OppFi Inc.
OPFIFigures shown here come from public SEC filings. Dates beside each section show the available history.
How OppFi Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 17, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 426,089 | $3.28M | SEC filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-03-31 | 74,305 | $573K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 652,596 | $5.03M | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 74,195 | $572K | SEC filing |
| Caitong International Asset Management Co., Ltd | 2026-03-31 | 160 | $1.23K | SEC filing |
| AMERICAN CENTURY COMPANIES INC | 2026-03-31 | 75,483 | $582K | SEC filing |
| Cetera Investment Advisers | 2026-03-31 | 30,491 | $235K | SEC filing |
| PEAK6 LLC | 2026-03-31 | 496 | $3.82K | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 195,710 | $1.51M | SEC filing |
| Strategic Investment Solutions, Inc. /IL | 2026-03-31 | 3,227 | $24.9K | SEC filing |
| HARBOR CAPITAL ADVISORS, INC. | 2026-03-31 | 857 | Not shown | SEC filing |
| Avion Wealth | 2026-03-31 | 1,000 | Not shown | SEC filing |
| Graham Capital Management, L.P. | 2026-03-31 | 27,326 | $211K | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 96 | $740 | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 1,545 | $11.9K | SEC filing |
| CANADA PENSION PLAN INVESTMENT BOARD | 2026-03-31 | 58,000 | $447K | SEC filing |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2026-03-31 | 12,656 | $97.6K | SEC filing |
| Cygnus Capital Advisors, LLC | 2026-03-31 | 1,065 | Not shown | SEC filing |
| Fortitude Family Office, LLC | 2026-03-31 | 60 | $463 | SEC filing |
| Engineers Gate Manager LP | 2026-03-31 | 39,834 | $307K | SEC filing |
- Each value is checked against OppFi Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 3 rows: the filed value is about 1,000 times too small for the share count at OppFi Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among OppFi Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-07-14 · SCHWARTZ THEODORE G: Larger than 51 of the 53 other insider sales of Class A Common Stock on file. SEC filing
- 2025-07-11 · SCHWARTZ THEODORE G: Larger than 49 of the 53 other insider sales of Class A Common Stock on file. SEC filing
- 2025-06-17 · SCHWARTZ THEODORE G: Larger than 50 of the 53 other insider sales of Class A Common Stock on file. SEC filing
- 2025-06-12 · SCHWARTZ THEODORE G: Larger than all 53 other insider sales of Class A Common Stock on file. SEC filing
- 2025-05-15 · SCHWARTZ THEODORE G: Larger than 52 of the 53 other insider sales of Class A Common Stock on file. SEC filing
- 2025-05-12 · SCHWARTZ THEODORE G: Larger than 48 of the 53 other insider sales of Class A Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-15 | Moore Jocelyn · Director | Class A Common Stock | S — Open market or private sale | −39,076 | 8.32 | SEC filing |
| 2026-06-12 | McKay Christopher J. · Chief Risk & Analytics Officer | Class A Common Stock | S — Open market or private sale | −23,683 | 8.35 | SEC filing |
| 2026-06-08 | Favilla Christina M · Director | Class A Common Stock | S — Open market or private sale | −30,000 | 8.14 | SEC filing |
| 2026-05-04 | Vennettilli David · Director | Class A Common Stock | S — Open market or private sale | −10,000 | 10.00 | SEC filing |
| 2026-03-12 | Moore Jocelyn · Director | Class A Common Stock | S — Open market or private sale | −8,190 | 8.53 | SEC filing |
| 2026-01-05 | Johnson Pamela D. · CFO | Class A Common Stock | S — Open market or private sale | −5,084 | 10.24 | SEC filing |
| 2025-12-11 | Moore Jocelyn · Director | Class A Common Stock | S — Open market or private sale | −4,464 | 10.91 | SEC filing |
| 2025-11-21 | Moore Jocelyn · Director | Class A Common Stock | S — Open market or private sale | −20,200 | 9.23 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-09 | Vennettilli David · Director | Class A Common Stock | A — Grant, award, or other acquisition | +25,265 | SEC filing |
| 2026-06-09 | Zeeman Gregory T · Director | Class A Common Stock | A — Grant, award, or other acquisition | +16,843 | SEC filing |
| 2026-06-09 | Moore Jocelyn · Director | Class A Common Stock | A — Grant, award, or other acquisition | +16,843 | SEC filing |
| 2026-06-09 | Favilla Christina M · Director | Class A Common Stock | A — Grant, award, or other acquisition | +16,843 | SEC filing |
| 2026-06-09 | SCHWARTZ THEODORE G · Director, 10% owner | Class A Common Stock | A — Grant, award, or other acquisition | +16,843 | SEC filing |
| 2026-05-04 | Johnson Pamela D. · CFO | Class A Common Stock | F — Payment of exercise price or tax by delivering securities | −469 | SEC filing |
| 2026-05-04 | McKay Christopher J. · Chief Risk & Analytics Officer | Class A Common Stock | F — Payment of exercise price or tax by delivering securities | −357 | SEC filing |
| 2026-04-28 | Schwartz Todd G. · Chief Executive Officer | Class A Common Stock | M — Exercise or conversion of derivative security | +24,656,083 | SEC filing |
Showing 8 of 32 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-28 | Schwartz Todd G. · Chief Executive Officer | Class V Common Stock | D — Disposition to the issuer | −4,501,169 | SEC filing |
| 2026-04-28 | McKay Christopher J. · Chief Risk & Analytics Officer | Class A Common Units | D — Disposition to the issuer | −1,350,000 | SEC filing |
| 2026-04-28 | Vennettilli David · Director | Class V Common Stock | D — Disposition to the issuer | −284,501 | SEC filing |
| 2026-04-28 | SCHWARTZ THEODORE G · Director, 10% owner | Class V Common Stock | D — Disposition to the issuer | −18,887,359 | SEC filing |
| 2026-04-28 | Schwartz Todd G. · Chief Executive Officer | Class V Common Stock | D — Disposition to the issuer | −54,137,072 | SEC filing |
| 2026-04-28 | SCHWARTZ THEODORE G · Director, 10% owner | Class V Common Stock | D — Disposition to the issuer | −3,000,000 | SEC filing |
| 2026-04-28 | McKay Christopher J. · Chief Risk & Analytics Officer | Class V Common Stock | D — Disposition to the issuer | −1,350,000 | SEC filing |
| 2026-04-20 | Schwartz Todd G. · Chief Executive Officer | Class V Common Stock | D — Disposition to the issuer | −50,000 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.