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Equibles

MORGAN STANLEY

Position in OPFI — OppFi Inc.

CIK 895421 NEW YORK, NY
Back to OPFI Full portfolio

Position in OPFI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$4,129,179
-$1,347,293 QoQ
Shares Held
415,829
-41.5% QoQ
Ownership
0.488%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 145 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 61% Shared 0% None 39%

Common Shares in OPFI Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $33,711,043,823 across 50 Credit Services names. OPFI ranks #31 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
 45,960,354 $15,768,537,842
2 MA
Mastercard Inc
 15,001,503 $7,704,771,929
3 AXP
American Express Co
 13,121,109 $4,438,215,113
4 AFRM
Affirm Holdings, Inc.
 23,000,269 $1,875,671,929
5 COF
Capital One Financial Corp
 8,768,807 $1,759,198,050
6 PYPL
PayPal Holdings, Inc.
 10,324,704 $445,820,708
7 SYF
Synchrony Financial
 4,633,326 $352,364,433
8 SOFI
SoFi Technologies, Inc.
 19,521,442 $350,019,448

All Filings in OPFI

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,129,179 415,829
2026-03-31 $5,476,472 710,308
2025-12-31 $9,420,953 900,665
2025-09-30 $9,509,174 839,292
2025-06-30 $8,832,431 631,339
2025-03-31 $3,769,929 405,369
2024-12-31 $3,346,100 436,828
2024-09-30 $1,673,372 353,779
2024-06-30 $1,263,491 372,712
2024-03-31 $924,917 369,967
2023-12-31 $1,818,855 355,246
2023-09-30 $652,040 258,747
2023-06-30 $124,914 61,234
2023-03-31 $52,213 25,471
2022-12-31 $42,511 20,738
2022-09-30 $40,043 17,411
2022-06-30 $66,947 20,349
2022-03-31 $66,640 19,429
2021-12-31 $23,029 5,073
2021-09-30 $38,624 4,914