Oppfi Inc. -CW26OPFI.WSPreferred / convertible

13F holders, Q4 2024 (December 31)
14holders −1
3new positions
4sold out
2famous investors
$0.87avg. 13F price*

At the end of Q4 2024, 14 institutions reported holding Oppfi Inc. -CW26 (OPFI.WS) in their 13F filings, down 1 from Q3 2024. 3 opened new positions and 4 sold out. The largest holders were LMR Partners LLP ($1.7M), Greenland Capital Management LP ($1.1M) and D. E. Shaw & Co. ($913K). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions3$2.3M
Exits4$50K

All 13F filers, Q3 2024 → Q4 2024: 3,356,555 shares bought and 709,151 shares sold, net +2,647,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

LMR Partners LLP — New 1,897,553 $1.7M
Greenland Capital Management LP — Add +23.0% 1,311,715 $1.1M
D. E. Shaw & Co. — Add +51.0% 1,049,673 $913K
Walleye Capital LLC — No change 719,110 $626K
Aristeia Capital, L.L.C. — New 682,526 $573K
Bleichroeder LP — No change 250,000 $218K
Saba Capital Management, L.P. — Add +31.6% 213,227 $179K
GAMCO Investors — New 126,000 $110K
Ingalls & Snyder LLC — No change 84,950 $74K
CSS LLC — Reduce -89.6% 47,546 $41K
Wolverine Asset Management LLC — Reduce -55.1% 13,456 $12K
UBS Group AG — Reduce -94.4% 2,632 $2K
Clear Street LLC — No change 100 $87
Tower Research Capital LLC (TRC) — No change 57 $50

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