OSCR Class A Oscar Health, Inc. Class A Common Stock
NYSE · Insurance · View on SEC EDGAR ↗ close Oct 6, 2026 10-K/10-Q Aug 7, 2026OSCR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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About Oscar Health, Inc. Class A Common Stock Company overview from Wikipedia
Oscar Management Corporation, doing business as Oscar Health is an American for-profit health insurance company, founded in 2012 by Joshua Kushner, Kevin Nazemi and Mario Schlosser, and is headquartered in New York City. The company sells health insurance and additionally provides other services in the health insurance industry through telemedicine, healthcare focused technological interfaces, and transparent claims pricing systems.
History
2012–2015
According to the company, it was founded in 2012 by Mario Schlosser, Joshua Kushner, and Kevin Nazemi, who were classmates at Harvard Business School. Mother Jones reported in March 2020 that Kushner and his brother, Jared, owned the firm's parent company, Thrive Partners III, at the time of its incorporation in 2013. Oscar began selling insurance for 2013, the same year that the Affordable Care Act exchanges and individual mandate went into effect for the 2014 plan year. In its first year, Oscar secured 16,000 members. In 2015, Oscar expanded coverage to New Jersey and grew to about 40,000 members.
2016
Oscar had 145,000 members in New York, New Jersey, California, and Texas in 2016. The firm expanded its operations to Tempe, Arizona, in August that year, where it decided to locate its Concierge teams, their name for their member services model. On August 23, Oscar announced it would be exiting the New Jersey Marketplace at the end of 2016, citing uncertainties in the market that would make it challenging "to operate effectively and continue to deliver access to quality healthcare." Oscar also announced that it would halve the size of its provider network in New York amidst rising premiums in order to "gain more control over pricing and patient experience".
In November 2016, the firm opened the Oscar Center in partnership with Mount Sinai Health System. Located in Brooklyn Heights, next to the Jay Street–MetroTech station, the Oscar Center had a primary care practice only available to Oscar policyholders, with a doctor, nurse practitioner, and a behavioral health specialist. It also hosted free classes for members, such as yoga classes or classes for expectant mothers. On March 13, 2020, Oscar closed the Oscar Center "until further notice."
2017
On April 25, 2017, Oscar announced its entrance into the small group insurance market, offering health plans in New York. On June 15, 2017, Oscar announced its partnership with Cleveland Clinic to offer individual health insurance plans to consumers in five counties in Northeastern Ohio.
On June 21, 2017, Oscar announced its intention to expand to additional markets in 2018 in areas of Tennessee, Ohio, Texas, New Jersey and California. On July 12, 2017, Oscar announced that it would be selling small group insurance in the Nashville metro area to companies with up to 50 employees through a strategic partnership with Humana.
A report by the New York Times in October 2017 speculated that Oscar Health had ties to Saudi Arabia. That month, Jared and Joshua Kushner visited Saudi Arabia's Crown Prince Mohammed bin Salman within days of each other. Despite Jared severing ties with Thrive Partners when he began working for the Trump administration, these coordinated visits raised questions about his ability to be impartial on Saudi affairs. Five months after Kushner's visit to Saudi Arabia in October 2017, Oscar Health announced a $165 million round of financing.
While a spokesman for Kushner said that Oscar Health's management didn't know of direct investment by the Saudis, he declined to disclose if Saudis had invested in Thrive funds. He only confirmed that Thrive hadn't received money from any Saudi parties since the presidential election. In May 2018, Jared Kushner disclosed $8.2 million in capital gains from Thrive funds.
2020–present
In January 2020, Oscar announced a partnership with Cigna to bring health insurance plans to small businesses. The partnership, Cigna + Oscar, will "launch in select markets in 2020 and plan to expand the partnership over time."
As of June 2020, Oscar had sold individual health insurance plans, both directly and through health insurance marketplaces, in New York, Texas and California. Oscar sells Medicare Advantage plans in New York City and Houston, Texas. Mario Schlosser is the company's CEO, after serving as Co-CEO with Nazemi until the latter's departure in early 2015. While Kushner does not hold a formal role in Oscar's daily operations, he remains a major shareholder and Schlosser confirmed (as of 2017) that he has "significant input in multiple aspects of the company like strategy, hiring, and marketing."
Oscar Health raised $1.2 billion on March 3, 2021, after an IPO.
Oscar Health reported 1.1 million members across its platform, which equates to 1 in 13 ACA exchange-based enrollees. The company announced it would exit the Arkansas and Colorado markets for plan year 2023.
Mario Schlosser steps down as CEO on April 3, 2023, transitioning to President of Technology. Mark Bertolini takes over as CEO.
In 2025, Oscar Health was ranked 437th by revenue on the Fortune 500 list and 42nd within the healthcare sector in the same rankings.
Marketing and brand
Oscar Health has run marketing campaigns on the New York City Subway. Bloomberg News reported the advertising campaigns feature cartoons suggesting "an easier way of getting medical care." AdWeek described Oscar Health's print ads as featuring "whimsical, animated characters".
In 2015, AdWeek reported that Oscar was airing its first television campaign targeted at the demographics of "new parents who are too frazzled to shop for health insurance." The ad launched on network stations in New Jersey and New York areas, cable, movie theaters located in New Jersey and in advertising within the Spotify app.
In 2016, Oscar ran a subway ad campaign with an educational bent around what the problems are with the American healthcare system.
Finances
Funding
Oscar has raised capital through a series of funding rounds. Its investors include Thrive Capital, General Catalyst Partners, Khosla Ventures, CapitalG, and Fidelity Investments.
During the May 2014 Series A round, Peter Thiel's Founders Fund led the series investing $30 million. By the close of Series A, Forbes reported the valuation of the company at $800 million.
During the 2015 Series B round, Oscar Health raised $145 million, bringing the total capital raised to $300 million, thus valuing the company at $1.5 billion. Series B investors included Formation 8, Horizons Ventures, Wellington Management Company, and Goldman Sachs.
In September 2015, Oscar announced a funding round with Google Ventures and Google Capital, valuing the company at $1.75 billion.
During the 2016 Series C round, Oscar raised $400 million led by Fidelity Investments, with secondary participation from previous investors, with a reported valuation of $2.7 billion. In 2018, Alphabet invested $375 million in Oscar Health. As of 2019, the company had raised $1.3 billion, and was valued at $3.2 billion.
In June 2020, Oscar raised $225 million in funding, in which the funding round saw participation from previous investors and also new investors, namely Baillie Gifford and Coatue.
Revenue
In 2014, New York magazine reported that as of May 2014, Oscar Health had 16,000 subscribers enrolled in its insurance program producing an estimated $72 million. In 2015, Forbes reported that Oscar Health had 40,000 subscribers with an average subscriber paying annual fees of $4,500, placing Oscar Health's revenue estimates at $180 million.
Vox reported that in 2015, Oscar Health lost $92.4 million in New York as the firm's analytical models failed to accurately forecast "the people who signed up for coverage were sicker than the company had expected."
By 2016, Oscar Health had 135,000 subscribers, with roughly half residing in New York State.
In February 2017, Bloomberg reported that Oscar had lost $204.9 million in 2016.
In May 2017, Bloomberg reported that Oscar's first quarter loss had narrowed by nearly half, writing that the company was "beginning to get a handle on its medical costs." In August 2017, Bloomberg also reported that Oscar had posted a $57.6 million loss in the first half of 2017, down from the $83 million lost posted the year prior.
In December 2017, TechCrunch reported that Oscar would expect to generate $1 billion in revenue and enroll 250,000 in 2018.
In January 2020, TechCrunch reported that Oscar served 400,000 members and expected to bring in $2 billion by the end of the year.
Headquarters and offices
Oscar's headquarters are located in Tribeca, New York City. They also have a technology outpost in Los Angeles and a member services operation in Tempe, Arizona.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | OSCR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 22.35Y avg ≈23.0 | ≈23.0 | 15.4 | Overvalued |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | OSCR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 4.1%5Y avg ≈-9.1% | ≈-9.1% | 10.1% | Weak | |
| EBITDA Margin (TTM) | 4.3%5Y avg ≈-8.6% | ≈-8.6% | 8.2% | In line | |
| Pretax Margin (TTM) | 3.9%5Y avg ≈-9.7% | ≈-9.7% | 17.3% | Weak | |
| Net Profit Margin (TTM) | 3.6%5Y avg ≈-9.8% | ≈-9.8% | 10.3% | Weak | |
| ROA (TTM) | 6.3%5Y avg ≈-8.6% | ≈-8.6% | 0.54% | Weak | |
| ROE (TTM) | 34.3%5Y avg ≈-27.6% | ≈-27.6% | 12.2% | Weak | |
| ROIC | -28.5%5Y avg ≈-21.5% | ≈-21.5% | 15.6% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | OSCR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.25Y avg ≈0.3 | ≈0.3 | 0.0 | High debt | |
| Current Ratio (MRQ) | 1.15Y avg ≈1.1 | ≈1.1 | · | · | |
| Quick Ratio | 0.65Y avg ≈0.6 | ≈0.6 | · | · | |
| Long-Term Debt / Equity (MRQ) | 0.25Y avg ≈0.3 | ≈0.3 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | OSCR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 27.5%5Y avg ≈109.0% | ≈109.0% | · | · | |
| Revenue CAGR 3Y | 43.5%5Y avg ≈82.5% | ≈82.5% | · | · | |
| Revenue CAGR 5Y | 90.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | OSCR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 2.15Y avg ≈1.6 | ≈1.6 | 0.1 | Top tier | |
| Revenue / Employee | ≈$5.1M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 6, 2026 | $1.10 | $0.39 | 179.5% |
| March 31, 2026 | $2.07 | $1.21 | 71.5% | |
| Dec. 31, 2025 | $-1.24 | $-0.91 | -37.0% | |
| Sept. 30, 2025 | $-0.53 | $-0.57 | 6.6% | |
| June 30, 2025 | $-0.89 | $-0.47 | -88.5% | |
| March 31, 2025 | $0.92 | $0.81 | 13.8% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue | $11.70B | $9.18B | $5.86B | $3.96B | $1.84B | $463M | |
| SG&A Expense | $2.05B | $1.76B | $1.43B | $1.26B | $265M | $167M | |
| Operating Income | $-396M | $57M | $-236M | $-590M | $-544M | $-402M | |
| Interest Expense | · | · | $25M | $23M | $5M | $4M | |
| Other Non-op | $-23M | $-105.0K | $-7M | $2M | $-1M | · | |
| Pretax Income | $-437M | $33M | $-267M | $-610M | $-571M | $-406M | |
| Income Tax | $6M | $7M | $3M | $-523.0K | $846.0K | $1M | |
| Net Income | $-443M | $25M | $-271M | $-606M | $-573M | $-407M | |
| EPS (Basic) | $-1.69 | $0.11 | $-1.22 | $-2.85 | $-3.20 | $-14.16 | |
| EPS (Diluted) | $-1.69 | $0.10 | $-1.22 | $-2.85 | $-3.20 | $-14.16 | |
| Shares (Basic) | 262,388,000 | 240,386,000 | 221,655,000 | 212,475,000 | 178,967,056 | 29,263,424 | |
| Shares (Diluted) | 262,388,000 | 265,853,000 | 221,655,000 | 212,475,000 | 178,967,056 | 29,263,424 | |
| EBITDA | $-367M | $89M | $-205M | · | $-530M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.77B | $1.53B | $1.87B | $1.56B | $1.10B | $826M | |
| Short-term Investments | · | $624M | $690M | · | · | · | |
| Receivables | $363M | · | · | · | · | · | |
| Other Current Assets | $24M | $21M | $7M | $6M | $4M | · | |
| Current Assets | $4.61B | $2.85B | $3.06B | $4.12B | $2.31B | $1.87B | |
| PP&E (Net) | $88M | $67M | $62M | $60M | $47M | $36M | |
| PP&E (Gross) | $230M | $181M | $150M | $117M | $89M | $63M | |
| Accum. Depreciation | $142M | $114M | $88M | $57M | $42M | $27M | |
| Other Non-current Assets | $120M | $82M | $83M | $95M | $97M | $13M | |
| Total Assets | $6.33B | $4.84B | $3.60B | $4.53B | $3.32B | $2.27B | |
| Accounts Payable | $507M | $432M | $273M | $298M | $235M | $138M | |
| Current Liabilities | $4.86B | $3.46B | $2.43B | $3.26B | $1.85B | $1.67B | |
| Capital Leases | $52M | $61M | $67M | $72M | $77M | · | |
| Other Non-current Liabilities | $52M | $61M | $68M | $72M | $77M | $0 | |
| Total Liabilities | $5.34B | $3.82B | $2.80B | $3.63B | $1.93B | $1.82B | |
| Total Debt | $430M | $300M | $299M | · | $0 | · | |
| Common Stock | · | · | · | · | · | $2.0K | |
| Paid-in Capital | $4.26B | $3.87B | $3.68B | $3.51B | $3.39B | $133M | |
| Retained Earnings | $-3.29B | $-2.85B | $-2.88B | $-2.61B | $-2.00B | $-1.43B | |
| Treasury Stock | $3M | $3M | $3M | $3M | $3M | $3M | |
| AOCI | $18M | $-2M | $1M | $-10M | $-4M | $879.0K | |
| Stockholders' Equity | $978M | $1.01B | $804M | $890M | $1.39B | $-1.30B | |
| Liabilities + Equity | $6.33B | $4.84B | $3.60B | $4.53B | $3.32B | $2.27B |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $29M | $32M | $31M | $15M | $15M | $11M | |
| Stock-based Comp | $88M | $110M | $160M | $112M | $86M | $36M | |
| Deferred Tax | $2M | $-2M | $58.0K | $-165.0K | $-101.0K | $-67.0K | |
| Other Non-cash | $1.42B | $813M | $-192M | · | $290M | · | |
| Operating Cash Flow | $1.09B | $978M | $-272M | $380M | $-182M | $223M | |
| CapEx | $36M | $28M | $26M | $29M | $26M | $14M | |
| Investing Cash Flow | $-241M | $-1.39B | $577M | $-227M | $-775M | $-345M | |
| Debt Issued | $410M | $0 | $0 | $305M | $0 | $147M | |
| Net Debt Issued | $410M | $0 | $0 | · | · | · | |
| Stock Repurchased | · | · | · | · | $0 | $0 | |
| Net Stock Activity | · | · | · | · | $0 | · | |
| Financing Cash Flow | $399M | $68M | $6M | $301M | $1.24B | $612M | |
| Net Change in Cash | $1.25B | $-341M | $311M | $455M | $282M | $490M | |
| Taxes Paid | $18M | $674.0K | $2M | $2M | $697.0K | $2M | |
| Free Cash Flow | $1.06B | $950M | $-298M | · | $-208M | · | |
| Levered FCF | · | · | $-323M | · | $-212M | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Margin | -3.4% | 0.62% | -4.0% | · | -29.6% | · | |
| Net Margin | -3.8% | 0.28% | -4.6% | · | -31.1% | · | |
| Pretax Margin | -3.7% | 0.36% | -4.6% | · | -31.0% | · | |
| EBITDA Margin | -3.1% | 0.97% | -3.5% | · | -28.8% | · | |
| ROA | -7.9% | 0.60% | -6.7% | · | -20.5% | · | |
| ROE | -44.5% | 2.8% | -32.0% | · | -36.7% | · | |
| ROIC | -28.5% | 3.4% | -21.6% | · | -39.3% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 0.8 | 1.3 | · | 1.2 | · | |
| Quick Ratio | 0.6 | 0.6 | 0.8 | · | 0.6 | · | |
| Debt / Equity | 0.4 | 0.3 | 0.4 | · | 0.0 | · | |
| LT Debt / Equity | 0.4 | 0.3 | 0.4 | · | 0.0 | · | |
| Interest Coverage | · | · | -9.6 | · | -115.4 | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.1 | 2.2 | 1.4 | · | 0.7 | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue / Share | $44.60 | $34.52 | $26.45 | · | $10.27 | · | |
| Cash Flow / Share | $4.17 | $3.68 | $-1.23 | · | $-1.02 | · | |
| EPS (TTM) | $-1.69 | $0.10 | $-1.22 | $-2.85 | $-3.20 | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue YoY | 27.5% | 56.5% | 47.9% | 115.6% | 297.3% | · | |
| Revenue CAGR 3Y | 43.5% | 70.9% | 133.1% | · | · | · | |
| Revenue CAGR 5Y | 90.8% | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $11.70B | $9.18B | $5.86B | $3.96B | $1.84B | · | |
| Net Income TTM | $-443M | $25M | $-271M | $-606M | $-573M | · | |
| P/E | -8.5 | 134.4 | -7.5 | -0.9 | -2.5 | · | |
| Earnings Yield | -11.8% | 0.74% | -13.3% | -115.9% | -40.8% | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.88B | $4.65B | $2.81B | $2.99B | $2.86B | $3.05B | $2.39B | $2.42B | $2.22B | $2.14B | $1.43B | $1.44B | $1.52B | $1.47B | $995M | $978M | |
| SG&A Expense | $691M | $706M | $511M | $522M | $534M | $483M | $466M | $460M | $435M | $394M | $364M | $326M | $337M | $399M | $1.02B | $79M | |
| Operating Income | $389M | $704M | $-334M | $-129M | $-230M | $297M | $-148M | $-48M | $68M | $186M | $-145M | $-58M | $-7M | $-25M | $-222M | $-192M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $6M | · | $6M | $6M | $6M | · | $6M | |
| Other Non-op | $-915.0K | $71.0K | $-20M | $-3M | $3M | $-3M | $68.0K | $2M | $-872.0K | $-1M | $1M | $-414.0K | $-2M | $-6M | $1M | $3M | |
| Pretax Income | $383M | $699M | $-353M | $-139M | $-234M | $288M | $-154M | $-52M | $61M | $178M | $-151M | $-65M | $-14M | $-38M | $-227M | $-195M | |
| Income Tax | $21M | $20M | $-247.0K | $-2M | $-5M | $13M | $-404.0K | $2M | $5M | $996.0K | $-806.0K | $915.0K | $1M | $2M | $-715.0K | $-2M | |
| Net Income | $362M | $679M | $-353M | $-137M | $-228M | $275M | $-154M | $-55M | $56M | $177M | $-150M | $-65M | $-16M | $-40M | $-226M | $-193M | |
| EPS (Basic) | $1.20 | $2.28 | $-1.37 | $-0.53 | $-0.89 | $1.10 | $-0.68 | $-0.22 | $0.24 | $0.77 | $-0.68 | $-0.29 | $-0.07 | $-0.18 | $-1.05 | $-0.91 | |
| EPS (Diluted) | $1.10 | $2.07 | $-1.19 | $-0.53 | $-0.89 | $0.92 | $-0.50 | $-0.22 | $0.20 | $0.62 | $-0.68 | $-0.29 | $-0.07 | $-0.18 | $-1.05 | $-0.91 | |
| Shares (Basic) | 302,220,000 | 298,184,000 | · | 259,273,000 | 255,531,000 | 251,279,000 | · | 243,106,000 | 238,672,000 | 231,443,000 | · | 223,099,000 | 219,400,000 | 216,913,000 | · | 212,822,733 | |
| Shares (Diluted) | 333,432,000 | 329,751,000 | · | 259,273,000 | 255,531,000 | 305,938,000 | · | 243,106,000 | 303,965,000 | 293,796,000 | · | 223,099,000 | 219,400,000 | 216,913,000 | · | 212,822,733 | |
| EBITDA | $389M | $711M | · | $-129M | $-230M | $304M | · | $-48M | $68M | $193M | · | $-58M | $-7M | $-20M | · | $-192M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $4.08B | $4.81B | $2.77B | $2.15B | $2.60B | $2.24B | $1.53B | $1.21B | $2.27B | $2.23B | $1.87B | $1.40B | $2.32B | $2.11B | $1.56B | $2.11B | |
| Receivables | $380M | $587M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Current Assets | $60M | $26M | $24M | $29M | $30M | $23M | $21M | $21M | $16M | $9M | · | $8M | $8M | $11M | · | $16M | |
| Current Assets | $9.37B | $7.78B | $4.61B | $3.76B | $4.31B | $3.77B | $2.85B | $2.37B | $3.36B | $3.50B | · | $2.99B | $4.19B | $4.13B | · | $3.93B | |
| PP&E (Net) | $101M | $94M | $88M | $83M | $78M | $72M | $67M | $67M | $64M | $61M | · | $62M | $63M | $64M | · | $56M | |
| PP&E (Gross) | · | · | $230M | · | · | · | $181M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $142M | · | · | · | $114M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $122M | $123M | $120M | $121M | $116M | $94M | $82M | $84M | $87M | $87M | · | $89M | $92M | $95M | · | $97M | |
| Total Assets | $11.23B | $9.29B | $6.33B | $5.75B | $6.38B | $5.84B | $4.84B | $4.48B | $5.01B | $4.42B | · | $3.35B | $4.56B | $4.48B | · | $4.31B | |
| Accounts Payable | $526M | $506M | $650M | $557M | $584M | $634M | $432M | $395M | $348M | $303M | · | $260M | $262M | $299M | · | $252M | |
| Current Liabilities | $8.69B | $7.14B | $4.86B | $3.98B | $4.87B | $4.15B | $3.46B | $2.95B | $3.50B | $3.02B | · | $2.06B | $3.24B | $3.18B | · | $2.85B | |
| Capital Leases | · | · | $52M | · | · | · | $61M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $50M | $51M | $52M | $56M | $57M | $59M | $61M | $64M | $65M | $66M | · | $69M | $70M | $71M | · | $74M | |
| Total Liabilities | $9.17B | $7.62B | $5.34B | $4.72B | $5.22B | $4.51B | $3.82B | $3.32B | $3.87B | $3.38B | · | $2.43B | $3.61B | $3.55B | · | $3.22B | |
| Total Debt | $432M | $431M | · | $686M | $300M | $300M | · | $299M | $299M | $299M | · | $299M | $298M | $298M | · | $298M | |
| Paid-in Capital | $4.32B | $4.28B | $4.26B | $3.95B | $3.95B | $3.90B | $3.87B | $3.84B | $3.79B | $3.74B | · | $3.65B | $3.62B | $3.58B | · | $3.48B | |
| Retained Earnings | $-2.25B | $-2.62B | $-3.29B | $-2.94B | $-2.80B | $-2.58B | $-2.85B | $-2.70B | $-2.64B | $-2.70B | · | $-2.73B | $-2.66B | $-2.65B | · | $-2.38B | |
| Treasury Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| AOCI | $-8M | $5M | $18M | $16M | $14M | $10M | $-2M | $26M | $-3M | $-3M | · | $-4M | $-7M | $-4M | · | $-14M | |
| Stockholders' Equity | $2.05B | $1.66B | $978M | $1.02B | $1.16B | $1.33B | $1.01B | $1.16B | $1.14B | $1.03B | · | $919M | $950M | $930M | · | $1.08B | |
| Liabilities + Equity | $11.23B | $9.29B | $6.33B | $5.75B | $6.38B | $5.84B | $4.84B | $4.48B | $5.01B | $4.42B | · | $3.35B | $4.56B | $4.48B | · | $4.31B |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $7M | $8M | $7M | $7M | $7M | $9M | $8M | $8M | $8M | $8M | $9M | $9M | $5M | $4M | $4M | |
| Stock-based Comp | $21M | $16M | $18M | $20M | $24M | $25M | $26M | $29M | $29M | $26M | $26M | $29M | $33M | $71M | $29M | $29M | |
| Deferred Tax | $-2M | $-6M | $3M | $-175.0K | $-36.0K | $36.0K | $-2M | $-119.0K | $130.0K | $-79.0K | $-37.0K | $69.0K | $209.0K | $-183.0K | $-171.0K | $2.0K | |
| Other Non-cash | · | $1.92B | · | · | · | $572M | · | · | · | $423M | · | · | · | $378M | · | · | |
| Operating Cash Flow | $2.09B | $2.62B | $672M | $-965M | $509M | $879M | $347M | $-500M | $497M | $634M | $297M | $-1.15B | $166M | $415M | $151M | $-548M | |
| CapEx | $12M | $9M | $9M | $9M | $9M | $9M | $7M | $8M | $8M | $6M | $6M | $6M | $6M | $7M | $7M | $10M | |
| Investing Cash Flow | $-2.83B | $-590M | $-49M | $150M | $-168M | $-174M | $-31M | $-578M | $-478M | $-301M | $172M | $225M | $44M | $136M | $-707M | $299M | |
| Debt Issued | · | · | $0 | · | · | · | $0 | · | · | · | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Financing Cash Flow | $13M | $-4M | $8M | $364M | $22M | $5M | $4M | $19M | $19M | $27M | $1M | $2M | $3M | $506.0K | $527.0K | $423.0K | |
| Net Change in Cash | $-729M | $2.03B | $631M | $-451M | $363M | $709M | $319M | $-1.06B | $38M | $361M | $470M | $-922M | $212M | $551M | $-555M | $-249M | |
| Taxes Paid | $1M | $44.0K | $19.0K | $2M | $15M | $0 | $38.0K | $552.0K | · | · | $1M | $600.0K | · | · | $233.0K | $555.0K | |
| Free Cash Flow | · | $2.61B | · | · | · | $870M | · | · | · | $628M | · | · | · | $407M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $623M | · | · | · | $401M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 8.0% | 15.2% | · | -4.3% | -8.1% | 9.8% | · | -2.0% | 3.1% | 8.7% | · | -4.0% | -0.43% | -1.7% | · | -19.7% | |
| Net Margin | 7.4% | 14.6% | · | -4.6% | -8.0% | 9.0% | · | -2.2% | 2.5% | 8.3% | · | -4.5% | -1.0% | -2.7% | · | -19.7% | |
| Pretax Margin | 7.8% | 15.0% | · | -4.7% | -8.2% | 9.5% | · | -2.2% | 2.8% | 8.3% | · | -4.5% | -0.94% | -2.6% | · | -20.0% | |
| EBITDA Margin | 8.0% | 15.3% | · | -4.3% | -8.1% | 10.0% | · | -2.0% | 3.1% | 9.0% | · | -4.0% | -0.43% | -1.4% | · | -19.7% | |
| ROA | 4.1% | 9.0% | · | -2.7% | -4.0% | 5.4% | · | -1.4% | 1.2% | 4.0% | · | -1.7% | -0.33% | -0.90% | · | -5.2% | |
| ROE | 22.5% | 45.3% | · | -12.6% | -19.9% | 23.3% | · | -5.2% | 5.4% | 18.1% | · | -6.5% | -1.4% | -3.5% | · | -14.6% | |
| ROIC | 14.8% | 32.7% | · | -7.5% | -15.5% | 17.4% | · | -3.4% | 4.4% | 13.9% | · | -4.9% | -0.57% | -2.2% | · | -13.8% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.1 | · | 0.9 | 0.9 | 0.9 | · | 0.8 | 1.0 | 1.2 | · | 1.5 | 1.3 | 1.3 | · | 1.4 | |
| Quick Ratio | 0.5 | 0.8 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.6 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | |
| Debt / Equity | 0.2 | 0.3 | · | 0.7 | 0.3 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| LT Debt / Equity | 0.2 | 0.3 | · | 0.7 | 0.3 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 31.4 | · | -9.5 | -1.1 | -4.1 | · | -31.4 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | · | 0.6 | 0.5 | 0.6 | · | 0.6 | 0.5 | 0.5 | · | 0.4 | 0.3 | 0.3 | · | 0.3 | |
| Receivables Turnover | 25.7 | 15.8 | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $14.64 | $14.09 | · | $11.52 | $11.21 | $9.96 | · | $9.97 | $7.30 | $7.29 | · | $6.45 | $6.93 | $6.78 | · | $4.60 | |
| Cash Flow / Share | · | $7.94 | · | · | · | $2.87 | · | · | · | $2.16 | · | · | · | $1.91 | · | · | |
| EPS (TTM) | $1.45 | $-0.54 | · | $-1.00 | $-0.69 | $0.40 | · | $-0.08 | $-0.15 | $-0.42 | · | $-1.59 | $-2.21 | $-2.67 | · | $-2.63 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.32B | $13.30B | · | $11.29B | $10.73B | $10.08B | · | $8.22B | $7.23B | $6.54B | · | $5.43B | $4.96B | $4.46B | · | $3.46B | |
| Net Income TTM | $551M | $-39M | · | $-244M | $-161M | $123M | · | $29M | $18M | $-54M | · | $-347M | $-474M | $-571M | · | $-579M | |
| P/E | 19.7 | -21.2 | · | -18.9 | -31.1 | 32.8 | · | -265.1 | -105.5 | -35.4 | · | -3.5 | -3.6 | -2.4 | · | -1.9 | |
| Earnings Yield | 5.1% | -4.7% | · | -5.3% | -3.2% | 3.0% | · | -0.38% | -0.95% | -2.8% | · | -28.5% | -27.4% | -40.8% | · | -52.7% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $11.70B | $9.18B | $5.86B | $3.96B | $1.84B |
| Operating Margin % | -3.4% | 0.62% | -4.0% | · | -29.6% |
| Net Income | $-443M | $25M | $-271M | $-606M | $-573M |
| Diluted EPS | $-1.69 | $0.10 | $-1.22 | $-2.85 | $-3.20 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.4 | 0.3 | 0.4 | · | 0.0 |
| Current Ratio | 0.9 | 0.8 | 1.3 | · | 1.2 |
| Quick Ratio | 0.6 | 0.6 | 0.8 | · | 0.6 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $1.06B | $950M | $-298M | · | $-208M |
Institutional owners (13F) 459 filers · $6.2B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 125 (+51 vs prior Q) | 46 (-18 vs prior Q) | 147 (+22 vs prior Q) | 115 (+3 vs prior Q) | +22.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $587,153,449 | 20,587,428 | 9.50% | Shares |
| D. E. Shaw & Co., Inc. | $360,595,957 | 12,643,617 | 5.84% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $314,559,172 | 11,029,424 | 5.09% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $301,725,543 | 10,579,437 | 4.88% | Shares |
| VANGUARD GROUP INC | $297,476,962 | 20,701,250 | 4.82% | Shares |
| AMERICAN CENTURY COMPANIES INC | $258,255,502 | 9,055,242 | 4.18% | Shares |
| JANE STREET GROUP, LLC | $181,530,912 | 6,365,039 | 2.94% | Shares |
| Thrive Capital Management, LLC | $180,919,957 | 6,343,617 | 2.93% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $165,994,311 | 5,819,186 | 2.69% | Shares |
| STATE STREET CORP | $165,454,531 | 5,801,351 | 2.68% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $162,917,648 | 5,712,400 | 2.64% | Call option |
| FMR LLC | $142,557,861 | 4,998,523 | 2.31% | Shares |
| CITADEL ADVISORS LLC | $120,626,823 | 4,229,552 | 1.95% | Shares |
| TWO SIGMA INVESTMENTS, LP | $115,097,850 | 4,035,689 | 1.86% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $101,885,043 | 3,571,731 | 1.65% | Shares |
| BIT Capital GmbH | $97,480,134 | 3,417,957 | 1.58% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $93,673,940 | 3,284,500 | 1.52% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $86,282,012 | 3,025,316 | 1.40% | Shares |
| GLYNN CAPITAL MANAGEMENT LLC | $73,462,615 | 2,575,828 | 1.19% | Shares |
| CITADEL ADVISORS LLC | $72,469,320 | 2,541,000 | 1.17% | Call option |
| GOLDMAN SACHS GROUP INC | $65,298,165 | 2,289,557 | 1.06% | Shares |
| NORTHERN TRUST CORP | $63,063,680 | 2,211,209 | 1.02% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $61,825,656 | 2,167,800 | 1.00% | Put option |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $60,458,493 | 2,119,863 | 0.98% | Shares |
| MORGAN STANLEY | $60,299,272 | 2,114,280 | 0.98% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $55,351,616 | 1,940,800 | 0.90% | Put option |
| JANE STREET GROUP, LLC | $53,968,396 | 1,892,300 | 0.87% | Call option |
| Nuveen, LLC | $50,501,648 | 1,770,745 | 0.82% | Shares |
| BlackBarn Capital Partners LP | $49,910,000 | 1,750,000 | 0.81% | Put option |
| BNP PARIBAS FINANCIAL MARKETS | $48,660,710 | 1,706,196 | 0.79% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $45,996,029 | 1,612,764 | 0.74% | Shares |
| CITADEL ADVISORS LLC | $44,459,828 | 1,558,900 | 0.72% | Put option |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $41,354,000 | 1,450,000 | 0.67% | Shares |
| BANK OF AMERICA CORP /DE/ | $37,594,294 | 1,318,173 | 0.61% | Shares |
| Assenagon Asset Management S.A. | $35,592,732 | 1,247,992 | 0.58% | Shares |
| TWO SIGMA ADVISERS, LP | $35,534,136 | 2,472,800 | 0.58% | Shares |
| UBS Group AG | $34,596,357 | 1,213,056 | 0.56% | Shares |
| JANE STREET GROUP, LLC | $33,796,200 | 1,185,000 | 0.55% | Put option |
| GROUP ONE TRADING LLC | $32,744,154 | 1,148,112 | 0.53% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $31,200,652 | 1,093,992 | 0.51% | Shares |
| Qube Research & Technologies Ltd | $30,913,940 | 1,083,939 | 0.50% | Shares |
| TUDOR INVESTMENT CORP ET AL | $29,055,948 | 1,018,792 | 0.47% | Shares |
| GILDER GAGNON HOWE & CO LLC | $28,576,515 | 1,001,982 | 0.46% | Shares |
| JPMORGAN CHASE & CO | $26,387,407 | 885,558 | 0.43% | Shares |
| FEDERATED HERMES, INC. | $26,096,200 | 915,014 | 0.42% | Shares |
| WELLS FARGO & COMPANY/MN | $23,408,907 | 820,789 | 0.38% | Shares |
| Walleye Capital LLC | $23,243,058 | 814,974 | 0.38% | Shares |
| Point72 Asset Management, L.P. | $22,809,212 | 799,762 | 0.37% | Shares |
| Walleye Trading LLC | $22,744,700 | 797,500 | 0.37% | Call option |
| Bank of New York Mellon Corp | $22,032,138 | 772,515 | 0.36% | Shares |
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Claremount TW, L.P., Claremount V Associates, L.P., Claremount VI Associates, L.P., Claremount VII Associates, L.P., Joshua Kushner, Thrive Capital Partners II, L.P., Thrive Capital Partners III, L.P., Thrive Capital Partners V, L.P., Thrive Capital Partners VI Growth, L.P., Thrive Capital Partners VII Growth, L.P., Thrive Partners II GP, LLC, Thrive Partners III GP, LLC, Thrive Partners V GP, LLC, Thrive Partners VI GP, LLC, Thrive Partners VII GP, LLC, Thrive Partners VII Growth GP, LLC | Sept. 18, 2026 | 12.10% | Amendment | · | SEC |
| Thrive Capital Partners II, L.P. (2), Thrive Partners II GP, LLC (2), Thrive Capital Partners III, L.P. (2), Claremount TW, L.P. (2), Thrive Partners III GP, LLC (2), Thrive Capital Partners V, L.P. (2), Claremount V Associates, L.P. (2), Thrive Partners V GP, LLC (2), Thrive Capital Partners VI Growth, L.P. (2), Claremount VI Associates, L.P. (2), Thrive Partners VI GP, LLC (2), Thrive Capital Partners VII Growth, L.P. (2), Thrive Partners VII Growth GP, LLC (2), Claremount VII Associates, L.P. (2), Thrive Partners VII GP, LLC (2), Joshua Kushner (2) ×4 filings | Nov. 13, 2024 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 23 insiders · 12 officers · 12 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Mark T Bertolini | Chief Executive Officer | June 30, 2026 S | 7,751,570 | 1 | 8 | $-58,759,399 |
| Richard Scott Blackley | Chief Financial Officer | Sept. 3, 2026 S | 1,046,108 | 0 | 9 | $-7,941,907 |
| Janet Liang | President, Oscar Insurance | Sept. 3, 2026 S | 248,697 | 0 | 5 | $-821,072 |
| Steven Wolin | Chief Operating Officer | Dec. 1, 2024 M | 102,598 | 0 | 0 | $0 |
| Meghan V. Joyce | Chief Operating Officer | March 1, 2022 M | 43,070 | 0 | 0 | $0 |
| Joshua Kushner | Co-Founder and Vice Chairman | Sept. 18, 2026 J | 0 | 0 | 0 | $0 |
| Victoria Baltrus | Chief Accounting Officer | Sept. 3, 2026 S | 213,631 | 0 | 5 | $-194,480 |
| Adam Mcananey | Chief Legal Officer | Sept. 3, 2026 S | 209,004 | 0 | 5 | $-783,513 |
| Alessandrea C. Quane | EVP, Chief Insurance Officer | Dec. 5, 2024 M | 430,216 | 0 | 0 | $0 |
| Ranmali Bopitiya | EVP & Chief Legal Officer | Dec. 1, 2024 M | 241,488 | 0 | 0 | $0 |
| Dennis Weaver | Chief Clinical Officer | Dec. 1, 2022 M | 27,110 | 0 | 0 | $0 |
| Joel Klein | Chief Policy & Strat. Officer | Aug. 18, 2021 M | 17 | 0 | 0 | $0 |
| Vanessa Ames Wittman | Director | Sept. 18, 2026 S | 112,121 | 0 | 1 | $-806,000 |
| Mario Schlosser | Director | Sept. 3, 2026 S | 449,444 | 0 | 29 | $-68,790,950 |
| William Gassen | Director | July 9, 2026 A | 82,840 | 0 | 0 | $0 |
| David Plouffe | Director | July 9, 2026 A | 137,121 | 0 | 0 | $0 |
| Sid Sankaran | Director | July 9, 2026 A | 22,609 | 0 | 0 | $0 |
| Laura W Lang | Director | June 4, 2026 A | 82,840 | 0 | 0 | $0 |
| Jeffery H Boyd | Director | April 9, 2026 A | 705,673 | 0 | 0 | $0 |
| Elbert O. Robinson Jr. | Director | May 12, 2025 S | 64,512 | 0 | 0 | $0 |
| Jr Charles E Phillips | Director | Oct. 14, 2022 A | 85,787 | 0 | 0 | $0 |
| Teri List-Stoll | Director | March 5, 2021 A | 50,000 | 0 | 0 | $0 |
| Ari Fischel | · | March 5, 2021 A | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 46 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| ABLS · Abacus FCF ETF Trust | 5.83% | 867 NS | July 31, 2026 | N-PORT |
| PTH · Invesco Exchange-Traded Fund Trust | 1.99% | 187,567 SH | Oct. 5, 2026 | Daily |
| RNIN · EA Series Trust | 1.20% | 70,047 NS | July 31, 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0.74% | 307,696 NS | July 31, 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 0.60% | 69,666 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.52% | 2,269,828 SH | Sept. 11, 2026 | Daily |
| JSMD · Janus Detroit Street Trust | 0.51% | 171,181 NS | July 31, 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.40% | 258,034 SH | Aug. 19, 2026 | Daily |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0.37% | 48,673 SH | Oct. 5, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.35% | 152,933 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.31% | 8,798 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.27% | 61,099 NS | July 31, 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0.27% | 19,102 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.26% | 6,175,602 SH | Sept. 11, 2026 | Daily |
| FBUF · Fidelity Greenwood Street Trust | 0.25% | 1,889 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.24% | 71,367 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.24% | 115,406 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.21% | 1,387,125 SH | Aug. 19, 2026 | Daily |
| FHEQ · Fidelity Greenwood Street Trust | 0.21% | 61,010 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.19% | 3,171,535 SH | Aug. 19, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.17% | 145,549 SH | Oct. 5, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.16% | 805,292 NS | July 31, 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.15% | 27,872 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.11% | 96,895 SH | Sept. 11, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.08% | 61,975 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.08% | 5,488,922 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.08% | 384,466 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.07% | 14,630 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.07% | 2,534,194 SH | Aug. 19, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 12,495 SH | Oct. 5, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.03% | 20,892 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.02% | 21,472 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.02% | 286,808 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.02% | 12,166 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 50,403 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.01% | 64,590 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 7,601,113 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 194,738 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 19,808 SH | Aug. 19, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 66,708 NS | July 31, 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.01% | 53,203 SH | Aug. 19, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 287,602 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.00% | 472 NS | July 31, 2026 | N-PORT |
| IAK · iShares Trust | · | 117,671 SH | Sept. 11, 2026 | Daily |
| ISCB · iShares Trust | · | 10,063 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 286,871 SH | Sept. 11, 2026 | Daily |
OSCR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
10 analysts · 2026-10-03Mean target $35.40 +9.5%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| OSCR | · | -8.5 | 27.5% | -3.8% | -44.5% | · |
| AFL | $57.20B | 16.2 | -9.3% | 21.2% | 12.9% | · |
| PRU | · | · | · | · | · | · |
| PFG | $19.18B | 16.8 | -3.1% | 7.6% | 10.3% | · |
| UNM | · | · | · | · | · | · |
| GL | $12.90B | 9.9 | 3.7% | 19.4% | 20.4% | · |
| PRI | $8.22B | 11.3 | 6.6% | 22.8% | 31.9% | · |
| LNC | $8.46B | 7.6 | -1.2% | 6.5% | 12.3% | · |
| CNO | $4.01B | 18.5 | 0.85% | 5.1% | 8.9% | · |
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