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 ($6.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.50. Options: 25 managers hold calls ($164.6m notional), 21 hold puts ($169.8m).
Trends to Q1 2026
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 |
| Q1 2026 | 332 |
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 | 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 |
| Q1 2026 | 174 | 170 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $260.3m | $236.3m | 0.91 |
| Q3 2025 | $433.1m | $498.0m | 1.15 |
| Q4 2025 | $318.3m | $280.6m | 0.88 |
| Q1 2026 | $164.6m | $169.8m | 1.03 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +1.9m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +1.6m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +1.4m |
| JUPITER ASSET MANAGEMENT LTD | New | +1.3m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +1.3m |
| Freestone Grove Partners LP | Added | +1.1m |
| CITADEL ADVISORS LLC | Added | +888.3k |
| Defiance ETFs, LLC | New | +769.2k |
| DIMENSIONAL FUND ADVISORS LP | Added | +759.8k |
| AMERICAN CENTURY COMPANIES INC | Added | +731.2k |
Biggest sellers
| MORGAN STANLEY | Reduced | -3.5m |
| JANE STREET GROUP, LLC | Reduced | -2.9m |
| TWO SIGMA ADVISERS, LP | Sold out | -2.5m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.9m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -846.9k |
| FMR LLC | Reduced | -730.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -614.9k |
| D. E. Shaw & Co., Inc. | Reduced | -602.1k |
| Squarepoint Ops LLC | Sold out | -483.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $39.9m3.5m shares |
| CITADEL ADVISORS LLC | Reduced | $24.7m2.2m shares |
| JANE STREET GROUP, LLC | Reduced | $18.3m1.6m shares |
| SIMPLEX TRADING, LLC | Reduced | $12.5m1.1m shares |
| D. E. Shaw & Co., Inc. | Added | $10.7m930.7k shares |
| IMC-Chicago, LLC | Reduced | $8.9m773.8k shares |
| GROUP ONE TRADING LLC | Reduced | $8.8m765.4k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $8.5m738.6k shares |
| JPMORGAN CHASE & CO | Reduced | $5.5m511.4k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $5.2m450.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $39.3m3.4m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $26.9m2.3m shares |
| CITADEL ADVISORS LLC | Reduced | $24.9m2.2m shares |
| JANE STREET GROUP, LLC | Added | $22.1m1.9m shares |
| Walleye Trading LLC | Reduced | $11.5m1.0m shares |
| GROUP ONE TRADING LLC | Reduced | $9.3m813.2k shares |
| IMC-Chicago, LLC | Reduced | $8.2m717.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $6.8m593.6k shares |
| JPMORGAN CHASE & CO | Reduced | $6.1m565.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $3.3m284.2k 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)
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 | 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 |
| Q1 2026 | 0 | — | 5 | $6.3m | $6.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-02 | Schlosser Mario President of Technology & CTO, director | Sold plan | $325.8k24.3k shares |
| 2026-03-02 | Blackley Richard Scott Chief Financial Officer | Sold plan | $257.4k19.2k shares |
| 2026-03-02 | McAnaney Adam Chief Legal Officer | Sold plan | $250.5k18.7k shares |
| 2026-03-02 | Liang Janet President, Oscar Insurance | Sold plan | $99.8k7.5k shares |
| 2026-03-02 | Baltrus Victoria Chief Accounting Officer | Sold plan | $62.1k4.6k shares |
| 2026-01-08 | Schlosser Mario President of Technology & CTO, director | Sold plan | $406.6k23.0k shares |
| 2026-01-06 | Schlosser Mario President of Technology & CTO, director | Sold plan | $1.3m77.0k shares |
| 2026-01-05 | Schlosser Mario President of Technology & CTO, director | Sold plan | $1.5m96.9k shares |
| 2026-01-02 | Schlosser Mario President of Technology & CTO, director | Sold plan | $2.1m137.9k 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. 0.00% of their portfolio | 17.3m $198.5m | Added +53.7k |
| T. Rowe Price Investment Management, Inc. 0.09% of their portfolio | 11.6m $133.6m | Reduced -458.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.8m $123.6m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 10.5m $121.0m | First filing |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 7.0m $80.6m | Added +731.2k |
| Thrive Capital Management, LLC 21.17% of their portfolio | 6.3m $72.8m | Unchanged |
| BIT Capital GmbH 4.05% of their portfolio | 6.3m $72.5m | Added +135.2k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 5.5m $62.9m | Reduced -602.1k |
| STATE STREET CORP 0.00% of their portfolio | 5.3m $60.4m | Added +75.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 5.0m $57.7m | Added +233.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 4.2m $48.1m | Added +759.8k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 3.5m $39.8m | Added +888.3k |
| MORGAN STANLEY 0.00% of their portfolio | 3.4m $38.5m | Reduced -3.5m |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 3.1m $35.7m | Added +253.4k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 2.9m $33.3m | Reduced -2.9m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.9m $32.8m | Added +1.9m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 2.7m $31.5m | Added +1.6m |
| GLYNN CAPITAL MANAGEMENT LLC 14.21% of their portfolio | 2.6m $29.7m | Reduced -148.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.12% of their portfolio | 2.5m $28.4m | Added +1.4m |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 2.3m $26.9m | Reduced -1.9m |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 2.0m $22.9m | Added +1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.9m $22.0m | Reduced -846.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.9m $21.8m | Added +141.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.9m $21.5m | Added +70.0k |
| TUDOR INVESTMENT CORP ET AL 0.11% of their portfolio | 1.7m $19.7m | Added +107.7k |
| Freestone Grove Partners LP 0.13% of their portfolio | 1.6m $18.4m | Added +1.1m |
| UBS Group AG 0.00% of their portfolio | 1.6m $18.1m | Added +340.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.5m $17.5m | First filing |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.5m $16.9m | Reduced -614.9k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.09% of their portfolio | 1.4m $16.6m | Unchanged |
| JUPITER ASSET MANAGEMENT LTD 0.08% of their portfolio | 1.3m $15.3m | New |
| Nuveen, LLC 0.00% of their portfolio | 1.3m $15.2m | Added +139.2k |
| GROUP ONE TRADING LLC 0.48% of their portfolio | 1.3m $14.4m | Added +584.1k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 1.2m $14.1m | Added +587.0k |
| FMR LLC 0.00% of their portfolio | 1.2m $13.7m | Reduced -730.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2m $13.0m | Added +434.7k |
| GILDER GAGNON HOWE & CO LLC 0.15% of their portfolio | 1.1m $12.3m | Reduced -34.0k |
| Trexquant Investment LP 0.08% of their portfolio | 1.0m $11.7m | Added +722.3k |
| Walleye Trading LLC 0.23% of their portfolio | 957.4k $11.0m | Reduced -20.5k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 922.6k $10.6m | Reduced -112.5k |
| IMC-Chicago, LLC 0.15% of their portfolio | 850.4k $9.8m | Added +478.9k |
| SG Americas Securities, LLC 0.01% of their portfolio | 801.0k $9.2m | Reduced -120.3k |
| RPG Investment Advisory, LLC 1.11% of their portfolio | 799.7k $9.2m | Added +5.7k |
| Defiance ETFs, LLC 0.13% of their portfolio | 769.2k $8.8m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 754.7k $8.7m | Added +618.6k |
| Engineers Gate Manager LP 0.11% of their portfolio | 739.8k $8.5m | Added +392.9k |
| Fiduciary Alliance LLC 0.67% of their portfolio | 714.4k $11.1m | Added +63.6k |
| Rhenman & Partners Asset Management AB 0.93% of their portfolio | 660.0k $7.6m | Added +400.0k |
| SIMPLEX TRADING, LLC 0.20% of their portfolio | 565.2k $6.5m | Reduced -74.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 556.1k $6.4m | Added +6.8k |
| Empowered Funds, LLC 0.04% of their portfolio | 543.5k $6.2m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 526.7k $6.0m | Added +502.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 525.6k $6.0m | Reduced -98.9k |
| SEB Asset Management AB 0.02% of their portfolio | 503.5k $5.8m | First filing |
| Sessa Capital IM, L.P. 0.11% of their portfolio | 500.0k $5.7m | Unchanged |
| PFM Health Sciences, LP 0.60% of their portfolio | 499.8k $5.7m | Unchanged |
| Alphabet Inc. 0.14% of their portfolio | 482.0k $5.5m | Unchanged |
| RBF Capital, LLC 0.25% of their portfolio | 449.6k $5.2m | Reduced -449.6k |
| CREDIT AGRICOLE S A 0.02% of their portfolio | 446.0k $5.1m | Reduced -22.0k |
| BARCLAYS PLC 0.00% of their portfolio | 427.5k $4.9m | Reduced -239.2k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 419.1k $4.8m | Added +77.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 414.3k $4.8m | Reduced -1.2m |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 412.7k $4.7m | Added +11.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 406.4k $4.7m | Added +5.3k |
| Halter Ferguson Financial Inc. 1.03% of their portfolio | 405.7k $4.7m | Added +16.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 400.1k $4.6m | Added +349.9k |
| Swiss National Bank 0.00% of their portfolio | 395.8k $4.5m | Unchanged |
| Dragoneer Investment Group, LLC 0.14% of their portfolio | 365.6k $4.2m | Reduced -291.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 364.6k $4.2m | Reduced -9.4k |
| BCS Private Wealth Management, Inc. 1.25% of their portfolio | 359.1k $4.1m | Added +21.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 358.3k $5.1m | Added +160.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 353.6k $4.1m | Added +142.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 346.2k $4.0m | Added +41.7k |
| Invesco Ltd. 0.00% of their portfolio | 321.5k $3.7m | Added +18.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 318.5k $3.7m | Added +80.7k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 294.2k $3.4m | Reduced -46.3k |
| FRED ALGER MANAGEMENT, LLC 0.01% of their portfolio | 293.7k $3.4m | Added +48.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 282.9k $3.2m | Added +119.7k |
| TOWLE & CO 1.24% of their portfolio | 278.5k $3.2m | New |
| Eurizon Capital SGR S.p.A. 0.01% of their portfolio | 276.2k $3.2m | New |
| Lane Generational LLC 2.52% of their portfolio | 275.6k $3.2m | Added +55.1k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 274.4k $3.1m | Added +5.3k |
| Neo Ivy Capital Management 0.82% of their portfolio | 270.1k $3.1m | Reduced -161.0k |
| Man Group plc 0.01% of their portfolio | 269.1k $3.1m | Added +40.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 247.6k $2.8m | Added +44.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 242.0k $2.8m | Added +6 |
| General Equity Holdings LP 2.04% of their portfolio | 240.0k $2.8m | Reduced -5.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 235.4k $2.7m | Added +44.4k |
| Marex Group Ltd 0.03% of their portfolio | 217.3k $2.5m | Reduced -25.2k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.21% of their portfolio | 213.3k $3.9m | New |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 211.0k $2.4m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 208.9k $2.4m | Reduced -580 |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 206.0k $2.4m | New |
| SkyView Investment Advisors, LLC 0.31% of their portfolio | 200.0k $2.3m | Reduced -240 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 197.3k $2.3m | Added +161.7k |
| TD Asset Management Inc 0.00% of their portfolio | 195.5k $2.2m | Added +62.3k |
| VARCOV Co. 0.82% of their portfolio | 192.3k $2.2m | Added +144.4k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 184.4k $2.1m | First filing |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 182.4k $2.1m | Added +24.3k |
| Legal & General Group Plc 0.00% of their portfolio | 172.2k $2.0m | Reduced -36.2k |