OppFi Inc.: 5%+ holders

As of November 7, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of OppFi Inc. The largest reported stake is Todd G. Schwartz's, at 32.03%. 17 filings are on record since August 14, 2025 (Schedule 13D/A, April 30, 2026).

Wellington Trust Company, NA also filed stake reports on 1 other company ↓

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Key facts

• Filing 2026-08-14 · Reporting person: Aristeia Capital, L.L.C. · Sole voting: 2,203,396 · Shared voting: 0 · Sole dispositive: 2,203,396 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
• Filing 2026-08-14 · Reporting person: LMR Partners LLP · Sole voting: 0 · Shared voting: 2,330,473 · Sole dispositive: 0 · Shared dispositive: 2,330,473 · SCHEDULE 13G/A, 2026-08-14
• Filing 2026-08-13 · Reporting person: Wellington Management Group LLP · Sole voting: 0 · Shared voting: 2,218,450 · Sole dispositive: 0 · Shared dispositive: 3,019,250 · SCHEDULE 13G/A, 2026-08-13
• Filing 2026-08-13 · Reporting person: Wellington Trust Company, NA · Sole voting: 0 · Shared voting: 1,613,235 · Sole dispositive: 0 · Shared dispositive: 1,613,235 · SCHEDULE 13G/A, 2026-08-13
• Filing 2026-07-31 · Reporting person: Vanguard Capital Management · Sole voting: 239,649 · Shared voting: 0 · Sole dispositive: 2,456,441 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-31

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

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More on OppFi Inc. and the records around it.

OppFi Inc. elsewhere on the record

• Who owns it

Companies that share a holder

• Wellington Trust Company, NA also filed stake reports on 1 other company: MNTN, Inc. (May 2026)
• LMR Partners LLP also filed stake reports on 44 other companies: BuzzFeed Inc (Aug 2026), Cartesian Growth Corp IV (Aug 2026), Collective Acquisition Corp. II (Aug 2026)
• Aristeia Capital, L.L.C. also filed stake reports on 54 other companies: Apogee Acquisition Corp (Aug 2026), ARC Group Acquisition I Corp (Aug 2026), ClearThink 1 Acquisition Corp. (Aug 2026)

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Voting and dispositive power, as filed

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The latest filing identifies OppFi Inc. by CUSIP 68386H103 and gives its principal executive office as 130 E. Randolph Street, Suite 3400, Chicago, IL 60601 (SCHEDULE 13G/A, 2026-08-14).

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

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Questions about who owns OppFi Inc.

Who owns OppFi Inc.?

On this page, one holder's latest ownership filing reports 5% or more of OppFi Inc.: Todd G. Schwartz (32.03%, Schedule 13D/A, filed 2026-04-30).

When did Todd G. Schwartz buy into OppFi Inc.?

The filings give report dates, not purchase dates. The earliest filing from Todd G. Schwartz on this page is the Schedule 13D/A, filed 2025-08-14, reporting 67.9%; its latest, Schedule 13D/A filed 2026-04-30, reports 32.03%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 17 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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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.

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