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 Q2 2026

Latest Period

Q2 2026

Institutions Reporting

142

Shares (Excl. Options)

22,369,137

Price

$9.93

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+2,919,999
Value change
+$30,910,073
Number of holders
142
Security identity Names, identifiers, and filing context for this profile. 2 source fields
Underlying class
Class A Common Stock
Underlying shares
1.0
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
93,218,920
SEC-reported price per share
$9.42
Insider filing price
$9.42
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.
  • 142 institutions reported positions in Q2 2026.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 146 to 142 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $150,363,835 to $221,805,357.

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 142 institutions filings for Q2 2026.

Open SEC evidence

Security key

68386H103

Latest holder period

Q2 2026

13F holders

142

13D/G owners

7

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
7
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 3.5% -64% $27,444,982 +$3,536,755 3,019,250 +15% Wellington Management Group LLP 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC 2.9% -46% $22,329,049 +$9,934,925 2,456,441 +80% Vanguard Capital Management 30 Jun 2026
LMR Partners LLP 2.5% -65% $21,184,000 2,330,473 0% LMR Partners LLP 30 Jun 2026
ARISTEIA CAPITAL, L.L.C. 2.5% $20,028,870 2,203,396 Aristeia Capital, L.L.C. 30 Jun 2026
BlackRock, Inc. 2.3% -64% $19,540,125 +$837,893 1,967,787 +4.5% BlackRock, Inc. 30 Jun 2026
WELLINGTON TRUST Co N A 1.9% -72% $14,664,306 +$1,374,408 1,613,235 +10% Wellington Trust Company, NA 30 Jun 2026

As of 30 Jun 2026, 142 institutional investors reported holding 22,369,137 shares of OppFi Inc. - Class A common stock, par value $0.0001 per share (OPFI). This represents 24% of the company’s total 93,218,920 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
20%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
WELLINGTON MANAGEMENT GROUP LLP 3.2% 3,019,250 +15% 0.01% $29,981,153
VANGUARD CAPITAL MANAGEMENT LLC 2.4% 2,216,792 +87% 0% $22,012,745
BlackRock, Inc. 2.2% 2,047,243 +5.8% 0% $20,329,124
CITADEL ADVISORS LLC 1.1% 1,066,428 +109% 0.01% $10,589,630
CORSAIR CAPITAL MANAGEMENT, L.P. 1.1% 1,053,379 +3449% 1.3% $10,460,053
M3F, Inc. 0.82% 764,445 1.8% $7,591,000
GEODE CAPITAL MANAGEMENT, LLC 0.8% 742,860 +22% 0% $7,378,646
TWO SIGMA INVESTMENTS, LP 0.72% 669,257 -39% 0.01% $6,645,722
DIMENSIONAL FUND ADVISORS LP 0.69% 646,233 +52% 0% $6,416,279
Nuveen, LLC 0.69% 641,376 -1.7% 0% $6,368,864
LB Partners LLC 0.68% 632,500 +26% 4.3% $6,280,725
STATE STREET CORP 0.61% 564,617 +5.3% 0% $5,606,647
RENAISSANCE TECHNOLOGIES LLC 0.57% 533,008 -15% 0.01% $5,292,769
GOLDMAN SACHS GROUP INC 0.49% 454,143 +38% 0% $4,509,640
AMERIPRISE FINANCIAL INC 0.48% 448,142 +259% 0% $4,450,049
MORGAN STANLEY 0.45% 415,829 -41% 0% $4,129,187
UBS Group AG 0.38% 355,108 +7.9% 0% $3,526,222
MILLENNIUM MANAGEMENT LLC 0.36% 333,114 -25% 0% $3,307,822
GLOBEFLEX CAPITAL L P 0.35% 326,313 -2.4% 0.41% $3,240,288
NORTHERN TRUST CORP 0.32% 300,944 +54% 0% $2,988,374
PL Capital Advisors, LLC 0.32% 300,000 0.83% $2,979,000
JPMORGAN CHASE & CO 0.31% 285,021 -57% 0% $2,684,897
VANGUARD FIDUCIARY TRUST CO 0.27% 253,483 +34% 0% $2,517,086
LPL Financial LLC 0.22% 206,417 -2.3% 0% $2,049,721
Kestra Advisory Services, LLC 0.2% 189,253 +7.5% 0.01% $1,879,282

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
21
Latest
Q2 2026
Rows shown
1-21 of 21
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 22,369,137 $221,805,357 +$30,910,073 $9.93 142
2026 Q1 19,514,286 $150,363,835 -$19,518,364 $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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