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OppFi
OPFI
Market cap $479M

Overview Fund Trends Fund Holders
5.62 USD
-0.20
3.44%
At close Updated Oct 14, 1:54 PM EDT
Pre-market
After hours
1 day
-3.44%
5 days
-6.64%
1 month
-27.76%
3 months
-38.91%
6 months
-33.65%
Year to date
-45.44%
1 year
-45.01%
5 years
-22.91%
10 years
-42.94%
2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
# Name Holding Trade Value Shares
Change
Change in
Stake
101
Royal Bank of Canada
101
Royal Bank of Canada
Toronto, Ontario, Canada
$3K -$10.6K -1,679 -80%
102
AB
102
Amalgamated Bank
New York
$3K – – –
103
SS
103
SBI Securities
Tokyo, Japan
$2.24K +$1.85K +293 New
104
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Omaha, Nebraska
$2K +$259 +41 +21%
105
NECFA
105
New England Capital Financial Advisors
Meriden, Connecticut
$1.53K +$1.26K +200 New
106
GI
106
GAMMA Investing
Foster City, California
$1.52K +$309 +49 +33%
107
SCM
107
Sterling Capital Management
Charlotte, North Carolina
$146 – – –
108
IA
108
IFP Advisors
Tampa, Florida
$31 – – –
109
EWA
109
EverSource Wealth Advisors
Birmingham, Alabama
$15 +$13 +2 New
110
FM
110
Family Management
New York
– -$254K -53,672 Closed
111
CCM
111
Corsair Capital Management
New York
– -$142K -29,980 Closed
112
CSS
112
Cubist Systematic Strategies
Stamford, Connecticut
– -$111K -23,510 Closed
113
CCM
113
Causeway Capital Management
Los Angeles, California
– -$67.1K -14,180 Closed
114
CAM
114
Cresset Asset Management
Chicago, Illinois
– -$48.1K -10,175 Closed
115
Russell Investments Group
115
Russell Investments Group
London, United Kingdom
– -$9.08K -1,920 Closed
116
TCG
116
Transcendent Capital Group
Edmond, Oklahoma
– -$2.37K -500 Closed
117
CPA
117
Capital Performance Advisors
Walnut Creek, California
– -$33 -7 Closed
1 2 3 4
5
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Block Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover trades at least twice the size of a fund's median trade that quarter Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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