OppFi
OPFI • NYSE
OppFi is a software - application company in the technology sector on NYSE, led by Todd G. Schwartz, with a market cap of $306.8M. As of Q3 2025, 71% of shares are held by 147 institutional investors, with BlackRock, Inc. as the largest holder at 6.39%.
Chief Executive OfficerTodd G. Schwartz
Market Cap$306.8M
Software - Application
Technology
Employees445.0
Websiteoppfi.com
Country
United States of America
Overview
Overview of institutional ownership in OPFI as of Q3 2025 with a market cap of $321.3M
All Institutions
- Institutions
- 147
- Value Held
- $226.9M
- Shares Held
- 20.1M
- Avg Position
- $1.5M
- Median Position
- $296.7K
Hedge Funds
- Hedge Funds
- 26
- Value Held
- $71.4M
- Shares Held
- 6.3M
- Avg Position
- $2.7M
- Median Position
- $1.7M
Ownership Breakdown
Based on market cap of $321.3M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in OPFI as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $20.5M 0.00% of portfolio |
 VANGUARD GROUP INC Institution | $17.9M 0.00% of portfolio |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | $12.2M 0.01% of portfolio |
 WELLINGTON MANAGEMENT CO LLP Long Only Manager | $9.6M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $9.5M 0.00% of portfolio |
 UBS Group AG Institution | $9.1M 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | $8.8M 0.00% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $7.6M 0.00% of portfolio |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $7.4M 0.01% of portfolio |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $7.3M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OPFI in Q3 2025
- Traded
- +$51.6M
- Buyers
- 95
- Sellers
- 68
- Total Bought
- +$72.9M
- Total Sold
- −$21.3M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
WELLINGTON MANAGEMENT CO LLP Long Only Manager | +$9.6M +843.7K shares |
JPMORGAN CHASE & CO Institution | +$5.5M +483.9K shares |
N Nuveen, LLC Institution | +$4.7M +417.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$4.1M +360.9K shares |
UBS Group AG Institution | +$3.8M +338.4K shares |
GOLDMAN SACHS GROUP INC Institution | +$3.8M +334.1K shares |
J Jump Financial, LLC Institution | +$3.1M +269.8K shares |
S Squarepoint Ops LLC Hedge Fund•Quant | +$2.6M +225.3K shares |
 PDT Partners, LLC Hedge Fund•Quant | +$2.4M +215.1K shares |
 Trexquant Investment LP Hedge Fund•Quant | +$2.4M +210.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | −$2.8M −244.6K shares |
 Stratos Wealth Partners, LTD. RIA/Wealth | −$1.2M −88.4K shares |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | −$1.2M −82.7K shares |
 AMERIPRISE FINANCIAL INC Institution | −$1.2M −82.5K shares |
 SIERRA SUMMIT ADVISORS LLC RIA/Wealth | −$988.6K −70.7K shares |
 ACADIAN ASSET MANAGEMENT LLC Long Only Manager | −$857.6K −75.7K shares |
O OPTIONS SOLUTIONS, LLC Hedge Fund•Sector | −$850.2K −60.8K shares |
 GSA CAPITAL PARTNERS LLP Hedge Fund•Quant | −$819.4K −72.3K shares |
 PRINCIPAL FINANCIAL GROUP INC Institution | −$783.7K −69.2K shares |
R ROYAL BANK OF CANADA Institution | −$753.1K −66.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OPFI in Q3 2025
- New Positions
- 26
- New Value
- $15.7M
- Exited Positions
- 34
- Exited Value
- $12.2M
New Positions
| Institution | Position Value |
|---|---|
WELLINGTON MANAGEMENT CO LLP Long Only Manager | $9.6M 843.7K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $1.2M 105.1K shares |
 CWM Advisors, LLC ETF Provider | $1.0M 88.4K shares |
 FIRST TRUST ADVISORS LP ETF Provider | $993.8K 87.7K shares |
W WCG Wealth Advisors LLC Institution | $643.2K 56.8K shares |
 Optimize Financial Inc RIA/Wealth | $489.0K 43.2K shares |
M Man Group plc Institution | $262.8K 23.2K shares |
L Lingohr & Partner Asset Management GmbH Institution | $228.3K 20.2K shares |
$228.3K 20.2K shares | |
P PharVision Advisers, LLC Hedge Fund•Long/Short | $216.9K 19.1K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Stratos Wealth Partners, LTD. RIA/Wealth | $1.2M 88.4K shares |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | $1.2M 82.7K shares |
AMERIPRISE FINANCIAL INC Institution | $1.2M 82.5K shares |
SIERRA SUMMIT ADVISORS LLC RIA/Wealth | $988.6K 70.7K shares |
O OPTIONS SOLUTIONS, LLC Hedge Fund•Sector | $850.2K 60.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $651.9K 46.6K shares |
 Kovitz Investment Group Partners, LLC RIA/Wealth | $561.1K 40.1K shares |
 Sigma Planning Corp RIA/Wealth | $537.2K 38.4K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $521.4K 37.3K shares |
 Vident Advisory, LLC ETF Provider | $467.6K 33.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in OPFI as of Q3 2025
- Call Positions
- 7
- Call Value
- $14.0M
- Put Positions
- 6
- Put Value
- $5.9M
Call Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $6.1M 5.4K contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $4.6M 4.0K contracts |
J JANE STREET GROUP, LLC Institution | $1.7M 1.5K contracts |
D D. E. Shaw & Co., Inc. Institution | $1.5M 1.3K contracts |
C CSS LLC/IL Institution | $228.9K 202.0 contracts |
 BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds | - - contracts |
P PEAK6 LLC Institution | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.2M 1.9K contracts |
J JANE STREET GROUP, LLC Institution | $1.6M 1.4K contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.1M 927.0 contracts |
C CSS LLC/IL Institution | $637.9K 563.0 contracts |
P PEAK6 LLC Institution | $471.3K 416.0 contracts |
G Greenland Capital Management LP Hedge Fund•Multi-Strategy | - - contracts |
Most Committed Institutions
Institutions with OPFI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
L LB Partners LLC Hedge Fund•Multi-Strategy | 3.64% $5.7M |
 GLOBEFLEX CAPITAL L P Long Only Manager | 0.59% $3.8M |
L Lingohr & Partner Asset Management GmbH Institution | 0.26% $228.3K |
Optimize Financial Inc RIA/Wealth | 0.25% $489.0K |
P Prosperity Wealth Management, Inc. RIA/Wealth | 0.18% $521.2K |
PDT Partners, LLC Hedge Fund•Quant | 0.18% $2.8M |
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant | 0.13% $1.4M |
P PharVision Advisers, LLC Hedge Fund•Long/Short | 0.12% $216.9K |
 Diversify Advisory Services, LLC RIA/Wealth | 0.11% $3.2M |
C CSS LLC/IL Institution | 0.10% $564.5K |
Hedge Fund Spotlight
Discover hedge funds investing in OPFI
PDT Partners, LLC
Hedge Fund • Quant
Portfolio ManagerPeter (Nmn) Muller
- Portfolio Value
- $1.6B
- Positions
- 569
- Last Reported
- Q3 2025
Sector Allocation
Position in OppFi
- Market Value
- $2.8M
- Shares Held
- 250.3K
- Portfolio Weight
- 0.18%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Computer Hardware Technology | $27.9M | 1.77% | |
Financial - Data & Stock Exchanges Financial Services | $16.8M | 1.06% | |
Oil & Gas Integrated Energy | $14.7M | 0.93% |
