Follow-The-Filings

Security · featured owners

OPY Oppenheimer Hldgs Inc.

CL A NON VTG Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • Max 0.0%
  • $3M
  • 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 0.0% (Polen Capital Management) · not free-float ownership

  1. Polen Capital Management reduce 0.02%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Polen Capital Management 2026 Q2 0.02% Reduce −0.4% 26,834 $3M history

1 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.07B $1.23B $1.42B
Net income $30.18M $71.56M $148.4M
Net margin * 2.8% 5.8% 10.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $2.87B $3.38B $3.72B
Total equity $789.17M $850.4M $983.82M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$18.81M -$108.17M $188.75M
Cash from investing -$15.56M -$3.84M -$1.39M
Cash from financing -$74.76M $116.32M -$182.11M
Net change in cash -$109.13M $4.32M $5.26M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders