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OPFI

OppFi Inc.

Finance ServicesNYSENon-accelerated filer<br>Smaller reporting company<br>Emerging growth company

Total Trades

177

Buys

100

Sells

46

Largest Trade

N/A

Insiders

7

Institutional Funds

106

Inst. Value

$1M+

Activist Filings

23

Insider Trades

InsiderTitleTypeValueSharesPriceDate
Schwartz Todd G.CEOBUY$15K–$50K14K$2.51Dec 3, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K14K$2.51Dec 3, 2022
Johnson Pamela D.CFOEXERCISEN/A4K—Dec 1, 2022
Johnson Pamela D.CFOSELL$1K–$15K1K$2.36Dec 1, 2022
Schwartz Todd G.CEOBUY$15K–$50K13K$2.52Dec 1, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K13K$2.52Dec 1, 2022
Schwartz Todd G.CEOBUY$15K–$50K7K$2.49Nov 28, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K7K$2.49Nov 28, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K15K$2.46Nov 24, 2022
Schwartz Todd G.CEOBUY$15K–$50K15K$2.46Nov 24, 2022
Schwartz Todd G.CEOBUY$15K–$50K14K$2.41Nov 21, 2022
SCHWARTZ THEODORE GDirectorEXERCISEN/A18K—Nov 21, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K14K$2.41Nov 21, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K7K$2.31Nov 18, 2022
Schwartz Todd G.CEOBUY$15K–$50K7K$2.31Nov 18, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K14K$2.12Nov 15, 2022
Schwartz Todd G.CEOBUY$15K–$50K14K$2.12Nov 15, 2022
SCHWARTZ THEODORE GDirectorBUY<$1K359$2.66Sep 14, 2022
Schwartz Todd G.CEOBUY<$1K359$2.66Sep 14, 2022
Vennettilli DavidDirectorBUY<$1K18$2.66Sep 14, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K9K$2.67Sep 9, 2022
Schwartz Todd G.CEOBUY$15K–$50K9K$2.67Sep 9, 2022
Vennettilli DavidDirectorBUY<$1K254$2.67Sep 9, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K15K$2.80Sep 7, 2022
Schwartz Todd G.CEOBUY$15K–$50K15K$2.80Sep 7, 2022
Vennettilli DavidDirectorBUY$1K–$15K408$2.80Sep 7, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K18K$2.71Sep 3, 2022
Schwartz Todd G.CEOBUY$15K–$50K18K$2.71Sep 3, 2022
Vennettilli DavidDirectorBUY$1K–$15K489$2.71Sep 3, 2022
SCHWARTZ THEODORE GDirectorBUY$50K–$100K20K$2.68Sep 1, 2022
Schwartz Todd G.CEOBUY$50K–$100K20K$2.68Sep 1, 2022
Vennettilli DavidDirectorBUY$1K–$15K544$2.68Sep 1, 2022
SCHWARTZ THEODORE GDirectorBUY$50K–$100K20K$2.59Aug 29, 2022
Schwartz Todd G.CEOBUY$50K–$100K20K$2.59Aug 29, 2022
Vennettilli DavidDirectorBUY$1K–$15K544$2.59Aug 29, 2022
SCHWARTZ THEODORE GDirectorBUY$50K–$100K20K$2.56Aug 25, 2022
Schwartz Todd G.CEOBUY$50K–$100K20K$2.56Aug 25, 2022
Vennettilli DavidDirectorBUY$1K–$15K544$2.56Aug 25, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K20K$2.46Aug 23, 2022
Schwartz Todd G.CEOBUY$15K–$50K20K$2.46Aug 23, 2022
Vennettilli DavidDirectorBUY$1K–$15K544$2.46Aug 23, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K16K$2.57Aug 19, 2022
Schwartz Todd G.CEOBUY$15K–$50K16K$2.57Aug 19, 2022
Vennettilli DavidDirectorBUY$1K–$15K440$2.57Aug 19, 2022
SCHWARTZ THEODORE GDirectorBUY$15K–$50K15K$3.39Jun 13, 2022
Schwartz Todd G.CEOBUY$15K–$50K15K$3.39Jun 13, 2022
Vennettilli DavidDirectorBUY$1K–$15K728$3.39Jun 13, 2022
SCHWARTZ THEODORE GDirectorBUY$50K–$100K22K$3.31Jun 9, 2022
Schwartz Todd G.CEOBUY$50K–$100K22K$3.31Jun 9, 2022
Vennettilli DavidDirectorBUY$1K–$15K1K$3.31Jun 9, 2022
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Institutional Ownership

13F filings as of Dec 31, 2025 · 106 funds holding

FundShares
VANGUARD GROUP INC1.4M
RENAISSANCE TECHNOLOGIES LLC616K
STATE STREET CORP533K
TUDOR INVESTMENT CORP ET AL522K
GEODE CAPITAL MANAGEMENT, LLC516K
GLOBEFLEX CAPITAL L P334K
PDT Partners, LLC326K
GOLDMAN SACHS GROUP INC287K
DIMENSIONAL FUND ADVISORS LP261K
Point72 Asset Management, L.P.210K
LPL Financial LLC206K
VICTORY CAPITAL MANAGEMENT INC168K
Squarepoint Ops LLC161K
JANE STREET GROUP, LLC122K
Kestra Advisory Services, LLC115K
WCG Wealth Advisors LLC115K
PEAK6 LLC105K
LOS ANGELES CAPITAL MANAGEMENT LLC113K
DAVENPORT & Co LLC91K
FIRST TRUST ADVISORS LP87K

Activist & 5%+ Owners

SC 13D/13G filings — investors holding 5%+ of outstanding shares

Wellington Management Group LLP

SC 13G · Feb 10, 2026

8.9%

2.5M shares

BlackRock, Inc.

SC 13G/A · Jan 21, 2026

6.8%

1.9M shares

LMR Partners LLP

SC 13G/A · Nov 14, 2025

7.7%

2.3M shares

Todd G. Schwartz

SC 13D/A · Aug 14, 2025

67.9%

59.3M shares

Todd G. Schwartz

SC 13D/A · Jun 18, 2025

69.0%

60.1M shares

Todd G. Schwartz

SC 13D/A · May 14, 2025

70.2%

61.0M shares

The Vanguard Group

SC 13G · Apr 30, 2025

5.0%

1.2M shares

Todd G. Schwartz

SC 13D/A · Mar 29, 2025

71.4%

61.7M shares

Todd G. Schwartz

SC 13D/A · Mar 12, 2025

72.6%

62.7M shares

LMR Partners LLP

SC 13G/A · Feb 14, 2025

8.2%

1.9M shares

LMR Partners LLP

SC 13G/A · Nov 14, 2024

6.3%

1.4M shares

BlackRock, Inc.

SC 13G · Nov 8, 2024

5.6%

1.1M shares

BlackRock, Inc.

SC 13G · Oct 24, 2024

5.6%

1.1M shares

Todd G. Schwartz

SC 13D/A · Jul 24, 2024

77.2%

66.0M shares

Ionic Capital Management LLC

SC 13G/A · Feb 14, 2024

2.1%

381K shares

LMR Partners LLP

SC 13G/A · Feb 12, 2024

7.3%

1.4M shares

Walleye Capital LLC

SC 13G · Feb 14, 2023

5.6%

858K shares

Ionic Capital Management LLC

SC 13G · Feb 14, 2023

7.5%

1.2M shares

LMR Multi-Strategy Master Fund Limited

SC 13G/A · Feb 14, 2023

4.6%

696K shares

LINDEN CAPITAL L.P.

SC 13G/A · Jan 27, 2023

0.0%

0 shares

LMR Master Fund Ltd

SC 13G · Apr 12, 2022

2.9%

409K shares

Gilder, Gagnon, Howe & Co. LLC

SC 13G/A · Feb 14, 2022

1.6%

219K shares

LINDEN CAPITAL L.P.

SC 13G/A · Jan 27, 2022

6.9%

1.0M shares

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