OppFi Inc. has 17 Schedule 13D or 13G filings on record since 2025-08-14. 1 holder's latest filing reports 5% or more of class a common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Todd G. Schwartz | 32.03% | 27,347,975 | SCHEDULE 13D/A, 2026-04-30 | 2026-04-28 |
| Wellington Management Group LLP | 3.5% | 3,019,250 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Vanguard Capital Management | 2.87% | 2,456,441 | SCHEDULE 13G/A, 2026-07-31 | 2026-06-30 |
| Aristeia Capital, L.L.C. | 2.52% | 2,203,396 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| LMR Partners LLP | 2.5% | 2,330,473 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| BlackRock, Inc. | 2.3% | 1,967,787 | SCHEDULE 13G/A, 2026-07-29 | 2026-06-30 |
| Wellington Trust Company, NA | 1.9% | 1,613,235 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Todd G. Schwartz
The information set forth in Item 3 above is incorporated into this Item 4 by reference. Effective upon the Closing, and in accordance with the terms of the Business Combination Agreement, (i) each executive officer of FGNA ceased serving in such capacities, (ii) each member of the board of directors of FGNA ceased serving in such capacity, (iii) Todd G. Schwartz, Theodore G. Schwartz, Jared Kaplan, Christina Favilla, Jocelyn Moore, David Vennettilli and Greg Zeeman were appointed as directors of the Company, and (iv) Todd G. Schwartz was appointed Executive Chairman of the Board. On February 23, 2022, Todd G. Schwartz was appointed Chief Executive Officer of the Issuer. Upon the Closing, the Issuer adopted its Second Amended and Restated Certificate of Incorporation and Amended and Restated Bylaws in accordance with the Business Combination Agreement. In addition, upon the Closing of the Business Combination, the business of OppFi became the business of the Issuer. On the business day following the Closing, FGNA's public units automatically separated into their component securities upon consummation of the Business Combination and, as a result, no longer trade as a separate security and were delisted from The New York Stock Exchange. Except as otherwise described in this Schedule 13D, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the actions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D, …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-04-30; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-14 | Todd G. Schwartz | 67.9% | SCHEDULE 13D/A |
| 2025-08-14 | Aristeia Capital, L.L.C. | 5.14% | SCHEDULE 13G |
| 2025-11-14 | LMR Partners LLP | 7.7% | SCHEDULE 13G/A |
| 2025-11-14 | Aristeia Capital, L.L.C. | 7.26% | SCHEDULE 13G/A |
| 2026-01-21 | BlackRock, Inc. | 6.8% | SCHEDULE 13G/A |
| 2026-02-10 | Wellington Management Group LLP | 8.9% | SCHEDULE 13G |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-30 | Todd G. Schwartz | 32.03% | SCHEDULE 13D/A |
| 2026-04-30 | Vanguard Capital Management | 5.15% | SCHEDULE 13G |
| 2026-05-15 | Wellington Trust Company, NA | 5.5% | SCHEDULE 13G |
| 2026-05-15 | Wellington Management Group LLP | 9.9% | SCHEDULE 13G/A |
| 2026-07-29 | BlackRock, Inc. | 2.3% | SCHEDULE 13G/A |
| 2026-07-31 | Vanguard Capital Management | 2.87% | SCHEDULE 13G/A |
| 2026-08-13 | Wellington Trust Company, NA | 1.9% | SCHEDULE 13G/A |
| 2026-08-13 | Wellington Management Group LLP | 3.5% | SCHEDULE 13G/A |
| 2026-08-14 | Aristeia Capital, L.L.C. | 2.52% | SCHEDULE 13G/A |
| 2026-08-14 | LMR Partners LLP | 2.5% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.