AXQ Capital’s OppFi OPFI Stock Holding History

AXQ Capital’s Portfolio OPFI Stock Details OPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-15,113	Closed	-$158K	–	1193
2025 Q4	$158K	Buy	15,113 +2,470	+20%	+$25.1K	0.04%	610
2025 Q3	$143K	Buy	+12,643	New	+$142K	0.05%	487

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AXQ Capital's OPFI Position: Q1 2026 in Review

AXQ Capital sold out of OppFi (OPFI) in Q1 2026, closing a stake of 15,113 shares — an estimated $158K sold.

AXQ Capital first reported a position in OPFI in Q3 2025 and held it in 2 quarters. The position peaked at $158K in Q4 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

AXQ Capital reported no remaining OppFi position as of Q1 2026 after selling out during the quarter.
AXQ Capital sold 15,113 OppFi shares in Q1 2026, an estimated $158K.
AXQ Capital first reported a position in OppFi in Q3 2025 and held it in 2 quarters.
AXQ Capital's OppFi position peaked at $158K in Q4 2025.
146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.