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Wellington entities report 8.9% OppFi (OPFI) stake across advisory clients

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

OppFi Inc. (OPFI) received a Schedule 13G filing from multiple Wellington-affiliated entities disclosing beneficial ownership of 2,474,102 shares of OppFi common stock, representing 8.9% of the class. The shares are owned of record by clients of one or more Wellington investment advisers.

Wellington reports no sole voting or dispositive power over these shares, only shared voting and shared dispositive power through its advisory relationships. The filing states the position is held in the ordinary course of business and not for the purpose of changing or influencing control of OppFi.

Positive

  • None.

Negative

  • None.





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)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What does the Wellington Schedule 13G filing mean for OppFi (OPFI)?

The filing shows Wellington-affiliated entities beneficially own 2,474,102 OppFi shares, or 8.9% of the common stock. These shares are held for advisory clients in the ordinary course of business and are not reported as part of a control-seeking strategy.

How many OppFi (OPFI) shares does Wellington beneficially own?

Wellington-related entities report beneficial ownership of 2,474,102 OppFi common shares. These securities are owned of record by clients of one or more Wellington investment advisers, with Wellington reporting shared, but not sole, voting and dispositive power over the position through its advisory structure.

What percentage of OppFi’s common stock is held by Wellington entities?

Wellington-affiliated entities report holding 8.9% of OppFi’s outstanding common stock. This ownership is aggregated across clients of several Wellington investment advisers and is disclosed on a Schedule 13G, which is typically used for passive, non-control-seeking investment positions in public companies.

Who are the reporting persons in the OppFi (OPFI) Schedule 13G filing?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. They report beneficial ownership through a tiered holding and advisory structure serving multiple investment advisory clients holding OppFi shares.

Does Wellington have sole voting control over its OppFi (OPFI) shares?

No. Wellington reports zero sole voting or sole dispositive power over OppFi shares. All reported authority is shared, reflecting that the securities are held for advisory clients. The filing emphasizes that the stake is held in the ordinary course, not to influence OppFi’s control.

Are Wellington’s clients individually large holders of OppFi (OPFI) stock?

The filing states no single client is known to hold more than five percent of OppFi’s common stock. The 8.9% beneficial stake is spread across multiple advisory clients, whose accounts collectively hold the 2,474,102 shares reported by the Wellington-affiliated entities.
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