HolderBook

OPPFI INC (OPFI)

Institutional ownership reported to the SEC as of Q3 2026, across 22 quarters.

3
Reporting holders
$13.0K
Reported value
0.0%
Calls
0.0%
Puts
-148
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
Farther Finance Advisors, LLC$7.9K1,3110.00%6q+2813.3%+$7.6K
GAMMA Investing LLC$4.5K7450.00%11q+77.0%+$2.0K
GK Wealth Management LLC$6031000.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/AAristeia Capital, L.L.C.2.5%
2026-08-1413G/ALMR Partners LLPwith 7 co-filers2.5%
2026-08-1313G/AWellington Trust Company, NA1.9%
2026-08-1313G/AWellington Management Group LLPwith 2 co-filers3.5%
2026-07-3113G/AVanguard Capital Management2.9%
2026-07-2913G/ABlackRock, Inc.2.3%

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

DateInsiderRoleSideSharesValue
2026-08-26McKay Christopher J.Chief Risk & Analytics OfficerSold77,850$558.8K
2026-06-15Moore JocelynDirectorSold39,076$324.9K
2026-06-08Favilla Christina MDirectorSold30,000$244.2K
2026-08-19Vennettilli DavidDirectorSold28,485$204.0K
2026-06-12McKay Christopher J.Chief Risk & Analytics OfficerSold23,683$197.8K
2026-05-04Vennettilli DavidDirectorSold10,000$100.0K

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.

DateInsiderRoleSideSharesValue
2026-08-13Schwartz Todd G.Chief Executive OfficerBought60,000$427.7K
2026-08-12Schwartz Todd G.Chief Executive OfficerBought60,000$423.0K
2026-08-14Schwartz Todd G.Chief Executive OfficerBought20,000$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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20263$13.0K2,1561200.0%
Q2 2026151$256.5M24,233,3433450406.6%
Q1 2026147$165.0M19,680,9842242468.0%
Q4 2025147$248.1M21,615,4052351428.9%
Q3 2025152$265.1M21,135,1503457369.9%
Q2 2025154$256.0M15,521,22740672915.4%
Q1 2025136$141.9M11,729,30549403023.2%
Q4 2024110$96.6M12,123,9003343153.8%
Q3 202484$45.3M8,934,4352128166.7%
Q2 202471$28.3M7,471,0846271810.4%
Q1 202471$22.3M7,576,99514172115.0%
Q4 202370$38.2M6,451,04318211413.6%
Q3 202356$10.7M4,098,911912143.8%
Q2 202353$7.8M3,738,966512172.3%
Q1 202351$7.5M3,547,94059222.6%
Q4 202248$8.1M3,655,53051898.2%
Q3 202249$9.5M3,534,5167141514.1%
Q2 202250$15.5M3,148,0961913933.6%
Q1 202246$17.9M3,061,2321981241.3%
Q4 202132$20.7M3,122,486714531.6%
Q3 202137$51.2M6,074,08439007.7%
Q2 20211$204.0K20,0001000.0%