OPFI OppFi Inc. Class A Common Stock
$7,06
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 10, 2026
Rango 52S
$6–$12
9% of range
Calificación del Analista
BUY
9 analysts
Precio Objetivo
$13
+79% upside
P/E (TTM)
10.6
ROE
57.7%
Margen de Beneficio Neto
—
Acerca de OppFi Inc. Class A Common Stock Descripción general de la empresa de Wikipedia
OPFI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$7.06
Capitalización Bursátil
—
P/E (TTM)
10.6
BPA (TTM)
$0.99
Ingresos (TTM)
—
Rendimiento div.
—
ROE
57.7%
Deuda/Capital
—
Rango 52S
$7 – $12
OPFI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
—
BPA
$0.99
2020-12-31
→
2025-12-31
Flujo de caja libre
$382M
2021-12-31
→
2025-12-31
Márgenes
—
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
OPFI
Mediana de Pares
P/E (TTM)
10.6
11.6
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
OPFI
Mediana de Pares
ROA
3.8%
5.5%
ROE
57.7%
20.7%
ROIC
267.0%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
OPFI
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
OPFI
Mediana de Pares
EPS YoY (EPS interanual)
175.0%
—
Net Income YoY (Beneficio Neto interanual)
262.8%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
OPFI
Mediana de Pares
Payout Ratio (Ratio de Pago)
24.4%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
24.4%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 8 de abril de 2025 | $0,2500 |
| 18 de abril de 2024 | $0,1200 |
OPFI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 2 22,2%
- Compra 5 55,6%
- Mantener 2 22,2%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-15
Mediana
$11.00
Media
$12.67
← Por Debajo de Todos los Objetivos
$7.06
Mín
$11.00
Máx
$16.00
Objetivo mediano
$11.00
+55,8%
Objetivo medio
$12.67
+79,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.06%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.33 | $0.45 | -0.12% |
| 31 de marzo de 2026 | $0.35 | $0.33 | 0.02% |
| 31 de diciembre de 2025 | $0.30 | $0.29 | 0.01% |
| 30 de septiembre de 2025 | $0.46 | $0.33 | 0.13% |
| 30 de junio de 2025 | $0.45 | $0.30 | 0.15% |
| 31 de marzo de 2025 | $0.38 | $0.26 | 0.12% |
| 31 de diciembre de 2024 | $0.23 | $0.15 | 0.08% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| OPFI | — | 10.6 | — | — | 57.7% | — |
| NAVI | — | — | — | — | — | — |
| WRLD | — | 19.6 | 3.7% | — | — | — |
| GDOT | — | — | 20.7% | — | — | — |
| PRAA | $680M | -2.3 | 7.8% | -25.4% | -28.9% | — |
| NRDS | $966M | 21.2 | 21.7% | 5.8% | 12.7% | — |
| TREE | $731M | 4.9 | 24.1% | 13.5% | 74.7% | 31.5% |
| OPRT | — | 10.0 | -4.5% | — | — | — |
| RM | $370M | 8.7 | 9.7% | 6.9% | 12.1% | — |
| MFIN | — | — | — | — | — | — |
| CPSS | $204M | 11.7 | 10.4% | 4.5% | 12.5% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| SG&A Expense | $17M | $15M | $14M | $12M | $14M | |
| Operating Income | $167M | $95M | $46M | $-6M | $57M | |
| Interest Income | $597M | $526M | $509M | $453M | $351M | |
| Other Non-op | $-4M | $318.0K | $431.0K | · | · | |
| Pretax Income | $156M | $88M | $42M | $3M | $90M | |
| Income Tax | $10M | $4M | $2M | $-277.0K | $311.0K | |
| Net Income | $26M | $7M | $-1M | $7M | $26M | |
| EPS (Basic) | $0.99 | $0.36 | $-0.06 | $0.51 | $1.93 | |
| EPS (Diluted) | $0.99 | $0.36 | $-0.06 | $0.05 | $0.48 | |
| Shares (Basic) | 26,506,458 | 20,145,606 | 16,391,199 | 13,913,626 | 13,218,119 | |
| Shares (Diluted) | 26,506,458 | 20,145,606 | 16,391,199 | 84,256,084 | 84,474,039 | |
| EBITDA | $167M | $95M | $59M | $7M | $68M |
Balance general 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $49M | $61M | $32M | $16M | $25M | |
| PP&E (Net) | $28M | $14M | $10M | $14M | $15M | |
| PP&E (Gross) | $92M | $73M | $60M | $51M | $39M | |
| Accum. Depreciation | $64M | $59M | $50M | $37M | $25M | |
| Total Assets | $754M | $641M | $602M | $580M | $502M | |
| Total Liabilities | $445M | $407M | $408M | $421M | $344M | |
| Long-term Debt | · | · | · | · | $50M | |
| Paid-in Capital | $114M | $94M | $76M | $66M | $62M | |
| Retained Earnings | $-34M | $-55M | $-64M | $-64M | $-71M | |
| Treasury Stock | $22M | $6M | $2M | $2M | $0 | |
| Stockholders' Equity | $58M | $33M | $10M | $-494.0K | $-9M | |
| Liabilities + Equity | $754M | $641M | $602M | $580M | $502M | |
| Shares Outstanding | · | · | · | · | 13,631,484 |
Flujo de Efectivo 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| D&A | $5M | $10M | $13M | $14M | $10M | |
| Stock-based Comp | $10M | $5M | $4M | $3M | $3M | |
| Deferred Tax | $5M | $3M | $2M | $-553.0K | $-544.0K | |
| Other Non-cash | · | · | $279M | $220M | $129M | |
| Operating Cash Flow | $401M | $324M | $296M | $243M | $167M | |
| CapEx | $19M | $13M | $9M | $13M | $14M | |
| Investing Cash Flow | $-308M | $-243M | $-244M | $-317M | $-199M | |
| Stock Repurchased | $16M | $4M | $0 | $2M | $0 | |
| Net Stock Activity | $-16M | $-4M | $0 | $-2M | · | |
| Dividends Paid | $6M | $2M | $0 | $0 | · | |
| Financing Cash Flow | $-89M | $-66M | $-28M | $61M | $49M | |
| Taxes Paid | $6M | $475.0K | $73.0K | · | · | |
| Free Cash Flow | $382M | $311M | $287M | $230M | $153M |
Rentabilidad 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| ROA | 3.8% | 1.2% | -0.17% | 1.3% | · | |
| ROE | 57.7% | 33.6% | -20.2% | -148.9% | · | |
| ROIC | 267.0% | 274.6% | 419.3% | 1399.9% | · |
Tasas de Crecimiento 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| EPS YoY | 175.0% | · | · | -89.6% | · | |
| EPS CAGR 3Y | 170.5% | -9.1% | · | · | · | |
| Net Income YoY | 262.8% | · | · | -72.2% | · | |
| Net Income CAGR 3Y | 54.8% | -34.3% | · | · | · |
Valoración (TTM) 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Income TTM | $26M | $7M | $-1M | $7M | $26M | |
| P/E | 10.6 | 21.3 | -85.3 | 41.0 | 9.5 | |
| Earnings Yield | 9.5% | 4.7% | -1.2% | 2.4% | 10.6% | |
| Payout Ratio | 24.4% | 32.7% | · | · | · | |
| Annual Payout | $6M | $2M | $0 | $0 | · |
Estado de resultados 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $5M | $5M | $5M | $4M | $4M | $2M | $4M | $4M | $4M | $4M | $3M | $4M | $3M | $3M | $3M | $3M | |
| Operating Income | $24M | $35M | $31M | $48M | $45M | $42M | $25M | $35M | $29M | $5M | $9M | $16M | $18M | $4M | $-10M | $-969.0K | |
| Interest Income | $145M | $152M | $159M | $155M | $142M | $140M | $136M | $137M | $126M | $127M | $133M | $133M | $122M | $120M | $120M | $124M | |
| Pretax Income | $25M | $58M | $40M | $82M | $13M | $22M | $15M | $34M | $29M | $11M | $3M | $16M | $19M | $4M | $-7M | $354.0K | |
| Income Tax | $10M | $4M | $1M | $6M | $1M | $2M | $600.0K | $2M | $914.0K | $404.0K | $1M | $463.0K | $688.0K | $146.0K | $-2M | $1M | |
| Net Income | $15M | $28M | $17M | $42M | $-21M | $-11M | $-6M | $4M | $3M | $6M | $-6M | $2M | $2M | $251.0K | $3M | $-571.0K | |
| EPS (Basic) | $0.22 | $1.06 | $0.77 | $1.48 | $-0.78 | $-0.48 | $-0.30 | $0.21 | $0.16 | $0.29 | $-0.35 | $0.13 | $0.14 | $0.02 | $0.21 | $-0.04 | |
| EPS (Diluted) | $0.18 | $0.56 | $1.48 | $0.77 | $-0.78 | $-0.48 | $-0.11 | $0.21 | $0.16 | $0.10 | $-0.35 | $0.13 | $0.14 | $0.02 | $-0.01 | $-0.04 | |
| Shares (Basic) | 67,512,878 | 26,778,432 | -51,959,045 | 28,163,404 | 26,610,330 | 23,691,769 | -38,983,759 | 20,248,004 | 19,675,934 | 19,205,427 | -31,050,522 | 16,772,275 | 15,632,120 | 15,037,326 | -27,166,274 | 13,972,971 | |
| Shares (Diluted) | 86,037,151 | 86,195,269 | -112,032,232 | 88,236,591 | 26,610,330 | 23,691,769 | -106,021,830 | 20,248,004 | 19,675,934 | 86,243,498 | -31,730,227 | 17,057,778 | 15,873,753 | 15,189,895 | -98,473,946 | 13,972,971 | |
| EBITDA | $24M | $35M | · | $48M | $45M | $42M | · | $37M | $32M | $8M | · | $19M | $22M | $7M | · | $3M |
Balance general 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $64M | $64M | $49M | $45M | $45M | $58M | $61M | $45M | $47M | $47M | · | $31M | $27M | $32M | · | $14M | |
| PP&E (Net) | $35M | $32M | $28M | $23M | $19M | $16M | $14M | $11M | $10M | $10M | · | $11M | $12M | $13M | · | $15M | |
| PP&E (Gross) | $102M | $97M | $92M | $87M | $82M | $77M | $73M | $69M | $65M | $62M | · | $58M | $56M | $54M | · | $50M | |
| Accum. Depreciation | $67M | $65M | $64M | $64M | $63M | $61M | $59M | $57M | $55M | $53M | · | $47M | $44M | $41M | · | $35M | |
| Total Assets | $771M | $720M | $754M | $721M | $673M | $640M | $641M | $619M | $573M | $563M | · | $601M | $577M | $560M | · | $580M | |
| Total Liabilities | $356M | $377M | $445M | $443M | $456M | $403M | $407M | $399M | $371M | $366M | · | $411M | $400M | $396M | · | $415M | |
| Paid-in Capital | $437M | $112M | $114M | $113M | $111M | $101M | $94M | $92M | $81M | $79M | · | $72M | $71M | $67M | · | $66M | |
| Retained Earnings | $10M | $-5M | $-34M | $-50M | $-92M | $-72M | $-55M | $-51M | $-57M | $-58M | · | $-59M | $-61M | $-63M | · | $-67M | |
| Treasury Stock | $33M | $31M | $22M | $13M | $6M | $6M | $6M | $6M | $5M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Stockholders' Equity | $414M | $76M | $58M | $49M | $13M | $23M | $33M | $35M | $19M | $18M | · | $11M | $7M | $1M | · | $-3M | |
| Liabilities + Equity | $771M | $720M | $754M | $721M | $673M | $640M | $641M | $619M | $573M | $563M | · | $601M | $577M | $560M | · | $580M |
Flujo de Efectivo 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $591.0K | $764.0K | $1M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $4M | $4M | |
| Stock-based Comp | $3M | $2M | $2M | $2M | $5M | $1M | $1M | $1M | $2M | $1M | $997.0K | $1M | $845.0K | $1M | $963.0K | $762.0K | |
| Deferred Tax | · | · | $341.0K | $3M | $903.0K | $425.0K | $2M | $395.0K | $889.0K | $354.0K | $2M | $-1.0K | $140.0K | $109.0K | $-2M | $713.0K | |
| Other Non-cash | · | · | · | · | · | · | · | · | · | $65M | · | · | · | $61M | · | · | |
| Operating Cash Flow | $92M | $91M | $117M | $105M | $96M | $84M | $95M | $78M | $77M | $74M | $83M | $75M | $73M | $66M | $71M | $69M | |
| CapEx | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $3M | $2M | $2M | $2M | $3M | $2M | $3M | $3M | |
| Investing Cash Flow | $-57M | $-21M | $-89M | $-103M | $-81M | $-34M | $-73M | $-93M | $-59M | $-18M | $-64M | $-77M | $-75M | $-28M | $-74M | $-79M | |
| Stock Repurchased | $1M | $10M | $8M | $7M | $0 | $0 | $0 | $1M | · | · | $0 | $0 | $0 | $0 | $0 | $307.0K | |
| Net Stock Activity | · | $-10M | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | · | · | $0 | $0 | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | |
| Financing Cash Flow | $-43M | $-63M | $-9M | $-5M | $-27M | $-47M | $-8M | $9M | $-26M | $-42M | $-10M | $6M | $-7M | $-16M | $2M | $2M | |
| Taxes Paid | $2M | $19.0K | · | · | $4M | $11.0K | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $86M | · | · | · | $79M | · | · | · | $72M | · | · | · | $64M | · | · |
Rentabilidad 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 2.1% | 4.2% | · | 6.2% | -3.3% | -1.9% | · | 0.70% | 0.53% | 0.99% | · | 0.37% | 0.37% | 0.05% | · | -0.11% | |
| ROE | 6.9% | 57.8% | · | 98.8% | -130.0% | -55.9% | · | 18.4% | 23.5% | 56.5% | · | 53.1% | 123.4% | -6.9% | · | 4.3% | |
| ROIC | 3.6% | 43.5% | · | 91.2% | 303.3% | 174.3% | · | 93.9% | 153.2% | 28.0% | · | 132.6% | 237.2% | 250.1% | · | -55.8% |
Valoración (TTM) 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $64M | $38M | · | $14M | $-25M | $1M | · | $15M | $13M | $10M | · | $4M | $5M | $4M | · | $18M | |
| P/E | 13.6 | 110.1 | · | -40.5 | -15.7 | -930.0 | · | 7.9 | 6.4 | 6.4 | · | 10.1 | 9.3 | 25.6 | · | 6.6 | |
| Earnings Yield | 7.3% | 0.91% | · | -2.5% | -6.4% | -0.11% | · | 12.7% | 15.6% | 15.6% | · | 9.9% | 10.8% | 3.9% | · | 15.2% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Beneficio neto | $26M | $7M | $-1M | $7M | $26M |
| EPS Diluido | $0.99 | $0.36 | $-0.06 | $0.05 | $0.48 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $382M | $311M | $287M | $230M | $153M |
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Propietarios institucionales (13F) 165 declarantes · $180.9M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 37 (+6 vs trimestre anterior) | 26 (+5 vs trimestre anterior) | 51 (+5 vs trimestre anterior) | 39 (-7 vs trimestre anterior) | +3.4M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $22 012 745 | 2 216 792 | 12,17% | Acciones |
| VANGUARD GROUP INC | $14 809 216 | 1 415 795 | 8,19% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $12 770 457 | 1 286 048 | 7,06% | Acciones |
| CITADEL ADVISORS LLC | $10 589 630 | 1 066 428 | 5,85% | Acciones |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $10 460 053 | 1 053 379 | 5,78% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $6 645 722 | 669 257 | 3,67% | Acciones |
| LB Partners LLC | $6 280 725 | 632 500 | 3,47% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $6 210 849 | 625 257 | 3,43% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $6 078 123 | 612 097 | 3,36% | Acciones |
| TWO SIGMA ADVISERS, LP | $5 779 150 | 552 500 | 3,19% | Acciones |
| STATE STREET CORP | $5 606 647 | 564 617 | 3,10% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $5 292 769 | 533 008 | 2,93% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5 005 713 | 504 100 | 2,77% | Opción de compra |
| GOLDMAN SACHS GROUP INC | $3 846 624 | 387 374 | 2,13% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $3 307 822 | 333 114 | 1,83% | Acciones |
| Cubist Systematic Strategies, LLC | $3 264 365 | 288 117 | 1,80% | Acciones |
| GLOBEFLEX CAPITAL L P | $3 240 288 | 326 313 | 1,79% | Acciones |
| PL Capital Advisors, LLC | $2 979 000 | 300 000 | 1,65% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 936 975 | 295 768 | 1,62% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $2 517 086 | 253 483 | 1,39% | Acciones |
| LPL Financial LLC | $2 049 721 | 206 417 | 1,13% | Acciones |
| CITADEL ADVISORS LLC | $2 002 881 | 201 700 | 1,11% | Opción de venta |
| Kestra Advisory Services, LLC | $1 879 282 | 189 253 | 1,04% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 771 065 | 178 355 | 0,98% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 630 506 | 164 200 | 0,90% | Opción de venta |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $1 614 628 | 162 601 | 0,89% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $1 551 989 | 156 293 | 0,86% | Acciones |
| MACKENZIE FINANCIAL CORP | $1 281 288 | 129 032 | 0,71% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 275 856 | 128 485 | 0,71% | Acciones |
| WCG Wealth Advisors LLC | $1 238 171 | 124 690 | 0,68% | Acciones |
| Trexquant Investment LP | $1 226 176 | 123 482 | 0,68% | Acciones |
| FIRST TRUST ADVISORS LP | $1 154 312 | 116 245 | 0,64% | Acciones |
| Manatuck Hill Partners, LLC | $993 000 | 100 000 | 0,55% | Acciones |
| EMERALD MUTUAL FUND ADVISERS TRUST | $907 930 | 91 433 | 0,50% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $868 379 | 87 450 | 0,48% | Acciones |
| JANE STREET GROUP, LLC | $830 148 | 83 600 | 0,46% | Opción de compra |
| FEDERATED HERMES, INC. | $803 476 | 80 914 | 0,44% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $717 433 | 72 249 | 0,40% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $711 771 | 71 679 | 0,39% | Acciones |
| BARCLAYS PLC | $637 615 | 64 211 | 0,35% | Acciones |
| CREDIT AGRICOLE S A | $617 537 | 62 189 | 0,34% | Acciones |
| Man Group plc | $615 074 | 61 941 | 0,34% | Acciones |
| Brevan Howard Capital Management LP | $599 206 | 60 343 | 0,33% | Acciones |
| ExodusPoint Capital Management, LP | $567 212 | 57 121 | 0,31% | Acciones |
| State of Wyoming | $557 391 | 56 132 | 0,31% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $549 129 | 55 300 | 0,30% | Acciones |
| PDT Partners, LLC | $473 214 | 47 655 | 0,26% | Acciones |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $470 689 | 49 967 | 0,26% | Acciones |
| Diversify Advisory Services, LLC | $470 689 | 49 967 | 0,26% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $464 148 | 46 742 | 0,26% | Acciones |
| Schonfeld Strategic Advisors LLC | $447 852 | 45 101 | 0,25% | Acciones |
| Bank of New York Mellon Corp | $443 265 | 44 639 | 0,25% | Acciones |
| BANK OF AMERICA CORP /DE/ | $433 375 | 43 643 | 0,24% | Acciones |
| AXQ CAPITAL, LP | $425 530 | 42 853 | 0,24% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $383 149 | 38 585 | 0,21% | Acciones |
| Cornerstone Investment Partners, LLC | $377 688 | 38 035 | 0,21% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $375 400 | 48 690 | 0,21% | Acciones |
| UBS Group AG | $356 020 | 35 853 | 0,20% | Acciones |
| CITADEL ADVISORS LLC | $344 571 | 34 700 | 0,19% | Opción de compra |
| NORTHLAND SECURITIES, INC. | $331 989 | 33 433 | 0,18% | Acciones |
| Cetera Investment Advisers | $329 719 | 33 204 | 0,18% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $325 456 | 32 775 | 0,18% | Acciones |
| RHUMBLINE ADVISERS | $311 227 | 31 343 | 0,17% | Acciones |
| HighTower Advisors, LLC | $290 135 | 29 218 | 0,16% | Acciones |
| Graham Capital Management, L.P. | $280 979 | 28 296 | 0,16% | Acciones |
| VIRTUS ADVISERS, LLC | $263 483 | 26 534 | 0,15% | Acciones |
| CITIGROUP INC | $254 466 | 25 626 | 0,14% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $240 445 | 24 214 | 0,13% | Acciones |
| OSAIC HOLDINGS, INC. | $240 176 | 24 184 | 0,13% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $235 391 | 23 705 | 0,13% | Acciones |
| WELLS FARGO & COMPANY/MN | $234 993 | 23 665 | 0,13% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $203 913 | 20 535 | 0,11% | Acciones |
| NorthCrest Asset Manangement, LLC | $190 071 | 20 526 | 0,11% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $183 377 | 18 467 | 0,10% | Acciones |
| STRS OHIO | $179 733 | 18 100 | 0,10% | Acciones |
| MetLife Investment Management, LLC | $175 026 | 17 626 | 0,10% | Acciones |
| SHERBROOKE PARK ADVISERS LLC | $170 425 | 16 293 | 0,09% | Acciones |
| Nuveen, LLC | $155 633 | 15 673 | 0,09% | Acciones |
| TCFG Investment Advisors, LLC | $149 193 | 15 024 | 0,08% | Acciones |
| Optivise Advisory Services LLC | $145 544 | 14 657 | 0,08% | Acciones |
| Private Advisor Group, LLC | $140 817 | 14 181 | 0,08% | Acciones |
| BlackRock, Inc. | $124 602 | 12 548 | 0,07% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $119 090 | 11 993 | 0,07% | Acciones |
| MANGROVE PARTNERS IM, LLC | $118 773 | 11 961 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $118 624 | 11 946 | 0,07% | Acciones |
| TCFG WEALTH MANAGEMENT, LLC | $115 838 | 15 024 | 0,06% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $115 647 | 12 462 | 0,06% | Acciones |
| GREAT VALLEY ADVISOR GROUP, INC. | $109 598 | 11 037 | 0,06% | Acciones |
| Vanguard Global Advisers, LLC | $106 688 | 10 744 | 0,06% | Acciones |
| XTX Topco Ltd | $105 109 | 10 585 | 0,06% | Acciones |
| JPMORGAN CHASE & CO | $101 312 | 10 755 | 0,06% | Acciones |
| Invesco Ltd. | $100 462 | 10 117 | 0,06% | Acciones |
| MORGAN STANLEY | $72 747 | 7 326 | 0,04% | Acciones |
| FMR LLC | $69 073 | 6 956 | 0,04% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $62 380 | 6 282 | 0,03% | Acciones |
| MARSHALL WACE, LLP | $59 977 | 6 040 | 0,03% | Acciones |
| Russell Investments Group, Ltd. | $55 151 | 5 554 | 0,03% | Acciones |
| GPS Wealth Strategies Group, LLC | $52 614 | 5 030 | 0,03% | Acciones |
| Point72 (DIFC) Ltd | $44 142 | 3 896 | 0,02% | Acciones |
| NORTHERN TRUST CORP | $37 426 | 3 769 | 0,02% | Acciones |
Informantes de la empresa 17 insiders · 8 directivos · 11 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Todd G. Schwartz | Chief Executive Officer | 17 de agosto de 2026 P | 577 233 | 4 | 0 | $1 019 300 |
| Larry G Swets JR | Chief Executive Officer | 30 de junio de 2021 P | 40 000 | 0 | 0 | $0 |
| Pamela D. Johnson | CFO | 1 de julio de 2026 F | 159 689 | 0 | 3 | $-124 971 |
| Shah Shiven | Chief Financial Officer | 1 de octubre de 2021 A | — | 0 | 0 | $0 |
| Neville Crawley | President | 1 de octubre de 2021 A | — | 0 | 0 | $0 |
| Kyle Cerminara | President | 31 de marzo de 2021 P | 5 892 | 0 | 0 | $0 |
| Salvador Hazday | Chief Operating Officer | 21 de julio de 2021 A | — | 0 | 0 | $0 |
| Christopher J. Mckay | Chief Risk & Analytics Officer | 1 de julio de 2026 F | 1 509 329 | 0 | 3 | $-309 883 |
| Jocelyn Moore | Consejero | 15 de junio de 2026 S | 16 843 | 0 | 4 | $-630 121 |
| David Vennettilli | Consejero | 9 de junio de 2026 A | 182 919 | 0 | 1 | $-100 000 |
| Christina M Favilla | Consejero | 9 de junio de 2026 A | 29 750 | 0 | 1 | $-244 200 |
| Gregory T Zeeman | Consejero | 9 de junio de 2026 A | 166 487 | 0 | 0 | $0 |
| Theodore G Schwartz | Consejero | 9 de junio de 2026 A | 29 750 | 0 | 0 | $0 |
| Jared Kaplan | Consejero | 6 de enero de 2022 D | 8 407 879 | 0 | 0 | $0 |
| FG New America Investors LLC | Consejero | 14 de octubre de 2020 D | 462 500 | 0 | 0 | $0 |
| Joseph H Moglia | Consejero | 14 de octubre de 2020 D | 462 500 | 0 | 0 | $0 |
| Hassan Baqar | — | 31 de marzo de 2021 P | 2 500 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 4 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Todd G. Schwartz, TGS Revocable Trust, OppFi Shares, LLC, TGS Capital Group, LP, TGS MCS Capital Group LP, Theodore G. Schwartz, LTHS Capital Group LP, LTHS Revocable Trust ×7 presentaciones | 30 de abril de 2026 | 32,03% | Enmienda | Campaña de la junta directiva | SEC |
| Jared Kaplan, JSK Management Holdings, LLC | 30 de julio de 2021 | — | Presentación inicial | Campaña de la junta directiva | SEC |
| Todd Schwartz, TGS Revocable Trust, OppFi Shares, LLC, Todd Schwartz Capital Group LP, Theodore Schwartz, LTHS Capital Group LP | 30 de julio de 2021 | — | Presentación inicial | Campaña de la junta directiva | SEC |
| FG New America Investors LLC, Larry G. Swets, Jr., D. Kyle Cerminara, Joseph H. Moglia | 15 de octubre de 2020 | — | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 25 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| EBIT · Harbor ETF Trust | 0,07% | 857 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 68 465 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,01% | 8 890 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,01% | 11 247 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 87 954 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 1 225 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 958 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 970 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 24 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 675 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 13 111 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 424 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 115 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 5 913 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 4 501 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 9 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| IWO · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 de julio de 2026 | Diario |