OPFI · NYSE · Financial - Credit Services

OppFi

Powers partner banks to originate short-term installment loans, then buys and services the receivables.

$7.25
After-hours close+0.18 (+2.55%)
At close$7.07(−1.12%)

Breakdown13F · Form 4

Institutions 22.85%19.51M sharesInsiders 7.42%6.34M sharesOther 69.73%59.54M shares

Shares outstanding 85.39M · Float

Float — provider float is below the insider stake.

The provider's float is smaller than the insider stake it should exclude, so it is not shown.

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Theodore G. Schwartz · director, 10 percent owner: 3.03M3.55%Form 4Jun 10, 2026
Wellington Management Group LLP2.63M9.90%13GMay 15, 2026
LMR Partners LLP2.33M7.70%13GNov 14, 2025
Aristeia Capital, L.L.C.2.19M7.26%13GNov 14, 2025
BlackRock, Inc.1.94M2.27%13FMay 13, 2026

Institutions13F, as of Mar 31, 2026

152 holders · 19.51M shares · 27 new positions · 72 increased · 48 reduced · 26 closed

HolderShares% outstandingChg q/qFiled
Wellington Management Group LLP2.63M3.08%+156.1KMay 15, 2026
BlackRock, Inc.1.94M2.27%−52.9KMay 13, 2026
Vanguard Capital Management LLC1.19M1.39%+1.19MnewMay 15, 2026
Two Sigma Investments, LP1.10M1.28%+451.8KMay 15, 2026
Morgan Stanley710.3K0.83%−190.4KMay 15, 2026
JPMorgan Chase & Co665.1K0.78%−73.2KMay 13, 2026
Nuveen, LLC652.6K0.76%−101.4KApr 30, 2026
Renaissance Technologies LLC630.3K0.74%+14.1KMay 14, 2026

Beneficial owners13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Todd G. Schwartzincl. TGS MCS Capital Group LP, LTHS Capital Group LP +5 more32.03%27.35M13DApr 30, 2026
Wellington Management Group LLP9.90%2.63M13GMay 15, 2026
LMR Partners LLP7.70%2.33M13GNov 14, 2025
Aristeia Capital, L.L.C.7.26%2.19M13GNov 14, 2025
BlackRock, Inc.6.80%1.88M13GJan 21, 2026
Wellington Trust Company, NA5.50%1.46M13GMay 15, 2026
Vanguard Capital Management5.15%1.36M13GApr 30, 2026

InsidersForm 4

InsiderRoleShares% outstandingFiled
Theodore G. Schwartzdirector, 10 percent owner: 3.03M3.55%Jun 10, 2026
Christopher J. McKayofficer: Chief Risk & Analytics Officer1.43M1.68%Aug 28, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer907.0K1.06%Aug 28, 2026
David Vennettillidirector438.9K0.51%Aug 21, 2026
Christina M. Favilladirector186.5K0.22%Jun 10, 2026
Gregory T. Zeemandirector166.5K0.19%Jun 10, 2026
Pamela D. Johnsonofficer: CFO159.7K0.19%Jul 6, 2026
Jocelyn Mooredirector16.8K0.02%Jun 17, 2026

1 ten-percent owner holds 1.07M shares by Form 4, outside the officers-and-directors figure above · 7 people have not refiled in the last 18 months (31.04M shares), so they are not in the figure above

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 27, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,550$7.13605,283
Aug 26, 2026
Christopher J. McKayofficer: Chief Risk & Analytics Officer
Sale77,850$7.181,431,479
Aug 26, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,500$7.19601,733
Aug 25, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,475$7.25598,233
Aug 24, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,475$7.15594,758
Aug 21, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,550$7.07591,283
Aug 19, 2026
David Vennettillidirector
Sale28,485$7.16154,434
Aug 20, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,450$7.13587,733
Aug 19, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,500$7.16584,283
Aug 18, 2026
Todd G. Schwartzdirector, 10 percent owner, officer: Chief Executive Officer
Purchase3,550$7.04580,783

CongressHouse and Senate disclosures

Not reported.