OPFI · NYSE · Financial - Credit Services

OppFi (OPFI)

Powers partner banks to originate short-term installment loans, then buys and services the receivables.

$6.30
After hours−0.11 (−1.72%)
At close$6.41(−0.62%)

13F · 13D/G · Form 4

Institutions26.38%22.48M shares
152 holders · as of Jun 30, 2026
Insiders55.32%47.14M shares
7 holders · as of Sep 15, 2026
Other18.30%15.59M shares
remainder

85.21M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Todd G. Schwartz1Insiderdirector, 10 percent owner, officer: Chief Executive Officer
32.33%27.35Mfiled Sep 15, 2026
Theodore G. SchwartzInsiderdirector, 10 percent owner
22.20%18.92Mfiled Jun 10, 2026
Wellington Management Group LLPInstitution
3.54%3.02Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.60%2.22Mas of Jun 30, 2026
BlackRock, Inc.Institution
2.40%2.05Mas of Jun 30, 2026
Citadel Advisors LLCInstitution
1.25%1.07Mas of Jun 30, 2026
Corsair Capital Management, L.P.Institution
1.24%1.05Mas of Jun 30, 2026
M3F, Inc.Institution
0.90%764,445as of Jun 30, 2026
Geode Capital Management, LLCInstitution
0.87%742,860as of Jun 30, 2026
Two Sigma Investments, LPInstitution
0.79%669,257as of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
0.76%646,233as of Jun 30, 2026
Nuveen, LLCInstitution
0.75%641,376as of Jun 30, 2026
LB Partners LLCInstitution
0.74%632,500as of Jun 30, 2026
State Street CorpInstitution
0.66%564,617as of Jun 30, 2026
Renaissance Technologies LLCInstitution
0.63%533,008as of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.53%454,143as of Jun 30, 2026
Ameriprise Financial IncInstitution
0.53%448,142as of Jun 30, 2026
Morgan StanleyInstitution
0.49%415,829as of Jun 30, 2026
UBS Group AGInstitution
0.42%355,108as of Jun 30, 2026
Millennium Management LLCInstitution
0.39%333,114as of Jun 30, 2026
Globeflex Capital L PInstitution
0.38%326,313as of Jun 30, 2026
Northern Trust CorpInstitution
0.35%300,944as of Jun 30, 2026
PL Capital Advisors, LLCInstitution
0.35%300,000as of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.33%285,021as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.30%253,483as of Jun 30, 2026
  1. Todd G. Schwartz's transaction reports restate only vehicles that traded; the 2026 ownership statement (27.35M) plus the 201.0K net shares acquired since is used instead.

13F, as of Jun 30, 2026

152 holders · 22.48M shares · 32 new positions · 86 increased · 41 reduced · 29 closed

HolderShares% outstandingChg q/qFiled
Wellington Management Group LLP3.02M3.54%+389.1KAug 14, 2026
Vanguard Capital Management LLC2.22M2.60%+1.03MAug 13, 2026
BlackRock, Inc.2.05M2.40%+111.9KAug 7, 2026
Citadel Advisors LLC1.07M1.25%+555.5KSep 2, 2026
Corsair Capital Management, L.P.1.05M1.24%+1.02MAug 14, 2026
M3F, Inc.764.4K0.90%+764.4KnewAug 13, 2026
Geode Capital Management, LLC742.9K0.87%+131.7KAug 12, 2026
Two Sigma Investments, LP669.3K0.79%−427.0KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Todd G. Schwartzincl. TGS MCS Capital Group LP, LTHS Capital Group LP +5 more32.03%27.35M13DApr 30, 2026
Wellington Management Group LLP9.90%2.63M13GMay 15, 2026
LMR Partners LLP7.70%2.33M13GNov 14, 2025
Aristeia Capital, L.L.C.7.26%2.19M13GNov 14, 2025
BlackRock, Inc.6.80%1.88M13GJan 21, 2026
Wellington Trust Company, NA5.50%1.46M13GMay 15, 2026
Vanguard Capital Management5.15%1.36M13GApr 30, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 11, 2026
Pamela D. Johnsonofficer: CFO
Sale8,650$8.02151,039
Sep 14, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase1,940$7.80641,898
Sep 11, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,300$7.96639,958
Sep 10, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,350$7.56636,658
Sep 9, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,450$7.59633,308
Sep 8, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,475$7.41629,858
Sep 4, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,500$7.35626,383
Sep 3, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,450$7.33622,883
Sep 2, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,550$7.15619,433
Sep 1, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,550$6.91615,883

House and Senate disclosures

Not reported.