OSCAR HEALTH INC OSCR
CL A · Common Stock · CUSIP 687793109 · ISIN US6877931096
U.S. health insurance company
- SectorHealth care
- IndustryHospital & Medical Service Plans
- HeadquartersNew York, NY
- Founded2012
- Websitehioscar.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 ($3.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.37. Options: 24 managers hold calls ($318.3m notional), 23 hold puts ($280.6m).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 134 |
| Q4 2022 | 134 |
| Q1 2023 | 135 |
| Q2 2023 | 163 |
| Q3 2023 | 178 |
| Q4 2023 | 190 |
| Q1 2024 | 221 |
| Q2 2024 | 262 |
| Q3 2024 | 285 |
| Q4 2024 | 264 |
| Q1 2025 | 295 |
| Q2 2025 | 332 |
| Q3 2025 | 343 |
| Q4 2025 | 344 |
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 | 136 | 92 |
| Q2 2024 | 165 | 93 |
| Q3 2024 | 161 | 123 |
| Q4 2024 | 142 | 148 |
| Q1 2025 | 166 | 112 |
| Q2 2025 | 210 | 141 |
| Q3 2025 | 213 | 155 |
| Q4 2025 | 168 | 173 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $69.2m | $52.3m | 0.76 |
| Q2 2025 | $260.3m | $236.3m | 0.91 |
| Q3 2025 | $433.1m | $498.0m | 1.15 |
| Q4 2025 | $318.3m | $280.6m | 0.88 |
Biggest buyers
| BIT Capital GmbH | Added | +5.2m |
| D. E. Shaw & Co., Inc. | Added | +4.5m |
| JANE STREET GROUP, LLC | Added | +4.0m |
| TWO SIGMA INVESTMENTS, LP | Added | +3.9m |
| T. Rowe Price Investment Management, Inc. | Added | +3.8m |
| TWO SIGMA ADVISERS, LP | New | +2.5m |
| Point72 Asset Management, L.P. | Added | +2.4m |
| MORGAN STANLEY | Added | +2.0m |
| FMR LLC | Added | +1.9m |
| BlackRock, Inc. | Added | +1.1m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -4.2m |
| Capital World Investors | Sold out | -3.6m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -3.4m |
| CITADEL ADVISORS LLC | Reduced | -1.7m |
| UBS Group AG | Reduced | -1.3m |
| HRT FINANCIAL LP | Reduced | -1.1m |
| FRED ALGER MANAGEMENT, LLC | Reduced | -966.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -801.5k |
| Dragoneer Investment Group, LLC | Reduced | -688.7k |
| Aquatic Capital Management LLC | Reduced | -534.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $77.8m5.4m shares |
| GROUP ONE TRADING LLC | Added | $35.9m2.5m shares |
| CITADEL ADVISORS LLC | Reduced | $35.2m2.4m shares |
| JANE STREET GROUP, LLC | Added | $30.9m2.2m shares |
| SIMPLEX TRADING, LLC | Added | $24.5m1.7m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $18.0m1.3m shares |
| IMC-Chicago, LLC | Reduced | $17.1m1.2m shares |
| Caption Management, LLC | Reduced | $15.5m1.1m shares |
| JPMORGAN CHASE & CO | Reduced | $14.7m1.0m shares |
| D. E. Shaw & Co., Inc. | Reduced | $9.5m660.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $65.1m4.5m shares |
| CITADEL ADVISORS LLC | Reduced | $40.5m2.8m shares |
| JANE STREET GROUP, LLC | Added | $25.7m1.8m shares |
| Walleye Trading LLC | Reduced | $23.9m1.7m shares |
| GROUP ONE TRADING LLC | Reduced | $21.0m1.5m shares |
| BlackBarn Capital Partners LP | Added | $18.7m1.3m shares |
| WOLVERINE ASSET MANAGEMENT LLC | New | $14.5m1.0m shares |
| SIMPLEX TRADING, LLC | Reduced | $14.4m999.9k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $12.4m865.0k shares |
| IMC-Chicago, LLC | Reduced | $11.5m803.2k 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 |
|---|---|
| Thrive Capital Partners III, L.P. 13D · may seek influence filed 2026-09-18 | 12.1% |
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 6.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), Dragoneer Investment Group, LLC (0.3%, 2026-02-17), T. Rowe Price Investment Management, Inc. (3.7%, 2025-11-14)
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 | — | 4 | $3.5m | — |
| Q2 2024 | 0 | — | 6 | $2.9m | — |
| Q3 2024 | 0 | — | 6 | $7.6m | — |
| Q4 2024 | 2 | $23.1m | 7 | $3.1m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $410.8k | — |
| Q3 2025 | 0 | — | 1 | $7.3m | — |
| Q4 2025 | 0 | — | 5 | $7.6m | $1.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-24 | Schlosser Mario President of Technology & CTO, director | Sold plan | $582.5k38.8k shares |
| 2025-12-02 | Blackley Richard Scott Chief Financial Officer | Sold plan | $417.0k25.1k shares |
| 2025-12-02 | Schlosser Mario President of Technology & CTO, director | Sold plan | $397.6k24.0k shares |
| 2025-12-02 | Liang Janet President, Oscar Insurance | Sold plan | $121.7k7.3k shares |
| 2025-12-02 | Baltrus Victoria Chief Accounting Officer | Sold plan | $68.8k4.1k shares |
| 2025-12-02 | McAnaney Adam Chief Legal Officer | Sold plan | $30.7k1.9k shares |
| 2025-11-12 | Schlosser Mario President of Technology & CTO, director | Sold | $1.6m105.3k shares |
| 2025-11-11 | Schlosser Mario President of Technology & CTO, director | Sold | $4.4m286.2k 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 |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 20.7m $297.5m | Added +540.9k |
| BlackRock, Inc. 0.00% of their portfolio | 17.3m $248.0m | Added +1.1m |
| T. Rowe Price Investment Management, Inc. 0.07% of their portfolio | 12.1m $173.9m | Added +3.8m |
| MORGAN STANLEY 0.01% of their portfolio | 6.8m $97.9m | Added +2.0m |
| Thrive Capital Management, LLC 25.89% of their portfolio | 6.3m $91.2m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 6.3m $90.5m | Added +999.8k |
| BIT Capital GmbH 3.87% of their portfolio | 6.2m $88.9m | Added +5.2m |
| D. E. Shaw & Co., Inc. 0.07% of their portfolio | 6.1m $87.5m | Added +4.5m |
| JANE STREET GROUP, LLC 0.10% of their portfolio | 5.8m $83.1m | Added +4.0m |
| STATE STREET CORP 0.00% of their portfolio | 5.2m $74.5m | Added +54.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.8m $69.0m | Added +116.4k |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 4.2m $60.4m | Added +3.9m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.4m $49.3m | Reduced -285.8k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 2.9m $41.1m | Added +2.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 2.8m $39.7m | Reduced -238.9k |
| GLYNN CAPITAL MANAGEMENT LLC 13.53% of their portfolio | 2.7m $39.4m | Reduced -115.4k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 2.6m $37.0m | Reduced -1.7m |
| TWO SIGMA ADVISERS, LP 0.07% of their portfolio | 2.5m $35.5m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.1m $30.0m | Reduced -124.6k |
| FMR LLC 0.00% of their portfolio | 1.9m $27.7m | Added +1.9m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.8m $26.0m | Reduced -28.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.8m $25.3m | Added +38.0k |
| TUDOR INVESTMENT CORP ET AL 0.13% of their portfolio | 1.6m $23.2m | Reduced -56.1k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.6m $22.8m | Added +963.0k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.10% of their portfolio | 1.4m $20.8m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 1.2m $17.7m | Reduced -1.3m |
| Nuveen, LLC 0.00% of their portfolio | 1.2m $17.0m | Added +339.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 1.1m $16.5m | Reduced -801.5k |
| GILDER GAGNON HOWE & CO LLC 0.17% of their portfolio | 1.1m $15.9m | Reduced -312.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.06% of their portfolio | 1.1m $15.2m | Added +756.8k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.0m $14.9m | Reduced -102.7k |
| Walleye Trading LLC 0.23% of their portfolio | 977.9k $14.1m | Added +603.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 937.6k $13.5m | Reduced -257.0k |
| SG Americas Securities, LLC 0.02% of their portfolio | 921.3k $13.2m | Added +827.9k |
| RBF Capital, LLC 0.29% of their portfolio | 899.2k $12.9m | Added +449.6k |
| RPG Investment Advisory, LLC 1.29% of their portfolio | 794.0k $11.4m | Added +24.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 761.9k $10.9m | Reduced -4.2m |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 728.9k $10.5m | Added +663.7k |
| GROUP ONE TRADING LLC 0.29% of their portfolio | 673.7k $9.7m | Added +16.6k |
| BARCLAYS PLC 0.00% of their portfolio | 666.7k $9.6m | Added +269.3k |
| Dragoneer Investment Group, LLC 0.21% of their portfolio | 657.4k $9.4m | Reduced -688.7k |
| Fiduciary Alliance LLC 0.61% of their portfolio | 650.8k $9.4m | Added +47.9k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 640.8k $9.2m | New |
| SIMPLEX TRADING, LLC 0.26% of their portfolio | 639.2k $9.2m | Added +218.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 624.5k $9.0m | Added +450.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 549.3k $7.9m | Reduced -45.2k |
| Freestone Grove Partners LP 0.05% of their portfolio | 508.9k $7.3m | New |
| Sessa Capital IM, L.P. 0.14% of their portfolio | 500.0k $7.2m | Unchanged |
| PFM Health Sciences, LP 0.73% of their portfolio | 499.8k $7.2m | Reduced -320.8k |
| Squarepoint Ops LLC 0.01% of their portfolio | 483.0k $6.9m | New |
| Alphabet Inc. 0.27% of their portfolio | 482.0k $6.9m | Unchanged |
| CREDIT AGRICOLE S A 0.02% of their portfolio | 468.0k $6.7m | Added +302.0k |
| Neo Ivy Capital Management 0.98% of their portfolio | 431.2k $6.2m | Added +264.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 401.7k $5.8m | Reduced -226.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 401.1k $5.8m | Added +33.7k |
| Swiss National Bank 0.00% of their portfolio | 395.8k $5.7m | Added +13.4k |
| Halter Ferguson Financial Inc. 1.23% of their portfolio | 389.4k $5.6m | Added +4.1k |
| Quantbot Technologies LP 0.18% of their portfolio | 380.2k $5.5m | Added +319.8k |
| HRT FINANCIAL LP 0.02% of their portfolio | 378.0k $5.4m | Reduced -1.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 374.0k $5.4m | Added +14.6k |
| IMC-Chicago, LLC 0.09% of their portfolio | 371.6k $5.3m | Added +60.7k |
| Engineers Gate Manager LP 0.06% of their portfolio | 346.9k $5.0m | Reduced -46.0k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 343.6k $4.9m | Added +201.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 342.3k $4.9m | Added +280.6k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 341.2k $4.9m | New |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 340.4k $4.9m | Reduced -247.2k |
| BCS Private Wealth Management, Inc. 1.66% of their portfolio | 337.4k $4.8m | Reduced -20.3k |
| Skandinaviska Enskilda Banken AB (publ) 0.02% of their portfolio | 306.7k $4.4m | Added +239.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 304.5k $4.4m | Reduced -7.1k |
| Invesco Ltd. 0.00% of their portfolio | 303.4k $4.4m | Added +38.2k |
| Trexquant Investment LP 0.04% of their portfolio | 296.0k $4.3m | Added +251.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 269.1k $3.9m | Added +27.5k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio | 264.0k $3.8m | Reduced -3.4m |
| Clear Street Group Inc. 0.02% of their portfolio | 260.3k $3.7m | Added +153.4k |
| Rhenman & Partners Asset Management AB 0.35% of their portfolio | 260.0k $3.7m | New |
| Verition Fund Management LLC 0.02% of their portfolio | 258.0k $3.7m | Reduced -108.8k |
| CANTOR FITZGERALD, L. P. 0.11% of their portfolio | 246.8k $3.5m | Added +121.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 246.1k $3.5m | New |
| FRED ALGER MANAGEMENT, LLC 0.01% of their portfolio | 245.7k $3.5m | Reduced -966.7k |
| General Equity Holdings LP 2.20% of their portfolio | 245.0k $3.5m | Reduced -15.0k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 244.0k $3.5m | Reduced -199 |
| Marex Group Ltd 0.04% of their portfolio | 242.5k $3.5m | Added +216.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 242.0k $3.5m | Reduced -42.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 237.9k $3.4m | Added +218.0k |
| Man Group plc 0.01% of their portfolio | 228.7k $3.3m | Reduced -82.9k |
| Lane Generational LLC 2.87% of their portfolio | 220.4k $3.2m | Added +2.7k |
| Aquatic Capital Management LLC 0.09% of their portfolio | 219.4k $3.2m | Reduced -534.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 211.4k $3.0m | Added +62.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 209.5k $3.0m | Reduced -23.5k |
| Legal & General Group Plc 0.00% of their portfolio | 208.4k $3.0m | Reduced -15.4k |
| Simplify Asset Management Inc. 0.05% of their portfolio | 205.1k $2.9m | New |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 203.2k $2.9m | Added +191.9k |
| NORGES BANK 0.00% of their portfolio | 201.3k $2.9m | Not comparable |
| SkyView Investment Advisors, LLC 0.36% of their portfolio | 200.3k $2.9m | Reduced -3.7k |
| Integral Health Asset Management, LLC 0.15% of their portfolio | 200.0k $2.9m | Reduced -350.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 198.0k $2.8m | Reduced -156.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 191.0k $2.7m | Added +2.9k |
| Fortis Group Advisors, LLC 0.46% of their portfolio | 189.9k $2.7m | Added +86.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 182.0k $2.6m | Reduced -4.6k |
| Walleye Capital LLC 0.01% of their portfolio | 171.7k $2.5m | Reduced -46.7k |