Security Snapshot

OppFi Inc. - Common Stock (OPFI) Institutional Ownership

CUSIP: 68386H103

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

Latest Period

Q4 2025

Institutions Reporting

142

Shares (Excl. Options)

21,599,130

Price

$10.46

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Type / Class
Equity / Common Stock
Symbol
OPFI on NYSE
Underlying class
Class A Common Stock
Underlying shares
1.0
Shares outstanding
26,475,534
Price per share
$7.78
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
21,599,130
Total reported value
$225,824,006
% of total 13F portfolios
0%
Share change
+1,937,338
Value change
+$19,634,847
Number of holders
142
Price from insider filings
$7.78
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • OPFI - OppFi Inc. - Common Stock is tracked under CUSIP 68386H103.
  • 142 institutions reported positions in Q4 2025.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 142 to 36 between Q4 2025 and Q1 2026.
  • Reported value moved from $225,824,006 to $15,991,450.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 142 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 68386H103?
CUSIP 68386H103 identifies OPFI - OppFi Inc. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of OppFi Inc. - Common Stock (OPFI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Schwartz Todd G. 68% -1.6% $727,866,830 -$9,439,556 59,320,850 -1.3% Todd G. Schwartz 12 Aug 2025
WELLINGTON MANAGEMENT GROUP LLP 8.9% $25,879,107 2,474,102 Wellington Management Group LLP 31 Dec 2025
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
VANGUARD CAPITAL MANAGEMENT LLC 5.2% $10,512,508 1,363,490 Vanguard Capital Management 31 Mar 2026

As of 31 Dec 2025, 142 institutional investors reported holding 21,599,130 shares of OppFi Inc. - Common Stock (OPFI). This represents 82% of the company’s total 26,475,534 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of OppFi Inc. - Common Stock (OPFI) together control 67% 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 9.3% 2,474,102 +193% 0% $25,879,107
BlackRock, Inc. 7.5% 1,988,246 +9.7% 0% $20,797,052
VANGUARD GROUP INC 6.2% 1,632,612 +3.1% 0% $17,077,122
UBS Group AG 4.3% 1,136,427 +42% 0% $11,887,027
MORGAN STANLEY 3.4% 900,665 +7.3% 0% $9,420,957
Nuveen, LLC 2.8% 754,039 +54% 0% $7,887,248
JPMORGAN CHASE & CO 2.8% 738,280 -5.4% 0% $7,722,409
TWO SIGMA INVESTMENTS, LP 2.4% 644,496 -0.25% 0.01% $6,741,428
RENAISSANCE TECHNOLOGIES LLC 2.3% 616,208 -5.8% 0.01% $6,445,536
MILLENNIUM MANAGEMENT LLC 2.3% 610,350 -43% 0% $6,384,261
GEODE CAPITAL MANAGEMENT, LLC 2.3% 604,288 +6.2% 0% $6,322,773
CITADEL ADVISORS LLC 2.1% 569,007 +53% 0% $5,951,813
TWO SIGMA ADVISERS, LP 2.1% 552,500 -2.8% 0.01% $5,779,150
STATE STREET CORP 2% 533,298 +13% 0% $5,578,297
TUDOR INVESTMENT CORP ET AL 2% 522,115 -0.22% 0.03% $5,461,323
LB Partners LLC 1.9% 500,000 0% 4.8% $5,230,000
GOLDMAN SACHS GROUP INC 1.9% 492,555 -27% 0% $5,152,125
Trexquant Investment LP 1.7% 440,161 +21% 0.04% $4,604,084
GLOBEFLEX CAPITAL L P 1.3% 334,441 0% 0.54% $3,498,253
PDT Partners, LLC 1.2% 326,348 +30% 0.22% $3,413,600
DIMENSIONAL FUND ADVISORS LP 1.1% 284,140 +249% 0% $2,972,696
PRINCIPAL FINANCIAL GROUP INC 1% 267,683 +59% 0% $2,799,964
JANE STREET GROUP, LLC 0.98% 259,211 +70% 0% $2,711,347
BANK OF AMERICA CORP /DE/ 0.95% 252,624 +234% 0% $2,642,446
Point72 Asset Management, L.P. 0.79% 209,841 0% $2,194,937

Institutional Holders of OppFi Inc. - Common Stock (OPFI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,086,694 $15,991,450 -$10,304,324 $7.71 36
2025 Q4 21,599,130 $225,824,006 +$19,634,847 $10.46 142
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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