$OPFI

$5.45 -$0.02 (0.37%) Close

$OPFI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 67.5M shares outstanding

Who owns OPFI?

By type of holder

Institutions 49.3% Insiders 0.0% Everyone else 50.7%

Concentration Top 10 holders own 64.6%

Todd G. Schwartz 40.5% · Wellington Management Group LLP 4.5%

Institutional ownership

49.3%

+2.9 pts vs last qtr

Institutional holders

162

+1 vs last qtr

Net shares bought

+2.0M

by institutions in Q2 2026

New / sold out

31 / 30

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Vanguard Capital Management LLC +1.0M
Corsair Capital Management, L.P. +1.0M

Biggest sellers in Q2 2026

Zazove Associates LLC −916.3K
Two Sigma Investments, LP −427.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.08M

13 notices from 5 people

Shares covered

257.9K

0.38% of the company

Arranged in advance

12%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

McKay Christopher J. Officer $768K
Moore Jocelyn Director $635K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

−68.6%

−25.16% a year

Each share's claim on the business

+218.7%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$21.5M vs $25.7M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years34% 1–3 years38% Under 1 year28%

Quarterly turnover

17.3%

of institutional shares changed hands

Top 10 managers, median time held

2.5 years

Super Investors

Investment managers reporting OPFI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WM Wellington Management Group LLP	3.0M	4.47%	+389.1K (+14.8%)	Q3 '25	0.0%
Shares held by quarter Peak holding3.0M (Q2'26) Change over 8 quarters+3.0M Share of the company4.470% Wellington Management Group LLP's full portfolio →
ZA Zazove Associates LLC	1.6M	2.30%	−916.3K (−37.1%)	Q3 '25	0.0%
Shares held by quarter Peak holding2.5M (Q1'26) Change over 8 quarters+1.6M Share of the company2.300% Zazove Associates LLC's full portfolio →

Wellington Management Group LLP

3.0M

% of company

4.47%

Change vs last qtr

+389.1K (+14.8%)

Held since

Q3 '25

Zazove Associates LLC

1.6M

% of company

2.30%

Change vs last qtr

−916.3K (−37.1%)

Held since

Q3 '25

28 more super investors behind a free account

See every manager holding OppFi Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting OPFI on Form N-PORT; together they hold 9.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$17.6M	1.8M	2.62%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$7.04M	708.9K	1.05%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$17.6M

% of company

2.62%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$7.04M

% of company

1.05%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding OppFi Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TG Todd G. Schwartz 5%+ holder 13D · 32.0%	27.3M	40.51%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company40.510% Disclosed stake13D · 32.0% View the 13D/G filing →

Todd G. Schwartz

5%+ holder13D · 32.0%

27.3M

% of company

40.51%

Change vs last qtr

—

Held since

—

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