| 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 GROUP INC | 5% | $11,293,048 | 1,218,236 | The Vanguard Group | 31 Mar 2025 |
As of 31 Dec 2025, 139 institutional investors reported holding 21,585,080 shares of OppFi Inc. - Common Stock (OPFI). This represents 78% of the company’s total 27,798,899 outstanding shares.
The largest institutional shareholders of OppFi Inc. - Common Stock (OPFI) together control 63% 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 | 8.9% | 2,474,102 | +193% | 0% | $25,879,107 |
| BlackRock, Inc. | 7.2% | 1,988,246 | +9.7% | 0% | $20,797,052 |
| VANGUARD GROUP INC | 5.9% | 1,632,612 | +3.1% | 0% | $17,077,122 |
| UBS Group AG | 4.1% | 1,136,427 | +42% | 0% | $11,887,027 |
| MORGAN STANLEY | 3.2% | 900,665 | +7.3% | 0% | $9,420,957 |
| Nuveen, LLC | 2.7% | 754,039 | +54% | 0% | $7,887,248 |
| JPMORGAN CHASE & CO | 2.7% | 738,280 | -5.4% | 0% | $7,722,409 |
| TWO SIGMA INVESTMENTS, LP | 2.3% | 644,496 | -0.25% | 0.01% | $6,741,428 |
| RENAISSANCE TECHNOLOGIES LLC | 2.2% | 616,208 | -5.8% | 0.01% | $6,445,536 |
| MILLENNIUM MANAGEMENT LLC | 2.2% | 610,350 | -43% | 0% | $6,384,261 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 604,288 | +6.2% | 0% | $6,322,773 |
| CITADEL ADVISORS LLC | 2% | 569,007 | +53% | 0% | $5,951,813 |
| TWO SIGMA ADVISERS, LP | 2% | 552,500 | -2.8% | 0.01% | $5,779,150 |
| STATE STREET CORP | 1.9% | 533,298 | +13% | 0% | $5,578,297 |
| TUDOR INVESTMENT CORP ET AL | 1.9% | 522,115 | -0.22% | 0.03% | $5,461,323 |
| LB Partners LLC | 1.8% | 500,000 | 0% | 4.8% | $5,230,000 |
| GOLDMAN SACHS GROUP INC | 1.8% | 492,555 | -27% | 0% | $5,152,125 |
| Trexquant Investment LP | 1.6% | 440,161 | +21% | 0.04% | $4,604,084 |
| GLOBEFLEX CAPITAL L P | 1.2% | 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% | 284,140 | +249% | 0% | $2,972,696 |
| PRINCIPAL FINANCIAL GROUP INC | 0.96% | 267,683 | +59% | 0% | $2,799,964 |
| JANE STREET GROUP, LLC | 0.93% | 259,211 | +70% | 0% | $2,711,347 |
| BANK OF AMERICA CORP /DE/ | 0.91% | 252,624 | +234% | 0% | $2,642,446 |
| Point72 Asset Management, L.P. | 0.75% | 209,841 | 0% | $2,194,937 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 21,585,080 | $225,675,578 | +$20,041,352 | $10.46 | 139 |
| 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 |