Who owns OppFi Inc. (OPFI)
Which tracked institutional funds hold OPFI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OPFI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OPFI is one-sided between 2025-Q4 and 2026-Q1: 12 added or opened and 53 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OPFI’s largest tracked holder by dollar value, WELLINGTON MANAGEMENT GROUP LLP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OPFI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 161 tracked filers holding OPFI, 76 increased or opened the position and 77 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OPFI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- VANGUARD CAPITAL MANAGEMENT LLC$9M
- VANGUARD FIDUCIARY TRUST CO$1M
- MARSHALL WACE, LLP$1M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
Full exits 8
- VANGUARD GROUP INC$17M
- TWO SIGMA ADVISERS, LP$6M
- PRINCIPAL FINANCIAL GROUP INC$3M
- Point72 Asset Management, L.P.$2M
- ZAZOVE ASSOCIATES LLC$1M
- DAVENPORT & Co LLC$950K
Largest adds
- TWO SIGMA INVESTMENTS, LP$2M
- Rockefeller Capital Management L.P.$1M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$913K
- MACKENZIE FINANCIAL CORP$541K
- XTX Topco Ltd$319K
- DIMENSIONAL FUND ADVISORS LP$312K
Largest trims
- UBS Group AG$9M
- WELLINGTON MANAGEMENT GROUP LLP$6M
- BlackRock, Inc.$6M
- MORGAN STANLEY$4M
- LMR Partners LLP$3M
- ARISTEIA CAPITAL, L.L.C.$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP added | 2,524,601 | $19M | 9.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,935,383 | $15M | 7.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,186,153 | $9M | 4.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,096,268 | $8M | 4.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 710,308 | $5M | 2.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 665,056 | $5M | 2.5% | 2026-Q1 |
| Nuveen, LLC trimmed | 652,596 | $5M | 2.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 630,308 | $5M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 611,184 | $5M | 2.3% | 2026-Q1 |
| STATE STREET CORP added | 536,218 | $4M | 2.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 510,976 | $4M | 1.9% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC | 500,000 | $4M | 1.9% | 2026-Q1 |
| LB Partners LLC | 500,000 | $4M | 1.9% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 487,289 | $4M | 1.9% | 2026-Q1 |
| Trexquant Investment LP added | 446,617 | $3M | 1.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 441,787 | $3M | 1.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 426,089 | $3M | 1.6% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 334,441 | $3M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 328,524 | $3M | 1.2% | 2026-Q1 |
| PDT Partners, LLC trimmed | 314,880 | $2M | 1.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 211,667 | $2M | 0.8% | 2026-Q1 |
| LPL Financial LLC added | 211,368 | $2M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 195,710 | $2M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 189,153 | $1M | 0.7% | 2026-Q1 |
| MARSHALL WACE, LLP added | 186,113 | $1M | 0.7% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 185,177 | $1M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 180,483 | $1M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 176,047 | $1M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 170,000 | $1M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 153,894 | $1M | 0.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 142,633 | $1M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 131,835 | $1M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 124,828 | $962K | 0.5% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 106,993 | $825K | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 87,987 | $678K | 0.3% | 2026-Q1 |
| XTX Topco Ltd added | 86,793 | $669K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 81,856 | $631K | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 80,914 | $624K | 0.3% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 76,709 | $591K | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 75,483 | $582K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 74,305 | $573K | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 74,195 | $572K | 0.3% | 2026-Q1 |
| Man Group plc added | 71,906 | $554K | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 70,319 | $542K | 0.3% | 2026-Q1 |
| CITIGROUP INC trimmed | 67,455 | $520K | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 63,304 | $480K | 0.2% | 2026-Q1 |
| CREDIT AGRICOLE S A | 62,189 | $479K | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 50,040 | $460K | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 58,000 | $447K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 54,127 | $417K | 0.2% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 46,880 | $361K | 0.2% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 46,454 | $358K | 0.2% | 2026-Q1 |
| State of Wyoming added | 42,739 | $330K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 42,121 | $325K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 41,853 | $323K | 0.2% | 2026-Q1 |
| Cornerstone Investment Partners, LLC added | 39,855 | $307K | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 39,834 | $307K | 0.2% | 2026-Q1 |
| LMR Partners LLP | 2,330,473 | $303K | 0.1% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT | 38,585 | $297K | 0.1% | 2026-Q1 |
| ARISTEIA CAPITAL, L.L.C. | 2,203,396 | $281K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,632,612 | $17M | 8.4% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 552,500 | $6M | 2.9% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 288,117 | $3M | 1.6% | 2025-Q3 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 267,683 | $3M | 1.4% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 209,841 | $2M | 1.1% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 185,815 | $2M | 1.0% | 2025-Q3 stale |
| NORGES BANK new | 113,900 | $2M | 0.8% | 2025-Q2 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 125,764 | $1M | 0.7% | 2025-Q3 stale |
| ZAZOVE ASSOCIATES LLC added | 909,467 | $1M | 0.7% | 2025-Q4 stale |
| Norris Financial Group, LLC new | 91,224 | $1M | 0.6% | 2025-Q2 stale |
| Stratos Wealth Partners, LTD. added | 88,434 | $1M | 0.6% | 2025-Q2 stale |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 82,712 | $1M | 0.6% | 2025-Q2 stale |
| MML INVESTORS SERVICES, LLC added | 92,143 | $1M | 0.5% | 2025-Q3 stale |
| Inspire Investing, LLC new | 88,378 | $1M | 0.5% | 2025-Q3 stale |
| SIERRA SUMMIT ADVISORS LLC new | 70,663 | $989K | 0.5% | 2025-Q2 stale |
| DAVENPORT & Co LLC trimmed | 90,805 | $950K | 0.5% | 2025-Q4 stale |
| BOSUN ASSET MANAGEMENT, LLC added | 60,773 | $850K | 0.4% | 2025-Q2 stale |
| WOLVERINE TRADING, LLC added | 88,248 | $839K | 0.4% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC new | 89,633 | $834K | 0.4% | 2025-Q1 stale |
| Vident Advisory, LLC added | 69,828 | $730K | 0.4% | 2025-Q4 stale |
| Diversify Advisory Services, LLC trimmed | 65,039 | $645K | 0.3% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 54,619 | $619K | 0.3% | 2025-Q3 stale |
| CSS LLC/IL trimmed | 49,822 | $564K | 0.3% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC new | 40,105 | $561K | 0.3% | 2025-Q2 stale |
| Manatuck Hill Partners, LLC trimmed | 58,207 | $541K | 0.3% | 2025-Q1 stale |
| Sigma Planning Corp new | 38,396 | $537K | 0.3% | 2025-Q2 stale |
| Informed Momentum Co LLC trimmed | 46,038 | $522K | 0.3% | 2025-Q3 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 37,273 | $521K | 0.3% | 2025-Q2 stale |
| Prosperity Wealth Management, Inc. added | 46,000 | $521K | 0.3% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC new | 55,440 | $516K | 0.3% | 2025-Q1 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 44,686 | $505K | 0.2% | 2025-Q3 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 45,070 | $471K | 0.2% | 2025-Q4 stale |
| Optimize Financial Inc added | 43,789 | $458K | 0.2% | 2025-Q4 stale |
| Tidal Investments LLC added | 32,389 | $453K | 0.2% | 2025-Q2 stale |
| Baader Bank Aktiengesellschaft added | 30,500 | $427K | 0.2% | 2025-Q2 stale |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 40,472 | $423K | 0.2% | 2025-Q4 stale |
| WINTON GROUP Ltd trimmed | 38,560 | $359K | 0.2% | 2025-Q1 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 33,630 | $352K | 0.2% | 2025-Q4 stale |
| Virtu Financial LLC trimmed | 20,009 | $280K | 0.1% | 2025-Q2 stale |
| ADVENT CAPITAL MANAGEMENT /DE/ new | 20,000 | $280K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.