Oppfi Inc. -CW26OPFI.WSPreferred / convertible

13F holders, Q2 2026 (June 30)
19holders +1
1new positions
0sold out
2famous investors
$0.49avg. 13F price*

At the end of Q2 2026, 19 institutions reported holding Oppfi Inc. -CW26 (OPFI.WS) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Boothbay Fund Management, LLC ($5.1M), Aristeia Capital, L.L.C. ($73K) and LMR Partners LLP ($70K). 2 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio) and Mario Gabelli ( of GAMCO Investors's portfolio).

Company
Oppfi Inc. -CW26
CUSIP
68386H111
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 21Q1 2024Q2 2024: 18Q2 2024Q3 2024: 15Q3 2024Q4 2024: 14Q4 2024Q1 2025: 15Q1 2025Q2 2025: 16Q2 2025Q3 2025: 14Q3 2025Q4 2025: 17Q4 2025Q1 2026: 18Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$318
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 81,894 shares bought and 75,194 shares sold, net +6,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Boothbay Fund Management, LLC — Add +2.0% 510,000 $5.1M
Aristeia Capital, L.L.C. — No change 2,203,396 $73K
LMR Partners LLP — No change 2,330,473 $70K
Zazove Associates LLC — Reduce -0.4% 1,554,109 $51K
Greenland Capital Management LP — Reduce -0.9% 1,161,725 $35K
D. E. Shaw & Co. — No change 1,049,673 $31K
Hudson Bay Capital Management LP — No change 714,194 $21K
Walleye Capital LLC — Reduce -1.3% 550,240 $17K
Bleichroeder LP — No change 250,000 $8K
Saba Capital Management, L.P. — No change 153,564 $5K
Caption Management, LLC — No change 139,522 $4K
GAMCO Investors — No change 126,000 $4K
Wolverine Asset Management LLC — Add +125.4% 110,004 $3K
Warberg Asset Management LLC — Reduce -68.2% 23,600 $708
Two Sigma Securities, LLC — New 10,592 $318
Blair William & Co. — No change 10,500 $315
Clear Street Group Inc. — Add +2.7% 3,819 $115
Toronto Dominion Bank — No change 100 $3
UBS Group AG — Reduce -52.0% 105 $3

"% of holder's portfolio" is OPFI.WS's weight in each manager's 13F, not the share of Oppfi Inc. -CW26 the manager owns.