Security Snapshot

OppFi Inc. - Class A Common Stock, par value $0.0001 per share (OPFI) Institutional Ownership

CUSIP: 68386H103

13F Institutional Holders and Ownership History from Q2 2021 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

146

Shares (Excl. Options)

19,514,286

Price

$7.71

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Type / Class
Equity / Class A Common Stock, par value $0.0001 per share
Symbol
OPFI on NYSE
Underlying class
Class A Common Stock
Underlying shares
1.0
Shares outstanding
85,382,376
Price per share
$9.01
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
19,514,286
Total reported value
$150,363,769
% of total 13F portfolios
0%
Share change
-1,992,357
Value change
-$19,518,430
Number of holders
146
Price from insider filings
$9.01
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • OPFI - OppFi Inc. - Class A Common Stock, par value $0.0001 per share is tracked under CUSIP 68386H103.
  • 146 institutions reported positions in Q1 2026.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 143 to 146 between Q4 2025 and Q1 2026.
  • Reported value moved from $225,835,006 to $150,363,769.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 146 institutions filings for Q1 2026.

Open SEC Evidence

Security key

68386H103

Latest holder period

Q1 2026

13F holders

146

13D/G owners

6

CIK / CUSIP context first

Significant Owners of OppFi Inc. - Class A Common Stock, par value $0.0001 per share (OPFI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Schwartz Todd G. 32% -53% $246,405,255 -$288,075,604 27,347,975 -54% Todd G. Schwartz 28 Apr 2026
WELLINGTON MANAGEMENT GROUP LLP 9.9% +11% $20,462,707 +$1,214,193 2,630,168 +6.3% Wellington Management Group LLP 31 Mar 2026
LMR Partners LLP 7.7% -6.2% $26,404,259 +$4,904,984 2,330,473 +23% LMR Partners LLP 30 Sep 2025
BlackRock, Inc. 6.8% $19,698,930 1,883,407 BlackRock, Inc. 31 Dec 2025
WELLINGTON TRUST Co N A 5.5% $11,374,632 1,462,035 Wellington Trust Company, NA 31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC 5.2% $10,512,508 1,363,490 Vanguard Capital Management 31 Mar 2026

As of 31 Mar 2026, 146 institutional investors reported holding 19,514,286 shares of OppFi Inc. - Class A Common Stock, par value $0.0001 per share (OPFI). This represents 23% of the company’s total 85,382,376 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of OppFi Inc. - Class A Common Stock, par value $0.0001 per share (OPFI) together control 18% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
WELLINGTON MANAGEMENT GROUP LLP 3.1% 2,630,168 +6.3% 0% $20,278,596
BlackRock, Inc. 2.3% 1,935,383 -2.7% 0% $14,921,803
VANGUARD CAPITAL MANAGEMENT LLC 1.4% 1,186,153 0% 0% $9,145,240
TWO SIGMA INVESTMENTS, LP 1.3% 1,096,268 +70% 0.01% $8,452,226
MORGAN STANLEY 0.83% 710,308 -21% 0% $5,476,479
JPMORGAN CHASE & CO 0.78% 665,056 -9.9% 0% $5,061,077
Nuveen, LLC 0.76% 652,596 -13% 0% $5,031,515
RENAISSANCE TECHNOLOGIES LLC 0.74% 630,308 +2.3% 0.01% $4,859,675
GEODE CAPITAL MANAGEMENT, LLC 0.72% 611,184 +1.1% 0% $4,713,714
STATE STREET CORP 0.63% 536,218 +0.55% 0% $4,134,241
CITADEL ADVISORS LLC 0.6% 510,976 -10% 0% $3,939,625
LB Partners LLC 0.59% 500,000 0% 3.5% $3,855,000
TUDOR INVESTMENT CORP ET AL 0.57% 487,289 -6.7% 0.02% $3,756,998
Trexquant Investment LP 0.52% 446,617 +1.5% 0.02% $3,443,417
MILLENNIUM MANAGEMENT LLC 0.52% 441,787 -28% 0% $3,406,178
DIMENSIONAL FUND ADVISORS LP 0.5% 426,089 +50% 0% $3,284,986
GLOBEFLEX CAPITAL L P 0.39% 334,441 0% 0.39% $2,578,540
UBS Group AG 0.39% 329,216 -71% 0% $2,538,255
GOLDMAN SACHS GROUP INC 0.38% 328,524 -33% 0% $2,532,920
PDT Partners, LLC 0.37% 314,880 -3.5% 0.14% $2,427,725
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.25% 211,667 +208% 0% $1,631,953
LPL Financial LLC 0.25% 211,368 +2.4% 0% $1,629,645
MARSHALL WACE, LLP 0.24% 205,210 0% $1,582,169
NORTHERN TRUST CORP 0.23% 195,710 +2.8% 0% $1,508,924
VANGUARD FIDUCIARY TRUST CO 0.22% 189,153 0% 0% $1,458,370

Institutional Holders of OppFi Inc. - Class A Common Stock, par value $0.0001 per share (OPFI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 19,514,286 $150,363,769 -$19,518,430 $7.71 146
2025 Q4 21,600,195 $225,835,006 +$19,634,847 $10.46 143
2025 Q3 20,071,233 $226,923,803 +$48,350,287 $11.33 146
2025 Q2 15,340,364 $214,088,464 +$56,823,594 $13.99 147
2025 Q1 11,533,888 $107,195,458 -$652,658 $9.30 129
2024 Q4 12,050,952 $92,300,950 +$23,961,382 $7.66 107
2024 Q3 8,897,850 $42,086,711 +$6,514,895 $4.73 82
2024 Q2 7,461,241 $25,293,510 +$2,319,804 $3.39 67
2024 Q1 6,821,677 $17,061,486 +$809,781 $2.50 69
2023 Q4 6,088,823 $31,172,353 +$8,658,760 $5.12 64
2023 Q3 4,098,911 $10,338,448 +$917,932 $2.52 56
2023 Q2 3,738,605 $7,625,742 +$426,929 $2.04 50
2023 Q1 3,531,676 $7,252,510 -$247,768 $2.05 48
2022 Q4 3,655,280 $7,463,479 +$269,854 $2.05 45
2022 Q3 3,533,469 $8,125,758 +$818,916 $2.30 45
2022 Q2 3,146,926 $10,303,000 +$134,113 $3.29 43
2022 Q1 3,061,232 $10,477,000 -$654,979 $3.43 42
2021 Q4 3,091,510 $14,011,000 -$22,326,629 $4.54 28
2021 Q3 6,074,001 $47,317,000 +$47,073,000 $7.86 35
2021 Q2 20,000 $204,000 +$204,000 $10.20 1
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