Latest Period
Q1 2026
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
Institutions Reporting
146
Shares (Excl. Options)
19,514,286
Price
$7.71
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- Security type / class
- Equity / Class A Common Stock, par value $0.0001 per share
- Symbol
- OPFI on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 19,514,286
- Total 13F value
- $150,363,769
- Portfolio coverage rank
- 0%
- Share change
- -1,992,357
- Value change
- -$19,518,430
- Number of holders
- 146
- Underlying class
- Class A Common Stock
- Underlying shares
- 1.0
- Shares outstanding
- 85,382,376
- SEC-reported price per share
- $8.46
- Insider filing price
- $8.46
Latest holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
2 source fields
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F 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.
- SEC-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
Open SEC evidence
Latest holder context comes from 146 institutions filings for Q1 2026.
Security key
68386H103
Latest holder period
Q1 2026
13F holders
146
13D/G owners
6
CIK / CUSIP context first
Open Q1 2026 holders
OPFI full holder history
OppFi Inc. SEC filings
OppFi Inc. company facts
OppFi Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 68386H103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
6
Security
OPFI
| 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.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
18%
| 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 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
20
Latest
Q1 2026
Rows shown
1-20 of 20
| Period | 13F 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 |