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OppFi Inc. (OPFI) institutional ownership

Latest close $9.46 Jul 21, 2026
Market cap$830M 52-week range SectorTechnology
Funds holding · Q1 2026
137
reported OPFI position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
68 buyers · 69 sellers

OppFi Inc. (OPFI) price and institutional activity

Dates

Q1 2026

$0 bought by 68 investors
Two Sigma Investments, LPMarshall Wace, LLP +66 more
$0 sold by 69 investors
UBS Group AGTwo Sigma Advisers, LP +67 more
Bought Sold Totals per quarter; hover a bar for the names.

OppFi Inc. (OPFI) institutional activity · 137

Investor Type Est. change Change Δ Own Date
UBS Group AG · Reduced
Change −807K Date Q1 2026
UBS Group AG Reduced· Q1 2026 −807K Q1 2026
Two Sigma Advisers, LP · Exited
Change −552K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −552K −100.0% Q1 2026
Two Sigma Investments, LP · Added
Change +452K Δ Own +70.1% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +452K +70.1% Q1 2026
Principal Financial Group Inc · Exited
Change −268K Δ Own −100.0% Date Q1 2026
Principal Financial Group Inc Exited· Q1 2026 −268K −100.0% Q1 2026
Point72 Asset Management, L.P. · Exited
Change −210K Δ Own −100.0% Date Q1 2026
Point72 Asset Management, L.P. Exited· Q1 2026 −210K −100.0% Q1 2026
Marshall Wace, LLP · New
Change +205K Date Q1 2026
Marshall Wace, LLP New· Q1 2026 +205K Q1 2026
Jane Street Group, LLC · Reduced
Change −205K Date Q1 2026
Jane Street Group, LLC Reduced· Q1 2026 −205K Q1 2026
Morgan Stanley · Reduced
Change −190K Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −190K Q1 2026
Rockefeller Capital Management L.P. · Added
Change +169K Date Q1 2026
Rockefeller Capital Management L.P. Added· Q1 2026 +169K Q1 2026
Millennium Management LLC · Reduced
Change −169K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −169K Q1 2026
Goldman Sachs Group Inc · Reduced
Change −164K Date Q1 2026
Goldman Sachs Group Inc Reduced· Q1 2026 −164K Q1 2026
Wellington Management Group LLP · Added
Change +156K Δ Own +6.3% Date Q1 2026
Wellington Management Group LLP Added· Q1 2026 +156K +6.3% Q1 2026
Arrowstreet Capital, Limited Partnership · Added
Change +143K Date Q1 2026
Arrowstreet Capital, Limited Partnership Added· Q1 2026 +143K Q1 2026
Dimensional · Added
Change +142K Date Q1 2026
Dimensional Added· Q1 2026 +142K Q1 2026
Squarepoint Ops LLC · Reduced
Change −132K Date Q1 2026
Squarepoint Ops LLC Reduced· Q1 2026 −132K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 137

Famous investor activity in OppFi Inc. (OPFI)

OppFi Inc. (OPFI) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Schwartz Todd G. · Director 2 operations -$71K
Price $9.93 Qty -7K Owned 302K ΔOwn −2.3% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Schwartz Todd G. Director 2 operations $9.93 -7K -$71K 302K −2.3% Jul 1, 2026 Jul 6, 2026
McKay Christopher J. · Officer 3 operations -$37K
Price $9.93 Qty -4K Owned 1.5M ΔOwn −0.2% Trade date Jul 1, 2026 Filed date Jul 6, 2026
McKay Christopher J. Officer 3 operations $9.93 -4K -$37K 1.5M −0.2% Jul 1, 2026 Jul 6, 2026
Johnson Pamela D. · Officer 3 operations -$42K
Price $9.93 Qty -4K Owned 160K ΔOwn −2.6% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Johnson Pamela D. Officer 3 operations $9.93 -4K -$42K 160K −2.6% Jul 1, 2026 Jul 6, 2026
Moore Jocelyn · Director Sell −$325K
Price $8.32 Qty −39K Owned 17K Trade date Jun 15, 2026 Filed date Jun 17, 2026
Moore Jocelyn Director Sell $8.32 −39K −$325K 17K Jun 15, 2026 Jun 17, 2026
McKay Christopher J. · Officer Sell −$198K
Price $8.35 Qty −24K Owned 1.5M Trade date Jun 12, 2026 Filed date Jun 16, 2026
McKay Christopher J. Officer Sell $8.35 −24K −$198K 1.5M Jun 12, 2026 Jun 16, 2026
Zeeman Gregory T. · Director Grant (A) 17K
Owned 166K Trade date Jun 9, 2026 Filed date Jun 10, 2026
Zeeman Gregory T. Director Grant (A) 17K 166K Jun 9, 2026 Jun 10, 2026
Vennettilli David · Director 2 operations 51K
Owned 183K Trade date Jun 9, 2026 Filed date Jun 10, 2026
Vennettilli David Director 2 operations 51K 183K Jun 9, 2026 Jun 10, 2026
Schwartz Theodore G. · Director Grant (A) 17K
Owned 30K Trade date Jun 9, 2026 Filed date Jun 10, 2026
Schwartz Theodore G. Director Grant (A) 17K 30K Jun 9, 2026 Jun 10, 2026
Moore Jocelyn · Director Grant (A) 17K
Owned 56K Trade date Jun 9, 2026 Filed date Jun 10, 2026
Moore Jocelyn Director Grant (A) 17K 56K Jun 9, 2026 Jun 10, 2026
Favilla Christina M. · Director Grant (A) 17K
Owned 30K Trade date Jun 9, 2026 Filed date Jun 10, 2026
Favilla Christina M. Director Grant (A) 17K 30K Jun 9, 2026 Jun 10, 2026
Favilla Christina M. · Director Sell −$244K
Price $8.14 Qty −30K Owned 157K Trade date Jun 8, 2026 Filed date Jun 10, 2026
Favilla Christina M. Director Sell $8.14 −30K −$244K 157K Jun 8, 2026 Jun 10, 2026
Vennettilli David · Director Sell −$100K
Price $10.00 Qty −10K Owned 132K Trade date May 4, 2026 Filed date May 6, 2026
Vennettilli David Director Sell $10.00 −10K −$100K 132K May 4, 2026 May 6, 2026
McKay Christopher J. · Officer Tax withholding or exercise payment (F) -$3K
Price $9.51 Qty -357 Owned 1.5M Trade date May 4, 2026 Filed date May 6, 2026
McKay Christopher J. Officer Tax withholding or exercise payment (F) $9.51 -357 -$3K 1.5M May 4, 2026 May 6, 2026
Johnson Pamela D. · CFO Tax withholding or exercise payment (F) -$4K
Price $9.51 Qty -469 Owned 164K Trade date May 4, 2026 Filed date May 6, 2026
Johnson Pamela D. CFO Tax withholding or exercise payment (F) $9.51 -469 -$4K 164K May 4, 2026 May 6, 2026
Vennettilli David · Director 2 operations 0
Owned 0 Trade date Apr 28, 2026 Filed date Apr 30, 2026
Vennettilli David Director 2 operations 0 0 Apr 28, 2026 Apr 30, 2026
15 of 70
15 of 70 Sign in to continue to older insider transactions.

OppFi Inc. (OPFI) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Schwartz Todd G. 96.5M
% of shares outstanding 87.8% Filing date Jul 30, 2021
Schwartz Todd G. 96.5M 87.8% Jul 30, 2021
Gilder Gagnon Howe & Co LLC 1.5M
% of shares outstanding 11.3% Filing date Aug 5, 2021
Gilder Gagnon Howe & Co LLC 1.5M 11.3% Aug 5, 2021
Wellington Management Group LLP 2.6M
% of shares outstanding 9.9% Filing date May 15, 2026
Wellington Management Group LLP 2.6M 9.9% May 15, 2026
Kaplan Jared 8.5M
% of shares outstanding 7.7% Filing date Jul 30, 2021
Kaplan Jared 8.5M 7.7% Jul 30, 2021
Lmr Partners LLP 1.4M
% of shares outstanding 6.3% Filing date Nov 14, 2024
Lmr Partners LLP 1.4M 6.3% Nov 14, 2024
Blackrock, Inc. 1.1M
% of shares outstanding 5.6% Filing date Nov 8, 2024
Blackrock, Inc. 1.1M 5.6% Nov 8, 2024
Wellington Trust Company, NA 1.5M
% of shares outstanding 5.5% Filing date May 15, 2026
Wellington Trust Company, NA 1.5M 5.5% May 15, 2026
Vanguard Capital Management 1.4M
% of shares outstanding 5.2% Filing date Apr 30, 2026
Vanguard Capital Management 1.4M 5.2% Apr 30, 2026
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OppFi Inc. (OPFI) ownership FAQ

Who owns OPFI?

137 reporting institutions disclosed OPFI position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.