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 ($371.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.73. Options: 32 managers hold calls ($854.5m notional), 38 hold puts ($672.9m).
Trends to Q1 2026
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 |
| Q1 2026 | 436 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 230 | 268 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $1.3bn | $1.9bn | 1.47 |
| Q3 2025 | $1.8bn | $2.2bn | 1.24 |
| Q4 2025 | $946.8m | $1.2bn | 1.26 |
| Q1 2026 | $854.5m | $672.9m | 0.79 |
Biggest buyers
| Defiance ETFs, LLC | New | +7.4m |
| MORGAN STANLEY | Added | +5.0m |
| BANK OF AMERICA CORP /DE/ | Added | +2.9m |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +1.4m |
| NATIONAL BANK OF CANADA /FI/ | Added | +1.4m |
| MARSHALL WACE, LLP | Added | +717.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +690.9k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +632.3k |
| Holocene Advisors, LP | New | +583.2k |
| TORONTO DOMINION BANK | Added | +561.6k |
Biggest sellers
| Capital World Investors | Sold out | -14.3m |
| JPMORGAN CHASE & CO | Reduced | -13.6m |
| GOLDMAN SACHS GROUP INC | Reduced | -7.9m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -3.4m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -2.7m |
| Invesco Ltd. | Reduced | -1.7m |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -1.6m |
| CITADEL ADVISORS LLC | Reduced | -1.3m |
| JANE STREET GROUP, LLC | Reduced | -1.2m |
| Marex Group Ltd | Reduced | -1.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $266.8m12.9m shares |
| JANE STREET GROUP, LLC | Added | $171.7m8.3m shares |
| CITADEL ADVISORS LLC | Added | $143.6m6.9m shares |
| Tidal Investments LLC | Added | $59.9m2.9m shares |
| IMC-Chicago, LLC | Added | $56.9m2.7m shares |
| TUDOR INVESTMENT CORP ET AL | Added | $23.2m1.1m shares |
| SIMPLEX TRADING, LLC | Reduced | $21.4m1.0m shares |
| GROUP ONE TRADING LLC | Added | $20.4m984.1k shares |
| D. E. Shaw & Co., Inc. | Reduced | $15.9m767.5k shares |
| Man Group plc | New | $15.8m760.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $219.4m10.6m shares |
| JANE STREET GROUP, LLC | Added | $101.0m4.9m shares |
| CITADEL ADVISORS LLC | Reduced | $86.8m4.2m shares |
| IMC-Chicago, LLC | Added | $44.7m2.2m shares |
| BANK OF MONTREAL /CAN/ | Reduced | $28.9m1.4m shares |
| D. E. Shaw & Co., Inc. | Reduced | $23.4m1.1m shares |
| CANTOR FITZGERALD, L. P. | Reduced | $16.6m800.0k shares |
| Man Group plc | New | $15.8m760.0k shares |
| PEAK6 LLC | Added | $15.3m738.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $14.3m686.9k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2026 | 0 | — | 4 | $3.7m | $3.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-20 | Okupe Oluyemi Chief Financial Officer | Sold plan | $219.1k9.2k shares |
| 2026-03-17 | Chi Michael Chief Operating Officer | Sold plan | $2.4m97.3k shares |
| 2026-03-17 | Becklund Irene PAO | Sold plan | $136.5k5.5k shares |
| 2026-03-17 | Boughton Soleil Chief Legal Officer | Sold plan | $118.8k4.8k shares |
| 2026-02-27 | Boughton Soleil Chief Legal Officer | Sold plan | $70.7k4.7k shares |
| 2026-02-03 | Okupe Oluyemi Chief Financial Officer | Sold plan | $139.1k5.3k shares |
| 2026-01-20 | Okupe Oluyemi Chief Financial Officer | Sold plan | $275.1k9.1k shares |
| 2026-01-05 | Okupe Oluyemi Chief Financial Officer | Sold plan | $306.5k9.1k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 26.3m $546.8m | Reduced -236.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 10.2m $211.4m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 9.3m $193.9m | First filing |
| MORGAN STANLEY 0.01% of their portfolio | 8.9m $184.5m | Added +5.0m |
| STATE STREET CORP 0.01% of their portfolio | 7.5m $154.9m | Added +154.5k |
| Defiance ETFs, LLC 2.22% of their portfolio | 7.4m $154.1m | New |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 5.2m $98.4m | Reduced -13.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.2m $107.9m | Reduced -311.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 4.4m $90.5m | Added +2.9m |
| UBS Group AG 0.02% of their portfolio | 4.2m $86.2m | Reduced -397.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.5m $51.0m | Reduced -7.9m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.4m $50.6m | Added +68.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.4m $49.0m | Reduced -39.3k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.26% of their portfolio | 2.3m $48.5m | Added +280.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 2.1m $44.0m | Reduced -2.7m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 1.6m $33.9m | Added +2.9k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.4m $30.1m | First filing |
| NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio | 1.4m $29.5m | Added +1.4m |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.10% of their portfolio | 1.4m $29.5m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.4m $29.4m | Added +690.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.3m $27.8m | Reduced -39.9k |
| Marex Group Ltd 0.29% of their portfolio | 1.3m $27.8m | Reduced -1.1m |
| Clear Street Group Inc. 0.15% of their portfolio | 1.3m $27.2m | Reduced -594.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 1.3m $26.6m | Added +632.3k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 1.1m $22.8m | Reduced -468.8k |
| CANTOR FITZGERALD, L. P. 0.82% of their portfolio | 1.1m $22.6m | Reduced -361.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 974.3k $20.2m | Reduced -152.9k |
| Foresite Capital Management V, LLC 5.65% of their portfolio | 738.2k $15.3m | Added +465.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 732.8k $13.8m | Added +327.1k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 724.2k $15.0m | Added +717.9k |
| Casdin Capital, LLC 1.10% of their portfolio | 700.0k $14.5m | Added +315.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 694.8k $14.4m | Reduced -1.3m |
| Nuveen, LLC 0.00% of their portfolio | 678.1k $14.1m | Added +60.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 664.2k $13.8m | Reduced -1.6m |
| CITIGROUP INC 0.01% of their portfolio | 662.9k $13.8m | Added +251.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 660.2k $13.7m | Reduced -425.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 651.6k $13.5m | Reduced -315.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 643.9k $13.4m | Added +11.5k |
| BARCLAYS PLC 0.00% of their portfolio | 639.4k $13.3m | Reduced -314.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 594.9k $12.3m | Added +433.6k |
| Holocene Advisors, LP 0.03% of their portfolio | 583.2k $12.1m | New |
| Summit Trail Advisors, LLC 0.17% of their portfolio | 581.2k $12.1m | Reduced -9.3k |
| TORONTO DOMINION BANK 0.02% of their portfolio | 564.1k $11.7m | Added +561.6k |
| Greenfield Seitz Capital Management, LLC 3.28% of their portfolio | 524.0k $10.9m | Added +298.3k |
| IMC-Chicago, LLC 0.16% of their portfolio | 508.6k $10.6m | Added +269.7k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 501.1k $16.3m | Added +5.6k |
| Southpoint Capital Advisors LP 0.21% of their portfolio | 500.0k $10.4m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 484.2k $9.6m | Added +10.2k |
| Divisadero Street Capital Management, LP 0.46% of their portfolio | 469.8k $9.8m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 443.5k $9.2m | Added +62 |
| Invesco Ltd. 0.00% of their portfolio | 429.5k $8.9m | Reduced -1.7m |
| X-Square Capital, LLC 2.94% of their portfolio | 420.7k $8.7m | Reduced -48.3k |
| Swiss National Bank 0.00% of their portfolio | 390.5k $8.1m | Added +4.3k |
| Philosophy Capital Management LLC 0.85% of their portfolio | 350.0k $7.3m | New |
| KELLY LAWRENCE W & ASSOCIATES INC/CA 1.93% of their portfolio | 334.0k $6.9m | Reduced -18.4k |
| Walleye Capital LLC 0.04% of their portfolio | 325.8k $6.8m | Reduced -54.0k |
| SG Americas Securities, LLC 0.01% of their portfolio | 322.8k $6.7m | Reduced -48.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 300.8k $6.2m | Added +170.0k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 297.0k $6.2m | Added +65.9k |
| HRT FINANCIAL LP 0.02% of their portfolio | 284.6k $5.9m | New |
| Legal & General Group Plc 0.00% of their portfolio | 283.0k $5.9m | Reduced -41.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 271.4k $5.6m | Reduced -87.1k |
| STEVENS CAPITAL MANAGEMENT LP 0.86% of their portfolio | 268.0k $5.6m | Added +225.8k |
| California Public Employees Retirement System 0.00% of their portfolio | 265.6k $5.5m | Reduced -16.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 261.9k $5.4m | Reduced -306.8k |
| FirstWave Capital Management LLC 5.76% of their portfolio | 260.2k $5.4m | Added +72.6k |
| Retirement Systems of Alabama 0.02% of their portfolio | 255.4k $5.3m | Added +5.4k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 240.2k $5.0m | Reduced -1.2m |
| Freestone Grove Partners LP 0.03% of their portfolio | 229.7k $4.8m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 228.3k $4.7m | Added +41.7k |
| CI INVESTMENTS INC. 0.02% of their portfolio | 226.1k $4.7m | Added +19.6k |
| Virtu Financial LLC 0.19% of their portfolio | 225.7k $4.7m | Added +166.0k |
| LPL Financial LLC 0.00% of their portfolio | 225.6k $4.7m | Reduced -75.6k |
| Metavasi Capital LP 2.74% of their portfolio | 222.0k $4.6m | New |
| HOHIMER WEALTH MANAGEMENT, LLC 0.56% of their portfolio | 221.1k $4.6m | New |
| Jump Financial, LLC 0.07% of their portfolio | 219.0k $4.5m | New |
| Thrive Capital Management, LLC 1.00% of their portfolio | 218.8k $4.5m | Added +125.3k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 211.3k $4.4m | Reduced -159 |
| LAKE STREET PRIVATE WEALTH, LLC 0.54% of their portfolio | 205.9k $4.3m | Added +18.0k |
| Peak Retirement Planning, Inc. 0.82% of their portfolio | 198.4k $4.1m | Added +115.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 194.4k $4.0m | Added +6.6k |
| Creek Drive Management Group LLC 2.47% of their portfolio | 189.5k $3.9m | Added +73.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 187.2k $3.9m | Added +19.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 178.2k $3.7m | First filing |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 173.0k $3.6m | Reduced -157.7k |
| WINTON GROUP Ltd 0.12% of their portfolio | 169.7k $3.5m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 169.7k $3.5m | Reduced -8.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 166.9k $3.5m | Reduced -24.5k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 166.5k $3.5m | Reduced -13.0k |
| Voleon Capital Management LP 0.07% of their portfolio | 164.9k $3.4m | New |
| DNB Asset Management AS 0.01% of their portfolio | 162.6k $3.4m | Added +150.8k |
| Vontobel Holding Ltd. 0.01% of their portfolio | 162.1k $3.4m | Added +131.1k |
| Davidson Kempner Capital Management LP 0.06% of their portfolio | 160.0k $3.3m | Reduced -101.6k |
| INTERCAPITAL, LLC 1.82% of their portfolio | 158.5k $3.3m | New |
| Woodline Partners LP 0.01% of their portfolio | 152.4k $3.2m | New |
| Hudson Bay Capital Management LP 0.02% of their portfolio | 151.4k $3.1m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 144.9k $3.0m | Reduced -11.6k |
| Creative Planning 0.00% of their portfolio | 143.8k $3.0m | Added +44.5k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 142.2k $3.0m | Added +73.4k |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 0.22% of their portfolio | 138.7k $2.9m | Added +9.4k |