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
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace's OPFI Position: Q1 2026 in Review

Marshall Wace opened a new position in OppFi (OPFI) in Q1 2026: 205,210 shares worth $1.58M. The stake represents ﹤0.01% of the portfolio and ranks #1912 among its holdings. This is a return to the name: Marshall Wace previously reported a position in OPFI as recently as Q3 2025.

Marshall Wace first reported a position in OPFI in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.73M in Q4 2024. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Marshall Wace held 205,210 shares of OppFi worth $1.58M as of Q1 2026.
  • OppFi was a new Marshall Wace position in Q1 2026.
  • OppFi made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1912 holding.
  • Marshall Wace first reported a position in OppFi in Q4 2023 and has held it in 8 quarters since.
  • Marshall Wace's OppFi position peaked at $4.73M in Q4 2024.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.