Security record · archived quarter
OPFI
OppFi Inc. · Financial Services · Financial - Credit Services
73Tracked holders
+2Δ holders
16.45MShares held
$126.69MReported value
+8New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +2.8% ·
share flow -6.6% ·
net new positions +2.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 66 | -4 | 17.41M | $172.40M | +5 | −10 |
| Q1 2026 | 73 | +2 | 16.45M | $126.69M | +8 | −6 |
| Q4 2025 | 71 | 0 | 18.07M | $189.03M | +1 | −1 |
| Q3 2025 | 17 | 0 | 11.35M | $128.56M | +1 | −2 |
| Q2 2025 | 15 | +3 | 6.86M | $96.03M | +3 | — |
| Q1 2025 | 9 | -1 | 2.83M | $26.29M | — | −1 |
| Q4 2024 | 10 | +1 | 3.20M | $24.53M | +1 | — |
| Q3 2024 | 8 | 0 | 1.63M | $7.72M | +1 | −1 |
| Q2 2024 | 8 | — | 1.52M | $5.14M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 2.63M | +6.3% | $20.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 1.94M | -2.7% | $14.92M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 3 | Vanguard Capital Management Llc | 1.19M | — | $9.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 1.10M | +70.1% | $8.45M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 710.31K | -21.1% | $5.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 6 | JPMorgan Chase ✦ | 665.06K | -9.9% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Nuveen, LLC | 652.60K | -13.4% | $5.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Renaissance Technologies ✦ | 630.31K | +2.3% | $4.86M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 611.18K | +1.1% | $4.71M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 10 | State Street Global Advisors ✦ (passive) | 536.22K | +0.6% | $4.13M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 510.98K | -10.2% | $3.94M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 12 | Tudor Investment Corp Et Al | 487.29K | -6.7% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Millennium Management ✦ | 441.79K | -27.6% | $3.41M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 426.09K | +50.0% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | UBS Group AG | 329.22K | -71.0% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 16 | Goldman Sachs Group ✦ | 328.52K | -33.3% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Arrowstreet Capital ✦ | 211.67K | +208.1% | $1.63M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | LPL Financial LLC | 211.37K | +2.5% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Marshall Wace ✦ | 205.21K | New | $1.58M | 0.0% | New | 1 | SEC ↗ ×2 |
| 20 | Northern Trust Corp | 195.71K | +2.8% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Mackenzie Financial Corp | 185.18K | +125.7% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 180.48K | -28.6% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Rockefeller Capital Management L.P. | 170.00K | +16900.0% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Victory Capital Management Inc | 142.63K | -15.2% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Deutsche Bank Ag\ | 131.84K | +2.8% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Ameriprise Financial Inc | 124.83K | +30.6% | $962,424 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | First Trust Advisors Lp | 87.99K | +0.6% | $678,379 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 81.86K | -1.2% | $631,108 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 29 | Federated Hermes, Inc. | 80.91K | -2.4% | $623,847 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Simplex Trading, Llc | 76.71K | +145.4% | $591,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | American Century Companies Inc | 75.48K | +18.7% | $581,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Charles Schwab Investment… | 74.31K | -10.8% | $572,892 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 74.19K | +9.5% | $572,043 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Man Group plc | 71.91K | +170.3% | $554,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Barclays Plc | 70.32K | -8.3% | $542,159 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Citigroup Inc | 67.45K | -13.6% | $520,078 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Allspring Global Investments… | 63.30K | +11.3% | $479,844 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Credit Agricole S A | 62.19K | 0.0% | $479,477 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Canada Pension Plan Investment Board | 58.00K | +9.2% | $447,180 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Jane Street Group, Llc | 54.13K | -79.1% | $417,319 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Raymond James Financial Inc | 42.12K | -50.5% | $324,753 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Wells Fargo & Company/Mn | 41.85K | -32.6% | $322,686 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 43 | AQR Capital Management ✦ | 36.14K | -17.9% | $278,662 | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 44 | Alliancebernstein L.P. | 26.19K | 0.0% | $273,947 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 30.89K | -34.6% | $238,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Rhumbline Advisers | 30.50K | -1.8% | $235,162 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Cetera Investment Advisers | 30.49K | +24.7% | $235,088 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Squarepoint Ops LLC | 29.16K | -81.9% | $224,824 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | HighTower Advisors, LLC | 26.60K | -5.3% | $205,117 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | D. E. Shaw & Co. ✦ | 26.05K | New | $200,853 | 0.0% | New | 1 | SEC ↗ |
| 51 | Universal- Beteiligungs- und… | 24.91K | 0.0% | $192,072 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Invesco Ltd. | 21.59K | -55.6% | $166,451 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 53 | T. Rowe Price ✦ | 18.11K | +21.6% | $140,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | Hsbc Holdings Plc | 16.54K | -26.6% | $127,185 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Sei Investments Co | 15.99K | New | $123,294 | 0.0% | New | 1 | SEC ↗ ×2 |
| 56 | Susquehanna International Group, Llp | 13.67K | New | $105,411 | 0.0% | New | 1 | SEC ↗ |
| 57 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 12.70K | +2.5% | $97,886 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | BNP Paribas Asset Management… | 12.66K | New | $97,578 | 0.0% | New | 1 | SEC ↗ |
| 59 | Lazard Asset Management Llc | 11.82K | New | $91,124 | 0.0% | New | 1 | SEC ↗ |
| 60 | Jones Financial Companies Lllp | 11.15K | -23.3% | $84,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 3.66K | +20.2% | $28,195 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 62 | Russell Investments Group, Ltd. | 2.96K | -95.5% | $22,806 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Royal Bank Of Canada | 2.56K | -65.7% | $20,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Legal & General Group Plc | 2.21K | -15.1% | $17,008 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | New York State Common Retirement… | 2.20K | 0.0% | $16,962 | 0.0% | Held | 2 | SEC ↗ |
| 66 | California State Teachers… | 1.45K | -12.1% | $11,141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Wealth Enhancement Advisory… | 21.13K | +2383.3% | $5,354 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Cwm, Llc | 528 | +43.9% | $4,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Peak6 Llc | 496 | -93.8% | $3,824 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 305 | +246.6% | $2,352 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Optiver Holding B.V. | 197 | 0.0% | $1,519 | 0.0% | Held | 2 | SEC ↗ |
| 72 | UBS AM, a distinct business unit of… | 96 | New | $740 | 0.0% | New | 1 | SEC ↗ |
| 73 | Blair William & Co/Il | 36 | New | $278 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $1.58M | 0.0% |
| D. E. Shaw & Co. | $200,853 | 0.0% |
| Sei Investments Co | $123,294 | 0.0% |
| Susquehanna International… | $105,411 | 0.0% |
| BNP Paribas Asset Management… | $97,578 | 0.0% |
| Lazard Asset Management Llc | $91,124 | 0.0% |
| UBS AM, a distinct business… | $740 | 0.0% |
| Blair William & Co/Il | $278 | 0.0% |
Exited
| Principal Financial Group Inc | $2.80M | was 0.0% |
| Point72 Asset Management | $2.19M | was 0.0% |
| State Of Wisconsin Investment… | $351,770 | was 0.0% |
| Qube Research & Technologies… | $121,409 | was 0.0% |
| TD Waterhouse Canada Inc. | $5,371 | was 0.0% |
| Northwestern Mutual Wealth… | $920 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 146 holders, 18.85M shares, $144.58M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Sep 14
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 1.94K sh @ 7.80 · $15,125
Sep 11
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.30K sh @ 7.96 · $26,281
Sep 10
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.35K sh @ 7.56 · $25,314
Sep 09
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.45K sh @ 7.59 · $26,190
Sep 08
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.48K sh @ 7.41 · $25,737
Sep 04
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.50K sh @ 7.35 · $25,741
Sep 03
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.45K sh @ 7.33 · $25,305
Aug 31
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.55K sh @ 6.93 · $24,611
Aug 28
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.50K sh @ 7.15 · $25,018
Aug 27
Schwartz Todd G.
Officer, Director, 10% owner · Chief Executive… · 3.55K sh @ 7.13 · $25,312
Open-market sales (S)
Sep 11
Johnson Pamela D.
Officer · 8.65K sh · $69,365
Aug 26
McKay Christopher J.
Officer · 77.85K sh · $558,800
Aug 19
Vennettilli David
Director · 28.48K sh · $203,967
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 14
SC 13G/A — LMR Partners LLP
Aug 14
SC 13G/A — ARISTEIA CAPITAL, L.L.C.
Aug 13
SC 13G/A — WELLINGTON MANAGEMENT GROUP LLP
Aug 13
SC 13G/A — WELLINGTON TRUST Co N A
Jul 31
SC 13G/A — VANGUARD CAPITAL MANAGEMENT LLC
Jul 29
SC 13G/A — BlackRock, Inc.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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