OppFi Inc. - Class A common stock, par value $0.0001 per share (OPFI)

CUSIP: 68386H103

Q1 2023 13F Holders as of 31 Mar 2023

Holder snapshot 7 signals
Share change
-121,299
Put/Call ratio
1.4%
SEC-reported price per share
$2.05
Number of holders
48
Value change
-$247,768
Number of buys
17
Open additional details 1 more signal available
Number of sells
23
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
93,218,920

Security key

68386H103

Report period

Q1 2023

Institutions

48

Top holders

10

Ownership snapshot

Top reported holders of OPFI - OppFi Inc. - Class A common stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Blackstone Holdings I L.P.
Disclosed value leader
Arete Wealth Advisors, LLC
Comparable rows
0/15
Latest evidence
31 Dec 2022
3/4/5 13F Highest disclosed value: $42,300,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Arete Wealth Advisors, LLC has the largest disclosed position value at $42.3M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Arete Wealth Advisors, LLC's linked filing trail.
Disclosed position value Top 5
Blackstone Holdings I L.P. $7.52M
Larry G. Swets Jr. $5.77M
Arete Wealth Advisors, LLC $42.3M
Jared Kaplan $19.1M
LMR Partners LLP $2.85M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Blackstone Holdings I L.P.
3/4/5
10%+ Owner
—
denominator unverified
$7,519,689
1,074,134 shares
— 21 Oct 2021
Larry G. Swets Jr.
3/4/5
Chief Executive Officer, Director, 10%+ Owner
—
denominator unverified
$5,768,700
502,500 shares
— 30 Jun 2021
Arete Wealth Advisors, LLC
13F
Company
13F
—
denominator unverified
$42,300,000
300,000 shares
— 31 Dec 2022
Jared Kaplan
3/4/5
Director
—
mixed-class rows
$19,103,542
16,815,758 shares
mixed-class rows
— 06 Jan 2022
LMR Partners LLP
13F
Company
13F
—
denominator unverified
$2,853,286
1,391,847 shares
— 31 Dec 2022
Elgethun Capital Management
13F
Company
13F
—
denominator unverified
$1,402,772
697,493 shares
— 31 Dec 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
48
Shares
3,531,676
Rows available
48
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2023 vs Q1 2023 Across Filers

Q1 2023 holders
48
Q1 2023 holders
48
Holder diff
0
Investor Q1 2023 Shares Q1 2023 Shares Share Diff Share Chg % Q1 2023 value Q1 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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