OppFi Inc. is a leading financial technology platform that powers banks to offer accessible products and a top-rated experience to everyday consumers. Through its unwavering commitment to customer service, OppFi helps consumers who are turned away by traditional providers build a better financial path. To date, OppFi has facilitated the issuance of more than 1.5 million loans. The company is an Inc. 5000 company for five straight years, a Deloitte's Technology Fast 500™, and the eighth fastest-growing Chicagoland company by Crain's Chicago Business. The company was also named on Forbes America 2021 list of America's Best Startup Employers and Built In's 2021 Best Places to Work in Chicago. OppFi maintains an A+ rating from the Better Business Bureau (BBB) and maintains a 4.8/5 star rating with more than 14,000 online customer reviews, making it one of the top customer-rated financial platforms online.
Company profile
Ticker
OPFI, OPFI-WT
Exchange
Website
Employees
Location
Fiscal year end
Industry (SIC)
Former names
FG New America Acquisition Corp.
SEC CIK
Corporate docs
Subsidiaries
Opportunity Financial, LLC • Opportunity Funding SPE II, LLC • Opportunity Funding SPE III, LLC • Opportunity Funding SPE IV, LLC • Opportunity Funding SPE V, LLC • Opportunity Funding SPE VI, LLC • Opportunity Funding SPE VII, LLC • Opportunity Funding SPE VIII, LLC • Opportunity Funding SPE IX, LLC • OppWin BPI, LLC ...
IRS number
851648122
OPFI stock data
Latest filings (excl ownership)
8-K
Investor Presentation April 2024
10 Apr 24
8-K
Regulation FD Disclosure
8 Apr 24
10-K
2023 FY
Annual report
27 Mar 24
424B3
Prospectus supplement
14 Mar 24
EFFECT
Notice of effectiveness
8 Mar 24
8-K
Results of Operations and Financial Condition
7 Mar 24
POS AM
Prospectus update (post-effective amendment)
7 Dec 23
8-K
Investor Presentation December 2023
6 Dec 23
10-Q
2023 Q3
Quarterly report
9 Nov 23
8-K
Results of Operations and Financial Condition
9 Nov 23
Transcripts
OPFI
Earnings call transcript
2023 Q4
7 Mar 24
OPFI
Earnings call transcript
2023 Q3
9 Nov 23
OPFI
Earnings call transcript
2023 Q2
9 Aug 23
OPFI
Earnings call transcript
2023 Q1
11 May 23
OPFI
Earnings call transcript
2022 Q4
23 Mar 23
OPFI
Earnings call transcript
2022 Q3
10 Nov 22
OPFI
Earnings call transcript
2022 Q2
9 Aug 22
OPFI
Earnings call transcript
2022 Q1
7 May 22
OPFI
Earnings call transcript
2021 Q4
11 Mar 22
OPFI
Earnings call transcript
2021 Q3
12 Nov 21
Latest ownership filings
4
Todd G. Schwartz
22 Apr 24
4
Pamela D. Johnson
17 Apr 24
4
Christopher J. McKay
17 Apr 24
4
Christopher J. McKay
3 Apr 24
4
Pamela D. Johnson
3 Apr 24
4
Todd G. Schwartz
15 Mar 24
4
Todd G. Schwartz
5 Mar 24
SC 13G/A
Ionic Capital Management LLC
14 Feb 24
SC 13G/A
Walleye Capital LLC
14 Feb 24
SC 13G/A
LMR Partners LLP
12 Feb 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | |
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Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 59 |
Opened positions | 7 |
Closed positions | 2 |
Increased positions | 13 |
Reduced positions | 16 |
13F shares | Current |
---|---|
Total value | 10.44 bn |
Total shares | 101.38 mm |
Total puts | 74.50 k |
Total calls | 35.60 k |
Total put/call ratio | 2.1 |
Largest owners | Shares | Value |
---|---|---|
Todd G. Schwartz | 96.50 mm | $962.11 mm |
Vanguard | 783.41 k | $1.97 bn |
Jared Kaplan | 780.30 k | $7.78 mm |
Elgethun Capital Management | 742.37 k | $1.88 bn |
BLK Blackrock | 616.74 k | $1.55 bn |
Renaissance Technologies | 295.83 k | $745.00 k |
MS Morgan Stanley | 258.75 k | $652.04 mm |
Geode Capital Management | 229.64 k | $578.79 mm |
STT State Street | 196.03 k | $493.99 mm |
Nuveen Asset Management | 107.67 k | $271.33 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
18 Apr 24 | Todd G. Schwartz | Class V Common Stock | Sale back to company | Dispose D | Yes | No | 0 | 134,090 | 0.00 | 91,472,104 |
15 Apr 24 | Christopher J. McKay | Class A Common Stock | Payment of exercise | Dispose F | No | No | 3.2 | 7,877 | 25.21 k | 172,478 |
15 Apr 24 | Christopher J. McKay | Class A Common Stock | Payment of exercise | Dispose F | No | No | 3.2 | 938 | 3.00 k | 180,355 |
15 Apr 24 | Christopher J. McKay | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 3,850 | 0.00 | 181,293 |
15 Apr 24 | Christopher J. McKay | RSU Class A Common Stock | Option exercise | Dispose M | No | No | 0 | 3,850 | 0.00 | 23,106 |
15 Apr 24 | Pamela D. Johnson | Class A Common Stock | Payment of exercise | Dispose F | No | No | 3.2 | 7,893 | 25.26 k | 129,962 |
15 Apr 24 | Pamela D. Johnson | Class A Common Stock | Payment of exercise | Dispose F | No | No | 3.2 | 306 | 979.20 | 137,855 |
15 Apr 24 | Pamela D. Johnson | Class A Common Stock | Option exercise | Acquire M | No | No | 0 | 1,041 | 0.00 | 138,161 |
15 Apr 24 | Pamela D. Johnson | RSU Class A Common Stock | Option exercise | Dispose M | No | No | 0 | 1,041 | 0.00 | 6,248 |
1 Apr 24 | Pamela D. Johnson | Class A Common Stock | Grant | Acquire A | No | No | 0 | 107,752 | 0.00 | 137,120 |
Press releases
OppFi Announces $0.12 Per Share Special Dividend, $20 Million Share Repurchase Program
9 Apr 24
OppFi Addresses Financial Literacy Through Social Impact Collaboration with Financial Education Platform Zogo
1 Apr 24
Glancy Prongay & Murray LLP Announces Investigation of OppFi Inc. (OPFI)
14 Mar 24
OppFi Exceeds 2023 Earnings Guidance, Provides Outlook for Continued Profitable Growth in 2024
7 Mar 24
OppFi Announces Fourth Quarter and Full Year 2023 Earnings Conference Call
28 Feb 24