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OSCAR HEALTH INC OSCR

Oscar Health, Inc. operates as a healthcare technology company in the United States. The company offers health plans to individuals, families, employees, and small group markets. It also provides +Oscar platform that power others throughout the healthcare system; Campaign Builder platform, an engagement and recommendation platform for providers and payors; and reinsurance products.

Company profile

Business mix

  • The company offers health plans to individuals, families, employees, and small group markets.
  • In addition, the company offers brokerage services and enrollment platform for brokers and consumers to shop, buy, and enroll in medical and supplemental health products.
  • The company was formerly known as Mulberry Health Inc. and changed its name to Oscar Health, Inc. in January 2021.
  • Oscar Health, Inc. was incorporated in 2012 and is headquartered in New York, New York.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within healthcare plans?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Sessa Capital 0.1% $5.7M 2026-03-31
Dragoneer Investment Group Marc Stad 0.1% $4.2M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $30.0M Estimated from net reduced shares
Net share change / base shares -64.6% -1,581,940 / 2,447,513
Dragoneer Investment Group Marc Stad 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -44.4% 13F value change -$5.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 657,435 Last 1 periods -291,862 (-44.4%) Total shares 365,573 Value $4.2M
Sessa Capital 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 500,000 Last 1 periods +0 (0.0%) Total shares 500,000 Value $5.7M
Glenview Capital Management Larry Robbins 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$7.7M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 408,221 Last 1 periods -408,221 (-100.0%) Total shares 0 Value $0
Southeastern Asset Management Mason Hawkins 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$18.9M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 881,857 Last 1 periods -881,857 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.