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Martingale Asset Management’s OppFi OPFI Stock Holding History

Martingale Asset Management’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 		$183K Buy
23,705
+18
+0.1% +$165 ﹤0.01% 782
2025
Q4 		$248K Buy
23,687
+10,231
+76% +$104K 0.01% 723
2025
Q3 		$152K Buy
13,456
+10
+0.1% +$112 ﹤0.01% 744
2025
Q2 		$188K Buy
+13,446
New +$151K ﹤0.01% 760
2024
Q1 		– Sell
-28,250
Closed -$145K – 852
2023
Q4 		$145K Buy
+28,250
New +$90K ﹤0.01% 772

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

Martingale Asset Management's OPFI Position: Q1 2026 in Review

Martingale Asset Management increased its OppFi (OPFI) stake by 0.08% in Q1 2026, buying an estimated $165 and bringing the position to 23,705 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Martingale Asset Management first reported a position in OPFI in Q4 2023 and has held it in 5 quarters since. The position peaked at $248K in Q4 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Martingale Asset Management held 23,705 shares of OppFi worth $183K as of Q1 2026.
  • Martingale Asset Management bought 18 OppFi shares in Q1 2026, an estimated $165.
  • OppFi made up ﹤0.01% of Martingale Asset Management's portfolio in Q1 2026, its #782 holding.
  • Martingale Asset Management first reported a position in OppFi in Q4 2023 and has held it in 5 quarters since.
  • Martingale Asset Management's OppFi position peaked at $248K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.