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 Q3 2026

13F reference period

Q3 2026

Institutions Reporting

69

Shares (Excl. Options)

11.91MFull value: 11,914,658 · shares · 30 Sep 2026

Price

$6.03

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+2,755,474
Value change
+$15,023,410
Number of holders
69
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
$6.06
Insider filing price
$6.06
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • OPFI - OppFi Inc. - Class A common stock, par value $0.0001 per share is tracked under CUSIP 68386H103.
  • 69 institutions reported positions in Q3 2026.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 143 to 69 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $221.81MFull value: $221,812,754 · USD · 30 Jun 2026
    to
    $71.7MFull value: $71,698,165 · USD · 30 Sep 2026
    .

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 69 institutions filings for Q3 2026.

Open SEC evidence

Security key

68386H103

13F reference period

Q3 2026

13F holders

69

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 Sep 2026, 69 institutional investors reported holding
11.91MFull value: 11,914,658 · shares · 30 Sep 2026
shares of OppFi Inc. - Class A common stock, par value $0.0001 per share (OPFI). This represents 13% of the company’s total
93.22MFull value: 93,218,920 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
12%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
M3F, Inc. 2.6% 2,453,551 +221% 3.8% $14,795,000
VANGUARD CAPITAL MANAGEMENT LLC 1.6% 1,508,715 -32% 0% $9,097,551
LB Partners LLC 1.6% 1,492,500 +136% 5.9% $8,999,775
DIMENSIONAL FUND ADVISORS LP 0.94% 878,084 +36% 0% $5,295,051
GEODE CAPITAL MANAGEMENT, LLC 0.83% 775,860 +4.4% 0% $4,679,692
STATE STREET CORP 0.66% 617,526 +9.4% 0% $3,723,682
MORGAN STANLEY 0.65% 608,027 +46% 0% $3,666,407
KENNEDY CAPITAL MANAGEMENT LLC 0.43% 400,671 0.05% $2,416,046
RENAISSANCE TECHNOLOGIES LLC 0.39% 364,208 -32% 0% $2,196,174
AMERICAN CENTURY COMPANIES INC 0.37% 348,818 +383% 0% $2,103,373
PL Capital Advisors, LLC 0.32% 300,000 0% 0.52% $1,809,000
VANGUARD FIDUCIARY TRUST CO 0.26% 240,542 -5.1% 0% $1,450,468
VANGUARD PORTFOLIO MANAGEMENT LLC 0.25% 237,315 +33% 0% $1,431,009
Kestra Advisory Services, LLC 0.22% 200,507 +5.9% 0% $1,209,057
FIRST TRUST ADVISORS LP 0.16% 147,901 +27% 0% $891,843
Empowered Funds, LLC 0.15% 138,388 0% $834,480
DEUTSCHE BANK AG\ 0.15% 137,169 +3.4% 0% $827,129
Quantbot Technologies LP 0.11% 101,168 0.02% $610,043
Y-Intercept (Hong Kong) Ltd 0.1% 95,067 +693% 0.01% $573,254
Creative Planning 0.09% 82,293 +23% 0% $496,227
RAYMOND JAMES FINANCIAL INC 0.06% 51,783 +45% 0% $312,251
DIVERSIFY WEALTH MANAGEMENT, LLC 0.05% 49,967 0% 0% $288,310
Diversify Advisory Services, LLC 0.05% 49,967 0% 0% $288,310
NORTHLAND SECURITIES, INC. 0.05% 46,933 +40% 0.27% $283,005
VIRTUS ADVISERS, LLC 0.05% 43,371 +25% 0.1% $261,527

Quarter history

Institutional holders across reporting periods

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

Periods
22
Headline period
Q3 2026
Rows shown
1-22 of 22
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 11,914,658 $71,698,165 +$15,023,410 $6.03 69
2026 Q2 22,369,882 $221,812,754 +$30,895,121 $9.93 143
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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