OPPFI INC OPFI
COM CL A · Common Stock · CUSIP 68386H103
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.91. Options: 6 managers hold calls ($7.9m notional), 6 hold puts ($6.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 49 |
| Q4 2022 | 47 |
| Q1 2023 | 51 |
| Q2 2023 | 51 |
| Q3 2023 | 58 |
| Q4 2023 | 64 |
| Q1 2024 | 70 |
| Q2 2024 | 69 |
| Q3 2024 | 83 |
| Q4 2024 | 110 |
| Q1 2025 | 131 |
| Q2 2025 | 149 |
| Q3 2025 | 148 |
| Q4 2025 | 143 |
| Q1 2026 | 147 |
| Q2 2026 | 146 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 49 | 23 |
| Q4 2024 | 78 | 24 |
| Q1 2025 | 87 | 52 |
| Q2 2025 | 105 | 50 |
| Q3 2025 | 95 | 68 |
| Q4 2025 | 76 | 68 |
| Q1 2026 | 67 | 69 |
| Q2 2026 | 82 | 68 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $17.2m | $9.0m | 0.52 |
| Q4 2025 | $11.9m | $10.2m | 0.86 |
| Q1 2026 | $6.2m | $7.0m | 1.12 |
| Q2 2026 | $7.9m | $6.7m | 0.85 |
Biggest buyers
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +1.0m |
| CORSAIR CAPITAL MANAGEMENT, L.P. | Added | +1.0m |
| M3F, Inc. | New | +764.4k |
| CITADEL ADVISORS LLC | Added | +555.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +389.1k |
| AMERIPRISE FINANCIAL INC | Added | +323.3k |
| PL Capital Advisors, LLC | New | +300.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +220.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +149.9k |
| LB Partners LLC | Added | +132.5k |
Biggest sellers
| TWO SIGMA INVESTMENTS, LP | Reduced | -427.0k |
| JPMORGAN CHASE & CO | Reduced | -380.0k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -331.0k |
| Trexquant Investment LP | Reduced | -323.1k |
| MORGAN STANLEY | Reduced | -294.5k |
| PDT Partners, LLC | Reduced | -267.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -211.7k |
| Rockefeller Capital Management L.P. | Sold out | -170.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -108.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -97.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.0m504.1k shares |
| SIMPLEX TRADING, LLC | Added | $876.8k88.3k shares |
| JANE STREET GROUP, LLC | Reduced | $830.1k83.6k shares |
| GROUP ONE TRADING LLC | Reduced | $602.8k60.7k shares |
| CITADEL ADVISORS LLC | New | $344.6k34.7k shares |
| IMC-Chicago, LLC | Added | $244.3k24.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $2.0m201.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.6m164.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.5m154.4k shares |
| HRT FINANCIAL LP | New | $744.0k75.0k shares |
| GROUP ONE TRADING LLC | Added | $463.7k46.7k shares |
| IMC-Chicago, LLC | New | $337.6k34.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Schwartz Todd G.
13D · may seek influence
-35.9 pts · filed 2026-04-30
Stated purposeThe information set forth in Item 3 above is incorporated into this Item 4 by reference. Effective upon the Closing, and in accordance with the terms of the Business Combination Agreement, (i) each executive officer of FGNA ceased serving in such capacities, (ii) each member of the board of directors of FGNA ceased serving in such capacity, (iii) Todd G. Schwartz, Theodore G. Schwartz, Jared Kaplan, Christina Favilla, Jocelyn Moore, David Vennettilli and Greg Zeeman were appointed as directors of the Company, and (iv) Todd G. Schwartz was appointed Executive Chairman of the Board. On February 23, 2022, Todd G. Schwartz was appointed Chief Executive Officer of the Issuer. Upon the Closing, the Issuer adopted its Second Amended and Restated Certificate of Incorporation and Amended and Rest… Full filing |
32.0% |
Fell to 5% or below in the last year: ARISTEIA CAPITAL, L.L.C. (2.5%, 2026-08-14), LMR Partners LLP (2.5%, 2026-08-14), WELLINGTON MANAGEMENT GROUP LLP (3.5%, 2026-08-13), WELLINGTON TRUST Co N A (1.9%, 2026-08-13), VANGUARD CAPITAL MANAGEMENT LLC (2.9%, 2026-07-31), BlackRock, Inc. (2.3%, 2026-07-29), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $971.4k | — |
| Q1 2025 | 0 | — | 2 | $10.5m | $9.8m |
| Q2 2025 | 0 | — | 5 | $20.0m | $18.8m |
| Q3 2025 | 0 | — | 3 | $6.0m | $6.0m |
| Q4 2025 | 0 | — | 3 | $420.2k | $185.0k |
| Q1 2026 | 0 | — | 2 | $121.9k | $121.9k |
| Q2 2026 | 0 | — | 4 | $867.1k | $100.0k |
| Q3 2026 | 1 | $1.5m | 3 | $832.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-14 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $15.1k1.9k shares |
| 2026-09-11 | Johnson Pamela D. CFO | Sold | $69.4k8.7k shares |
| 2026-09-11 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $26.3k3.3k shares |
| 2026-09-10 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $25.3k3.4k shares |
| 2026-09-09 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $26.2k3.5k shares |
| 2026-09-08 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $25.7k3.5k shares |
| 2026-09-04 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $25.7k3.5k shares |
| 2026-09-03 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $25.3k3.5k shares |
| 2026-09-02 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $25.4k3.5k shares |
| 2026-09-01 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $24.5k3.5k shares |
| 2026-08-31 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $24.6k3.5k shares |
| 2026-08-28 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $25.0k3.5k shares |
| 2026-08-27 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $25.3k3.5k shares |
| 2026-08-26 | McKay Christopher J. Chief Risk & Analytics Officer | Sold | $559.0k77.8k shares |
| 2026-08-26 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $25.2k3.5k shares |
| 2026-08-25 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $25.2k3.5k shares |
| 2026-08-24 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $24.8k3.5k shares |
| 2026-08-21 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $25.1k3.5k shares |
| 2026-08-20 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $24.6k3.5k shares |
| 2026-08-19 | Vennettilli David Director | Sold | $204.0k28.5k shares |
| 2026-08-19 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $25.1k3.5k shares |
| 2026-08-18 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $25.0k3.5k shares |
| 2026-08-17 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $24.5k3.5k shares |
| 2026-08-14 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $144.0k20.0k shares |
| 2026-08-13 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $427.8k60.0k shares |
| 2026-08-12 | Schwartz Todd G. Chief Executive Officer, director · By TGS Revocable Trust | Bought | $423.0k60.0k shares |
| 2026-06-15 | Moore Jocelyn Director | Sold | $325.1k39.1k shares |
| 2026-06-12 | McKay Christopher J. Chief Risk & Analytics Officer | Sold | $197.8k23.7k shares |
| 2026-06-08 | Favilla Christina M Director · By Santo Favilla and Christina Favilla Joint Revocable Trust | Sold | $244.2k30.0k shares |
| 2026-05-04 | Vennettilli David Director | Sold plan | $100.0k10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 3.0m $30.0m | Added +389.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.2m $22.0m | Added +1.0m |
| BlackRock, Inc. 0.00% of their portfolio | 2.0m $20.3m | Added +111.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.1m $10.6m | Added +555.5k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 1.32% of their portfolio | 1.1m $10.5m | Added +1.0m |
| M3F, Inc. 1.80% of their portfolio | 764.4k $7.6m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 742.9k $7.4m | Added +131.7k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 669.3k $6.6m | Reduced -427.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 646.2k $6.4m | Added +220.1k |
| Nuveen, LLC 0.00% of their portfolio | 641.4k $6.4m | Reduced -11.2k |
| LB Partners LLC 4.28% of their portfolio | 632.5k $6.3m | Added +132.5k |
| STATE STREET CORP 0.00% of their portfolio | 564.6k $5.6m | Added +28.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 533.0k $5.3m | Reduced -97.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 454.1k $4.5m | Added +125.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 448.1k $4.5m | Added +323.3k |
| MORGAN STANLEY 0.00% of their portfolio | 415.8k $4.1m | Reduced -294.5k |
| UBS Group AG 0.00% of their portfolio | 355.1k $3.5m | Added +25.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 333.1k $3.3m | Reduced -108.7k |
| GLOBEFLEX CAPITAL L P 0.41% of their portfolio | 326.3k $3.2m | Reduced -8.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 300.9k $3.0m | Added +105.2k |
| PL Capital Advisors, LLC 0.83% of their portfolio | 300.0k $3.0m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 285.0k $2.7m | Reduced -380.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 253.5k $2.5m | Added +64.3k |
| LPL Financial LLC 0.00% of their portfolio | 206.4k $2.0m | Reduced -5.0k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 189.3k $1.9m | Added +13.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 186.0k $1.8m | Added +5.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 178.4k $1.8m | Added +24.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 162.6k $1.6m | Added +149.9k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 159.3k $1.6m | Reduced -45.9k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 156.3k $1.6m | Reduced -331.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 132.6k $1.3m | Added +812 |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 129.0k $1.3m | Reduced -56.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 128.5k $1.3m | Reduced -14.1k |
| WCG Wealth Advisors LLC 0.03% of their portfolio | 124.7k $1.2m | Added +17.7k |
| Trexquant Investment LP 0.01% of their portfolio | 123.5k $1.2m | Reduced -323.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 116.2k $1.2m | Added +28.3k |
| Manatuck Hill Partners, LLC 0.33% of their portfolio | 100.0k $993.0k | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.03% of their portfolio | 91.4k $907.9k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 89.7k $891.1k | Added +7.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 87.5k $868.4k | Added +13.1k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 80.9k $803.5k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 72.6k $722.0k | Added +37.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 72.2k $717.4k | Reduced -3.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 72.2k $716.5k | Added +36.0k |
| Creative Planning 0.00% of their portfolio | 67.1k $666.1k | New |
| BARCLAYS PLC 0.00% of their portfolio | 66.9k $664.2k | Reduced -3.4k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 65.6k $656.5k | Added +2.3k |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 62.2k $617.5k | Unchanged |
| Man Group plc 0.00% of their portfolio | 61.9k $615.1k | Reduced -10.0k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 60.3k $599.2k | Added +13.9k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 57.1k $567.2k | New |
| State of Wyoming 0.06% of their portfolio | 56.1k $557.4k | Added +13.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 55.3k $549.1k | Reduced -2.7k |
| Diversify Advisory Services, LLC 0.01% of their portfolio | 50.0k $470.7k | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio | 50.0k $470.7k | Reduced -73 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 48.7k $375.4k | Added +22.5k |
| PDT Partners, LLC 0.02% of their portfolio | 47.7k $473.2k | Reduced -267.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 46.7k $464.1k | Reduced -27.5k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 45.1k $447.9k | New |
| AXQ CAPITAL, LP 0.05% of their portfolio | 42.9k $425.5k | New |
| ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio | 38.6k $383.1k | Unchanged |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 38.0k $377.7k | Reduced -1.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 35.8k $355.7k | Reduced -6.3k |
| VIRTUS ADVISERS, LLC 0.13% of their portfolio | 34.7k $344.2k | New |
| NORTHLAND SECURITIES, INC. 0.19% of their portfolio | 33.4k $332.0k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 33.2k $329.7k | Added +2.7k |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 32.8k $325.5k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 31.3k $311.2k | Added +841 |
| HighTower Advisors, LLC 0.00% of their portfolio | 29.2k $290.1k | Added +2.6k |
| Graham Capital Management, L.P. 0.01% of their portfolio | 28.3k $281.0k | Added +970 |
| CITIGROUP INC 0.00% of their portfolio | 27.1k $269.3k | Reduced -40.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 24.7k $245.3k | Reduced -17.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 24.2k $240.2k | Reduced -6.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 23.7k $235.4k | Unchanged |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 22.5k $222.0k | Added +6.0k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 21.5k $12.8k | Added +353 |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 20.5k $203.9k | Reduced -4.4k |
| NorthCrest Asset Manangement, LLC 0.00% of their portfolio | 20.5k $190.1k | Added +105 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 18.8k $187.0k | Added +654 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 18.5k $183.4k | Added +6.6k |
| STRS OHIO 0.00% of their portfolio | 18.1k $179.7k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 17.6k $175.0k | Added +85 |
| Invesco Ltd. 0.00% of their portfolio | 16.3k $161.6k | Reduced -5.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 15.9k $157.5k | Reduced -132 |
| TCFG Investment Advisors, LLC 0.05% of their portfolio | 15.0k $149.2k | Unchanged |
| Optivise Advisory Services LLC 0.07% of their portfolio | 14.7k $145.5k | Reduced -2.2k |
| Private Advisor Group, LLC 0.00% of their portfolio | 14.2k $140.8k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 12.7k $126.1k | Added +9.7k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 12.5k $115.6k | Added +1.3k |
| Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio | 12.0k $119.1k | New |
| MANGROVE PARTNERS IM, LLC 0.01% of their portfolio | 12.0k $118.8k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 11.9k $118.6k | Reduced -750 |
| GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio | 11.0k $109.6k | Reduced -6.0k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 10.7k $106.7k | Unchanged |
| XTX Topco Ltd 0.00% of their portfolio | 10.6k $105.1k | Reduced -76.2k |
| FMR LLC 0.00% of their portfolio | 7.2k $71.3k | Added +3.5k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 6.3k $62.4k | Unchanged |
| MEEDER ASSET MANAGEMENT INC 0.00% of their portfolio | 3.4k $34.1k | Added +1.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.4k $33.3k | Reduced -43.5k |
| Strategic Investment Solutions, Inc. /IL 0.01% of their portfolio | 3.2k $32.0k | Unchanged |