$OPTU

$0.61 -$0.12 (16.21%) Close

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

Ownership

13F as of Q2 2026 · 272.6M shares outstanding

Who owns OPTU?

By type of holder

Institutions 81.0% Insiders 0.0% Everyone else 19.0%

Concentration Top 10 holders own 40.6%

Empyrean Capital Partners, LP 5.2% · BlackRock, Inc. 7.2%

Institutional ownership

81.0%

-19.0 pts vs last qtr

Institutional holders

192

+13 vs last qtr

Net shares bought

−80.4M

by institutions in Q2 2026

New / sold out

52 / 39

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Kite Lake Capital Management (UK) LLP +11.6M
Milfam LLC +7.2M

Biggest sellers in Q2 2026

Deutsche Bank Ag\ −14.7M
Hudson Bay Capital Management LP SOLD OUT −10.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$6.06M

15 notices from 2 people

Shares covered

3.4M

1.24% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Dexter Goei Director $5.52M
Olsen Michael Officer $541K

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

−28.0%

−3.58% a year

Each share's claim on the business

+38.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$7.81B vs $800M

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+ years42% 3–5 years12% 1–3 years13% Under 1 year32%

Quarterly turnover

33.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting OPTU on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
EC Empyrean Capital Partners, LP	14.0M	5.15%	−10.5M (−42.9%)	2024	0.2%
Shares held by quarter Peak holding25.0M (Q4'25) Change over 8 quarters+12.0M Share of the company5.150% Empyrean Capital Partners, LP's full portfolio →
B BlackRock, Inc.	19.5M	7.17%	−960.4K (−4.7%)	≤2021	0.0%
Shares held by quarter Peak holding20.5M (Q1'26) Change over 8 quarters+12.8M Share of the company7.170% BlackRock, Inc.'s full portfolio →

Empyrean Capital Partners, LP

14.0M

% of company

5.15%

Change vs last qtr

−10.5M (−42.9%)

Held since

2024

BlackRock, Inc.

19.5M

% of company

7.17%

Change vs last qtr

−960.4K (−4.7%)

Held since

≤2021

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting OPTU on Form N-PORT; together they hold 17.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$12.7M	8.7M	3.20%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$8.96M	6.2M	2.27%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$12.7M

% of company

3.20%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$8.96M

% of company

2.27%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Optimum Communications 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
SC Schmidt Colleen Insider	110.6K	0.04%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.040% Schmidt Colleen's insider activity →

Schmidt Colleen

Insider

110.6K

% of company

0.04%

Change vs last qtr

—

Held since

—

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