OPFI
OppFi Inc. · Financial Services · Financial - Credit Services
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +6.0% ·
net new positions -6.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 67 | -4 | 17.44M | $172.69M | +5 | −9 |
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 3.02M | +14.8% | $29.98M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Vanguard Capital Management Llc | 2.22M | +86.9% | $22.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 2.05M | +5.8% | $20.33M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 4 | Citadel Advisors ✦ | 1.07M | +108.7% | $10.59M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 742.86K | +21.5% | $7.38M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Two Sigma Investments ✦ | 669.26K | -39.0% | $6.65M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 646.23K | +51.7% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Nuveen, LLC | 641.38K | -1.7% | $6.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | State Street Global Advisors ✦ (passive) | 564.62K | +5.3% | $5.61M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 533.01K | -15.4% | $5.29M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 454.14K | +38.2% | $4.51M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 448.14K | +259.0% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Morgan Stanley ✦ | 415.83K | -41.5% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 14 | UBS Group AG | 355.11K | +7.9% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Millennium Management ✦ | 333.11K | -24.6% | $3.31M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 16 | Northern Trust Corp | 300.94K | +53.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | JPMorgan Chase ✦ | 285.02K | -57.1% | $2.68M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 18 | LPL Financial LLC | 206.42K | -2.3% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 186.00K | +3.0% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | BNP Paribas Asset Management… | 162.60K | +1184.8% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Marshall Wace ✦ | 159.26K | -22.4% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Tudor Investment Corp Et Al | 156.29K | -67.9% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Deutsche Bank Ag\ | 132.65K | +0.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Mackenzie Financial Corp | 129.03K | -30.3% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Victory Capital Management Inc | 128.49K | -9.9% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | First Trust Advisors Lp | 116.25K | +32.1% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 89.74K | +9.6% | $891,147 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Charles Schwab Investment… | 87.45K | +17.7% | $868,379 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Federated Hermes, Inc. | 80.91K | 0.0% | $803,476 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Hrt Financial Lp | 75.00K | New | $744,000 | 0.0% | New | 1 | SEC ↗ |
| 31 | American Century Companies Inc | 72.25K | -4.3% | $717,433 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 72.16K | +99.7% | $716,548 | 0.0% | ▲ Add | 9 | SEC ↗ ×6 |
| 33 | Creative Planning | 67.08K | New | $666,134 | 0.0% | New | 1 | SEC ↗ ×2 |
| 34 | Barclays Plc | 66.88K | -4.9% | $664,158 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Allspring Global Investments… | 65.58K | +3.6% | $656,506 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Credit Agricole S A | 62.19K | 0.0% | $617,537 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Man Group plc | 61.94K | -13.9% | $615,074 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Canada Pension Plan Investment Board | 55.30K | -4.7% | $549,129 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 46.74K | -37.0% | $464,148 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Alliancebernstein L.P. | 48.69K | +85.9% | $375,400 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Raymond James Financial Inc | 35.82K | -15.0% | $355,703 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Cetera Investment Advisers | 33.20K | +8.9% | $329,719 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Rhumbline Advisers | 31.34K | +2.8% | $311,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 29.22K | +9.8% | $290,135 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Citigroup Inc | 27.12K | -59.8% | $269,331 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | Wells Fargo & Company/Mn | 24.70K | -41.0% | $245,310 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 47 | Osaic Holdings, Inc. | 24.18K | -21.7% | $240,176 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Universal- Beteiligungs- und… | 20.54K | -17.6% | $203,913 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | T. Rowe Price ✦ | 18.76K | +3.6% | $187,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Lazard Asset Management Llc | 18.47K | +56.2% | $183,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Invesco Ltd. | 16.27K | -24.6% | $161,571 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 52 | Sei Investments Co | 15.86K | -0.8% | $157,499 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 53 | Russell Investments Group, Ltd. | 12.70K | +329.4% | $126,140 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 11.95K | -5.9% | $118,624 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 12.46K | +11.8% | $115,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 7.18K | +96.3% | $71,292 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 57 | Legal & General Group Plc | 2.74K | +24.2% | $27,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | New York State Common Retirement… | 2.20K | 0.0% | $21,846 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Wealth Enhancement Advisory… | 21.49K | +1.7% | $12,757 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Royal Bank Of Canada | 950 | -62.9% | $10,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 61 | Group One Trading Llc | 422 | New | $4,190 | 0.0% | New | 1 | SEC ↗ |
| 62 | Us Bancorp \De\ | 233 | New | $2,314 | 0.0% | New | 1 | SEC ↗ |
| 63 | Optiver Holding B.V. | 117 | -40.6% | $1,162 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Blair William & Co/Il | 101 | +180.6% | $1,003 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 96 | 0.0% | $953 | 0.0% | Held | 2 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 52 | New | $517 | 0.0% | New | 1 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 39 | -87.2% | $387 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $744,000 | 0.0% |
| Creative Planning | $666,134 | 0.0% |
| Group One Trading Llc | $4,190 | 0.0% |
| Us Bancorp \De\ | $2,314 | 0.0% |
| National Bank Of Canada /Fi/ | $517 | 0.0% |
Exited
| Arrowstreet Capital | $1.63M | was 0.0% |
| Rockefeller Capital… | $1.31M | was 0.0% |
| Simplex Trading, Llc | $591,426 | was 0.0% |
| Jane Street Group, Llc | $417,319 | was 0.0% |
| Squarepoint Ops LLC | $224,824 | was 0.0% |
| D. E. Shaw & Co. | $200,853 | was 0.0% |
| Hsbc Holdings Plc | $127,185 | was 0.0% |
| Susquehanna International… | $105,411 | was 0.0% |
| Peak6 Llc | $3,824 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer, Director, 10% owner · Chief Executive… · 1.94K sh @ 7.80 · $15,125
Officer, Director, 10% owner · Chief Executive… · 3.30K sh @ 7.96 · $26,281
Officer, Director, 10% owner · Chief Executive… · 3.35K sh @ 7.56 · $25,314
Officer, Director, 10% owner · Chief Executive… · 3.45K sh @ 7.59 · $26,190
Officer, Director, 10% owner · Chief Executive… · 3.48K sh @ 7.41 · $25,737
Officer, Director, 10% owner · Chief Executive… · 3.50K sh @ 7.35 · $25,741
Officer, Director, 10% owner · Chief Executive… · 3.45K sh @ 7.33 · $25,305
Officer, Director, 10% owner · Chief Executive… · 3.55K sh @ 6.93 · $24,611
Officer, Director, 10% owner · Chief Executive… · 3.50K sh @ 7.15 · $25,018
Officer, Director, 10% owner · Chief Executive… · 3.55K sh @ 7.13 · $25,312
Open-market sales (S)
Officer · 8.65K sh · $69,365
Officer · 77.85K sh · $558,800
Director · 28.48K sh · $203,967
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology