Who owns OppFi (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-Q2 13F filings (latest filed 2026-09-22). 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
34 tracked funds added or opened OPFI while 14 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 155 tracked filers holding OPFI, 81 increased or opened the position and 80 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 5
- PL Capital Advisors, LLC$3M
- Manatuck Hill Partners, LLC$993K
- EMERALD MUTUAL FUND ADVISERS TRUST$908K
- Creative Planning$666K
- ExodusPoint Capital Management, LP$567K
Full exits 3
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
- Rockefeller Capital Management L.P.$1M
- SIMPLEX TRADING, LLC$591K
Largest adds
- VANGUARD CAPITAL MANAGEMENT LLC$13M
- WELLINGTON MANAGEMENT GROUP LLP$11M
- CORSAIR CAPITAL MANAGEMENT, L.P.$10M
- CITADEL ADVISORS LLC$7M
- BlackRock, Inc.$5M
- AMERIPRISE FINANCIAL INC$3M
Largest trims
- JPMORGAN CHASE & CO$2M
- Trexquant Investment LP$2M
- TUDOR INVESTMENT CORP ET AL$2M
- PDT Partners, LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
- MORGAN STANLEY$1M
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 | 3,019,250 | $30M | 11.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,216,792 | $22M | 8.3% | 2026-Q2 |
| BlackRock, Inc. added | 2,047,243 | $20M | 7.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,066,428 | $11M | 4.0% | 2026-Q2 |
| CORSAIR CAPITAL MANAGEMENT, L.P. added | 1,053,379 | $10M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 742,860 | $7M | 2.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 669,257 | $7M | 2.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 646,233 | $6M | 2.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 641,376 | $6M | 2.4% | 2026-Q2 |
| LB Partners LLC added | 632,500 | $6M | 2.4% | 2026-Q2 |
| STATE STREET CORP added | 564,617 | $6M | 2.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 533,008 | $5M | 2.0% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 510,000 | $5M | 1.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 454,143 | $5M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 448,142 | $4M | 1.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 415,829 | $4M | 1.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 333,114 | $3M | 1.2% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P trimmed | 326,313 | $3M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 300,944 | $3M | 1.1% | 2026-Q2 |
| PL Capital Advisors, LLC new | 300,000 | $3M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 285,021 | $3M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 253,483 | $3M | 0.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 206,417 | $2M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 189,253 | $2M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 185,995 | $2M | 0.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 178,355 | $2M | 0.7% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 162,601 | $2M | 0.6% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 159,265 | $2M | 0.6% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 156,293 | $2M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 132,647 | $1M | 0.5% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 129,032 | $1M | 0.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 128,485 | $1M | 0.5% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 124,690 | $1M | 0.5% | 2026-Q2 |
| Trexquant Investment LP trimmed | 123,482 | $1M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 116,245 | $1M | 0.4% | 2026-Q2 |
| Manatuck Hill Partners, LLC added | 100,000 | $993K | 0.4% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST new | 91,433 | $908K | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 89,743 | $891K | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 87,450 | $868K | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. | 80,914 | $803K | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 72,249 | $717K | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 72,160 | $717K | 0.3% | 2026-Q2 |
| Creative Planning added | 67,083 | $666K | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 66,884 | $664K | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 65,585 | $657K | 0.2% | 2026-Q2 |
| CREDIT AGRICOLE S A | 62,189 | $618K | 0.2% | 2026-Q2 |
| Man Group plc trimmed | 61,941 | $615K | 0.2% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 60,343 | $599K | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP new | 57,121 | $567K | 0.2% | 2026-Q2 |
| State of Wyoming added | 56,132 | $557K | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 55,300 | $549K | 0.2% | 2026-Q2 |
| PDT Partners, LLC trimmed | 47,655 | $473K | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 49,967 | $471K | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 49,967 | $471K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 46,742 | $464K | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 45,101 | $448K | 0.2% | 2026-Q2 |
| AXQ CAPITAL, LP added | 42,853 | $426K | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT | 38,585 | $383K | 0.1% | 2026-Q2 |
| Cornerstone Investment Partners, LLC trimmed | 38,035 | $378K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 48,690 | $375K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 35,821 | $356K | 0.1% | 2026-Q2 |
| VIRTUS ADVISERS, LLC new | 34,667 | $344K | 0.1% | 2026-Q2 |
| NORTHLAND SECURITIES, INC. new | 33,433 | $332K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 33,204 | $330K | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC new | 32,775 | $325K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 31,343 | $311K | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC added | 1,632,612 | $17M | 6.4% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP trimmed | 552,500 | $6M | 2.2% | 2025-Q4 stale (2 quarters behind) |
| Cubist Systematic Strategies, LLC added | 288,117 | $3M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL FINANCIAL GROUP INC added | 267,683 | $3M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Point72 Asset Management, L.P. new | 209,841 | $2M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| BALYASNY ASSET MANAGEMENT L.P. added | 185,815 | $2M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 211,667 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| NORGES BANK new | 113,900 | $2M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| GSA CAPITAL PARTNERS LLP trimmed | 125,764 | $1M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Rockefeller Capital Management L.P. added | 170,000 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Norris Financial Group, LLC new | 91,224 | $1M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Stratos Wealth Partners, LTD. added | 88,434 | $1M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 82,712 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| MML INVESTORS SERVICES, LLC added | 92,143 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Inspire Investing, LLC new | 88,378 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| SIERRA SUMMIT ADVISORS LLC new | 70,663 | $989K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| DAVENPORT & Co LLC trimmed | 90,805 | $950K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| BOSUN ASSET MANAGEMENT, LLC added | 60,773 | $850K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Vident Advisory, LLC added | 69,828 | $730K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SIMPLEX TRADING, LLC added | 76,709 | $591K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CSS LLC/IL trimmed | 49,822 | $564K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC new | 40,105 | $561K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Sigma Planning Corp new | 38,396 | $537K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Informed Momentum Co LLC trimmed | 46,038 | $522K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 37,273 | $521K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Prosperity Wealth Management, Inc. added | 46,000 | $521K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 44,686 | $505K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| DARK FOREST CAPITAL MANAGEMENT LP added | 45,070 | $471K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Optimize Financial Inc added | 43,789 | $458K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Tidal Investments LLC added | 32,389 | $453K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Baader Bank Aktiengesellschaft added | 30,500 | $427K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 40,472 | $423K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 54,127 | $417K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| STATE OF WISCONSIN INVESTMENT BOARD added | 33,630 | $352K | 0.1% | 2025-Q4 stale (2 quarters behind) |
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.