SCHEDULE: LMR Partners Reports Warrant Expiration for OppFi Inc.

LMR Partners LLP and affiliated entities have filed a Schedule 13G amendment indicating the expiration of warrants, resulting in a decrease in their beneficial ownership of OppFi Inc. Class A common stock.

Summary

• LMR Partners LLP and its associated entities (LMR Partners Limited, LMR Partners LLC, LMR Partners AG, LMR Partners (DIFC) Limited, and LMR Partners (Ireland) Limited), along with individuals Ben Levine and Stefan Renold, have filed an amendment to their Schedule 13G.
• The filing pertains to OppFi Inc. Class A common stock.
• As of June 30, 2026, the Reporting Persons held warrants to purchase a total of 2,330,473 shares of Class A Common Stock.
• These warrants were held by LMR Multi-Strategy Master Fund Limited and LMR CCSA Master Fund Ltd.
• The filing states that as of the date of the filing (August 14, 2026), these warrants have expired.
• Consequently, the Reporting Persons no longer beneficially own any shares of Class A Common Stock through these expired warrants.
• The filing indicates that prior to expiration, the shares issuable from these warrants represented approximately 2.5% of OppFi Inc.'s outstanding Class A Common Stock, based on 89,763,407 shares outstanding as of June 30, 2026.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this filing as neutral to slightly negative, as it primarily reports on the expiration of warrants and a resulting decrease in beneficial ownership, rather than new strategic developments or financial performance.

Negatives

• The beneficial ownership reported by LMR Partners and associated entities has decreased to 0% as of the filing date due to the expiration of warrants.
• This represents a reduction in their stake in OppFi Inc. from a previously reported 2.5% (based on exercisable warrants).

Future Outlook

The filing does not contain forward-looking statements or guidance from the company. It solely reports on the status of LMR Partners' beneficial ownership due to warrant expiration.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are typically made by institutional investors and indicate passive ownership stakes. This particular filing signifies a reduction in such a stake due to the natural expiration of derivative instruments (warrants), rather than a change in investment strategy or market sentiment towards OppFi Inc.

Stakeholder Impact

• Shareholders: The reduction in beneficial ownership by a significant entity like LMR Partners may be noted by the market, though the passive nature of the filing and the reason (warrant expiration) suggest limited immediate impact on share price dynamics.

Key Dates

Keywords

OppFi Inc., Schedule 13G, LMR Partners, Warrants, Beneficial Ownership, Class A Common Stock, SEC Filing