OppFi Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:OPFI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
15 Jun 26	SellUS$324,936	Jocelyn Moore	Individual	39,076	US$8.32
12 Jun 26	SellUS$197,815	Christopher McKay	Individual	23,683	US$8.35
08 Jun 26	SellUS$244,176	Christina Favilla	Individual	30,000	US$8.14
11 Dec 25	SellUS$48,721	Jocelyn Moore	Individual	4,464	US$10.91
21 Nov 25	SellUS$186,385	Jocelyn Moore	Individual	20,200	US$9.23

Insider Trading Volume

Insider Buying: OPFI insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of OPFI?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	6,141,189	7.19%
General Public	11,667,998	13.7%
Institutions	22,091,310	25.9%
VC/PE Firms	45,492,751	53.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 79.22% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
53.3%	Schwartz Capital Group	45,492,751	US$428.5m	0%	48.63%
3.53%	Theodore Schwartz	3,012,907	US$28.4m	0%	no data
3.08%	Wellington Management Group LLP	2,630,168	US$24.8m	6.31%	no data
2.73%	LMR Partners LLP	2,330,473	US$22.0m	0%	0.28%
2.3%	BlackRock, Inc.	1,967,787	US$18.5m	1.67%	no data
1.67%	Christopher McKay	1,427,853	US$13.5m	1,840%	no data
1.39%	Vanguard Capital Management, LLC	1,186,153	US$11.2m	0%	no data
1.28%	Two Sigma Investments, LP	1,096,268	US$10.3m	70.1%	0.01%
0.78%	JPMorgan Chase & Co.	663,376	US$6.2m	-9.95%	no data
0.76%	Morgan Stanley	652,855	US$6.1m	-22.4%	no data
0.75%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	636,755	US$6.0m	-15%	no data
0.74%	Renaissance Technologies LLC	630,308	US$5.9m	2.29%	0.01%
0.72%	Geode Capital Management, LLC	611,184	US$5.8m	1.14%	no data
0.63%	Todd Schwartz	538,909	US$5.1m	10.8%	no data
0.63%	State Street Global Advisors, Inc.	536,218	US$5.1m	0.55%	no data
0.6%	Citadel Advisors LLC	510,976	US$4.8m	-10.2%	no data
0.59%	LB Partners LLC	500,000	US$4.7m	0%	3.2%
0.57%	Tudor Investment Corporation	487,289	US$4.6m	-6.67%	0.02%
0.52%	Trexquant Investment LP	446,617	US$4.2m	1.47%	0.03%
0.52%	Millennium Management LLC	441,787	US$4.2m	-27.6%	no data
0.5%	Dimensional Fund Advisors LP	426,089	US$4.0m	50%	no data
0.49%	David Vennettilli	416,890	US$3.9m	359%	no data
0.4%	Tracy Ward	345,418	US$3.3m	0%	no data
0.39%	GlobeFlex Capital LP	334,441	US$3.2m	0%	0.33%
0.39%	UBS Asset Management AG	329,312	US$3.1m	-71%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/31 10:48
End of Day Share Price	2026/07/31 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

OppFi Inc. is covered by 8 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Scharf	Citizens JMP Securities, LLC
null null	D.A. Davidson & Co.
Christopher Brendler	D.A. Davidson & Co.