HIMS & HERS HEALTH INC HIMS
COM CL A · Common Stock · CUSIP 433000106 · ISIN US4330001060
American telehealth company
- SectorHealth care
- IndustryServices-Offices & Clinics of Doctors of Medicine
- HeadquartersSan Francisco, CA
- Founded2017
- Websiteforhims.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.50. Options: 34 managers hold calls ($946.8m notional), 43 hold puts ($1.2bn).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 153 |
| Q4 2022 | 156 |
| Q1 2023 | 189 |
| Q2 2023 | 191 |
| Q3 2023 | 193 |
| Q4 2023 | 198 |
| Q1 2024 | 245 |
| Q2 2024 | 299 |
| Q3 2024 | 308 |
| Q4 2024 | 395 |
| Q1 2025 | 432 |
| Q2 2025 | 511 |
| Q3 2025 | 512 |
| Q4 2025 | 487 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 149 | 99 |
| Q2 2024 | 200 | 105 |
| Q3 2024 | 165 | 140 |
| Q4 2024 | 238 | 150 |
| Q1 2025 | 255 | 214 |
| Q2 2025 | 321 | 199 |
| Q3 2025 | 293 | 247 |
| Q4 2025 | 242 | 280 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $485.9m | $618.0m | 1.27 |
| Q2 2025 | $1.3bn | $1.9bn | 1.47 |
| Q3 2025 | $1.8bn | $2.2bn | 1.24 |
| Q4 2025 | $946.8m | $1.2bn | 1.26 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +1.8m |
| UBS Group AG | Added | +1.7m |
| Marex Group Ltd | Added | +1.5m |
| BlackRock, Inc. | Added | +1.4m |
| VANGUARD GROUP INC | Added | +1.4m |
| GOLDMAN SACHS GROUP INC | Added | +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +609.0k |
| CANTOR FITZGERALD, L. P. | Added | +592.8k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +496.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +435.8k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -16.7m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -7.4m |
| Capital World Investors | Reduced | -4.5m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -4.3m |
| MORGAN STANLEY | Reduced | -3.3m |
| Tidal Investments LLC | Reduced | -2.8m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.3m |
| Invesco Ltd. | Reduced | -2.1m |
| BIT Capital GmbH | Reduced | -1.8m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -1.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $251.3m7.7m shares |
| CITADEL ADVISORS LLC | Reduced | $144.5m4.5m shares |
| D. E. Shaw & Co., Inc. | Added | $99.0m3.0m shares |
| IMC-Chicago, LLC | Added | $62.5m1.9m shares |
| JANE STREET GROUP, LLC | Reduced | $61.4m1.9m shares |
| Squarepoint Ops LLC | Added | $61.3m1.9m shares |
| SIMPLEX TRADING, LLC | Added | $54.2m1.7m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $44.8m1.4m shares |
| Tidal Investments LLC | Added | $41.9m1.3m shares |
| GROUP ONE TRADING LLC | Reduced | $27.5m845.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $244.4m7.5m shares |
| CITADEL ADVISORS LLC | Added | $216.4m6.7m shares |
| JANE STREET GROUP, LLC | Added | $150.5m4.6m shares |
| MONTANOVA CAPITAL, LLC | New | $83.1m2.6m shares |
| IMC-Chicago, LLC | Reduced | $55.8m1.7m shares |
| BANK OF MONTREAL /CAN/ | Reduced | $51.2m1.6m shares |
| D. E. Shaw & Co., Inc. | Reduced | $47.7m1.5m shares |
| CANTOR FITZGERALD, L. P. | Added | $39.8m1.2m shares |
| GROUP ONE TRADING LLC | Reduced | $30.4m936.0k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $30.0m922.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.1 pts · filed 2026-07-28 | 11.9% |
Dudum Andrew
13D · may seek influence
-0.9 pts · filed 2026-08-31
Stated purposeThe information set forth in Item 4 of the Original Schedule 13D is incorporated herein by reference. Full filing |
9.4% |
| SUSQUEHANNA SECURITIES, LLC 13G · institution new · filed 2026-05-15 | 6.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: Capital World Investors (0.0%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), JPMORGAN CHASE & CO (1.7%, 2026-03-05)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 9 | $26.0m | $21.7m |
| Q2 2024 | 1 | $2.0m | 8 | $46.8m | $46.7m |
| Q3 2024 | 0 | — | 7 | $22.6m | $22.5m |
| Q4 2024 | 1 | $132.3k | 8 | $46.4m | $44.7m |
| Q1 2025 | 0 | — | 8 | $49.6m | $49.1m |
| Q2 2025 | 0 | — | 6 | $39.9m | $39.9m |
| Q3 2025 | 0 | — | 6 | $88.0m | $51.4m |
| Q4 2025 | 0 | — | 8 | $16.1m | $16.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-22 | Okupe Oluyemi Chief Financial Officer | Sold plan | $824.8k23.1k shares |
| 2025-12-17 | Chi Michael Chief Operating Officer | Sold plan | $504.8k13.8k shares |
| 2025-12-17 | Carroll Patrick Harrison Chief Medical Officer, director | Sold plan | $367.9k10.0k shares |
| 2025-12-17 | Becklund Irene PAO | Sold plan | $308.8k8.4k shares |
| 2025-12-17 | Autor Deborah M. Chief Policy Officer, director | Sold plan | $259.0k7.1k shares |
| 2025-12-09 | Perez Garcia Andrea G Director | Sold | $97.9k2.5k shares |
| 2025-11-24 | Boughton Soleil Chief Legal Officer | Sold plan | $92.7k2.6k shares |
| 2025-11-17 | Okupe Oluyemi Chief Financial Officer | Sold plan | $853.5k23.2k shares |
| 2025-11-10 | Boughton Soleil Chief Legal Officer | Sold plan | $112.2k2.6k shares |
| 2025-10-27 | Boughton Soleil Chief Legal Officer | Sold plan | $132.1k2.6k shares |
| 2025-10-17 | Okupe Oluyemi Chief Financial Officer | Sold plan | $662.3k11.6k shares |
| 2025-10-16 | Dudum Andrew Chief Executive Officer, director | Sold plan | $7.9m125.3k shares |
| 2025-10-16 | Dudum Andrew Chief Executive Officer, director · Held by Trustee of Dudum Family Community Property Trust | Sold plan | $2.5m39.1k shares |
| 2025-10-16 | Dudum Andrew Chief Executive Officer, director | Sold plan | $534.5k8.4k shares |
| 2025-10-16 | Dudum Andrew Chief Executive Officer, director | Sold plan | $174.9k2.8k shares |
| 2025-10-13 | Boughton Soleil Chief Legal Officer | Sold plan | $143.4k2.6k shares |
| 2025-10-10 | Chi Michael Chief Commercial Officer | Sold plan | $52.4k900 shares |
| 2025-10-03 | Okupe Oluyemi Chief Financial Officer | Sold plan | $669.3k11.6k shares |
| 2025-10-01 | Chi Michael Chief Commercial Officer | Sold plan | $14.0k250 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 26.6m $862.8m | Added +1.4m |
| VANGUARD GROUP INC 0.01% of their portfolio | 20.9m $679.5m | Added +1.4m |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 18.8m $611.7m | Reduced -16.7m |
| Capital World Investors 0.06% of their portfolio | 14.3m $465.1m | Reduced -4.5m |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 10.3m $336.0m | Added +1.1m |
| STATE STREET CORP 0.01% of their portfolio | 7.3m $237.2m | Added +132.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.5m $183.5m | Added +609.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.24% of their portfolio | 4.8m $156.4m | Reduced -4.3m |
| UBS Group AG 0.03% of their portfolio | 4.5m $147.7m | Added +1.7m |
| MORGAN STANLEY 0.01% of their portfolio | 3.9m $127.6m | Reduced -3.3m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.57% of their portfolio | 3.4m $110.0m | Reduced -7.4m |
| Marex Group Ltd 0.85% of their portfolio | 2.4m $78.6m | Added +1.5m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.4m $77.9m | Added +42.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.4m $76.9m | Reduced -47.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 2.2m $71.9m | Added +496.2k |
| Invesco Ltd. 0.01% of their portfolio | 2.1m $67.9m | Reduced -2.1m |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.32% of their portfolio | 2.1m $66.8m | Unchanged |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 2.0m $63.6m | Added +1.8m |
| NORGES BANK 0.01% of their portfolio | 1.9m $62.2m | Not comparable |
| Clear Street Group Inc. 0.32% of their portfolio | 1.9m $61.8m | Added +363.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio | 1.6m $53.0m | Added +435.8k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 1.6m $50.9m | Reduced -275.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.5m $48.1m | Reduced -328.0k |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 1.5m $48.0m | Reduced -765.3k |
| CANTOR FITZGERALD, L. P. 1.40% of their portfolio | 1.5m $47.1m | Added +592.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.4m $44.8m | Added +40.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.1m $36.6m | Added +100.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.1m $35.2m | Reduced -1.1m |
| FMR LLC 0.00% of their portfolio | 987.8k $32.1m | Reduced -351.5k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 967.3k $31.4m | Added +85.7k |
| BARCLAYS PLC 0.01% of their portfolio | 953.5k $31.0m | Added +294.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 726.5k $23.6m | Reduced -2.3m |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 691.4k $22.5m | Reduced -44.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 650.0k $21.1m | Reduced -23.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 632.4k $20.5m | Reduced -36.9k |
| Steadview Capital Management LLC 3.81% of their portfolio | 623.7k $20.3m | Reduced -78.2k |
| Nuveen, LLC 0.01% of their portfolio | 618.0k $20.1m | Reduced -189.7k |
| Summit Trail Advisors, LLC 0.33% of their portfolio | 590.4k $19.2m | Reduced -151 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 568.8k $18.5m | Reduced -52.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 495.5k $16.1m | Reduced -4.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 474.0k $15.5m | Reduced -67.4k |
| Divisadero Street Capital Management, LP 0.87% of their portfolio | 469.8k $15.3m | Added +4.7k |
| X-Square Capital, LLC 4.99% of their portfolio | 469.0k $15.2m | Added +41.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 443.5k $14.4m | Reduced -4.3k |
| Trexquant Investment LP 0.12% of their portfolio | 423.3k $13.7m | New |
| CITIGROUP INC 0.01% of their portfolio | 411.8k $13.4m | Added +140.1k |
| Man Group plc 0.03% of their portfolio | 409.9k $13.3m | Added +296.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 405.7k $13.4m | Added +120.1k |
| United Capital Management of KS, Inc. 0.88% of their portfolio | 388.0k $12.6m | Added +194.3k |
| Swiss National Bank 0.01% of their portfolio | 386.2k $12.5m | Added +10.2k |
| Casdin Capital, LLC 0.78% of their portfolio | 385.0k $12.5m | Added +155.0k |
| Walleye Capital LLC 0.07% of their portfolio | 379.8k $12.3m | Added +281.9k |
| BIT Capital GmbH 0.53% of their portfolio | 376.3k $12.2m | Reduced -1.8m |
| SG Americas Securities, LLC 0.02% of their portfolio | 371.6k $12.1m | Added +75.7k |
| LMR Partners LLP 0.12% of their portfolio | 370.2k $12.0m | Added +85.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 358.5k $11.6m | Added +190.4k |
| KELLY LAWRENCE W & ASSOCIATES INC/CA 2.78% of their portfolio | 352.4k $11.4m | Added +750 |
| Munich Reinsurance Co Stock Corp in Munich 0.27% of their portfolio | 338.6k $11.2m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 330.6k $10.7m | Reduced -408.6k |
| Legal & General Group Plc 0.00% of their portfolio | 324.2k $10.5m | Reduced -60.3k |
| LPL Financial LLC 0.00% of their portfolio | 301.3k $9.8m | Reduced -14.5k |
| Squarepoint Ops LLC 0.02% of their portfolio | 293.1k $9.5m | Added +190.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 281.6k $9.1m | Reduced -53.2k |
| Foresite Capital Management V, LLC 5.39% of their portfolio | 273.2k $8.9m | Unchanged |
| SALEM INVESTMENT COUNSELORS INC 0.25% of their portfolio | 267.6k $8.7m | Added +4.8k |
| EMERALD ADVISERS, LLC 0.27% of their portfolio | 267.3k $8.7m | Reduced -38.6k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 267.1k $8.7m | Reduced -880 |
| Davidson Kempner Capital Management LP 0.12% of their portfolio | 261.7k $8.5m | Added +47.6k |
| Retirement Systems of Alabama 0.03% of their portfolio | 250.0k $8.1m | Added +18 |
| Walleye Trading LLC 0.13% of their portfolio | 246.4k $8.0m | Added +177.8k |
| IMC-Chicago, LLC 0.14% of their portfolio | 238.9k $7.8m | Added +65.8k |
| GROUP ONE TRADING LLC 0.22% of their portfolio | 233.9k $7.6m | Added +87.8k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 231.2k $7.5m | Added +25.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 231.1k $7.5m | First filing |
| Greenfield Seitz Capital Management, LLC 2.40% of their portfolio | 225.7k $7.3m | Added +43.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 221.1k $7.2m | Added +102.8k |
| MetLife Investment Management, LLC 0.03% of their portfolio | 211.5k $6.9m | Reduced -3.2k |
| CI INVESTMENTS INC. 0.03% of their portfolio | 206.5k $6.7m | Added +2 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 191.4k $6.2m | Reduced -11.9k |
| Neo Ivy Capital Management 0.98% of their portfolio | 190.9k $6.2m | Added +126.7k |
| LAKE STREET PRIVATE WEALTH, LLC 0.75% of their portfolio | 187.9k $6.1m | Added +15.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 187.8k $6.1m | Reduced -7.1k |
| FirstWave Capital Management LLC 3.62% of their portfolio | 187.7k $6.1m | First filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 186.5k $6.1m | Added +3.6k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 179.5k $5.8m | Added +144.6k |
| RENAISSANCE GROUP LLC 0.23% of their portfolio | 179.2k $5.8m | Reduced -6.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 178.6k $5.8m | Added +85.0k |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 0.84% of their portfolio | 170.0k $5.5m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 167.7k $5.4m | Added +16.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 161.3k $5.2m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 156.5k $5.1m | Reduced -2.8k |
| GILDER GAGNON HOWE & CO LLC 0.05% of their portfolio | 154.0k $5.0m | Reduced -1.1k |
| BI Asset Management Fondsmaeglerselskab A/S 0.04% of their portfolio | 151.0k $4.9m | Added +43.8k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.23% of their portfolio | 147.5k $4.8m | Reduced -35.8k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 145.6k $4.7m | Reduced -85.4k |
| Fiduciary Alliance LLC 0.30% of their portfolio | 141.6k $4.6m | Added +5.6k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 139.1k $4.5m | Reduced -24.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 137.9k $4.5m | Reduced -25.9k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 130.8k $4.2m | Added +30.9k |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 0.26% of their portfolio | 129.3k $4.2m | Added +99.9k |