OppFi Ownership | Who Owns OppFi?
OppFi Ownership Summary
OppFi is owned by 33.30% institutional investors, 60.51% insiders, and 6.18% retail investors. Wellington management group llp is the largest institutional shareholder, holding 9.92% of OPFI shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 2.08% of its assets in OppFi shares.
OPFI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | OppFi | 33.30% | 60.51% | 6.18% |
| Industry | Credit Services Stocks | 60.09% | 14.54% | 25.37% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 2.63M | 9.92% | $20.28M |
| Blackrock funding, inc. /de | 1.94M | 7.30% | $14.92M |
| Vanguard group | 1.63M | 6.14% | $17.08M |
| Blackrock | 1.06M | 5.49% | $3.58M |
| Two sigma investments, lp | 1.10M | 4.14% | $8.45M |
| Morgan stanley | 710.31K | 2.68% | $5.48M |
| Jpmorgan chase | 665.06K | 2.51% | $5.06M |
| Nuveen | 652.60K | 2.46% | $5.03M |
| Renaissance | 630.31K | 2.38% | $4.86M |
| Geode capital management | 611.18K | 2.31% | $4.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lb partners | 500.00K | 3.46% | $3.85M |
| Globeflex capital l p | 334.44K | 0.39% | $2.58M |
| Lingohr & partner asset management gmbh | 20.15K | 0.23% | $228.00K |
| Prosperity wealth management | 46.00K | 0.18% | $521.18K |
| Pdt partners | 314.88K | 0.14% | $2.43M |
| Pharvision advisers | 19.14K | 0.12% | $216.86K |
| Inspire investing | 88.38K | 0.10% | $1.00M |
| Sherbrooke park advisers | 17.76K | 0.09% | $201.21K |
| Optivise advisory services | 16.85K | 0.08% | $129.91K |
| Bayesian capital management, lp | 22.30K | 0.05% | $252.66K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 1.10M | 0.01% | 451.77K |
| Blackrock | 1.06M | 0.00% | 338.68K |
| Marshall wace, llp | 205.21K | 0.00% | 205.21K |
| Vanguard fiduciary trust | 189.15K | 0.00% | 189.15K |
| Wellington management group llp | 2.63M | 0.00% | 156.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 329.22K | 0.00% | -807.21K |
| Elgethun capital management | - | - | -525.38K |
| Segall bryant & hamill | - | - | -481.08K |
| Principal financial group | - | - | -267.68K |
| Arrowstreet capital, limited partnership | - | - | -211.67K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 189.15K | 0.00% | 189.15K | $1.46M |
| Inspire investing | 88.38K | 0.10% | 88.38K | $1.00M |
| Wolverine trading | 83.34K | 0.00% | 83.34K | $630.05K |
| Schonfeld strategic advisors | 54.62K | 0.00% | 54.62K | $618.83K |
| Diversify wealth management | 50.04K | 0.01% | 50.04K | $459.87K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Capital performance advisors llp | -7.00 |
| Mai capital management | -10.00 |
| Raleigh capital management | -11.00 |
| Rothschild investment | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 152 | - | 22,483,243 | 15.21% | 33 | 0.61% | 87 | 20.83% | 40 | -16.67% |
| Mar 31, 2026 | 149 | -1.97% | 19,332,890 | -10.50% | 72 | 1.11% | 72 | -5.26% | 46 | -4.17% |
| Dec 31, 2025 | 65 | -58.60% | 9,320,458 | -53.57% | 35 | 0.62% | 32 | -67.35% | 19 | -47.22% |
| Sep 30, 2025 | 70 | -53.02% | 8,165,408 | -42.80% | 30 | 1.07% | 41 | -58.16% | 18 | -47.06% |
| Jun 30, 2025 | 158 | 9.72% | 15,316,515 | 32.55% | 57 | 2.42% | 104 | 14.29% | 35 | 12.90% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 1.77M | 2.08% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.77M | 2.07% | 924.20K |
| Vanguard Total Stock Mkt Idx Inv | 1.77M | 2.07% | 924.20K |
| US Equity Small Cap Corporate Cl OF | 234.84K | 0.97% | - |
| US Equity Small Cap Pool A | 218.74K | 0.90% | - |
| EAM Ultra Micro Cap | 179.36K | 0.85% | -9.67K |
| iShares Russell 2000 ETF | 693.54K | 0.81% | -12.29K |
| Nuveen Quant Small Cap Equity R6 | 544.11K | 0.64% | -10.77K |
| Principal US Small Cap ETF | 168.65K | 0.61% | 300.00 |
| Wellington Emerging Companies | 437.90K | 0.51% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 09, 2026 | Schwartz Todd G. | Chief Executive Officer | Buy | $26.19K |
| Sep 08, 2026 | Schwartz Todd G. | Chief Executive Officer | Buy | $25.74K |
| Sep 04, 2026 | Schwartz Todd G. | Chief Executive Officer | Buy | $25.74K |
| Sep 03, 2026 | Schwartz Todd G. | Chief Executive Officer | Buy | $25.31K |
| Sep 02, 2026 | Schwartz Todd G. | Chief Executive Officer | Buy | $25.38K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 20 | 2 |
| 2026 Q2 | - | 4 |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | 6 |
| 2025 Q3 | - | 11 |
OPFI Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools