$OBIO

$5.78 +$0.23 (4.14%) Close

$OBIO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 60.1M shares outstanding

Who owns OBIO?

By type of holder

Institutions 46.0% Insiders 41.8% Everyone else 12.2%

Concentration Top 10 holders own 74.6%

Roderick Wong 19.9% · RTW Investments, LP 15.9%

Institutional ownership

46.0%

+7.5 pts vs last qtr

Institutional holders

+11 vs last qtr

Net shares bought

+4.5M

by institutions in Q2 2026

New / sold out

25 / 14

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +1.9M
RTW Investments, LP +1.3M

Biggest sellers in Q2 2026

Millennium Management LLC SOLD OUT −702.5K
Affinity Asset Advisors, LLC −369.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$353K

5 notices from 1 person

Shares covered

75.0K

0.12% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Sherman Darren Officer 10b5-1 $353K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+218.6%

+47.14% a year

Each share's claim on the business

−68.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $33.6M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years81% 1–3 years3% Under 1 year16%

Quarterly turnover

20.0%

of institutional shares changed hands

Top 10 managers, median time held

3.3 years

Super Investors

Investment managers reporting OBIO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
RI RTW Investments, LP 13D · 19.2%	9.6M	15.90%	+1.3M (+15.0%)	2023	0.4%
Shares held by quarter Peak holding9.6M (Q2'26) Change over 8 quarters+1.3M Share of the company15.900% Disclosed stake13D · 19.2% RTW Investments, LP's full portfolio →
PA Perceptive Advisors LLC	5.0M	8.38%	Unchanged	2023	0.3%
Shares held by quarter Peak holding5.3M (Q3'25) Change over 8 quarters+445.4K Share of the company8.380% Perceptive Advisors LLC's full portfolio →

RTW Investments, LP

13D · 19.2%

9.6M

% of company

15.90%

Change vs last qtr

+1.3M (+15.0%)

Held since

2023

Perceptive Advisors LLC

5.0M

% of company

8.38%

Change vs last qtr

Unchanged

Held since

2023

28 more super investors behind a free account

See every manager holding Orchestra Biomed Holdings Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting OBIO on Form N-PORT; together they hold 9.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$6.34M	1.5M	2.45%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$3.58M	830.8K	1.38%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$6.34M

% of company

2.45%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$3.58M

% of company

1.38%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Orchestra Biomed Holdings Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RW Roderick Wong 5%+ holder 13D · 19.2%	11.9M	19.87%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company19.870% Disclosed stake13D · 19.2% View the 13D/G filing →
RM RTW Master Fund, Ltd. 5%+ holder 13D · 9.6%	5.8M	9.68%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.680% Disclosed stake13D · 9.6% View the 13D/G filing →

Roderick Wong

5%+ holder13D · 19.2%

11.9M

% of company

19.87%

Change vs last qtr

—

Held since

—

RTW Master Fund, Ltd.

5%+ holder13D · 9.6%

5.8M

% of company

9.68%

Change vs last qtr

—

Held since

—

6 more holders behind a free account

See every insider and 5%+ holder of Orchestra Biomed Holdings Inc.

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