[SCHEDULE 13G/A] OppFi Inc. Amended Passive Investment Disclosure
OppFi: Wellington-affiliated group reports 9.95% stake
OppFi Inc. ownership disclosure: Wellington-affiliated entities report 2,630,168 shares beneficially owned, representing 9.95% of common stock as stated on the cover pages.
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OppFi Inc. ownership disclosure: Wellington-affiliated entities report 2,630,168 shares beneficially owned, representing 9.95% of common stock as stated on the cover pages. The filing lists shared voting and dispositive powers across Wellington entities (including 1,966,268 shared votes and 2,630,168 shared dispositive power).
The Schedule 13G/A attributes ownership to multiple Wellington entities and notes these shares are held of record by clients of Wellington investment advisers; the cover pages identify the reporting persons and their jurisdictions.
Insights
Wellington reports a near-10% passive stake across affiliated entities.
The filing shows 2,630,168 shares and a reported 9.95% ownership percentage tied to Wellington-affiliated entities. Ownership is described as client-owned through the Wellington Investment Advisers, with shared voting and dispositive powers identified on cover pages.
Cash-flow treatment and trading intent are not stated in the excerpt; subsequent filings would show any Schedule 13D or Form 13F changes.
Filing structure follows standard Schedule 13G/A parent/subsidiary attribution rules.
The Schedule lists the parent holding company and identifies controlled subsidiaries and investment advisers (e.g., Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, Wellington Management Company LLP). The cover responses supply shared vote/dispositive counts that explain the consolidated percentage.
Qualifying clients are identified as record owners; the filing notes no single client >5% except a mention of Wellington Trust Company in Item 6 context.
Key Figures
Beneficial ownership:2,630,168 sharesPercent of class:9.95%Shared voting power:1,966,268 shares+3 more
6 metrics
Beneficial ownership2,630,168 sharesAmount beneficially owned as shown on cover pages
Percent of class9.95%Percent of common stock reported in Item 4(b)
Shared voting power1,966,268 sharesShared power to vote reported on cover pages
Shared dispositive power2,630,168 sharesShared power to dispose reported on cover pages
CUSIP68386H103Identifies OppFi common stock on cover page
Reporting address280 Congress Street, Boston MA 02210Address of Wellington's principal business office (Item 2b)
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive powerregulatory
"Shared Dispositive Power 2,630,168.00"
Schedule 13G/Aregulatory
"Item 1. (a) Name of issuer: OppFi Inc."
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
investment adviser (IA)financial
"Wellington Management Company LLP - IA"
An investment adviser (IA) is a person or firm that provides personalized guidance on buying, selling, or holding investments and often manages client portfolios for a fee. Investors should care because an IA has a legal duty to act in the client's best interest—think of them as a navigator who plans and steers your financial journey—so their advice, fee structure and potential conflicts can directly affect returns and financial risk.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Wellington report in OppFi (OPFI)?
Wellington-affiliated entities report beneficial ownership of 2,630,168 shares, stated as 9.95% of OppFi common stock on the cover pages. The figure is presented as shared dispositive power across Wellington entities.
Which Wellington entities are named in the Schedule 13G/A for OPFI?
The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons with listed jurisdictions and powers.
Are the OppFi shares held directly by Wellington or by clients?
The Schedule states the shares are owned of record by clients of one or more Wellington investment advisers; Wellington reports control/management relationships among parent and adviser entities rather than direct proprietary ownership.
What voting and dispositive powers does Wellington report for OPFI shares?
Cover-page responses list 0 sole voting/dispositive power, 1,966,268 shared voting power, and 2,630,168 shared dispositive power across Wellington entities, per the attached cover pages.
Does the filing identify any client owning more than 5% of OppFi?
The Schedule states no client is known to have the right to dividends or proceeds for more than 5% of the class, with an exceptionary mention of Wellington Trust Company in Item 6 context.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
OppFi Inc.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
68386H103
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
68386H103
1
Names of Reporting Persons
Wellington Management Group LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MASSACHUSETTS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,966,268.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,630,168.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,630,168.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
9.9 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
68386H103
1
Names of Reporting Persons
Wellington Group Holdings LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,966,268.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,630,168.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,630,168.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
9.9 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
68386H103
1
Names of Reporting Persons
Wellington Investment Advisors Holdings LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,966,268.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,630,168.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,630,168.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
9.9 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
68386H103
1
Names of Reporting Persons
Wellington Management Company LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,860,701.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,524,601.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,630,168.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
9.5 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
OppFi Inc.
(b)
Address of issuer's principal executive offices:
130 E. Randolph Street, Suite 3400, Chicago IL 60601
Item 2.
(a)
Name of person filing:
Wellington Management Group LLP
Wellington Group Holdings LLP
Wellington Investment Advisors Holdings LLP
Wellington Management Company LLP
(b)
Address or principal business office or, if none, residence:
c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210
(c)
Citizenship:
Wellington Management Group LLP - Massachusetts
Wellington Group Holdings LLP - Delaware
Wellington Investment Advisors Holdings LLP - Delaware
Wellington Management Company LLP - Delaware
(d)
Title of class of securities:
Common Stock
(e)
CUSIP No.:
68386H103
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
See the responses to Item 9 on the attached cover pages.
(b)
Percent of class:
9.95 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
See the responses to Item 6 on the attached cover pages.
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
See the responses to Item 8 on the attached cover pages.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers identified in Item 7 directly or indirectly owned by Wellington Management Group LLP. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows:
Wellington Trust Company, NA
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
Pursuant to the instructions in Item 7 of Schedule 13G, the following lists the identity and Item 3 classification of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G.
Wellington Group Holdings LLP - HC
Wellington Investment Advisors LLP - HC
Wellington Management Global Holdings, Ltd. - HC
One or more of the following investment advisers (the "Wellington Investment Advisers"):
Wellington Management Company LLP - IA
Wellington Management Canada LLC - IA
Wellington Management Singapore Pte Ltd - IA
Wellington Management Hong Kong Ltd - IA
Wellington Management International Ltd - IA
Wellington Management Japan Pte Ltd - IA
Wellington Management Australia Pty Ltd - IA
The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies and the Wellington Investment Advisers, are owned of record by clients of the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP controls directly, or indirectly through Wellington Management Global Holdings, Ltd., the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP. Wellington Group Holdings LLP is owned by Wellington Management Group LLP.
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
