OPPFI INC (OPFI)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $30.0M | 3,019,250 | 0.01% | 4q | +14.8%+$3.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $22.0M | 2,216,792 | 0.00% | 2q | +86.9%+$10.2M |
| BlackRock, Inc. | $20.3M | 2,047,243 | 0.00% | 8q | +5.8%+$1.1M |
| CITADEL ADVISORS LLC | $12.9M incl. $2.3M options CALL+PUT | 1,066,428 | 0.00% | 20q | +108.7%+$6.7M |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $10.5M | 1,053,379 | 1.31% | 2q | +3449.1%+$10.2M |
| M3F, Inc. | $7.6M | 764,445 | 1.80% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $7.4M | 742,860 | 0.00% | 19q | +21.5%+$1.3M |
| TWO SIGMA INVESTMENTS, LP | $6.6M | 669,257 | 0.00% | 11q | -39.0%-$4.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6M CALL+PUT | options only | 0.00% | 20q | OPTIONS |
| DIMENSIONAL FUND ADVISORS LP | $6.4M | 646,233 | 0.00% | 8q | +51.7%+$2.2M |
| Nuveen, LLC | $6.4M | 641,376 | 0.00% | 6q | -1.7%-$111.4K |
| LB Partners LLC | $6.3M | 632,500 | 4.28% | 11q | +26.5%+$1.3M |
| STATE STREET CORP | $5.6M | 564,617 | 0.00% | 20q | +5.3%+$282.0K |
| RENAISSANCE TECHNOLOGIES LLC | $5.3M | 533,008 | 0.01% | 18q | -15.4%-$966.2K |
| GOLDMAN SACHS GROUP INC | $4.5M | 454,143 | 0.00% | 13q | +38.2%+$1.2M |
| AMERIPRISE FINANCIAL INC | $4.5M | 448,142 | 0.00% | 3q | +259.0%+$3.2M |
| MORGAN STANLEY | $4.1M | 415,829 | 0.00% | 20q | -41.5%-$2.9M |
| UBS Group AG | $3.5M | 355,108 | 0.00% | 15q | +7.9%+$257.1K |
| MILLENNIUM MANAGEMENT LLC | $3.3M | 333,114 | 0.00% | 13q | -24.6%-$1.1M |
| GLOBEFLEX CAPITAL L P | $3.2M | 326,313 | 0.41% | 8q | -2.4%-$80.7K |
| NORTHERN TRUST CORP | $3.0M | 300,944 | 0.00% | 20q | +53.8%+$1.0M |
| PL Capital Advisors, LLC | $3.0M | 300,000 | 0.83% | new | NEW |
| JPMORGAN CHASE & CO | $2.7M | 285,021 | 0.00% | 20q | -57.1%-$3.6M |
| VANGUARD FIDUCIARY TRUST CO | $2.5M | 253,483 | 0.00% | 2q | +34.0%+$638.8K |
| SIMPLEX TRADING, LLC | $2.4M CALL+PUT | options only | 0.00% | 12q | OPTIONS |
| LPL Financial LLC | $2.0M | 206,417 | 0.00% | 11q | -2.3%-$49.2K |
| Kestra Advisory Services, LLC | $1.9M | 189,253 | 0.01% | 4q | +7.5%+$131.1K |
| BANK OF AMERICA CORP /DE/ | $1.8M | 185,995 | 0.00% | 20q | +3.1%+$54.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8M | 178,355 | 0.00% | 2q | +15.9%+$242.9K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $1.6M | 162,601 | 0.00% | 2q | +1184.8%+$1.5M |
| MARSHALL WACE, LLP | $1.6M | 159,265 | 0.00% | 2q | -22.4%-$456.2K |
| TUDOR INVESTMENT CORP ET AL | $1.6M | 156,293 | 0.00% | 10q | -67.9%-$3.3M |
| DEUTSCHE BANK AG\ | $1.3M | 132,647 | 0.00% | 7q | +0.6%+$8.1K |
| MACKENZIE FINANCIAL CORP | $1.3M | 129,032 | 0.00% | 4q | -30.3%-$557.5K |
| VICTORY CAPITAL MANAGEMENT INC | $1.3M | 128,485 | 0.00% | 7q | -9.9%-$140.5K |
| WCG Wealth Advisors LLC | $1.2M | 124,690 | 0.03% | 4q | +16.5%+$175.7K |
| Trexquant Investment LP | $1.2M | 123,482 | 0.01% | 7q | -72.4%-$3.2M |
| FIRST TRUST ADVISORS LP | $1.2M | 116,245 | 0.00% | 4q | +32.1%+$280.6K |
| GROUP ONE TRADING LLC | $1.1M incl. $1.1M options CALL+PUT | 422 | 0.00% | 20q | HELD |
| Manatuck Hill Partners, LLC | $993.0K | 100,000 | 0.33% | new | NEW |
| EMERALD MUTUAL FUND ADVISERS TRUST | $907.9K | 91,433 | 0.03% | new | NEW |
| Bank of New York Mellon Corp | $891.1K | 89,743 | 0.00% | 17q | +9.6%+$78.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $868.4K | 87,450 | 0.00% | 17q | +17.7%+$130.5K |
| JANE STREET GROUP, LLC | $830.1K CALL | options only | 0.00% | 11q | OPTIONS |
| FEDERATED HERMES, INC. | $803.5K | 80,914 | 0.00% | 8q | HELD |
| HRT FINANCIAL LP | $744.0K incl. $744.0K options OPT | 75,000 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $722.0K | 72,622 | 0.00% | 5q | +103.8%+$367.7K |
| AMERICAN CENTURY COMPANIES INC | $717.4K | 72,249 | 0.00% | 10q | -4.3%-$32.1K |
| AQR CAPITAL MANAGEMENT LLC | $716.5K | 72,160 | 0.00% | 10q | +99.7%+$357.6K |
| Creative Planning | $666.1K | 67,083 | 0.00% | new | NEW |
| BARCLAYS PLC | $664.2K | 66,884 | 0.00% | 17q | -4.9%-$34.1K |
| Allspring Global Investments Holdings, LLC | $656.5K | 65,585 | 0.00% | 5q | +3.6%+$22.8K |
| CREDIT AGRICOLE S A | $617.5K | 62,189 | 0.00% | 5q | HELD |
| Man Group plc | $615.1K | 61,941 | 0.00% | 4q | -13.9%-$99.0K |
| Brevan Howard Capital Management LP | $599.2K | 60,343 | 0.00% | 3q | +29.9%+$137.9K |
| IMC-Chicago, LLC | $581.9K CALL+PUT | options only | 0.00% | new | OPTIONS |
| ExodusPoint Capital Management, LP | $567.2K | 57,121 | 0.00% | new | NEW |
| State of Wyoming | $557.4K | 56,132 | 0.06% | 7q | +31.3%+$133.0K |
| CANADA PENSION PLAN INVESTMENT BOARD | $549.1K | 55,300 | 0.00% | 3q | -4.7%-$26.8K |
| PDT Partners, LLC | $473.2K | 47,655 | 0.02% | 5q | -84.9%-$2.7M |
| Diversify Advisory Services, LLC | $470.7K | 49,967 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $470.7K | 49,967 | 0.01% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $464.1K | 46,742 | 0.00% | 7q | -37.0%-$272.6K |
| Schonfeld Strategic Advisors LLC | $447.9K | 45,101 | 0.00% | new | NEW |
| AXQ CAPITAL, LP | $425.5K | 42,853 | 0.05% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $383.1K | 38,585 | 0.00% | 10q | HELD |
| Cornerstone Investment Partners, LLC | $377.7K | 38,035 | 0.01% | 8q | -4.6%-$18.1K |
| ALLIANCEBERNSTEIN L.P. | $375.4K | 48,690 | 0.00% | 9q | +85.9%+$173.5K |
| RAYMOND JAMES FINANCIAL INC | $355.7K | 35,821 | 0.00% | 7q | -15.0%-$62.6K |
| VIRTUS ADVISERS, LLC | $344.2K | 34,667 | 0.13% | new | NEW |
| NORTHLAND SECURITIES, INC. | $332.0K | 33,433 | 0.19% | new | NEW |
| Cetera Investment Advisers | $329.7K | 33,204 | 0.00% | 5q | +8.9%+$26.9K |
| EXCHANGE TRADED CONCEPTS, LLC | $325.5K | 32,775 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $311.2K | 31,343 | 0.00% | 17q | +2.8%+$8.4K |
| HighTower Advisors, LLC | $290.1K | 29,218 | 0.00% | 5q | +9.8%+$26.0K |
| Graham Capital Management, L.P. | $281.0K | 28,296 | 0.01% | 5q | +3.5%+$9.6K |
| CITIGROUP INC | $269.3K | 27,123 | 0.00% | 18q | -59.8%-$400.5K |
| WELLS FARGO & COMPANY/MN | $245.3K | 24,704 | 0.00% | 14q | -41.0%-$170.3K |
| OSAIC HOLDINGS, INC. | $240.2K | 24,184 | 0.00% | 20q | -21.7%-$66.6K |
| MARTINGALE ASSET MANAGEMENT L P | $235.4K | 23,705 | 0.01% | 5q | HELD |
| State of Alaska, Department of Revenue | $222.0K | 22,452 | 0.00% | 3q | +36.5%+$59.3K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $203.9K | 20,535 | 0.00% | 4q | -17.6%-$43.5K |
| NorthCrest Asset Manangement, LLC | $190.1K | 20,526 | 0.00% | 6q | +0.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $187.0K | 18,764 | 0.00% | 5q | +3.6%+$6.5K |
| LAZARD ASSET MANAGEMENT LLC | $183.4K | 18,467 | 0.00% | 2q | +56.2%+$66.0K |
| STRS OHIO | $179.7K | 18,100 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $175.0K | 17,626 | 0.00% | 7q | HELD |
| Invesco Ltd. | $161.6K | 16,271 | 0.00% | 17q | -24.6%-$52.8K |
| SEI INVESTMENTS CO | $157.5K | 15,860 | 0.00% | 2q | -0.8%-$1.3K |
| TCFG Investment Advisors, LLC | $149.2K | 15,024 | 0.05% | 2q | HELD |
| Optivise Advisory Services LLC | $145.5K | 14,657 | 0.07% | 2q | -13.0%-$21.8K |
| Private Advisor Group, LLC | $140.8K | 14,181 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $126.1K | 12,703 | 0.00% | 6q | +329.4%+$96.8K |
| Y-Intercept (Hong Kong) Ltd | $119.1K | 11,993 | 0.00% | new | NEW |
| MANGROVE PARTNERS IM, LLC | $118.8K | 11,961 | 0.01% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $118.6K | 11,946 | 0.00% | 9q | -5.9%-$7.4K |
| JONES FINANCIAL COMPANIES LLLP | $115.6K | 12,462 | 0.00% | 5q | +11.8%+$12.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $109.6K | 11,037 | 0.00% | 7q | -35.2%-$59.7K |
| Vanguard Global Advisers, LLC | $106.7K | 10,744 | 0.00% | 2q | HELD |
| XTX Topco Ltd | $105.1K | 10,585 | 0.00% | 3q | -87.8%-$756.7K |
Showing the largest 100 of 151 reported holders. The count of 150 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-07-20 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-10 | 2026-08-10 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-26 | McKay Christopher J. | Chief Risk & Analytics Officer | Sold | 77,850 | $558.8K |
| 2026-06-15 | Moore Jocelyn | Director | Sold | 39,076 | $324.9K |
| 2026-06-08 | Favilla Christina M | Director | Sold | 30,000 | $244.2K |
| 2026-08-19 | Vennettilli David | Director | Sold | 28,485 | $204.0K |
| 2026-06-12 | McKay Christopher J. | Chief Risk & Analytics Officer | Sold | 23,683 | $197.8K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-13 | Schwartz Todd G. | Chief Executive Officer | Bought | 60,000 | $427.7K |
| 2026-08-12 | Schwartz Todd G. | Chief Executive Officer | Bought | 60,000 | $423.0K |
| 2026-08-14 | Schwartz Todd G. | Chief Executive Officer | Bought | 20,000 | $144.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 27 | $17.1M | 2,839,874 | 6 | 12 | 3 | 0.0% |
| Q2 2026 | 150 | $236.8M | 22,481,248 | 32 | 50 | 41 | 6.2% |
| Q1 2026 | 147 | $163.5M | 19,493,174 | 22 | 41 | 47 | 8.0% |
| Q4 2025 | 147 | $248.1M | 21,615,405 | 23 | 51 | 42 | 8.9% |
| Q3 2025 | 152 | $262.1M | 20,865,384 | 34 | 57 | 36 | 10.0% |
| Q2 2025 | 154 | $256.0M | 15,521,227 | 40 | 67 | 29 | 15.4% |
| Q1 2025 | 136 | $140.1M | 11,533,888 | 49 | 40 | 30 | 23.5% |
| Q4 2024 | 111 | $96.4M | 12,108,553 | 34 | 43 | 15 | 3.8% |
| Q3 2024 | 84 | $45.3M | 8,934,435 | 21 | 28 | 16 | 6.7% |
| Q2 2024 | 71 | $28.3M | 7,471,084 | 6 | 27 | 18 | 10.4% |
| Q1 2024 | 71 | $22.3M | 7,576,995 | 14 | 17 | 21 | 15.0% |
| Q4 2023 | 70 | $38.2M | 6,451,043 | 18 | 21 | 14 | 13.6% |
| Q3 2023 | 56 | $10.7M | 4,098,911 | 9 | 12 | 14 | 3.8% |
| Q2 2023 | 53 | $7.8M | 3,738,966 | 5 | 12 | 17 | 2.3% |
| Q1 2023 | 51 | $7.5M | 3,547,940 | 5 | 9 | 22 | 2.6% |
| Q4 2022 | 48 | $8.1M | 3,655,530 | 5 | 18 | 9 | 8.2% |
| Q3 2022 | 48 | $9.5M | 3,527,230 | 6 | 14 | 15 | 14.2% |
| Q2 2022 | 50 | $15.5M | 3,148,096 | 19 | 13 | 9 | 33.6% |
| Q1 2022 | 46 | $17.9M | 3,061,232 | 19 | 8 | 12 | 41.3% |
| Q4 2021 | 32 | $20.7M | 3,122,486 | 7 | 14 | 5 | 31.6% |
| Q3 2021 | 37 | $51.2M | 6,074,084 | 39 | 0 | 0 | 7.7% |
| Q2 2021 | 1 | $204.0K | 20,000 | 1 | 0 | 0 | 0.0% |
