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OppFi

US · OPFI #3731 by market cap
5.93 -0.16 -2.63%
Live - 5344 symbols - heartbeat 137s ago · 2026-10-09 20:02

✦ Quant Ownership Signal how this is computed

Distributing
  • The number of reporting institutions decreased by 2 in the most recent period (2026/Q3).
  • Total institutional ownership fell 0.5 percentage points.

Institutional ownership

Held by institutions
80.37% -0.52pp
Institutions
178 -2
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

VC/PE Fund53.39%
Mutual Fund16.76%
Individual/Insider7.36%
Hedge Fund7.34%
Public Company1.55%
Insurance Company0.73%
Private Company0.26%
Family Office/Trust0.14%
Government Pension Fund0.13%
Other12.33%

Top holders as of 2026-10-01

Schwartz Capital Group 53.39% · 45.49M sh
Wellington Management Group 3.54% · 3.02M sh
Theodore Schwartz 3.54% · 3.01M sh
Vanguard Capital Management, LLC 2.90% · 2.47M sh
BlackRock 2.40% · 2.05M sh
Christopher McKay 1.60% · 1.36M sh
Citadel Advisors LLC 1.25% · 1.07M sh
Corsair Capital Management, L.P. 1.24% · 1.05M sh
M3F, Inc. 0.90% · 764.45K sh
Todd Schwartz 0.89% · 760.58K sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 31 buys · 19 sells

NameRoleStake
Schwartz Capital Group -- 53.39%
Theodore Schwartz Co-Founder 3.54%
Christopher McKay Chief Risk & Analytics Officer 1.60%
Todd Schwartz Chairperson & CEO 0.89%
David Vennettilli Director 0.46%
Christina Favilla Independent Director 0.20%
Gregory Zeeman Independent Director 0.18%
Pamela Johnson CFO, Chief Accounting Officer and Principal Financial & Accounting Officer 0.10%
Jocelyn Moore Lead Independent Director --
OppFi Shares, LLC -- --

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-09-30 Pamela Johnson CFO, Chief Accounting Officer and Principal Financial & Accounting Officer Sale to Issuer -4,185 $6.03
2026-09-30 Todd Schwartz Chairperson & CEO Sale to Issuer -7,140 $6.03
2026-09-30 Christopher McKay Chief Risk & Analytics Officer Sale to Issuer -3,735 $6.03
2026-09-13 Todd Schwartz Chairperson & CEO Open Market Acquisition +5,240 $7.80–7.96
2026-09-10 Pamela Johnson CFO, Chief Accounting Officer and Principal Financial & Accounting Officer Open Market Disposition -8,650 $8.02
2026-09-09 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,350 $7.56
2026-09-08 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,450 $7.59
2026-09-07 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,475 $7.41
2026-09-03 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,500 $7.35
2026-09-02 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,450 $7.33
2026-09-01 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,550 $7.15
2026-08-31 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,550 $6.91
2026-08-30 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,550 $6.93
2026-08-27 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,500 $7.15
2026-08-26 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,550 $7.13
2026-08-25 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,500 $7.19
2026-08-25 Christopher McKay Chief Risk & Analytics Officer Open Market Disposition -77,850 $7.18
2026-08-24 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,475 $7.25
2026-08-23 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,475 $7.15
2026-08-20 Todd Schwartz Chairperson & CEO Open Market Acquisition +3,550 $7.07

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-09 20:02:38 · For reference only, not investment advice and not tailored to your situation.

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