ODDITY TECH LTD ODD
SHS CL A · Common Stock · CUSIP M7518J104
- SectorConsumer staples
- IndustryPerfumes, Cosmetics & Other Toilet Preparations
- 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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $75.47. Options: 14 managers hold calls ($150.4m notional), 12 hold puts ($32.1m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 89 |
| Q4 2023 | 93 |
| Q1 2024 | 128 |
| Q2 2024 | 133 |
| Q3 2024 | 117 |
| Q4 2024 | 133 |
| Q1 2025 | 152 |
| Q2 2025 | 217 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 60 | 51 |
| Q1 2024 | 97 | 25 |
| Q2 2024 | 91 | 48 |
| Q3 2024 | 53 | 69 |
| Q4 2024 | 68 | 47 |
| Q1 2025 | 91 | 59 |
| Q2 2025 | 153 | 65 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $24.9m | $60.5m | 2.43 |
| Q4 2024 | $13.0m | $28.6m | 2.20 |
| Q1 2025 | $20.1m | $10.5m | 0.52 |
| Q2 2025 | $150.4m | $32.1m | 0.21 |
Biggest buyers
| D. E. Shaw & Co., Inc. | Added | +1.9m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +825.8k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +686.5k |
| MORGAN STANLEY | Added | +654.3k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +618.8k |
| CITADEL ADVISORS LLC | Added | +558.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +554.0k |
| Driehaus Capital Management LLC | New | +543.2k |
| JPMORGAN CHASE & CO | Added | +531.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +419.7k |
Biggest sellers
| Capital International Investors | Reduced | -769.4k |
| FRANKLIN RESOURCES INC | Reduced | -591.6k |
| Winslow Capital Management, LLC | Reduced | -380.7k |
| FMR LLC | Reduced | -281.0k |
| Clal Insurance Enterprises Holdings Ltd | Reduced | -235.3k |
| Granahan Investment Management, LLC | Reduced | -199.8k |
| Fundsmith LLP | Reduced | -198.2k |
| BAMCO INC /NY/ | Reduced | -190.3k |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -165.4k |
| ASHFORD CAPITAL MANAGEMENT INC | Reduced | -151.1k |
Biggest calls
| UBS Group AG | New | $98.4m1.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $23.8m314.7k shares |
| IMC-Chicago, LLC | Added | $4.1m53.9k shares |
| PEAK6 LLC | Added | $3.6m48.2k shares |
| Calamos Advisors LLC | New | $3.6m83.6k shares |
| CITADEL ADVISORS LLC | Reduced | $3.4m45.2k shares |
| Walleye Trading LLC | Reduced | $3.3m43.3k shares |
| JANE STREET GROUP, LLC | Added | $3.1m41.4k shares |
| SYMMETRY PEAK MANAGEMENT LLC | New | $3.1m40.7k shares |
| GROUP ONE TRADING LLC | Added | $1.5m19.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $10.2m135.4k shares |
| Balyasny Asset Management L.P. | New | $9.1m120.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.4m58.6k shares |
| IMC-Chicago, LLC | Added | $2.0m27.0k shares |
| Walleye Capital LLC | Added | $1.4m19.1k shares |
| Walleye Trading LLC | Added | $1.2m16.5k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m16.2k shares |
| GROUP ONE TRADING LLC | Added | $905.6k12.0k shares |
| GOLDMAN SACHS GROUP INC | New | $860.4k11.4k shares |
| TUDOR INVESTMENT CORP ET AL | New | $362.3k4.8k 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 |
|---|---|
| Holtzman Oran 13G · exempt (held before listing) +1.3 pts · filed 2026-03-05 | 24.3% |
| BAILLIE GIFFORD & CO 13G · institution -1.2 pts · filed 2026-10-20 | 21.2% |
| MORGAN STANLEY 13G · institution +4.4 pts · filed 2026-08-13 | 14.6% |
| LCGP3 Pro Makeup, L.P. 13G · exempt (held before listing) filed 2025-09-05 | 8.0% |
| BlackRock, Inc. 13G · institution -3.1 pts · filed 2026-10-27 | 6.8% |
Fell to 5% or below in the last year: FMR LLC (4.7%, 2026-05-06)
Insider purchases and sales in Q2 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.
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BAILLIE GIFFORD & CO 0.34% of their portfolio | 6.1m $461.7m | Reduced -137.7k |
| Catterton Management Company, L.L.C. 5.11% of their portfolio | 4.0m $304.7m | Unchanged |
| FMR LLC 0.01% of their portfolio | 3.4m $255.0m | Reduced -281.0k |
| MORGAN STANLEY 0.02% of their portfolio | 3.3m $251.3m | Added +654.3k |
| D. E. Shaw & Co., Inc. 0.15% of their portfolio | 2.1m $155.5m | Added +1.9m |
| MSD Partners, L.P. 78.11% of their portfolio | 1.8m $134.5m | Unchanged |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 1.7m $129.0m | Added +419.7k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.6m $124.2m | Reduced -591.6k |
| Fundsmith LLP 0.46% of their portfolio | 1.4m $106.9m | Reduced -198.2k |
| Granahan Investment Management, LLC 4.16% of their portfolio | 1.4m $102.3m | Reduced -199.8k |
| BAMCO INC /NY/ 0.25% of their portfolio | 1.2m $93.4m | Reduced -190.3k |
| BlackRock, Inc. 0.00% of their portfolio | 953.5k $72.0m | Added +161.9k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 938.9k $70.9m | Added +68.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 835.3k $63.0m | Added +825.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.13% of their portfolio | 821.8k $62.0m | Added +686.5k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 777.4k $58.7m | Added +558.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 761.2k $57.4m | Added +618.8k |
| Hood River Capital Management LLC 0.75% of their portfolio | 715.9k $54.0m | Reduced -21.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 671.7k $50.7m | Added +531.3k |
| TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio | 624.7k $47.1m | Added +554.0k |
| Capital International Investors 0.01% of their portfolio | 596.3k $45.0m | Reduced -769.4k |
| ASHFORD CAPITAL MANAGEMENT INC 5.01% of their portfolio | 565.0k $42.6m | Reduced -151.1k |
| Driehaus Capital Management LLC 0.33% of their portfolio | 543.2k $41.0m | New |
| Migdal Insurance & Financial Holdings Ltd. 0.22% of their portfolio | 491.5k $37.1m | Added +235.8k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 464.3k $35.0m | Added +252.0k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 429.8k $32.4m | Added +273.9k |
| Cubist Systematic Strategies, LLC 0.34% of their portfolio | 418.7k $31.6m | New |
| Woodline Partners LP 0.16% of their portfolio | 400.1k $30.2m | Reduced -40.4k |
| LORD, ABBETT & CO. LLC 0.09% of their portfolio | 385.2k $29.1m | Added +193.9k |
| STATE STREET CORP 0.00% of their portfolio | 367.4k $27.7m | Added +102.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 367.4k $27.7m | Added +293.8k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 367.3k $27.7m | Added +314.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 357.2k $27.0m | Added +265.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 311.1k $23.5m | New |
| Man Group plc 0.05% of their portfolio | 296.5k $22.4m | Reduced -115.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.20% of their portfolio | 285.3k $21.5m | New |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 281.6k $21.3m | Added +273.2k |
| Clal Insurance Enterprises Holdings Ltd 0.21% of their portfolio | 280.3k $21.2m | Reduced -235.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 188.4k $14.2m | Added +6.5k |
| Winslow Capital Management, LLC 0.05% of their portfolio | 179.9k $13.6m | Reduced -380.7k |
| Fortress Investment Group LLC 1.87% of their portfolio | 175.0k $13.2m | New |
| Jump Financial, LLC 0.16% of their portfolio | 174.3k $13.2m | New |
| Penn Capital Management Company, LLC 1.14% of their portfolio | 174.0k $13.2m | Reduced -104.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 168.5k $12.7m | Added +164.3k |
| Amundi 0.00% of their portfolio | 166.5k $12.5m | Added +47.3k |
| Trexquant Investment LP 0.14% of their portfolio | 164.1k $12.4m | Added +107.8k |
| Engineers Gate Manager LP 0.15% of their portfolio | 163.8k $12.4m | Added +70.7k |
| Ghisallo Capital Management LLC 0.30% of their portfolio | 150.0k $11.3m | New |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.33% of their portfolio | 145.9k $11.0m | Reduced -5.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 142.5k $10.8m | Reduced -124.9k |
| G2 Investment Partners Management LLC 2.30% of their portfolio | 139.3k $10.5m | Added +67.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 132.1k $10.0m | Reduced -40.7k |
| UBS Group AG 0.00% of their portfolio | 128.2k $9.7m | Added +106.3k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 125.8k $9.5m | New |
| Walleye Capital LLC 0.08% of their portfolio | 120.7k $9.1m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 114.0k $8.6m | Added +37.9k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 107.2k $8.1m | Added +15.1k |
| PDT Partners, LLC 0.42% of their portfolio | 99.2k $7.5m | Reduced -10.4k |
| Quantbot Technologies LP 0.19% of their portfolio | 97.1k $7.3m | Added +51.2k |
| MOODY NATIONAL BANK TRUST DIVISION 0.65% of their portfolio | 94.2k $7.1m | Reduced -11.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 81.5k $6.1m | Added +1.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 80.4k $6.1m | Added +47.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 80.3k $6.1m | Added +14.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 79.9k $6.0m | Reduced -3.2k |
| Y.D. More Investments Ltd 0.40% of their portfolio | 77.4k $5.8m | Reduced -16.6k |
| Swiss National Bank 0.00% of their portfolio | 76.6k $5.8m | Added +10.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 75.1k $5.7m | Added +8.6k |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 72.5k $5.5m | New |
| Sculptor Capital LP 0.09% of their portfolio | 72.2k $5.4m | New |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.42% of their portfolio | 71.7k $5.4m | Added +1.1k |
| CITIGROUP INC 0.00% of their portfolio | 71.4k $5.4m | Added +67.9k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 71.1k $5.4m | Reduced -19.2k |
| Pier Capital, LLC 0.79% of their portfolio | 69.0k $5.2m | New |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio | 64.1k $4.8m | Reduced -3.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 62.5k $4.7m | Added +53.1k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 61.9k $4.7m | New |
| SUSQUEHANNA ADVISORS GROUP, INC. 0.18% of their portfolio | 59.2k $4.5m | New |
| Susquehanna Portfolio Strategies, LLC 0.10% of their portfolio | 59.1k $4.5m | Added +53.6k |
| J. Goldman & Co LP 0.14% of their portfolio | 59.0k $4.5m | New |
| Rip Road Capital Partners LP 4.44% of their portfolio | 58.1k $4.4m | Unchanged |
| TD Waterhouse Canada Inc. 0.03% of their portfolio | 56.9k $4.2m | Added +28.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 56.2k $4.2m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 55.5k $4.2m | New |
| HRT FINANCIAL LP 0.02% of their portfolio | 55.4k $4.2m | New |
| Nuveen, LLC 0.00% of their portfolio | 52.1k $3.9m | Added +24.9k |
| Quadrature Capital Ltd 0.07% of their portfolio | 51.8k $3.9m | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.10% of their portfolio | 48.0k $3.6m | Unchanged |
| FRED ALGER MANAGEMENT, LLC 0.02% of their portfolio | 47.8k $3.6m | Reduced -11.7k |
| Calamos Advisors LLC 0.01% of their portfolio | 42.3k $3.2m | Added +15.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 41.7k $3.1m | Added +7.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 40.8k $3.1m | Added +35.8k |
| Numerai GP LLC 0.42% of their portfolio | 38.6k $2.9m | Added +10.6k |
| Trek Financial, LLC 0.19% of their portfolio | 38.2k $2.9m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 35.6k $2.7m | Added +11.0k |
| Sphera Management Technology Funds Ltd 1.62% of their portfolio | 35.0k $2.6m | Added +5.0k |
| LPL Financial LLC 0.00% of their portfolio | 34.6k $2.6m | New |
| VANGUARD GROUP INC 0.00% of their portfolio | 34.5k $2.6m | Added +5.5k |
| Robeco Institutional Asset Management B.V. 0.00% of their portfolio | 34.1k $2.6m | New |
| POLEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 33.8k $2.5m | New |
| Jain Global LLC 0.04% of their portfolio | 32.6k $2.5m | New |