Follow The Filings

OPY Oppenheimer Holdings Inc.

Financials, filed as OPPENHEIMER HLDGS INC (CL A NON VTG), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 0.0%
  • $2.8M
  • 1 reduce

In 2026 Q2 Polen Capital Management trimmed Oppenheimer.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Polen Capital Management). Not free-float ownership.

  1. Polen Capital Management Reduce 0.02%

Who owns OPY

Sorted by value, long equity only, as of 2026 Q2.

History
Polen Capital Management 0.02% Reduce −0.4% 26,834 $2.8M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by OPY's executives, directors and 10% owners in the last 12 months, from their Form 4s

All OPY insider trades
  • None no insider bought on the open market
  • $424K sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Dennis P McNAMARA Secretary
    Sale
    $424K 4,673 shares at $90.67 19% of stake
    Traded Mar 2 Filed Mar 3
    ↗

Also filed in the last 12 months, not counted as buying or selling: 10 other transactions.

Congress

No member of Congress reported trading OPY in the last three years. 1 member listed it in 2025 annual reports.

All Congress trades

SEC filings

Recent issuer filings from EDGAR, 21 shown.

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,9.01 Filing Doc
DEF 14A Filing Doc
10-K Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.