Optimize Financial’s OppFi OPFI Stock Holding History

Optimize Financial’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	–	Sell	-43,789	Closed	-$458K	–	415
2025 Q4	$458K	Buy	43,789 +628	+1%	+$6.37K	0.23%	168
2025 Q3	$489K	Buy	+43,161	New	+$485K	0.25%	115

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimize Financial's OPFI Position: Q1 2026 in Review

Optimize Financial sold out of OppFi (OPFI) in Q1 2026, closing a stake of 43,789 shares — an estimated $458K sold.

Optimize Financial first reported a position in OPFI in Q3 2025 and held it in 2 quarters. The position peaked at $489K in Q3 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

Optimize Financial reported no remaining OppFi position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 43,789 OppFi shares in Q1 2026, an estimated $458K.
Optimize Financial first reported a position in OppFi in Q3 2025 and held it in 2 quarters.
Optimize Financial's OppFi position peaked at $489K in Q3 2025.
146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.