.22 億 |
| 2026 年第 1 季 | 146 | $1.50 億 |
| 2025 年第 4 季 | 142 | $2.26 億 |
| 2025 年第 3 季 | 147 | $2.27 億 |
| 2025 年第 2 季 | 148 | $2.15 億 |
| 2025 年第 1 季 | 130 | $1.07 億 |
| 2024 年第 4 季 | 109 | $9,248 萬 |
| 2024 年第 3 季 | 82 | $4,209 萬 |
| 2024 年第 2 季 | 68 | $2,529 萬 |
| 2024 年第 1 季 | 69 | $1,706 萬 |
| 2023 年第 4 季 | 64 | $3,117 萬 |
| 2023 年第 3 季 | 57 | $1,034 萬 |
| 2023 年第 2 季 | 50 | $762.6 萬 |
| 2023 年第 1 季 | 50 | $727.3 萬 |
| 2022 年第 4 季 | 46 | $750.7 萬 |
| 2022 年第 3 季 | 49 | $812.9 萬 |
| 2022 年第 2 季 | 48 | $1,031 萬 |
| 2022 年第 1 季 | 43 | $1,048 萬 |
| 2021 年第 4 季 | 30 | $1,401 萬 |
| 2021 年第 3 季 | 36 | $4,768 萬 |
| 2021 年第 2 季 | 64 | $1.87 億 |
| 2021 年第 1 季 | 62 | $2.06 億 |
2025 年第 1 季持有機構
每家機構持有 OppFi Inc. 的股數、市值與佔組合比重;股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 0 | $37 | 0.00% | 0 | 不變 |
| True Wealth Design, LLC | 6 | $56 | 0.00% | +6 | 新進 |
| Raleigh Capital Management Inc. | 11 | $102 | 0.00% | +11 | 新進 |
| EverSource Wealth Advisors, LLC | 13 | $121 | 0.00% | +11+550.0% | 加碼 |
| Sterling Capital Management LLC | 19 | $177 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 29 | $270 | 0.00% | +29 | 新進 |
| Parkside Financial Bank & Trust | 45 | $419 | 0.00% | +45 | 新進 |
| Larson Financial Group LLC | 53 | $493 | 0.00% | +53 | 新進 |
| GWM Advisors LLC | 114 | $1,060 | 0.00% | −18,214−99.4% | 減碼 |
| Federated Hermes, Inc. | 231 | $2,148 | 0.00% | −410−64.0% | 減碼 |
| Caitong International Asset Management Co., Ltd | 310 | $2,883 | 0.00% | +310 | 新進 |
| CWM, LLC | 376 | $3,000 | 0.00% | +136+56.7% | 加碼 |
| Optimum Investment Advisors | 500 | $4,650 | 0.00% | +500 | 新進 |
| MB, Levis & Associates, LLC | 500 | $4,650 | 0.00% | +500 | 新進 |
| The PNC Financial Services Group, Inc. | 516 | $4,799 | 0.00% | +516 | 新進 |
| GAMMA Investing LLC | 554 | $5,152 | 0.00% | +355+178.4% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 593 | $5,515 | 0.00% | +593 | 新進 |
| Amalgamated Bank | 655 | $6,000 | 0.00% | +325+98.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 781 | $7,000 | 0.00% | +149+23.6% | 加碼 |
| First Horizon Advisors, Inc. | 1,000 | $9,300 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,000 | $9,300 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1,000 | $9,300 | 0.00% | +1,000 | 新進 |
| Creative Financial Designs Inc | 1,230 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 1,265 | $1.18 萬 | 0.00% | +972+331.7% | 加碼 |
| California State Teachers Retirement System | 1,312 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| CSS LLC | 1,377 | $1.28 萬 | 0.00% | +1,377 | 新進 |
| BNP Paribas Arbitrage, SA | 1,448 | $1.35 萬 | 0.00% | −63,715−97.8% | 減碼 |
| Russell Investments Group, Ltd. | 1,474 | $1.37 萬 | 0.00% | +1,474 | 新進 |
| Aster Capital Management (DIFC) Ltd | 1,763 | $1.74 萬 | 0.00% | +1,763 | 新進 |
| FMR LLC | 1,870 | $1.74 萬 | 0.00% | +327+21.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,909 | $1.78 萬 | 0.00% | +900+89.2% | 加碼 |
| Clear Street Markets LLC | 2,000 | $1.86 萬 | 0.01% | +2,000 | 新進 |
| Legal & General Group Plc | 2,100 | $1.95 萬 | 0.00% | −72−3.3% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,138 | $1.99 萬 | 0.00% | +2,138 | 新進 |
| New York State Common Retirement Fund | 2,200 | $2.05 萬 | 0.00% | −13,200−85.7% | 減碼 |
| Meeder Asset Management Inc | 2,295 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 2,500 | $2.33 萬 | 0.00% | +2,500 | 新進 |
| Quarry LP | 2,866 | $2.67 萬 | 0.01% | +2,866 | 新進 |
| Strategic Investment Solutions, Inc. | 3,227 | $3.00 萬 | 0.01% | +1,277+65.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,252 | $3.02 萬 | 0.00% | +1,811+125.7% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 3,436 | $3.20 萬 | 0.00% | +3,436 | 新進 |
| Quantbot Technologies LP | 7,169 | $6.67 萬 | 0.00% | +5,716+393.4% | 加碼 |
| Royal Bank of Canada | 8,150 | $7.60 萬 | 0.00% | +7,726+1,822.2% | 加碼 |
| JPMorgan Chase & Co | 8,981 | $8.35 萬 | 0.00% | −127,327−93.4% | 減碼 |
| Corebridge Financial, Inc. | 9,304 | $8.65 萬 | 0.00% | −138−1.5% | 減碼 |
| Gamco Investors, Inc. Et Al | 10,000 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 10,206 | $9.49 萬 | 0.00% | −196,111−95.1% | 減碼 |
| Quest Partners LLC | 10,221 | $9.51 萬 | 0.01% | +10,221 | 新進 |
| Brendel Financial Advisors LLC | 10,930 | $10.2 萬 | 0.06% | −10,789−49.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 11,269 | $10.5 萬 | 0.00% | +468+4.3% | 加碼 |
| TCFG Wealth Management, LLC | 11,375 | $10.6 萬 | 0.05% | +11,375 | 新進 |
| Intech Investment Management LLC | 11,426 | $10.6 萬 | 0.00% | +11,426 | 新進 |
| Verition Fund Management LLC | 11,600 | $10.8 萬 | 0.00% | +11,600 | 新進 |
| MetLife Investment Management | 12,755 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Quadrature Capital Ltd | 12,813 | $11.9 萬 | 0.00% | −1,770−12.1% | 減碼 |
| Thoroughbred Financial Services, LLC | 14,180 | $13.1 萬 | 0.01% | +14,180 | 新進 |
| Citigroup Inc | 14,654 | $13.6 萬 | 0.00% | −560−3.7% | 減碼 |
| Wolverine Asset Management LLC | 15,301 | $14.2 萬 | 0.00% | +15,301 | 新進 |
| Atom Investors LP | 15,376 | $14.3 萬 | 0.02% | +15,376 | 新進 |
| Deutsche Bank AG | 16,403 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 19,362 | $18.0 萬 | 0.00% | +3,662+23.3% | 加碼 |
| Toroso Investments, LLC | 20,343 | $18.9 萬 | 0.00% | +20,343 | 新進 |
| Barclays PLC | 20,617 | $19.2 萬 | 0.00% | −23,904−53.7% | 減碼 |
| SG Americas Securities, LLC | 21,020 | $19.5 萬 | 0.00% | +21,020 | 新進 |
| Advisor Group Holdings, Inc. | 21,628 | $20.1 萬 | 0.00% | +12,606+139.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 22,361 | $20.8 萬 | 0.01% | +22,361 | 新進 |
| Alliancebernstein L.P. | 22,390 | $20.8 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 23,403 | $21.8 萬 | 0.00% | +7,704+49.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 23,472 | $21.8 萬 | 0.00% | +11,601+97.7% | 加碼 |
| Invesco Ltd. | 24,475 | $22.8 萬 | 0.00% | +11,954+95.5% | 加碼 |
| Bridgeway Capital Management, LLC | 25,000 | $23.3 萬 | 0.01% | −10,000−28.6% | 減碼 |
| Bayesian Capital Management, LP | 25,300 | $23.5 萬 | 0.04% | +25,300 | 新進 |
| Citadel Advisors LLC | 26,220 | $24.4 萬 | 0.00% | −265,211−91.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 26,411 | $24.6 萬 | 0.00% | +26,411 | 新進 |
| AE Wealth Management LLC | 27,678 | $25.7 萬 | 0.00% | +27,678 | 新進 |
| Kestra Private Wealth Services, LLC | 28,064 | $26.1 萬 | 0.00% | +28,064 | 新進 |
| State of Wyoming | 28,569 | $26.6 萬 | 0.04% | +676+2.4% | 加碼 |
| Balyasny Asset Management LLC | 30,257 | $28.1 萬 | 0.00% | +30,257 | 新進 |
| Rockefeller Capital Management L.P. | 31,000 | $28.8 萬 | 0.00% | +31,000 | 新進 |
| Panagora Asset Management Inc | 31,884 | $29.7 萬 | 0.00% | +31,884 | 新進 |
| Squarepoint Ops LLC | 32,265 | $30.0 萬 | 0.00% | +3,870+13.6% | 加碼 |
| Cornerstone Investment Partners, LLC | 32,828 | $30.5 萬 | 0.01% | −2,873−8.0% | 減碼 |
| XTX Topco Ltd | 33,028 | $30.7 萬 | 0.02% | +11,552+53.8% | 加碼 |
| Prosperity Wealth Management, Inc. | 34,000 | $31.6 萬 | 0.15% | +34,000 | 新進 |
| Davenport & Co LLC | 39,776 | $35.9 萬 | 0.00% | +39,776 | 新進 |
| Winton Group Ltd | 38,560 | $35.9 萬 | 0.02% | −15,842−29.1% | 減碼 |
| Zacks Investment Management | 38,585 | $35.9 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 40,679 | $37.8 萬 | 0.00% | +6,523+19.1% | 加碼 |
| American Century Companies Inc | 43,654 | $40.6 萬 | 0.00% | +9,808+29.0% | 加碼 |
| Dimensional Fund Advisors LP | 49,448 | $46.0 萬 | 0.00% | −3,872−7.3% | 減碼 |
| State of Wisconsin Investment Board | 53,473 | $49.7 萬 | 0.00% | −61,132−53.3% | 減碼 |
| Charles Schwab Investment Management Inc | 54,363 | $50.6 萬 | 0.00% | +40.0% | 加碼 |
| Options Solutions, LLC | 54,750 | $50.9 萬 | 0.24% | +54,750 | 新進 |
| Virtu Financial LLC | 54,802 | $51.0 萬 | 0.03% | +54,802 | 新進 |
| TownSquare Capital, LLC | 55,440 | $51.6 萬 | 0.01% | +55,440 | 新進 |
| Engineers Gate Manager LP | 56,010 | $52.1 萬 | 0.01% | +37,534+203.2% | 加碼 |
| Greenland Capital Management LP | 56,530 | $52.6 萬 | 0.09% | +56,530 | 新進 |
| AQR Capital Management LLC | 57,066 | $53.1 萬 | 0.00% | +785+1.4% | 加碼 |
| Diversify Advisory Services, LLC | 56,000 | $53.1 萬 | 0.03% | +56,000 | 新進 |
| MML Investors Services, LLC | 57,693 | $53.7 萬 | 0.00% | +57,693 | 新進 |