$OFIX

$9.71 -$0.07 (0.72%) Close

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

Ownership

13F as of Q2 2026 · 40.7M shares outstanding

Who owns OFIX?

By type of holder

Institutions 93.8% Insiders 6.2% Everyone else 0.0%

Concentration Top 10 holders own 97.0%

Engine Capital Management, LP 11.2% · Juniper Investment Company, LLC 10.9%

Institutional ownership

93.8%

+5.3 pts vs last qtr

Institutional holders

142

-5 vs last qtr

Net shares bought

+2.2M

by institutions in Q2 2026

New / sold out

25 / 30

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Aqr Capital Management LLC +698.2K
Armistice Capital, LLC +564.0K

Biggest sellers in Q2 2026

Philosophy Capital Management LLC SOLD OUT −558.9K
Millennium Management LLC −204.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$4.23K

1 notice from 1 person

Shares covered

450

0.00% 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

Patrick Fisher Officer 10b5-1 $4.23K

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, FY2016–FY2025

+114.5%

+8.85% a year

Each share's claim on the business

−53.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$63.4M vs $216M

over 10 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+ years36% 3–5 years20% 1–3 years41% Under 1 year3%

Quarterly turnover

9.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting OFIX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
EC Engine Capital Management, LP 13D · 10.9%	4.6M	11.23%	+184.9K (+4.2%)	2023	4.1%
Shares held by quarter Peak holding4.6M (Q2'26) Change over 8 quarters+1.2M Share of the company11.230% Disclosed stake13D · 10.9% Engine Capital Management, LP's full portfolio →
JI Juniper Investment Company, LLC 13D · 11.0%	4.4M	10.91%	+465.6K (+11.7%)	2024	10.8%
Shares held by quarter Peak holding4.4M (Q2'26) Change over 8 quarters+3.6M Share of the company10.910% Disclosed stake13D · 11.0% Juniper Investment Company, LLC's full portfolio →

Engine Capital Management, LP

13D · 10.9%

4.6M

% of company

11.23%

Change vs last qtr

+184.9K (+4.2%)

Held since

2023

Juniper Investment Company, LLC

13D · 11.0%

4.4M

% of company

10.91%

Change vs last qtr

+465.6K (+11.7%)

Held since

2024

28 more super investors behind a free account

See every manager holding Orthofix Medical Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting OFIX on Form N-PORT; together they hold 21.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$11.1M	1.2M	2.98%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$9.42M	1.0M	2.53%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$11.1M

% of company

2.98%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$9.42M

% of company

2.53%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Orthofix Medical 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
JA John A. Bartholdson 5%+ holder 13D · 11.0%	4.4M	10.91%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company10.910% Disclosed stake13D · 11.0% View the 13D/G filing →
AP Alexis P. Michas 5%+ holder 13D · 11.0%	4.4M	10.91%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company10.910% Disclosed stake13D · 11.0% View the 13D/G filing →

John A. Bartholdson

5%+ holder13D · 11.0%

4.4M

% of company

10.91%

Change vs last qtr

—

Held since

—

Alexis P. Michas

5%+ holder13D · 11.0%

4.4M

% of company

10.91%

Change vs last qtr

—

Held since

—

23 more holders behind a free account

See every insider and 5%+ holder of Orthofix Medical Inc..

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