Oppfi Inc. -CW26OPFI.WSPreferred / convertible

13F holders, Q1 2025 (March 31)
15holders +1
4new positions
3sold out
2famous investors
$2.31avg. 13F price*

At the end of Q1 2025, 15 institutions reported holding Oppfi Inc. -CW26 (OPFI.WS) in their 13F filings, up 1 from Q4 2024. 4 opened new positions and 3 sold out. The largest holders were LMR Partners LLP ($5.1M), Greenland Capital Management LP ($3.0M) and D. E. Shaw & Co. ($2.3M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$3.0M
Exits3$86K

All 13F filers, Q4 2024 → Q1 2025: 2,113,379 shares bought and 113,485 shares sold, net +1,999,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

LMR Partners LLP — Add +22.8% 2,330,473 $5.1M
Greenland Capital Management LP — Add +4.7% 1,372,677 $3.0M
D. E. Shaw & Co. — No change 1,049,673 $2.3M
Aristeia Capital, L.L.C. — Add +12.1% 765,218 $1.6M
CSS LLC — Add +1441.4% 732,889 $1.6M
Walleye Capital LLC — No change 719,110 $1.6M
Boothbay Fund Management, LLC — New 160,000 $1.5M
Hudson Bay Capital Management LP — New 512,321 $1.1M
Bleichroeder LP — No change 250,000 $545K
Saba Capital Management, L.P. — Reduce -7.0% 198,227 $420K
Warberg Asset Management LLC — New 160,342 $345K
GAMCO Investors — No change 126,000 $275K
K2 Principal Fund, L.P. — New 18,799 $41K
UBS Group AG — Reduce -0.8% 2,610 $6K
Clear Street LLC — No change 100 $218

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