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Oscar Health, Inc. (OSCR)

USD31.60 +1.06 (+3.47%)
US NYSE Healthcare Medical - Healthcare Plans
Address 75 Varick Street 10013
New York City, NY, US
CEO Mark Thomas Bertolini
IPO 2021-03-03
CIK 1568651 ISIN US6877931096

Explore sections of this company profile

Description

Oscar Health, Inc. operates as a health insurance provider across the United States. Its offerings include various health plans such as those for individuals and families, small businesses, and Medicare Advantage options. The company also features "+Oscar," a proprietary technology platform designed to facilitate engagement between healthcare providers, payers, and their members or patients. Additionally, Oscar Health provides reinsurance solutions. Originally established as Mulberry Health Inc., the firm officially changed its name to Oscar Health, Inc. in January 2021. It was founded in 2012 and maintains its main office in New York, New York.

News Sentiment (7d)
61 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD31.60 +1.06 (+3.47%)
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Volume Profile
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Liquidity & share structure
Average Volume
8M
Beta
2.39
Float Shares
243.45M
Free Float %
93.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+7.89% +13.11% +53.29% +76.83% +70.11% +65.14% +40.25% +230.50% +15.70% -31.81% -31.81%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Hold
Price Targets & DCF
Current price
31.60
Low 16.00 -49.4%
Consensus 18.75 -40.7%
Median 19.00 -39.9%
High 21.00 -33.5%
DCF (Levered) 67.64 +114.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 18% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 0 0
Hold 7 +1
Sell 1 -1
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
16.00
-49.4%
Last Quarter 3
16.33
-48.3%
Last Year 8
16.00
-49.4%
All Time 17
16.41
-48.1%
Quality scores
Altman Z-Score
1.57
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Plans: +11.8%
    +27.5% Q1'26: +52.6% (vs Q1'25)
  • EPS growth Medical - Healthcare Plans: -1.4%
    -1,865.9% Q1'26: +125.0% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Plans: +15.1%
    +8.7% Q1'26: +56.2% (vs Q1'25)
  • EBIT margin Medical - Healthcare Plans: +3.3%
    -3.6% Q1'26: +15.2% (vs Q1'25)
  • ROIC Medical - Healthcare Plans: +6.7%
    Q1'26: -58.2% (vs Q1'25)
  • Share dilution Medical - Healthcare Plans: +2.1%
    -1.3% Q1'26: +7.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Plans: 0.93×
    -1.10× Q1'26: 0.15× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.34) × ERP
WACC = 92% × Ke + 8% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 31.60
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
6 EPS Ana.
Dec 2027
7 Rev. Ana.
6 EPS Ana.
Dec 2028
6 Rev. Ana.
4 EPS Ana.
Dec 2029
5 Rev. Ana.
2 EPS Ana.
Dec 2030
3 Rev. Ana.
2 EPS Ana.
Revenue
1.92B
est: 2.08B (-7.8%)
4.13B
est: 4.68B (-11.8%)
5.86B
est: 6.53B (-10.3%)
9.18B
est: 9.23B (-0.6%)
11.70B
est: 11.97B (-2.3%)
18.71B
18.54B – 18.88B
+56.2% YoY
19.94B
19.14B – 20.74B
+6.6% YoY
22.25B
22.19B – 22.30B
+11.6% YoY
25.31B
23.49B – 26.30B
+13.8% YoY
28.23B
26.20B – 29.33B
+11.5% YoY
EBITDA
-551.26M
est: -475.36M (-16.0%)
-572.17M
est: -506.27M (-13.0%)
-212.00M
est: -634.45M (+66.6%)
89.31M
est: -896.30M (+110.0%)
-391.05M
est: -1.16B (+66.4%)
-1.82B
-1.83B – -1.80B
-56.2% YoY
-1.94B
-2.01B – -1.86B
-6.6% YoY
-2.16B
-2.17B – -2.15B
-11.6% YoY
-2.46B
-2.55B – -2.28B
-13.8% YoY
-2.74B
-2.85B – -2.54B
-11.5% YoY
EBIT
-565.86M
est: -586.77M (+3.6%)
-587.45M
est: -782.41M (+24.9%)
-242.70M
est: -663.87M (+63.4%)
57.16M
est: -937.87M (+106.1%)
-419.70M
est: -1.22B (+65.5%)
-1.90B
-1.92B – -1.88B
-56.2% YoY
-2.03B
-2.11B – -1.94B
-6.6% YoY
-2.26B
-2.27B – -2.25B
-11.6% YoY
-2.57B
-2.67B – -2.39B
-13.8% YoY
-2.87B
-2.98B – -2.66B
-11.5% YoY
Net Income
-572.61M
est: -493.90M (-15.9%)
-606.28M
est: -525.51M (-15.4%)
-270.73M
est: -61.15M (-342.7%)
25.43M
est: 123.34M (-79.4%)
-443.15M
est: -333.38M (-32.9%)
349.03M
-236.37M – 485.86M
+204.7% YoY
506.99M
12.24M – 612.03M
+45.3% YoY
467.92M
308.60M – 627.24M
-7.7% YoY
582.50M
528.02M – 611.97M
+24.5% YoY
739.93M
670.72M – 777.36M
+27.0% YoY
SGA
265.08M
est: 244.98M (+8.2%)
1.42B
est: 267.34M (+430.9%)
est: 858.84M (-100.0%)
est: 1.21B (-100.0%)
2.05B
est: 1.57B (+30.2%)
2.46B
2.44B – 2.48B
+56.2% YoY
2.62B
2.52B – 2.73B
+6.6% YoY
2.92B
2.92B – 2.93B
+11.6% YoY
3.33B
3.09B – 3.46B
+13.8% YoY
3.71B
3.44B – 3.86B
+11.5% YoY
EPS
-3.19
est: -2.98 (-7.1%)
-2.85
est: -2.90 (+1.8%)
-1.22
est: -0.24 (-412.9%)
0.11
est: 0.08 (+36.2%)
-1.69
est: -1.27 (-33.0%)
0.85
-0.90 – 1.85
+167.0% YoY
1.28
0.05 – 2.33
+50.8% YoY
1.98
1.18 – 2.39
+54.0% YoY
2.22
2.01 – 2.33
+12.3% YoY
2.82
2.56 – 2.96
+27.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-20 Jefferies Underperform Hold Upgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 C+ 2/5 5/5 1/5 1/5 2/5 1/5 3/5
2026-05-11 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-08 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-07 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-06 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-05 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-04 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-15 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
2.84B
OE per share TTM
8.48
Owner's Yield
47.94%
Maintenance CapEx ratio
1.43%
Maint CapEx / Avg PPE
1.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
90
Total invested
126.01M
Insider transactions (90d)
0
Beneficial owners (>5%)
41
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Alphabet Inc. 24.04M 13.80% 24.04M 24.04M CO Delaware 2022-02-14
2 Alphabet Holdings LLC 23.79M 13.60% 23.79M 23.79M OO Delaware 2022-02-14
3 David P. Fialkow 14.46M 8.30% 14.46M 14.46M IN USA 2022-02-15
4 General Catalyst GP VI, LLC 14.46M 8.30% 14.46M 14.46M OO USA 2022-02-15
5 General Catalyst GP X – Growth Venture, LLC 14.46M 8.30% 14.46M 14.46M OO USA 2022-02-15
6 General Catalyst Group Management Holdings GP, LLC 14.46M 8.30% 14.46M 14.46M OO USA 2022-02-15
7 General Catalyst Group Management Holdings, L.P. 14.46M 8.30% 14.46M 14.46M PN USA 2022-02-15
8 General Catalyst Group Management, LLC 14.46M 8.30% 14.46M 14.46M OO USA 2022-02-15
9 General Catalyst Group VI, L.P. 14.46M 8.30% 14.46M 14.46M PN USA 2022-02-15
10 General Catalyst Group X – Growth Venture, L.P. 14.46M 8.30% 14.46M 14.46M PN USA 2022-02-15
11 General Catalyst Partners VI, L.P. 14.46M 8.30% 14.46M 14.46M PN USA 2022-02-15
12 General Catalyst Partners X – Growth Venture, L.P. 14.46M 8.30% 14.46M 14.46M PN USA 2022-02-15
13 Hemant Taneja 14.46M 8.30% 14.46M 14.46M IN USA 2022-02-15
14 Joel E. Cutler 14.46M 8.30% 14.46M 14.46M IN USA 2022-02-15
15 Kenneth Chenault 14.46M 8.30% 14.46M 14.46M IN USA 2022-02-15
16 Dragoneer Investment Group, LLC 12.73M 6.70% 12.73M 12.73M IA, OO United States 2024-02-14
17 Marc Stad 12.73M 6.70% 12.73M 12.73M HC, IN United States 2024-02-14
18 Baillie Gifford & Co (Scottish partnership) 12.46M 11.00% IA SCOTLAND UK 2022-11-07
19 (1) BlackRock, Inc. 12.26M 6.80% 11.51M 12.26M HC Delaware 2023-02-03
20 VK Services, LLC 11.70M 6.70% 11.70M 11.70M OO 2022-02-14
21 Vinod Khosla 11.70M 6.70% 11.70M 11.70M IN 2022-02-14
22 85-4328500 11.66M 5.60% 11.64M 11.66M IA Maryland 2024-11-14
23 Deerfield Management Company, L.P. 10.54M 5.52% 10.54M PN Delaware 2023-12-01
24 Deerfield Mgmt, L.P. 10.54M 5.52% 10.54M PN Delaware 2023-12-01
25 Deerfield Partners, L.P. 10.54M 5.52% 10.54M PN Delaware 2023-12-01
26 James E. Flynn 10.54M 5.52% 10.54M IN United States 2023-12-01
27 Khosla Ventures Associates IV, LLC 9.71M 5.60% 9.71M 9.71M OO 2022-02-14
28 The Vanguard Group - 23-1945930 9.30M 5.33% 17.3K 49.5K IA Pennsylvania For 2022-02-10
29 Khosla Ventures IV, LP 9.13M 5.20% 9.13M 9.13M PN 2022-02-14
30 CapitalG 2015 GP LLC 1.71M 1.00% 1.71M 1.71M OO Delaware 2022-02-14
31 CapitalG 2015 LP 1.71M 1.00% 1.71M 1.71M PN Delaware 2022-02-14
32 Khosla Ventures Associates VI, LLC 1.48M 0.80% 1.48M 1.48M OO 2022-02-14
33 Khosla Ventures VI, LP 1.48M 0.80% 1.48M 1.48M PN 2022-02-14
34 Khosla Ventures IV (CF), LP 583.6K 0.30% 583.6K 583.6K PN 2022-02-14
35 Khosla Ventures Opportunity Associates I, LLC 515.8K 0.30% 515.8K 515.8K OO 2022-02-14
36 Khosla Ventures Opportunity I, LP 515.8K 0.30% 515.8K 515.8K PN 2022-02-14
37 GV 2014 GP, L.L.C. 482.0K 0.30% 482.0K 482.0K OO Delaware 2022-02-14
38 GV 2014, L.P. 482.0K 0.30% 482.0K 482.0K PN Delaware 2022-02-14
39 CapitalG GP LLC 255.1K 0.10% 255.1K 255.1K OO Delaware 2022-02-14
40 CapitalG LP 255.1K 0.10% 255.1K 255.1K PN Delaware 2022-02-14
41 Verily Life Sciences LLC 255.1K 0.10% 255.1K 255.1K OO Delaware 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
90
-285 vs prev Q
New positions
13
Closed positions
269
Increased
45
Reduced
24
Put/Call ratio
8.90
Calls held
274.5K
Puts held
2.44M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 20.70M +540.9K (+2.7%) 297.48M -84.2M (-22.1%) 7.89% -0.066 pp 0.00% -0.001 pp USD12.80 +12.3% 20 qtrs
2 BLACKROCK, INC. 17.26M +1.1M (+6.6%) 247.97M -58.4M (-19.1%) 6.58% +0.189 pp 0.00% -0.001 pp USD20.24 -29.0% 6 qtrs
3 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 9.22M +910.3K (+11.0%) 132.46M -24.8M (-15.8%) 3.51% +0.235 pp 0.08% -0.013 pp USD15.40 -6.7% 8 qtrs
4 MORGAN STANLEY 6.81M +2.0M (+42.8%) 97.92M +7.6M (+8.4%) 2.60% +0.715 pp 0.01% +0.000 pp USD17.20 -16.5% 20 qtrs
5 THRIVE CAPITAL MANAGEMENT, LLC 6.34M +— (+0.0%) 91.16M -28.9M (-24.1%) 2.45% -0.057 pp 25.89% +0.883 pp USD23.51 -38.9% 20 qtrs
6 AMERICAN CENTURY COMPANIES INC 6.30M +999.8K (+18.9%) 90.50M -9.8M (-9.8%) 2.40% +0.310 pp 0.05% -0.006 pp USD17.27 -16.8% 14 qtrs
7 BIT CAPITAL GMBH 6.19M +5.2M (+545.0%) 88.90M +70.7M (+389.6%) 2.36% +1.979 pp 3.27% +2.649 pp USD14.23 +1.0% 8 qtrs
8 D. E. SHAW & CO., INC. 6.09M +4.5M (+283.6%) 87.48M +57.4M (+191.2%) 2.32% +1.694 pp 0.05% +0.031 pp USD15.59 -7.8% 16 qtrs
9 STATE STREET CORP 5.19M +54.7K (+1.1%) 74.53M -22.6M (-23.3%) 1.98% -0.048 pp 0.00% -0.001 pp USD9.70 +48.1% 19 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 4.80M +116.4K (+2.5%) 68.96M -19.7M (-22.2%) 1.83% -0.019 pp 0.00% -0.001 pp USD10.52 +36.6% 19 qtrs
11 TWO SIGMA INVESTMENTS, LP 4.20M +3.9M (+1,415.2%) 60.39M +55.1M (+1,050.2%) 1.60% +1.492 pp 0.09% +0.077 pp USD14.33 +0.3% 17 qtrs
12 DIMENSIONAL FUND ADVISORS LP 3.43M -285.8K (-7.7%) 49.33M -21.1M (-29.9%) 1.31% -0.159 pp 0.01% -0.005 pp USD10.06 +42.8% 15 qtrs
13 POINT72 ASSET MANAGEMENT, L.P. 2.86M +2.4M (+569.4%) 41.10M +33.0M (+408.1%) 1.09% +0.922 pp 0.05% +0.032 pp USD15.05 -4.5% 2 qtrs
14 CITADEL ADVISORS LLC 2.82M -599.7K (-17.5%) 40.49M -24.2M (-37.4%) 1.07% -0.275 pp 0.01% -0.004 pp USD19.88 -27.7% 20 qtrs
15 PRICE T ROWE ASSOCIATES INC /MD/ 2.76M -238.9K (-8.0%) 39.67M -17.1M (-30.1%) 1.05% -0.132 pp 0.00% -0.002 pp USD17.65 -18.6% 20 qtrs
16 GLYNN CAPITAL MANAGEMENT LLC 2.74M -115.4K (-4.0%) 39.38M -14.7M (-27.2%) 1.06% -0.070 pp 13.53% -3.537 pp USD15.83 -9.2% 18 qtrs
17 TWO SIGMA ADVISERS, LP 2.47M +2.5M (+100.0%) 35.53M +35.5M (+100.0%) 0.94% +0.942 pp 0.07% +0.069 pp USD14.37 +0.0% 20 qtrs
18 FMR LLC 1.93M +1.9M (+5,025.0%) 27.72M +27.0M (+3,790.5%) 0.74% +0.720 pp 0.00% +0.001 pp USD14.39 -0.1% 20 qtrs
19 NORTHERN TRUST CORP 1.81M -28.2K (-1.5%) 25.97M -8.8M (-25.3%) 0.69% -0.036 pp 0.00% -0.001 pp USD10.27 +39.9% 19 qtrs
20 JANE STREET GROUP, LLC 1.79M +361.8K (+25.3%) 25.72M -1.3M (-4.9%) 0.69% +0.127 pp 0.00% 0.000 pp USD18.90 -24.0% 6 qtrs
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.76M +38.0K (+2.2%) 25.25M -7.3M (-22.4%) 0.67% -0.009 pp 0.00% -0.001 pp USD11.42 +25.8% 19 qtrs
22 WALLEYE TRADING LLC 1.66M -445.3K (-21.1%) 23.91M -16.0M (-40.1%) 0.63% -0.198 pp 0.03% -0.027 pp USD18.22 -21.1% 8 qtrs
23 TUDOR INVESTMENT CORP ET AL 1.61M -56.1K (-3.4%) 23.18M -8.4M (-26.6%) 0.61% -0.044 pp 0.04% -0.012 pp USD19.83 -27.5% 20 qtrs
24 MILLENNIUM MANAGEMENT LLC 1.59M +963.0K (+153.8%) 22.83M +11.0M (+92.7%) 0.61% +0.359 pp 0.01% +0.005 pp USD12.47 +15.2% 20 qtrs
25 STATE OF MICHIGAN RETIREMENT SYSTEM 1.45M +— (+0.0%) 20.84M -6.6M (-24.1%) 0.56% -0.013 pp 0.10% -0.031 pp USD18.93 -24.1% 2 qtrs
26 BLACKBARN CAPITAL PARTNERS LP 1.30M +50.0K (+4.0%) 18.68M -5.0M (-21.1%) 0.50% +0.002 pp 1.23% -0.465 pp USD18.75 -23.4% 2 qtrs
27 UBS GROUP AG 1.23M -1.3M (-50.8%) 17.73M -29.8M (-62.7%) 0.47% -0.520 pp 0.00% -0.005 pp USD15.42 -6.8% 19 qtrs
28 NUVEEN, LLC 1.19M +339.0K (+40.1%) 17.03M +1.0M (+6.3%) 0.45% +0.118 pp 0.00% +0.000 pp USD13.47 +6.7% 4 qtrs
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.15M -801.5K (-41.1%) 16.48M -20.4M (-55.3%) 0.44% -0.332 pp 0.00% -0.002 pp USD18.56 -22.6% 20 qtrs
30 GILDER GAGNON HOWE & CO LLC 1.11M -312.8K (-22.0%) 15.93M -11.0M (-40.8%) 0.42% -0.138 pp 0.17% -0.106 pp USD11.49 +25.1% 17 qtrs
31 CAPTION MANAGEMENT, LLC 1.08M -280.3K (-20.6%) 15.51M -10.2M (-39.7%) 0.41% -0.125 pp 0.11% -0.094 pp USD16.60 -13.4% 9 qtrs
32 JACOBS LEVY EQUITY MANAGEMENT, INC 1.06M +756.8K (+249.3%) 15.24M +9.5M (+165.1%) 0.40% +0.284 pp 0.06% +0.036 pp USD15.04 -4.5% 15 qtrs
33 MARSHALL WACE, LLP 1.04M -102.7K (-9.0%) 14.88M -6.7M (-30.9%) 0.39% -0.055 pp 0.01% -0.008 pp USD18.99 -24.3% 9 qtrs
34 WOLVERINE ASSET MANAGEMENT LLC 1.01M +1.0M (+100.0%) 14.52M +14.5M (+100.0%) 0.39% +0.385 pp 0.11% +0.114 pp USD14.37 +0.0% 1 qtrs NEW
35 BANK OF AMERICA CORP /DE/ 937.6K -257.0K (-21.5%) 13.47M -9.1M (-40.4%) 0.36% -0.114 pp 0.00% -0.001 pp USD15.96 -10.0% 20 qtrs
36 SG AMERICAS SECURITIES, LLC 921.3K +827.9K (+886.8%) 13.24M +11.5M (+649.2%) 0.36% +0.319 pp 0.02% +0.011 pp USD14.88 -3.4% 3 qtrs
37 GOLDMAN SACHS GROUP INC 865.0K -447.3K (-34.1%) 12.43M -12.4M (-50.0%) 0.33% -0.184 pp 0.00% -0.002 pp USD18.93 -24.1% 2 qtrs
38 RPG INVESTMENT ADVISORY, LLC 794.0K +24.0K (+3.1%) 11.41M -3.2M (-21.7%) 0.31% +0.002 pp 1.29% -0.427 pp USD18.79 -23.5% 2 qtrs
39 JPMORGAN CHASE & CO 761.9K -1.7M (-69.2%) 10.95M -35.9M (-76.6%) 0.29% -0.683 pp 0.00% -0.002 pp USD13.80 +4.1% 19 qtrs
40 BNP PARIBAS ARBITRAGE, SNC 728.9K +663.7K (+1,016.9%) 10.47M +9.2M (+747.9%) 0.28% +0.252 pp 0.00% +0.004 pp USD14.67 -2.0% 5 qtrs
41 GROUP ONE TRADING, L.P. 673.7K +16.6K (+2.5%) 9.68M -2.8M (-22.2%) 0.26% -0.003 pp 0.02% -0.005 pp USD18.62 -22.8% 5 qtrs
42 BARCLAYS PLC 666.7K +340.9K (+104.6%) 9.58M +2.7M (+38.6%) 0.25% +0.126 pp 0.00% +0.001 pp USD16.07 -10.6% 16 qtrs
43 DRAGONEER INVESTMENT GROUP, LLC 657.4K -688.7K (-51.2%) 9.45M -16.0M (-62.9%) 0.25% -0.281 pp 0.21% -0.357 pp USD9.68 +48.5% 20 qtrs
44 FIDUCIARY ALLIANCE LLC 650.8K +47.9K (+7.9%) 9.35M -2.1M (-18.1%) 0.25% +0.013 pp 0.61% -0.153 pp USD20.19 -28.8% 4 qtrs
45 ASSENAGON ASSET MANAGEMENT S.A. 640.8K +640.8K (+100.0%) 9.21M +9.2M (+100.0%) 0.25% +0.247 pp 0.01% +0.013 pp USD14.37 +0.0% 13 qtrs
46 CAPITAL FUND MANAGEMENT S.A. 640.5K +468.2K (+271.7%) 9.20M +5.9M (+182.2%) 0.24% +0.176 pp 0.03% +0.017 pp USD15.82 -9.2% 7 qtrs
47 SIMPLEX TRADING, LLC 639.2K +218.4K (+51.9%) 9.19M +1.2M (+15.3%) 0.24% +0.078 pp 0.01% +0.001 pp USD18.20 -21.0% 3 qtrs
48 WELLS FARGO & COMPANY/MN 624.5K +450.9K (+259.6%) 8.97M +5.7M (+173.0%) 0.24% +0.170 pp 0.00% +0.001 pp USD14.83 -3.1% 20 qtrs
49 BANK OF NEW YORK MELLON CORP 549.3K -45.2K (-7.6%) 7.89M -3.4M (-29.9%) 0.21% -0.025 pp 0.00% -0.001 pp USD13.10 +9.7% 19 qtrs
50 FREESTONE GROVE PARTNERS LP 508.9K +508.9K (+100.0%) 7.31M +7.3M (+100.0%) 0.19% +0.194 pp 0.05% +0.053 pp USD14.37 +0.0% 1 qtrs NEW
51 SESSA CAPITAL IM, L.P. 500.0K +— (+0.0%) 7.19M -2.3M (-24.1%) 0.19% -0.007 pp 0.13% -0.090 pp USD21.44 -33.0% 3 qtrs
52 PFM HEALTH SCIENCES, LP 499.8K -320.8K (-39.1%) 7.18M -8.4M (-53.8%) 0.19% -0.133 pp 0.72% -0.478 pp USD12.81 +12.2% 11 qtrs
53 SQUAREPOINT OPS LLC 483.0K +483.0K (+100.0%) 6.94M +6.9M (+100.0%) 0.18% +0.184 pp 0.01% +0.007 pp USD14.37 +0.0% 13 qtrs
54 ALPHABET INC. 482.0K +— (+0.0%) 6.93M -2.2M (-24.1%) 0.18% -0.007 pp 0.27% -0.110 pp USD26.88 -46.5% 20 qtrs
55 CREDIT AGRICOLE S A 468.0K +302.0K (+181.9%) 6.72M +3.6M (+114.0%) 0.18% +0.113 pp 0.02% +0.007 pp USD15.99 -10.1% 2 qtrs
56 RBF CAPITAL, LLC 449.6K +— (+0.0%) 6.46M -2.1M (-24.1%) 0.17% -0.004 pp 0.29% -0.093 pp USD2.46 +484.1% 13 qtrs
57 NEO IVY CAPITAL MANAGEMENT 431.2K +264.8K (+159.2%) 6.20M +3.0M (+96.7%) 0.16% +0.099 pp 0.98% +0.211 pp USD16.65 -13.7% 6 qtrs
58 RAYMOND JAMES FINANCIAL INC 401.7K -226.7K (-36.1%) 5.77M -6.1M (-51.5%) 0.15% -0.095 pp 0.00% -0.002 pp USD14.95 -3.9% 5 qtrs
59 UBS ASSET MANAGEMENT AMERICAS INC 401.1K +33.7K (+9.2%) 5.76M -1.2M (-17.1%) 0.15% +0.008 pp 0.00% 0.000 pp USD15.38 -6.6% 17 qtrs
60 SWISS NATIONAL BANK 395.8K +13.4K (+3.5%) 5.69M -1.6M (-21.4%) 0.15% 0.000 pp 0.00% -0.001 pp USD11.54 +24.5% 17 qtrs
61 HALTER FERGUSON FINANCIAL INC. 389.4K +4.1K (+1.1%) 5.60M -1.7M (-23.3%) 0.15% -0.002 pp 1.23% -0.438 pp USD20.25 -29.0% 3 qtrs
62 QUANTBOT TECHNOLOGIES LP 380.2K +319.8K (+529.5%) 5.46M +4.3M (+377.8%) 0.15% +0.123 pp 0.18% +0.151 pp USD15.09 -4.8% 11 qtrs
63 HRT FINANCIAL LP 378.0K -1.1M (-75.1%) 5.43M -23.3M (-81.1%) 0.14% -0.455 pp 0.02% -0.089 pp USD19.64 -26.8% 4 qtrs
64 WELLINGTON MANAGEMENT GROUP LLP 374.0K +14.6K (+4.1%) 5.37M -1.4M (-21.0%) 0.14% +0.001 pp 0.00% 0.000 pp USD18.75 -23.4% 2 qtrs
65 IMC-CHICAGO, LLC 371.6K +60.7K (+19.5%) 5.34M -545.7K (-9.3%) 0.14% +0.019 pp 0.00% 0.000 pp USD17.23 -16.6% 8 qtrs
66 ENGINEERS GATE MANAGER LP 346.9K -46.0K (-11.7%) 4.99M -2.5M (-33.0%) 0.13% -0.023 pp 0.06% -0.026 pp USD17.71 -18.9% 16 qtrs
67 EXODUSPOINT CAPITAL MANAGEMENT, LP 343.6K +201.2K (+141.3%) 4.94M +2.2M (+83.2%) 0.13% +0.075 pp 0.04% +0.011 pp USD16.10 -10.7% 5 qtrs
68 AMERIPRISE FINANCIAL INC 342.3K +280.6K (+455.2%) 4.92M +3.8M (+333.1%) 0.13% +0.106 pp 0.00% +0.001 pp USD14.19 +1.3% 14 qtrs
69 TORONTO DOMINION BANK 341.2K +341.2K (+100.0%) 4.90M +4.9M (+100.0%) 0.13% +0.130 pp 0.01% +0.007 pp USD14.37 +0.0% 1 qtrs NEW
70 BALYASNY ASSET MANAGEMENT L.P. 340.4K -247.2K (-42.1%) 4.89M -6.2M (-56.0%) 0.13% -0.102 pp 0.01% -0.008 pp USD18.93 -24.1% 2 qtrs
71 BCS PRIVATE WEALTH MANAGEMENT, INC. 337.4K -20.3K (-5.7%) 4.85M -1.9M (-28.4%) 0.13% -0.011 pp 1.66% -0.767 pp USD21.44 -33.0% 3 qtrs
72 SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) 306.7K +239.1K (+353.6%) 4.41M +3.1M (+244.2%) 0.12% +0.090 pp 0.02% +0.013 pp USD14.77 -2.7% 4 qtrs
73 FIRST TRUST ADVISORS LP 304.5K -7.1K (-2.3%) 4.38M -1.5M (-25.8%) 0.12% -0.007 pp 0.00% -0.001 pp USD14.19 +1.3% 9 qtrs
74 INVESCO LTD. 303.4K +38.2K (+14.4%) 4.36M -661.2K (-13.2%) 0.12% +0.011 pp 0.00% 0.000 pp USD14.45 -0.6% 16 qtrs
75 TREXQUANT INVESTMENT LP 296.0K +251.3K (+562.5%) 4.25M +3.4M (+402.9%) 0.11% +0.095 pp 0.04% +0.029 pp USD14.32 +0.3% 11 qtrs
76 BANK OF MONTREAL /CAN/ 269.1K +27.5K (+11.4%) 3.87M -705.9K (-15.4%) 0.10% +0.007 pp 0.00% 0.000 pp USD18.46 -22.2% 2 qtrs
77 FARALLON CAPITAL MANAGEMENT LLC 264.0K -3.4M (-92.7%) 3.79M -65.1M (-94.5%) 0.10% -1.335 pp 0.02% -0.264 pp USD19.93 -27.9% 8 qtrs
78 PEAK6 LLC 263.3K +263.3K (+100.0%) 3.78M +3.8M (+100.0%) 0.10% +0.102 pp 0.01% +0.007 pp USD14.37 +0.0% 5 qtrs
79 CLEAR STREET GROUP INC. 260.3K +153.4K (+143.5%) 3.74M +1.7M (+84.9%) 0.10% +0.057 pp 0.01% +0.007 pp USD16.24 -11.5% 2 qtrs
80 RHENMAN & PARTNERS ASSET MANAGEMENT AB 260.0K +260.0K (+100.0%) 3.74M +3.7M (+100.0%) 0.10% +0.099 pp 0.35% +0.349 pp USD14.37 +0.0% 10 qtrs
81 VERITION FUND MANAGEMENT LLC 258.0K -108.8K (-29.7%) 3.71M -3.2M (-46.6%) 0.10% -0.046 pp 0.01% -0.014 pp USD21.42 -32.9% 11 qtrs
82 CANTOR FITZGERALD, L. P. 246.8K +121.7K (+97.2%) 3.55M +1.2M (+49.7%) 0.09% +0.045 pp 0.05% +0.031 pp USD17.43 -17.6% 4 qtrs
83 RENAISSANCE TECHNOLOGIES LLC 246.1K +246.1K (+100.0%) 3.54M +3.5M (+100.0%) 0.09% +0.094 pp 0.01% +0.006 pp USD14.37 +0.0% 19 qtrs
84 FRED ALGER MANAGEMENT, LLC 245.7K -966.7K (-79.7%) 3.53M -19.4M (-84.6%) 0.09% -0.385 pp 0.01% -0.076 pp USD17.09 -15.9% 11 qtrs
85 GENERAL EQUITY HOLDINGS LP 245.0K -15.0K (-5.8%) 3.52M -1.4M (-28.5%) 0.09% -0.009 pp 2.20% -0.795 pp USD20.06 -28.4% 6 qtrs
86 ADVISOR GROUP HOLDINGS, INC. 244.0K -199.0 (-0.1%) 3.51M -1.1M (-24.3%) 0.09% -0.003 pp 0.01% -0.001 pp USD19.31 -25.6% 20 qtrs
87 MAREX GROUP PLC 242.5K +216.7K (+841.7%) 3.48M +3.0M (+614.9%) 0.09% +0.082 pp 0.02% +0.019 pp USD14.98 -4.1% 3 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
3.00
Bullish
Buys
13
Sells
13
Shares acquired
2.36M
Shares disposed
655.9K
Cash buys
Cash sales
9.00
Net activity
+1,708,412
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-09 Sankaran Sid Director A-Award A Deferred Stock Unit 1,203 0.00 1,203 D
2026-04-09 Plouffe David Director A-Award A Deferred Stock Unit 1,461 0.00 6,854 D
2026-04-09 Gassen William Director A-Award A Deferred Stock Unit 1,418 0.00 6,387 D
2026-04-09 BOYD JEFFERY H Director A-Award A Deferred Stock Unit 3,610 0.00 69,858 D
2026-04-06 Bertolini Mark T Director / Officer P-Purchase A Class A Common Stock 1,000,000 11.92 11.92M 10,196,876 D
2026-04-03 Bertolini Mark T Director / Officer M-Exempt A Class A Common Stock 5,733,334 0.00 10,196,877 D
2026-03-12 Blackley Richard Scott Officer G-Gift D Class A Common Stock 75,000 0.00 1,391,660 D
2026-03-02 Schlosser Mario Director / Officer S-Sale D Class A Common Stock 24,335 13.39 325.8K 514,986 D
2026-03-02 McAnaney Adam Officer S-Sale D Class A Common Stock 18,710 13.39 250.5K 227,955 D
2026-03-02 Liang Janet Officer S-Sale D Class A Common Stock 7,453 13.39 99.8K 271,532 D
2026-03-02 Blackley Richard Scott Officer S-Sale D Class A Common Stock 19,221 13.39 257.4K 1,466,660 D
2026-03-02 Bertolini Mark T Director / Officer A-Award A Class A Common Stock 1,596,877 0.00 4,463,543 D
2026-03-02 Baltrus Victoria Officer A-Award A Class A Common Stock 17,300 0.00 220,750 D
2026-01-08 Schlosser Mario Director / Officer C-Conversion D Class B Common Stock 23,038 0.00 1,432,293 D
2026-01-08 Plouffe David Director A-Award A Deferred Stock Unit 1,257 0.00 5,393 D
2026-01-08 Gassen William Director A-Award A Deferred Stock Unit 1,220 0.00 4,969 D
2026-01-08 BOYD JEFFERY H Director A-Award A Deferred Stock Unit 3,106 0.00 66,248 D
2026-01-06 Schlosser Mario Director / Officer C-Conversion D Class B Common Stock 76,962 0.00 1,455,331 D
2026-01-05 Schlosser Mario Director / Officer S-Sale D Class A Common Stock 96,928 15.64 1.52M 350,180 D
2026-01-02 Schlosser Mario Director / Officer S-Sale D Class A Common Stock 137,933 15.02 2.07M 360,215 D
2025-12-24 Schlosser Mario Director / Officer S-Sale D Class A Common Stock 38,835 15.00 582.5K 438,348 D
2025-12-02 Schlosser Mario Director / Officer S-Sale D Class A Common Stock 23,965 16.59 397.6K 477,183 D
2025-12-02 McAnaney Adam Officer S-Sale D Class A Common Stock 1,852 16.59 30.7K 179,241 D
2025-12-02 Liang Janet Officer S-Sale D Class A Common Stock 7,338 16.59 121.7K 172,527 D
2025-12-02 Blackley Richard Scott Officer S-Sale D Class A Common Stock 25,135 16.59 417.0K 1,351,034 D
2025-12-02 Baltrus Victoria Officer S-Sale D Class A Common Stock 4,149 16.59 68.8K 203,450 D
2025-11-12 Schlosser Mario Director / Officer C-Conversion D Class B Common Stock 105,300 0.00 1,678,986 D
2025-11-11 Schlosser Mario Director / Officer C-Conversion D Class B Common Stock 286,182 0.00 1,642,956 D
2025-10-09 Plouffe David Director A-Award A Deferred Stock Unit 1,034 0.00 4,136 D
2025-10-09 Gassen William Director A-Award A Deferred Stock Unit 1,004 0.00 3,749 D
2025-10-09 BOYD JEFFERY H Director A-Award A Deferred Stock Unit 2,555 0.00 63,142 D
2025-09-22 Schlosser Mario Director / Officer S-Sale D Class A Common Stock 395,000 18.43 7.28M 501,148 D
2025-09-02 Schlosser Mario Director / Officer F-InKind D Class A Common Stock 23,879 16.66 397.8K 501,148 D
2025-09-02 McAnaney Adam Officer F-InKind D Class A Common Stock 1,845 16.66 30.7K 181,093 D
2025-09-02 Liang Janet Officer F-InKind D Class A Common Stock 7,303 16.66 121.7K 179,865 D
2025-09-02 Blackley Richard Scott Officer F-InKind D Class A Common Stock 28,166 16.66 469.2K 1,376,169 D
2025-09-02 Baltrus Victoria Officer F-InKind D Class A Common Stock 6,266 16.66 104.4K 207,599 D
2025-07-10 Plouffe David Director A-Award A Deferred Stock Unit 1,368 0.00 3,102 D
2025-07-10 Gassen William Director A-Award A Deferred Stock Unit 1,215 0.00 2,745 D
2025-07-10 BOYD JEFFERY H Director A-Award A Deferred Stock Unit 3,380 0.00 60,587 D
2025-06-04 WITTMAN VANESSA AMES Director A-Award A Class A Common Stock 14,134 0.00 128,646 D
2025-06-04 Sankaran Sid Director A-Award A Class A Common Stock 14,134 0.00 14,134 D
2025-06-04 Plouffe David Director A-Award A Class A Common Stock 14,134 0.00 128,646 D
2025-06-04 Lang Laura W Director A-Award A Class A Common Stock 14,134 0.00 74,365 D
2025-06-04 Gassen William Director A-Award A Class A Common Stock 14,134 0.00 74,365 D
2025-06-04 BOYD JEFFERY H Director A-Award A Class A Common Stock 14,134 0.00 705,673 D
2025-06-02 Schlosser Mario Director / Officer F-InKind D Class A Common Stock 23,879 13.80 329.5K 525,027 D
2025-06-02 McAnaney Adam Officer F-InKind D Class A Common Stock 1,847 13.80 25.5K 182,938 D
2025-06-02 Liang Janet Officer F-InKind D Class A Common Stock 7,196 13.80 99.3K 187,168 D
2025-06-02 Blackley Richard Scott Officer F-InKind D Class A Common Stock 28,185 13.80 389.0K 1,404,335 D
2025-06-02 Baltrus Victoria Officer F-InKind D Class A Common Stock 6,265 13.80 86.5K 213,865 D
2025-05-12 Robinson Elbert O. Jr. Director S-Sale D Class A Common Stock 25,000 16.43 410.8K 64,512 D
2025-04-10 Plouffe David Director A-Award A Deferred Stock Unit 1,734 0.00 1,734 D
2025-04-10 Gassen William Director A-Award A Deferred Stock Unit 1,530 0.00 1,530 D
2025-04-10 BOYD JEFFERY H Director A-Award A Deferred Stock Unit 4,285 0.00 57,207 D
2025-04-03 Bertolini Mark T Director / Officer M-Exempt A Class A Common Stock 955,556 0.00 2,866,666 D
2025-03-05 Schlosser Mario Director / Officer A-Award A Class A Common Stock 172,269 0.00 375,966 D
2025-03-05 McAnaney Adam Officer A-Award A Class A Common Stock 61,409 0.00 184,785 D
2025-03-05 Liang Janet Officer A-Award A Class A Common Stock 96,962 0.00 194,364 D
2025-03-05 Blackley Richard Scott Officer A-Award A Class A Common Stock 103,426 0.00 1,432,520 D
2025-03-05 Baltrus Victoria Officer A-Award A Class A Common Stock 10,611 0.00 220,130 D
2025-03-01 Schlosser Mario Director / Officer F-InKind D Class A Common Stock 7,970 14.61 116.4K 203,697 D
2025-03-01 Blackley Richard Scott Officer F-InKind D Class A Common Stock 22,428 14.61 327.7K 1,329,094 D
2025-03-01 Baltrus Victoria Officer F-InKind D Class A Common Stock 5,084 14.61 74.3K 209,519 D
2025-02-24 McAnaney Adam 0 0.00 0
2025-02-24 Liang Janet Officer A-Award A Stock Options (Right to buy) 147,637 15.27 2.25M 147,637 D
2025-02-07 Sankaran Sid Director G-Gift A Class A Common Stock 295,687 0.00 795,686 I
2025-01-09 BOYD JEFFERY H Director A-Award A Deferred Stock Unit 2,043 0.00 52,922 D
2024-12-06 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 10,385 15.93 165.4K 436,624 D
2024-12-06 Blackley Richard Scott Officer S-Sale D Class A Common Stock 18,516 15.93 295.0K 925,825 D
2024-12-05 Quane Alessandrea C. Officer M-Exempt D Restricted Stock Units 31,250 0.00 0 D
2024-12-05 Blackley Richard Scott Officer M-Exempt D Restricted Stock Units 62,500 0.00 0 D
2024-12-02 Wolin Steven Officer S-Sale D Class A Common Stock 353 18.48 6.5K 102,598 D
2024-12-02 Schlosser Mario Director / Officer S-Sale D Class A Common Stock 117 18.48 2.2K 81,962 D
2024-12-02 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 26,411 18.07 477.2K 416,243 D
2024-12-02 Bopitiya Ranmali Officer S-Sale D Class A Common Stock 345 18.48 6.4K 241,488 D
2024-12-02 Blackley Richard Scott Officer S-Sale D Class A Common Stock 24,823 18.07 448.6K 882,297 D
2024-12-02 Baltrus Victoria Officer S-Sale D Class A Common Stock 145 18.48 2.7K 146,036 D
2024-12-01 Wolin Steven Officer M-Exempt D Restricted Stock Units 24,671 0.00 123,356 D
2024-12-01 Schlosser Mario Director / Officer M-Exempt A Class A Common Stock 14,412 0.00 88,478 D
2024-12-01 Quane Alessandrea C. Officer M-Exempt A Class A Common Stock 7,015 0.00 399,622 D
2024-12-01 Bopitiya Ranmali Officer M-Exempt A Class A Common Stock 4,867 0.00 260,645 D
2024-12-01 Blackley Richard Scott Officer M-Exempt A Class A Common Stock 8,653 0.00 907,120 D
2024-12-01 Baltrus Victoria Officer M-Exempt A Class A Common Stock 4,120 0.00 145,726 D
2024-11-21 Thrive Partners VII Growth GP, LLC Director / 10% Owner P-Purchase A Class A Common Stock 100,000 16.86 1.69M 6,343,617 I
2024-11-21 Kushner Joshua Director / Officer / 10% Owner P-Purchase A Class A Common Stock 100,000 16.86 1.69M 6,343,617 I
2024-11-20 Thrive Partners VII Growth GP, LLC Director / 10% Owner P-Purchase A Class A Common Stock 88,395 16.97 1.50M 6,243,617 I
2024-11-20 Robinson Elbert O. Jr. Director S-Sale D Class A Common Stock 25,000 17.05 426.3K 89,512 D
2024-11-20 Kushner Joshua Director / Officer / 10% Owner P-Purchase A Class A Common Stock 88,395 16.97 1.50M 6,243,617 I
2024-11-14 Thrive Partners VII Growth GP, LLC Director / 10% Owner P-Purchase A Class A Common Stock 185,790 15.97 2.97M 6,155,222 I
2024-11-14 Kushner Joshua Director / Officer / 10% Owner P-Purchase A Class A Common Stock 185,790 15.97 2.97M 6,155,222 I
2024-11-13 Thrive Partners VII Growth GP, LLC Director / 10% Owner P-Purchase A Class A Common Stock 358,619 13.74 4.93M 5,810,700 I
2024-11-13 Kushner Joshua Director / Officer / 10% Owner P-Purchase A Class A Common Stock 358,619 13.74 4.93M 5,810,700 I
2024-11-12 Thrive Partners VII Growth GP, LLC Director / 10% Owner P-Purchase A Class A Common Stock 420,819 13.68 5.76M 5,452,081 I
2024-11-12 Kushner Joshua Director / Officer / 10% Owner P-Purchase A Class A Common Stock 420,819 13.68 5.76M 5,452,081 I
2024-11-12 BOYD JEFFERY H Director M-Exempt A Class A Common Stock 577,027 4.29 2.48M 691,539 D
2024-11-11 Thrive Partners VII Growth GP, LLC Director / 10% Owner P-Purchase A Class A Common Stock 276,040 13.58 3.75M 5,031,262 I
2024-11-11 Kushner Joshua Director / Officer / 10% Owner P-Purchase A Class A Common Stock 276,040 13.58 3.75M 5,031,262 I
2024-10-10 BOYD JEFFERY H Director A-Award A Deferred Stock Unit 1,802 0.00 50,879 D
2024-09-06 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 16,793 17.06 286.5K 392,607
2024-09-06 Blackley Richard Scott Officer S-Sale D Class A Common Stock 29,957 17.06 511.1K 853,875
2024-09-05 Quane Alessandrea C. Officer M-Exempt A Class A Common Stock 31,250 0.00 409,400
2024-09-05 Blackley Richard Scott Officer M-Exempt A Class A Common Stock 62,500 0.00 883,832
2024-09-04 Wolin Steven Officer S-Sale D Class A Common Stock 5,141 17.46 89.8K 87,910
2024-09-04 Schlosser Mario Director / Officer S-Sale D Class A Common Stock 1,311 17.85 23.4K 74,066
2024-09-04 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 31,616 17.85 564.3K 378,150
2024-09-04 Bopitiya Ranmali Officer S-Sale D Class A Common Stock 14,820 17.85 264.5K 218,907
2024-09-04 Blackley Richard Scott Officer S-Sale D Class A Common Stock 28,257 17.85 504.4K 821,332
2024-09-04 Baltrus Victoria Officer S-Sale D Class A Common Stock 1,731 17.85 30.9K 136,796
2024-09-03 Wolin Steven Officer S-Sale D Class A Common Stock 10,242 17.99 184.3K 93,051
2024-09-03 Schlosser Mario Director / Officer S-Sale D Class A Common Stock 3,198 17.99 57.5K 76,982
2024-09-03 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 77,181 17.99 1.39M 448,506
2024-09-03 Bopitiya Ranmali Officer S-Sale D Class A Common Stock 36,175 17.99 650.8K 251,885
2024-09-03 Blackley Richard Scott Officer S-Sale D Class A Common Stock 68,978 17.99 1.24M 884,213
2024-09-03 Baltrus Victoria Officer S-Sale D Class A Common Stock 4,226 17.99 76.0K 140,648
2024-09-01 Wolin Steven Officer M-Exempt D Restricted Stock Units 1,482 0.00 2,966
2024-09-01 Schlosser Mario Director / Officer M-Exempt D Restricted Stock Unit 14,412 0.00 144,117
2024-09-01 Quane Alessandrea C. Officer M-Exempt A Class A Common Stock 8,652 0.00 525,687
2024-09-01 Bopitiya Ranmali Officer M-Exempt A Class A Common Stock 16,448 0.00 174,261
2024-09-01 Blackley Richard Scott Officer M-Exempt A Class A Common Stock 7,016 0.00 682,458
2024-09-01 Baltrus Victoria Officer M-Exempt A Class A Common Stock 888 0.00 144,874
2024-07-11 BOYD JEFFERY H Director A-Award A Deferred Stock Unit 1,883 0.00 49,077
2024-06-06 WITTMAN VANESSA AMES Director A-Award A Class A Common Stock 8,974 0.00 114,512
2024-06-06 Robinson Elbert O. Jr. Director A-Award A Class A Common Stock 8,974 0.00 114,512
2024-06-06 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 16,793 19.58 328.8K 251,136
2024-06-06 Plouffe David Director A-Award A Class A Common Stock 8,974 0.00 114,512
2024-06-06 Lang Laura W Director A-Award A Class A Common Stock 8,974 0.00 60,231
2024-06-06 Gassen William Director A-Award A Class A Common Stock 8,974 0.00 60,231
2024-06-06 Blackley Richard Scott Officer S-Sale D Class A Common Stock 29,978 19.58 587.0K 675,442
2024-06-06 BOYD JEFFERY H Director A-Award A Class A Common Stock 8,974 0.00 114,512
2024-06-05 Quane Alessandrea C. Officer M-Exempt A Class A Common Stock 31,250 0.00 267,929
2024-06-05 Blackley Richard Scott Officer M-Exempt A Class A Common Stock 62,500 0.00 705,420
2024-06-04 Wolin Steven Officer S-Sale D Class A Common Stock 486 19.09 9.3K 64,830
2024-06-04 Schlosser Mario Director / Officer S-Sale D Class A Common Stock 152 19.09 2.9K 65,768
2024-06-04 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 668 19.09 12.8K 236,679
2024-06-04 Bopitiya Ranmali Officer S-Sale D Class A Common Stock 447 19.09 8.5K 137,388
2024-06-04 Blackley Richard Scott Officer S-Sale D Class A Common Stock 626 19.09 12.0K 642,920
2024-06-04 Baltrus Victoria Officer S-Sale D Class A Common Stock 199 19.09 3.8K 127,555
2024-06-03 Wolin Steven Officer S-Sale D Class A Common Stock 18,607 19.46 362.1K 65,316
2024-06-03 Schlosser Mario Director / Officer S-Sale D Class A Common Stock 5,808 19.46 113.0K 65,920
2024-06-03 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 25,550 19.46 497.2K 237,347
2024-06-03 Bopitiya Ranmali Officer S-Sale D Class A Common Stock 17,168 19.46 334.1K 137,835
2024-06-03 Blackley Richard Scott Officer S-Sale D Class A Common Stock 24,016 19.46 467.4K 643,546
2024-06-03 Baltrus Victoria Officer S-Sale D Class A Common Stock 7,674 19.46 149.3K 127,754
2024-06-01 Wolin Steven Officer M-Exempt A Class A Common Stock 2,920 0.00 82,463
2024-06-01 Schlosser Mario Director / Officer M-Exempt A Class A Common Stock 14,411 0.00 71,728
2024-06-01 Quane Alessandrea C. Officer M-Exempt A Class A Common Stock 34,379 0.00 254,245
2024-06-01 Bopitiya Ranmali Officer M-Exempt D Restricted Stock Units 4,867 0.00 53,537
2024-06-01 Blackley Richard Scott Officer M-Exempt A Class A Common Stock 8,652 0.00 667,562
2024-06-01 Baltrus Victoria Officer M-Exempt A Class A Common Stock 887 0.00 135,428
2024-05-03 Wolin Steven Officer A-Award A Restricted Stock Units 17,521 0.00 17,521
2024-05-02 Wolin Steven Officer D Stock Option (Right to Buy) 167,466 8.13 1.36M 0
2024-04-11 BOYD JEFFERY H Director A-Award A Deferred Stock Unit 2,080 0.00 47,194
2024-04-03 Bertolini Mark T Director / Officer M-Exempt D Restricted Stock Units 955,555 0.00 1,911,111
2024-03-10 Schlosser Mario Director / Officer A-Award A Class A Common Stock 172,940 0.00 172,940
2024-03-10 Quane Alessandrea C. Officer A-Award A Restricted Stock Units 103,829 0.00 103,829
2024-03-10 Bopitiya Ranmali Officer A-Award A Restricted Stock Units 58,404 0.00 58,404
2024-03-10 Blackley Richard Scott Officer A-Award A Restricted Stock Units 103,829 0.00 103,829
2024-03-10 Baltrus Victoria Officer A-Award A Restricted Stock Units 10,652 0.00 10,652
2024-03-06 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 13,233 14.12 186.8K 212,850
2024-03-06 Blackley Richard Scott Officer S-Sale D Class A Common Stock 27,043 14.12 381.8K 614,316
2024-03-05 Quane Alessandrea C. Officer M-Exempt A Class A Common Stock 31,250 0.00 226,083
2024-03-05 Blackley Richard Scott Officer M-Exempt A Class A Common Stock 62,500 0.00 641,359
2024-03-04 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 15,928 15.88 252.9K 194,833
2024-03-04 Bopitiya Ranmali Officer S-Sale D Class A Common Stock 11,426 15.88 181.4K 113,264
2024-03-04 Blackley Richard Scott Officer S-Sale D Class A Common Stock 14,346 15.88 227.8K 578,859
2024-03-04 Baltrus Victoria Officer S-Sale D Class A Common Stock 33,707 15.88 535.3K 118,111
2024-03-01 Quane Alessandrea C. Officer M-Exempt D Restricted Stock Units 7,015 0.00 42,095
2024-03-01 Bopitiya Ranmali Officer M-Exempt A Class A Common Stock 20,425 0.00 108,243
2024-03-01 Blackley Richard Scott Officer M-Exempt D Restricted Stock Units 7,015 0.00 42,095
2024-03-01 Baltrus Victoria Officer M-Exempt D Restricted Stock Units 7,500 0.00 59,997
2024-02-16 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 55,000 18.02 991.1K 169,366
2024-02-16 Bopitiya Ranmali Officer S-Sale D Class A Common Stock 42,865 18.03 772.9K 87,818
2024-01-11 BOYD JEFFERY H Director A-Award A Deferred Stock Unit 2,800 0.00 45,114
2023-12-06 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 16,793 8.16 137.0K 301,223
2023-12-06 Blackley Richard Scott Officer S-Sale D Class A Common Stock 30,029 8.16 245.0K 548,613
2023-12-05 Quane Alessandrea C. Officer M-Exempt D Restricted Stock Units 31,250 0.00 125,000
2023-12-05 Blackley Richard Scott Officer M-Exempt A Class A Common Stock 62,500 0.00 578,642
2023-12-04 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 22,246 8.34 185.5K 286,766
2023-12-04 Bopitiya Ranmali Officer S-Sale D Class A Common Stock 12,625 8.34 105.3K 130,683
2023-12-04 Blackley Richard Scott Officer S-Sale D Class A Common Stock 21,171 8.34 176.6K 516,142
2023-12-04 Baltrus Victoria Officer S-Sale D Class A Common Stock 5,068 8.34 42.3K 59,743
2023-12-01 Quane Alessandrea C. Officer M-Exempt A Class A Common Stock 7,016 0.00 274,633
2023-12-01 Bopitiya Ranmali Officer M-Exempt D Restricted Stock Units 20,425 0.00 183,824
2023-12-01 Blackley Richard Scott Officer M-Exempt D Restricted Stock Units 7,016 0.00 49,110
2023-12-01 Baltrus Victoria Officer M-Exempt A Class A Common Stock 7,499 0.00 64,811
2023-11-16 Schlosser Mario Director / Officer M-Exempt A Class B Common Stock 608,430 0.00 1,745,543
2023-10-13 BOYD JEFFERY H Director A-Award A Deferred Stock Unit 6,338 0.00 42,314
2023-09-06 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 16,793 6.26 105.2K 267,617
2023-09-06 Blackley Richard Scott Officer S-Sale D Class A Common Stock 30,061 6.26 188.3K 492,719
2023-09-05 Sankaran Sid Director S-Sale D Class A Common Stock 139,635 6.25 872.7K 295,687
2023-09-05 Quane Alessandrea C. Officer S-Sale D Class A Common Stock 21,025 6.25 131.4K 253,160
2023-09-05 Bopitiya Ranmali Officer S-Sale D Class A Common Stock 11,749 6.25 73.4K 106,435
2023-09-05 Blackley Richard Scott Officer S-Sale D Class A Common Stock 22,289 6.25 139.3K 460,280
2023-09-05 Baltrus Victoria Officer S-Sale D Class A Common Stock 5,337 6.25 33.4K 48,382
2023-09-01 Sankaran Sid Director M-Exempt A Class A Common Stock 227,848 0.00 435,322
2023-09-01 Quane Alessandrea C. Officer M-Exempt A Class A Common Stock 7,016 0.00 239,805
2023-09-01 Bopitiya Ranmali Officer M-Exempt A Class A Common Stock 20,424 0.00 101,737
2023-09-01 Blackley Richard Scott Officer M-Exempt D Restricted Stock Units 7,016 0.00 56,126
2023-09-01 Baltrus Victoria Officer M-Exempt D Restricted Stock Units 4,120 0.00 24,722

Executive team

Top executives
EBIT / Employee
-174.9K
Shares Outstanding
259.27M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Janet Liang President of Oscar Insurance 512.5K 2.80M 4.94M 1.50M 465.2K 179.9K 10.40M 61.95%
2 2025 Mario Schlosser President of Technology and Chief Technology Officer 600.0K 6.14M 546.0K 28.9K 7.31M 83.94%
3 2025 Adam McAnaney Chief Legal Officer 512.5K 335.0K 4.07M 1.90M 279.1K 29.9K 7.13M 83.78%
4 2025 Scott Blackley Chief Financial Officer 600.0K 3.69M 436.8K 29.9K 4.75M 77.56%
5 2025 Mark T. Bertolini Chief Executive Officer 619.2K 169.0K 361.1K 1.15M 0.00%
6 2024 Mario Schlosser President of Technology and Chief Technology Officer 600.0K 9.19M 1.05M 6.0K 10.85M 84.73%
7 2024 Scott Blackley Chief Financial Officer 600.0K 4.00M 840.0K 6.9K 5.45M 73.43%
8 2024 Alessandrea Quane Chief Insurance Officer 600.0K 4.00M 840.0K 6.9K 5.45M 73.43%
9 2024 R. Scott Blackley Chief Financial Officer 600.0K 4.00M 840.0K 6.9K 5.45M 73.43%
10 2024 Ranmali Bopitiya Chief Legal Officer 600.0K 2.25M 315.0K 6.9K 3.17M 70.93%
11 2024 Mark Bertolini Chief Executive Officer 600.0K 315.0K 915.0K 0.00%
12 2024 Mark T. Bertolini Chief Executive Officer 600.0K 315.0K 915.0K 0.00%
13 2023 Mark T. Bertolini Chief Executive Officer 450.0K 43.91M 182.3K 44.54M 98.58%
14 2023 Mark Bertolini Chief Executive Officer 450.0K 43.91M 182.3K 44.54M 98.58%
15 2023 R. Scott Blackley Chief Financial Officer 600.0K 3.98M 1.37M 243.0K 6.6K 6.20M 86.30%
16 2023 Scott Blackley Chief Financial Officer 600.0K 3.98M 1.37M 243.0K 6.6K 6.20M 86.30%
17 2023 R. Scott Blackley Chief Financial Officer and Former Chief Transformation Officer 600.0K 3.98M 1.37M 243.0K 6.6K 6.20M 86.30%
18 2023 Alessandrea Quane Chief Insurance Officer 600.0K 3.64M 1.25M 243.0K 6.6K 5.75M 85.21%
19 2023 Ranmali Bopitiya Chief Legal Officer 600.0K 1.74M 600.0K 243.0K 6.6K 3.19M 73.38%
20 2023 Mario Schlosser President of Technology and Chief Technology Officer 600.0K 243.0K 11.0K 854.0K 0.00%
21 2023 Mario Schlosser President of Technology and Chief Technology Officer, and Former Chief Executive Officer 600.0K 243.0K 11.0K 854.0K 0.00%
22 2022 Siddhartha Sankaran Former Interim Chief Financial Officer 2.14M 2.14M 100.00%
23 2022 Siddhartha Sankaran Interim Chief Financial Officer 2.14M 2.14M 100.00%
24 2022 Ranmali Bopitiya Chief Legal Officer 552.3K 250.0K 147.6K 6.1K 956.0K 0.00%
25 2022 Dennis Weaver Former Chief Clinical Officer 680.0K 167.3K 5.7K 852.9K 0.00%
26 2022 Alessandrea Quane Chief Insurance Officer 600.0K 147.6K 6.1K 753.7K 0.00%
27 2022 R. Scott Blackley Chief Financial Officer and Former Chief Transformation Officer 600.0K 147.6K 2.5K 750.1K 0.00%
28 2022 R. Scott Blackley Chief Transformation Officer and Former Chief Financial Officer 600.0K 147.6K 2.5K 750.1K 0.00%
29 2022 R. Scott Blackley Chief Financial Officer 600.0K 147.6K 2.5K 750.1K 0.00%
30 2022 Mario Schlosser Former Chief Executive Officer 495.7K 147.6K 9.1K 652.4K 0.00%
31 2022 Mario Schlosser President of Technology and Chief Technology Officer, and Former Chief Executive Officer 495.7K 147.6K 9.1K 652.4K 0.00%
32 2022 Mario Schlosser President of Technology and Chief Technology Officer 495.7K 147.6K 9.1K 652.4K 0.00%
33 2021 Mario Schlosser Former Chief Executive Officer 430.0K 42.5K 60.16M 127.4K 52.9K 60.81M 98.93%
34 2021 Mario Schlosser Chief Executive Officer 430.0K 42.5K 60.16M 127.4K 52.9K 60.81M 98.93%
35 2021 Mario Schlosser President of Technology and Chief Technology Officer, and Former Chief Executive Officer 430.0K 42.5K 60.16M 127.4K 52.9K 60.81M 98.93%
36 2021 Joshua Kushner Vice Chairman 30.08M 30.08M 100.00%
37 2021 Meghan Joyce Chief Operating Officer 600.0K 42.5K 6.43M 1.75M 127.4K 500.00 8.95M 91.39%
38 2021 Alessandrea Quane Chief Insurance Officer 500.0K 35.6K 5.25M 1.75M 106.8K 1.5K 7.64M 91.58%
39 2021 R. Scott Blackley Chief Transformation Officer and Former Chief Financial Officer 490.6K 34.9K 5.25M 1.75M 104.8K 7.63M 91.74%
40 2021 R. Scott Blackley Chief Financial Officer 490.6K 34.9K 5.25M 1.75M 104.8K 7.63M 91.74%
41 2021 R. Scott Blackley Chief Financial Officer and Former Chief Transformation Officer 490.6K 34.9K 5.25M 1.75M 104.8K 7.63M 91.74%
42 2021 Siddhartha Sankaran Interim Chief Financial Officer 125.0K 527.00 2.5K 128.0K 0.41%
43 2021 Siddhartha Sankaran Former Chief Financial Officer 125.0K 527.00 2.5K 128.0K 0.41%
44 2021 Siddhartha Sankaran Former Interim Chief Financial Officer 125.0K 527.00 2.5K 128.0K 0.41%
45 2020 Meghan Joyce Chief Operating Officer 600.0K 1.60M 14.2K 2.21M 72.24%
46 2020 Mario Schlosser Chief Executive Officer 493.8K 70.7K 564.4K 0.00%
47 2020 Mario Schlosser Former Chief Executive Officer 493.8K 70.7K 564.4K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-22 DEFA14A
2026-04-22 DEF 14A
2025-04-25 DEFA14A
2025-04-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-22 DEFA14A
2026-04-22 DEF 14A
2026-04-22 ARS
2026-04-21 8-K
2026-04-13 4
2026-04-13 4
2026-04-13 4
2026-04-13 4
2026-04-07 4

Executive team

NameTitleCompensationGender
Janet Ann Liang EVP & President of Oscar Insurance 4M female
Richard Scott Blackley Chief Financial Officer 1M male
Mario Tobias Schlosser Co-Founder, Chief Technology Officer, President of Technology & Director 1M male
Adam McAnaney EVP & Chief Legal Officer 1M male
Mark Thomas Bertolini Chief Executive Officer & Director 1M male
Joel I. Klein Senior Advisor 575.0K male
Chris Potochar Vice President of Treasury & Investor Relations
Okiki Louis President of Oscar Medical Group
Rebecca Krouse Chief People Officer female
Chelsea Cooper Chief Growth Officer of +Oscar female
Steven Kelmar Executive VP & Chief of Staff to the CEO male
Jesse Horowitz Senior Vice President of Member Experience male
ESG Rating
B-
MEDICAL - HEALTHCARE PLANS
Rank: 8 out of 10
2026
E (Environmental)
50.0 / 60.0
Company / Sector avg.
S (Social)
61.9 / 64.1
Company / Sector avg.
G (Governance)
57.0 / 65.8
Company / Sector avg.
ESG Total
56.3 / 63.3
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE PLANS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits