Follow-The-Filings

Security · featured owners

OSCR

Oscar Health Inc. CL A Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 4.8%
  • $182M
  • 1 new 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 4.8% (Josh Kushner - Thrive Cap...) · not free-float ownership

  1. Josh Kushner 4.8%
  2. Polen Capital Management new 0.01%

holders

sorted by % of portfolio · long equity only · exits show last held size · open a manager for their book

history
Josh Kushner - Thrive Capital Management 2026 Q2 4.8% Hold 6,343,617 $181M hist
Polen Capital Management 2026 Q2 0.01% New 0.0% 38,701 $1M hist
Marc Stad - Dragoneer Investment Group exited 2026 Q2 last 2026 Q1 0.1% Exit −0.14 pp 365,573 $4M hist
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0% Exit 0.00 pp 11,000 $126K hist

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 $15.44M $20.58M $28.59M
Gross profit
Gross margin
Net income -$270.73M $25.43M -$443.15M
Net margin * -1753.2% 123.6% -1549.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.06B $2.85B $4.61B
Total non-current assets * $540.38M $2B $1.71B
Total assets $3.6B $4.84B $6.33B
Total current liabilities $2.43B $3.46B $4.86B
Total non-current liabilities * $366.35M $360.84M $482.09M
Total equity $803.97M $1.01B $977.65M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$272.16M $978.19M $1.09B
Cash from investing $577.19M -$1.39B -$241.06M
Cash from financing $6.45M $68.39M $399.21M
Net change in cash $311.47M -$340.85M $1.25B

ownership over time

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