OppFi Inc. (OPFI)
NYSE: OPFI · Finance Services · Chicago, IL · filing with the SEC since 2020
Grade5.8
◀ Past 4.7● Present 6.4▶ Future 6.7
Who owns OppFi Inc.
As filed with the SECHolders of 5% or more
1
Todd G. Schwartz holds 32% of Class A Common Stock, par value $0.0001 per share, as its SCHEDULE 13D/A filed Apr 30, 2026 says.
Directors and officers
8
report now, of 19 people on the record since 2020. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Todd G. Schwartz
SCHEDULE 13D/A · filed Apr 30, 2026 · Class A Common Stock, par value $0.0001 per share · 67.9% in Aug 14, 2025
Wellington Management Group LLP
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Stock · reported falling below 5%, from 9.9% in May 15, 2026
Vanguard Capital Management
SCHEDULE 13G/A · filed Jul 31, 2026 · Common Stock · reported falling below 5%, from 5.15% in Apr 30, 2026
Aristeia Capital, L.L.C.
SCHEDULE 13G/A · filed Aug 14, 2026 · Warrants, each whole warrant exercisable for one share of Class A common stock, each at an exercise price of $11.50 per share · reported falling below 5%, from 7.26% in Nov 14, 2025
LMR Partners LLP
SCHEDULE 13G/A · filed Aug 14, 2026 · Class A common stock, par value $0.0001 per share · reported falling below 5%, from 7.7% in Nov 14, 2025
Blackrock, Inc.
SCHEDULE 13G/A · filed Jul 29, 2026 · Class A Stock · reported falling below 5%, from 6.8% in Jan 21, 2026
Wellington Trust Company, NA
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Stock · reported falling below 5%, from 5.5% in May 15, 2026
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 5.02% in Apr 30, 2025
What OPFI reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
OppFi-LLC and Opportunity Financial SMB, LLC
An entity · legal entity · owns, named in the 10-K filed Mar 12, 2026
Bitty Holdings, LLC
An investee · investee · invested in, named in the 10-K filed Mar 12, 2026
23 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 12, 2026.
Insider tradesForm 4
13sales
23purchases
5sales on a scheduled plan
5people selling
$2.1Msold, in dollars
$1.5Mbought, in dollars
Open-market trades on Form 4 from Oct 5, 2025 to Oct 5, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Oct 5, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 26 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Mckay Christopher J. | Chief Risk & Analytics Officer | 3 | $800,000 | 1 | 0 | $0 |
| Moore Jocelyn | director | 4 | $600,000 | 1 | 0 | $0 |
| Vennettilli David | director | 2 | $300,000 | 1 | 0 | $0 |
| Favilla Christina M | director | 1 | $200,000 | 0 | 0 | $0 |
| Johnson Pamela D. | CFO | 3 | $100,000 | 2 | 0 | $0 |
| Schwartz Todd G. | Chief Executive Officer | 0 | $0 | 0 | 23 | $1.5M |