Oscar Health Inc - Class A (OSCR) — 13F Holders Deep Dive (Q2 2026)

OSCR ranks #1497 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

OSCR is a disclosed holding of David Shaw (D. E. Shaw & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.2% of that fund's own 13F portfolio.

OSCR is a top-conviction position for Glynn Capital Management LLC — at 20.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in OSCR belongs to BlackRock, Inc., but the position matters far more to Glynn Capital Management LLC, who has 20.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Assenagon Asset Management S.A. has added to its OSCR position for two straight quarters, increasing it by $65.8M to reach $79.9M today.

OSCR is down 4.7% today, but institutions show net buying of $1.2B this quarter — a divergence between today's price move and the underlying institutional flow.

OSCR posted net income of $550.7M over the trailing twelve months, and currently trades at a P/E of 15.2.

• Profitable — net income of $550.7M over the trailing twelve months
• Revenue grew 44.0% year over year
• Net income improved year over year, from -$161.2M to $550.7M
• Generated $1.1B in positive operating cash flow
• Current ratio of 0.95x — below the conventional 1.5x liquidity buffer
• Liabilities run 5.47x equity — a highly leveraged balance sheet worth noting