OQS
OPFI icon

Occudo Quantitative Strategies’s OppFi OPFI Stock Holding History

Occudo Quantitative Strategies’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
2025
Q1 		– Sell
-24,742
Closed -$190K – 846
2024
Q4 		$190K Buy
24,742
+7,102
+40% +$44.8K 0.03% 579
2024
Q3 		$83.4K Sell
17,640
-17,623
-50% -$73.2K 0.02% 649
2024
Q2 		$120K Sell
35,263
-93
-0.3% -$283 0.02% 653
2024
Q1 		$88.4K Buy
+35,356
New +$120K 0.02% 662
2022
Q2 		– Sell
-26,068
Closed -$89K – 1313
2022
Q1 		$89K Sell
26,068
-3,683
-12% -$15.6K 0.01% 1027
2021
Q4 		$135K Buy
+29,751
New +$179K 0.01% 929

Other funds holding OPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Occudo Quantitative Strategies's OPFI Position: Q1 2025 in Review

Occudo Quantitative Strategies sold out of OppFi (OPFI) in Q1 2025, closing a stake of 24,742 shares — an estimated $190K sold.

Occudo Quantitative Strategies first reported a position in OPFI in Q4 2021 and held it in 6 quarters. The position peaked at $190K in Q4 2024. 129 funds tracked by Wall St. Rank hold OPFI as of Q1 2025.

  • Occudo Quantitative Strategies reported no remaining OppFi position as of Q1 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 24,742 OppFi shares in Q1 2025, an estimated $190K.
  • Occudo Quantitative Strategies first reported a position in OppFi in Q4 2021 and held it in 6 quarters.
  • Occudo Quantitative Strategies's OppFi position peaked at $190K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held OppFi as of Q1 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2025, filed 15 May 2025.