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 Q2	$235K	Hold	23,705	–	–	0.01%	799
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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Martingale Asset Management's OPFI Position: Q2 2026 in Review

Martingale Asset Management held its OppFi (OPFI) position steady in Q2 2026 at 23,705 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #799.

Martingale Asset Management first reported a position in OPFI in Q4 2023 and has held it in 6 quarters since. The position peaked at $248K in Q4 2025. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

Martingale Asset Management held 23,705 shares of OppFi worth $235K as of Q2 2026.
Martingale Asset Management left its OppFi share count unchanged in Q2 2026.
OppFi made up 0.01% of Martingale Asset Management's portfolio in Q2 2026, its #799 holding.
Martingale Asset Management first reported a position in OppFi in Q4 2023 and has held it in 6 quarters since.
Martingale Asset Management's OppFi position peaked at $248K in Q4 2025.
144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.