RS
OPFI icon

R Squared’s OppFi OPFI Stock Holding History

R Squared’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 		$167K Buy
21,684
+2,053
+10% +$18.8K 0.09% 325
2025
Q4 		$205K Buy
+19,631
New +$199K 0.1% 355
2025
Q1 		– Sell
-2,190
Closed -$16.8K – 1118
2024
Q4 		$16.8K Buy
+2,190
New +$13.8K 0.02% 961

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

R Squared's OPFI Position: Q1 2026 in Review

R Squared increased its OppFi (OPFI) stake by 10% in Q1 2026, buying an estimated $18.8K and bringing the position to 21,684 shares worth $167K. The position accounts for 0.09% of the portfolio, ranked #325.

R Squared first reported a position in OPFI in Q4 2024 and has held it in 3 quarters since. The position peaked at $205K in Q4 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • R Squared held 21,684 shares of OppFi worth $167K as of Q1 2026.
  • R Squared bought 2,053 OppFi shares in Q1 2026, an estimated $18.8K.
  • OppFi made up 0.09% of R Squared's portfolio in Q1 2026, its #325 holding.
  • R Squared first reported a position in OppFi in Q4 2024 and has held it in 3 quarters since.
  • R Squared's OppFi position peaked at $205K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.