Marshall Wace
OPFI icon

Marshall Wace’s OppFi OPFI Stock Holding History

Marshall Wace’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
Q2 		$1.58M Sell
159,265
-45,945
-22% -$398K ﹤0.01% 1977
2026
Q1 		$1.58M Buy
+205,210
New +$1.88M ﹤0.01% 1912
2025
Q4 		– Sell
-16,528
Closed -$187K – 3340
2025
Q3 		$187K Sell
16,528
-4,772
-22% -$53.6K ﹤0.01% 2580
2025
Q2 		$298K Buy
+21,300
New +$239K ﹤0.01% 2326
2025
Q1 		– Sell
-617,366
Closed -$4.73M – 2966
2024
Q4 		$4.73M Buy
617,366
+440,582
+249% +$2.78M 0.01% 1093
2024
Q3 		$836K Buy
176,784
+5,466
+3% +$22.7K ﹤0.01% 1722
2024
Q2 		$581K Buy
171,318
+33,347
+24% +$101K ﹤0.01% 1906
2024
Q1 		$345K Sell
137,971
-146,786
-52% -$499K ﹤0.01% 2063
2023
Q4 		$1.46M Buy
+284,757
New +$907K ﹤0.01% 1354

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Marshall Wace's OPFI Position: Q2 2026 in Review

Marshall Wace reduced its OppFi (OPFI) stake by 22% in Q2 2026, selling an estimated $398K and leaving 159,265 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Marshall Wace first reported a position in OPFI in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.73M in Q4 2024. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Marshall Wace held 159,265 shares of OppFi worth $1.58M as of Q2 2026.
  • Marshall Wace sold 45,945 OppFi shares in Q2 2026, an estimated $398K.
  • OppFi made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1977 holding.
  • Marshall Wace first reported a position in OppFi in Q4 2023 and has held it in 9 quarters since.
  • Marshall Wace's OppFi position peaked at $4.73M in Q4 2024.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.