Orchestra BioMed Holdings, Inc.
OBIOFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Orchestra BioMed Holdings, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 5 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 25, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 485,492 | $2.06M | SEC filing |
| Brevan Howard Capital Management LP | 2026-03-31 | 36,769 | $156K | SEC filing |
| CANADA PENSION PLAN INVESTMENT BOARD | 2026-03-31 | 11,300 | $48K | SEC filing |
| PERCEPTIVE ADVISORS LLC | 2026-03-31 | 5,037,906 | $21.4M | SEC filing |
| Simplify Asset Management Inc. | 2026-03-31 | 219,387 | $932K | SEC filing |
| UBS Group AG | 2026-03-31 | 50,310 | $214K | SEC filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2026-03-31 | 70,600 | $300K | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 118,274 | $503K | SEC filing |
| PRELUDE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 12,389 | $52.7K | SEC filing |
| Propel Bio Management, LLC | 2026-03-31 | 896,701 | $3.83M | SEC filing |
| RTW INVESTMENTS, LP | 2026-03-31 | 8,306,063 | $35.3M | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-03-31 | 97,521 | $414K | SEC filing |
| Knott David M Jr | 2026-03-31 | 253,651 | $1.08M | SEC filing |
| Affinity Asset Advisors, LLC | 2026-03-31 | 402,550 | $1.71M | SEC filing |
| Cannon Global Investment Management, LLC | 2026-03-31 | 22,607 | $96.1K | SEC filing |
| Garden State Investment Advisory Services LLC | 2026-03-31 | 10,562 | $44.9K | SEC filing |
| RENAISSANCE TECHNOLOGIES LLC | 2026-03-31 | 70,900 | $301K | SEC filing |
| CITIGROUP INC | 2026-03-31 | 25,529 | $108K | SEC filing |
| CITADEL ADVISORS LLC | 2026-03-31 | 79,185 | $337K | SEC filing |
| JANE STREET GROUP, LLC | 2026-03-31 | 55,680 | $237K | SEC filing |
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- STATE STREET CORP: 159,033 shares reported 2025-12-31; 169,410 shares reported 2026-03-31.
- Holos Integrated Wealth LLC: 51,595 shares reported 2025-12-31; 51,595 shares reported 2026-03-31.
- Hudson Bay Capital Management LP: 49,425 shares reported 2025-12-31; 71,134 shares reported 2026-03-31.
- GF FUND MANAGEMENT CO. LTD.: 1,109 shares reported 2025-12-31; 1,260 shares reported 2026-03-31.
- DAFNA Capital Management LLC: 126,841 shares reported 2025-12-31; 126,841 shares reported 2026-03-31.
- SBI Securities Co., Ltd.: 6 shares reported 2025-12-31; 6 shares reported 2026-03-31.
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 263,788 shares reported 2025-12-31; 265,499 shares reported 2026-03-31.
- BANK OF AMERICA CORP /DE/: 17,547 shares reported 2025-12-31; 52,761 shares reported 2026-03-31.
- Mirae Asset Global Investments Co., Ltd.: 2,744 shares reported 2025-12-31; 2,945 shares reported 2026-03-31.
- MILLENNIUM MANAGEMENT LLC: 243,473 shares reported 2025-12-31; 702,543 shares reported 2026-03-31.
- China Universal Asset Management Co., Ltd.: 9,201 shares reported 2025-12-31; 10,020 shares reported 2026-03-31.
- 683 Capital Management, LLC: 204,076 shares reported 2025-12-31; 185,000 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
40 filers have only one report here.
Independent insiders buying near the same time
- 2026-05-14–2026-05-18: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2025-08-25–2025-08-25: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-01 | Hochman David P · See Remarks | Common Stock, par value $0.0001 per share ("Common Stock") | P — Open market or private purchase | +5,000 | 3.83 | SEC filing |
| 2026-06-01 | Sherman Darren · See Remarks | Common Stock, par value $0.0001 per share | S — Open market or private sale | −15,000 | 3.87 | SEC filing |
| 2026-05-18 | Aryeh Jason · Director | Common Stock, par value $0.0001 per share | P — Open market or private purchase | +665 | 3.75 | SEC filing |
| 2026-05-15 | Hochman David P · See Remarks | Common Stock, par value $0.0001 per share ("Common Stock") | P — Open market or private purchase | +5,000 | 3.77 | SEC filing |
| 2026-05-15 | Aryeh Jason · Director | Common Stock, par value $0.0001 per share | P — Open market or private purchase | +8,971 | 3.90 | SEC filing |
| 2026-05-14 | Fain Eric S · Director | Common Stock, par value $0.0001 per share | P — Open market or private purchase | +20,000 | 4.13 | SEC filing |
| 2026-04-27 | RTW INVESTMENTS, LP · 10% owner | Common Stock | S — Open market or private sale | −32 | 4.13 | SEC filing |
| 2026-03-13 | Hochman David P · See Remarks | Common Stock, par value $0.0001 per share ("Common Stock") | P — Open market or private purchase | +10,000 | 4.29 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-24 | Mack John Prosper · Director | Common Stock | F — Payment of exercise price or tax by delivering securities | −3,510 | SEC filing |
| 2026-06-24 | Fain Eric S · Director | Common Stock | F — Payment of exercise price or tax by delivering securities | −4,261 | SEC filing |
| 2026-06-24 | Pacitti David · Director | Common Stock | F — Payment of exercise price or tax by delivering securities | −3,784 | SEC filing |
| 2026-06-24 | Cleary Chris · Director | Common Stock, par value $0.0001 per share | F — Payment of exercise price or tax by delivering securities | −3,510 | SEC filing |
| 2026-06-23 | Fain Eric S · Director | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +21,277 | SEC filing |
| 2026-06-23 | Pacitti David · Director | Common Stock, par value $0.0001 per share ("Common Stock") | A — Grant, award, or other acquisition | +17,327 | SEC filing |
| 2026-06-23 | Connealy Pamela Ann · Director | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +21,277 | SEC filing |
| 2026-06-23 | Pacitti David · Director | Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +21,277 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-08-05 | HSAC 2 Holdings, LLC · 10% owner | Common Stock | J — Other acquisition or disposition | −3,405,251 | SEC filing |
| 2023-04-13 | RTW INVESTMENTS, LP · 10% owner | Common Stock | J — Other acquisition or disposition | +502,133 | SEC filing |
Showing 2 of 2 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.