OrthoPediatrics Ownership 2024 | Who Owns OrthoPediatrics Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

10.85%

Insider Ownership

32.52%

Retail Ownership

56.62%

Institutional Holders

46.00

OrthoPediatrics Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BROWN CAPITAL MANAGEMENT LLC11.37%1.51%2,593,768-197,935-7.09%74,596,768Jun 30, 2024
BROWN ADVISORY INC7.08%0.06%1,616,846-31,592-1.92%46,500,491Jun 30, 2024
BLACKROCK INC.5.59%0.00%1,275,09057,5284.72%36,671,588Jun 30, 2024
BRAIDWELL LP4.85%1.00%1,107,770--31,859,465Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC4.38%1.15%998,670272,55137.54%28,721,749Jun 30, 2024
VANGUARD GROUP INC3.98%0.00%908,58124,7542.80%26,130,789Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP3.33%0.00%760,37528,8003.94%21,868,385Jun 30, 2024
WASATCH ADVISORS LP2.35%0.08%535,29633,9866.78%15,395,113Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND2.23%0.02%508,916-52,980-9.43%14,636,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.06%0.00%469,051-37,769-7.45%13,489,933Jun 30, 2024
RIVERBRIDGE PARTNERS LLC2.01%0.18%458,095-34,345-6.97%13,174,814Jun 30, 2024
AWM INVESTMENT COMPANY, INC.1.98%1.76%452,115-35,504-7.28%13,002,827Jun 30, 2024
STATE STREET CORP1.81%0.00%413,662-20,157-4.65%11,896,919,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.68%0.00%383,52015,7144.27%11,031,961Jun 30, 2024
MORGAN STANLEY1.44%0.00%328,506-59,734-15.39%9,447,833Jun 30, 2024
SOLEUS CAPITAL MANAGEMENT, L.P.1.36%0.79%309,500309,500100.00%8,901,220Jun 30, 2024
INTRINSIC EDGE CAPITAL MANAGEMENT LLC1.34%0.80%305,238305,238100.00%8,778,645Jun 30, 2024
PROSIGHT MANAGEMENT, LP0.88%1.72%200,216-218,045-52.13%5,758,212Jun 30, 2024
PORTOLAN CAPITAL MANAGEMENT, LLC0.81%0.44%185,329185,329100.00%5,330,062Jun 30, 2024
NORTHERN TRUST CORP0.80%0.00%183,5804,5062.52%5,279,761,000Jun 30, 2024

OrthoPediatrics's largest institutional shareholder is BROWN CAPITAL MANAGEMENT LLC, holding 11.37% of the company's total share outstanding, currently valued at $74.60M. The top 10 institutional shareholders own together 47.21% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AWM INVESTMENT COMPANY, INC.1.98%1.76%452,115-35,504-7.28%13,002,827Jun 30, 2024
PROSIGHT MANAGEMENT, LP0.88%1.72%200,216-218,045-52.13%5,758,212Jun 30, 2024
BROWN CAPITAL MANAGEMENT LLC11.37%1.51%2,593,768-197,935-7.09%74,596,768Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC4.38%1.15%998,670272,55137.54%28,721,749Jun 30, 2024
BRAIDWELL LP4.85%1.00%1,107,770--31,859,465Jun 30, 2024
FORMULA GROWTH LTD0.38%0.89%85,620-14,950-14.87%2,462,431Jun 30, 2024
INTRINSIC EDGE CAPITAL MANAGEMENT LLC1.34%0.80%305,238305,238100.00%8,778,645Jun 30, 2024
SOLEUS CAPITAL MANAGEMENT, L.P.1.36%0.79%309,500309,500100.00%8,901,220Jun 30, 2024
SG CAPITAL MANAGEMENT LLC0.70%0.77%159,307159,307100.00%4,581,669Jun 30, 2024
PORTOLAN CAPITAL MANAGEMENT, LLC0.81%0.44%185,329185,329100.00%5,330,062Jun 30, 2024
NEXT CENTURY GROWTH INVESTORS LLC0.69%0.38%157,746-122-0.08%4,536,774Jun 30, 2024
RIVERBRIDGE PARTNERS LLC2.01%0.18%458,095-34,345-6.97%13,174,814Jun 30, 2024
PARADIGM CAPITAL MANAGEMENT INC/NY0.59%0.18%134,40010,0008.04%3,865,344Jun 30, 2024
HARBOR CAPITAL ADVISORS, INC.0.29%0.15%67,05758,104648.99%1,929,000Jun 30, 2024
ALEXANDER LABRUNERIE & CO., INC.0.04%0.14%9,176--263,902Jun 30, 2024
TRIODOS INVESTMENT MANAGEMENT BV0.18%0.10%41,5005001.22%1,193,540Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.09%2,066-717-25.76%59,418Jun 30, 2024
UBS OCONNOR LLC0.21%0.09%48,097-16,717-25.79%1,383,270Jun 30, 2024
WASATCH ADVISORS LP2.35%0.08%535,29633,9866.78%15,395,113Jun 30, 2024
DIVISADERO STREET CAPITAL MANAGEMENT, LP0.08%0.08%17,86417,864100.00%513,769Jun 30, 2024

The largest OrthoPediatrics shareholder by % of total assets is AWM INVESTMENT COMPANY, INC.. The company owns 452.12K shares of OrthoPediatrics (KIDS), representing 1.76% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SOLEUS CAPITAL MANAGEMENT, L.P.1.36%0.79%309,500309,500100.00%8,901,220Jun 30, 2024
INTRINSIC EDGE CAPITAL MANAGEMENT LLC1.34%0.80%305,238305,238100.00%8,778,645Jun 30, 2024
GRANAHAN INVESTMENT MANAGEMENT, LLC4.38%1.15%998,670272,55137.54%28,721,749Jun 30, 2024
PORTOLAN CAPITAL MANAGEMENT, LLC0.81%0.44%185,329185,329100.00%5,330,062Jun 30, 2024
SG CAPITAL MANAGEMENT LLC0.70%0.77%159,307159,307100.00%4,581,669Jun 30, 2024
HARBOR CAPITAL ADVISORS, INC.0.29%0.15%67,05758,104648.99%1,929,000Jun 30, 2024
BLACKROCK INC.5.59%0.00%1,275,09057,5284.72%36,671,588Jun 30, 2024
GOLDMAN SACHS GROUP INC0.33%0.00%74,28648,580188.98%2,136,465Jun 30, 2024
BANK OF AMERICA CORP /DE/0.43%0.00%99,18447,18590.74%2,852,532Jun 30, 2024
WASATCH ADVISORS LP2.35%0.08%535,29633,9866.78%15,395,113Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP3.33%0.00%760,37528,8003.94%21,868,385Jun 30, 2024
VANGUARD GROUP INC3.98%0.00%908,58124,7542.80%26,130,789Jun 30, 2024
SEI INVESTMENTS CO0.13%0.00%30,74723,841345.22%884,284,000Jun 30, 2024
DIVISADERO STREET CAPITAL MANAGEMENT, LP0.08%0.08%17,86417,864100.00%513,769Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.68%0.00%383,52015,7144.27%11,031,961Jun 30, 2024
TWINBEECH CAPITAL LP0.06%0.01%14,33914,339100.00%412,390Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.06%0.00%13,82013,820100.00%397,463Jun 30, 2024
PARADIGM CAPITAL MANAGEMENT INC/NY0.59%0.18%134,40010,0008.04%3,865,344Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.30%0.00%68,7008,88714.86%1,975,812Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%8,8088,808100.00%253,318Jun 30, 2024

As of Jun 30 2024, OrthoPediatrics's largest institutional buyer is SOLEUS CAPITAL MANAGEMENT, L.P.. The company purchased 309.50K stocks of KIDS, valued at $8.90M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
EXODUSPOINT CAPITAL MANAGEMENT, LP----232,293-100.00%-Jun 30, 2024
PROSIGHT MANAGEMENT, LP0.88%1.72%200,216-218,045-52.13%5,758,212Jun 30, 2024
BROWN CAPITAL MANAGEMENT LLC11.37%1.51%2,593,768-197,935-7.09%74,596,768Jun 30, 2024
MORGAN STANLEY1.44%0.00%328,506-59,734-15.39%9,447,833Jun 30, 2024
MARSHALL WACE, LLP----55,902-100.00%-Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND2.23%0.02%508,916-52,980-9.43%14,636,000Jun 30, 2024
ROYCE & ASSOCIATES LP0.06%0.00%13,220-42,403-76.23%380,207Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.06%0.00%469,051-37,769-7.45%13,489,933Jun 30, 2024
AWM INVESTMENT COMPANY, INC.1.98%1.76%452,115-35,504-7.28%13,002,827Jun 30, 2024
RIVERBRIDGE PARTNERS LLC2.01%0.18%458,095-34,345-6.97%13,174,814Jun 30, 2024
BROWN ADVISORY INC7.08%0.06%1,616,846-31,592-1.92%46,500,491Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.10%0.00%22,589-23,609-51.10%649,660Jun 30, 2024
D. E. SHAW & CO., INC.----22,928-100.00%-Jun 30, 2024
DF DENT & CO INC----22,416-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----21,986-100.00%-Jun 30, 2024
JUMP FINANCIAL, LLC----20,351-100.00%-Jun 30, 2024
STATE STREET CORP1.81%0.00%413,662-20,157-4.65%11,896,919,000Jun 30, 2024
UBS OCONNOR LLC0.21%0.09%48,097-16,717-25.79%1,383,270Jun 30, 2024
FORMULA GROWTH LTD0.38%0.89%85,620-14,950-14.87%2,462,431Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP----14,577-100.00%-Jun 30, 2024

As of Jun 30 2024, OrthoPediatrics's biggest institutional seller is EXODUSPOINT CAPITAL MANAGEMENT, LP. The company sold -0.23M shares of KIDS, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SOLEUS CAPITAL MANAGEMENT, L.P.1.36%0.79%309,500309,500100.00%8,901,220Jun 30, 2024
INTRINSIC EDGE CAPITAL MANAGEMENT LLC1.34%0.80%305,238305,238100.00%8,778,645Jun 30, 2024
PORTOLAN CAPITAL MANAGEMENT, LLC0.81%0.44%185,329185,329100.00%5,330,062Jun 30, 2024
SG CAPITAL MANAGEMENT LLC0.70%0.77%159,307159,307100.00%4,581,669Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%8,8088,808100.00%253,318Jun 30, 2024
FRANKLIN RESOURCES INC0.04%0.00%8,1358,135100.00%233,963Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%8,1358,135100.00%233,963Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.03%0.00%7,7497,749100.00%222,861Jun 30, 2024
SG AMERICAS SECURITIES, LLC0.02%0.00%3,8413,841100.00%110,000Jun 30, 2024
QUEST PARTNERS LLC0.01%0.00%1,1701,170100.00%33,649Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%107107100.00%3,080Jun 30, 2024
ROTHSCHILD INVESTMENT LLC--1010100.00%288Jun 30, 2024
SRS CAPITAL ADVISORS, INC.--99100.00%259Jun 30, 2024
INNEALTA CAPITAL, LLC--44100.00%115Jun 30, 2024

OrthoPediatrics's largest new institutional shareholder by number of shares is SOLEUS CAPITAL MANAGEMENT, L.P., purchased 309.50K shares, valued at $8.90M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
EXODUSPOINT CAPITAL MANAGEMENT, LP----232,293-100.00%-Jun 30, 2024
MARSHALL WACE, LLP----55,902-100.00%-Jun 30, 2024
D. E. SHAW & CO., INC.----22,928-100.00%-Jun 30, 2024
DF DENT & CO INC----22,416-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----21,986-100.00%-Jun 30, 2024
JUMP FINANCIAL, LLC----20,351-100.00%-Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP----14,577-100.00%-Jun 30, 2024
WALLEYE CAPITAL LLC----13,535-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----7,822-100.00%-Jun 30, 2024
XTX TOPCO LTD----7,130-100.00%-Jun 30, 2024
PETRUS TRUST COMPANY, LTA----6,965-100.00%-Jun 30, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM----6,121-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----4,359-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----1,044-100.00%-Jun 30, 2024
QUARRY LP----63-100.00%-Jun 30, 2024
VALLEY NATIONAL ADVISERS INC----60-100.00%-Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC----44-100.00%-Jun 30, 2024
MATHER GROUP, LLC.----41-100.00%-Jun 30, 2024

OrthoPediatrics's largest sold out institutional shareholder by shares sold is EXODUSPOINT CAPITAL MANAGEMENT, LP, sold -0.23M shares, valued at -, as of undefined.

OrthoPediatrics Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Brown Capital Management Mutual Funds0.59%1,762,384-193,256-9.88%Dec 31, 2023
PARADIGM FUNDS0.46%119,40026,80028.94%Mar 31, 2024
ROYCE VALUE TRUST, INC.0.16%127,300--Mar 31, 2024
ALLSPRING VARIABLE TRUST0.10%60,501--Mar 31, 2024
ROYCE CAPITAL FUND0.06%21,600--Mar 31, 2024
WASATCH FUNDS TRUST0.04%351,22665,53722.94%Mar 31, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)0.03%176,807--Mar 31, 2024
ROYCE MICRO-CAP TRUST, INC.0.03%13,975--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.02%11,689--Mar 31, 2024
MFS SERIES TRUST I0.02%419,112--Feb 29, 2024
STATE STREET INSTITUTIONAL FUNDS0.02%15,140--Mar 31, 2024
LORD ABBETT SECURITIES TRUST0.02%78,284--Jan 31, 2024
AMG Funds I0.02%31,632--Jan 31, 2024
FORUM FUNDS II0.01%14,8092,19517.40%Mar 31, 2024
Brown Advisory Funds0.01%508,4941,4940.29%Mar 31, 2024
Federated Hermes Equity Funds0.01%190,696--Jan 31, 2024
ROYCE FUND0.01%55,623-50,400-47.54%Mar 31, 2024
Humankind Benefit Corp0.01%1863624.00%Dec 31, 2023
Destra Investment Trust0.01%10,4072802.76%Mar 31, 2024
MFS VARIABLE INSURANCE TRUST0.01%168,331--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%27,900-1,635-5.54%Mar 31, 2024
BUFFALO FUNDS0.00%28,490--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%2,441--Mar 31, 2024
CONESTOGA FUNDS0.00%5,08476017.58%Mar 31, 2024
FORUM FUNDS0.00%8,875--Jan 31, 2024
FIDELITY COMMONWEALTH TRUST0.00%11,6131861.63%Feb 29, 2024
IndexIQ ETF Trust0.00%7,324-535-6.81%Jan 31, 2024
FIDELITY SECURITIES FUND0.00%289,738--Jan 31, 2024
CLEARWATER INVESTMENT TRUST0.00%28,0874,16617.42%Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%11,164--Jan 31, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%1,21126227.61%Sep 30, 2020
Nushares ETF Trust0.00%14,679--Jan 31, 2024
North Square Investments Trust0.00%17,537--Jan 31, 2024
Columbia Funds Variable Series Trust II0.00%57,025--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%695,297-239,064-25.59%Mar 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%1,156-16-1.37%Sep 30, 2023
TIAA SEPARATE ACCOUNT VA 10.00%357--Mar 31, 2024
DRIEHAUS MUTUAL FUNDS0.00%13,733--Mar 28, 2024
Fidelity Commonwealth Trust II0.00%9,974--Aug 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%7,284--Mar 31, 2024
JNL VARIABLE FUND LLC0.00%6,903--Mar 31, 2020
SCHWAB CAPITAL TRUST0.00%43,793220.05%Jan 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%38,039-3,091-7.52%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%160,5307,9105.18%Feb 29, 2024
NATIONWIDE MUTUAL FUNDS0.00%81,668-116-0.14%Jan 31, 2024
ALLSPRING MASTER TRUST0.00%38,471--Feb 29, 2024
Calvert Variable Products, Inc.0.00%1,565--Mar 31, 2024
Virtus Strategy Trust0.00%10,611--Mar 28, 2024
FIDELITY COVINGTON TRUST0.00%8,915-135-1.49%Jan 31, 2024
MAINSTAY VP FUNDS TRUST0.00%52,493--Mar 31, 2024
LoCorr Investment Trust0.00%8,980--Mar 31, 2024
USAA MUTUAL FUNDS TRUST0.00%78,8647,0289.78%Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%8,645-734-7.83%Mar 31, 2024
Dimensional ETF Trust0.00%125,1436,5645.54%Jan 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%6,341--Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%269,425-9,227-3.31%Jan 31, 2024
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC0.00%3,528--Jan 31, 2024
Principal Exchange-Traded Funds0.00%2,978-245-7.60%Mar 31, 2024
VANGUARD WORLD FUND0.00%55,648-4,117-6.89%Feb 29, 2024
SunAmerica Specialty Series0.00%108--Apr 30, 2021
Voya VARIABLE PORTFOLIOS INC0.00%5,320-1,205-18.47%Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%794--Mar 31, 2024
Global X Funds0.00%7,024--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%81,5502,6103.31%Feb 29, 2024
Harbor ETF Trust0.00%588--Jan 31, 2024
TIAA-CREF LIFE FUNDS0.00%333--Mar 31, 2024
GPS Funds I0.00%630--Mar 31, 2024
RIVERPARK FUNDS TRUST0.00%968-119-10.95%Dec 31, 2023
Victory Portfolios II0.00%5,868--Mar 31, 2024
OLD WESTBURY FUNDS INC0.00%13,468--Jan 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%5,268--Mar 31, 2024
SA FUNDS INVESTMENT TRUST0.00%1,252--Mar 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%3,972--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.00%871--Mar 31, 2024
PACE SELECT ADVISORS TRUST0.00%22,998-494-2.10%Jan 31, 2024
NORTHERN FUNDS0.00%10,0723763.88%Mar 28, 2024
AMERICAN CENTURY ETF TRUST0.00%7,6947,5786532.76%Feb 29, 2024
Virtus Investment Trust0.00%1,985--Mar 28, 2024
AdvisorShares Trust0.00%188--Mar 28, 2024
MASTER INVESTMENT PORTFOLIO0.00%4,2394,239-Mar 31, 2024
T. Rowe Price Index Trust, Inc.0.00%1,01412213.68%Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%72,4838,50813.30%Feb 29, 2024
iSHARES TRUST0.00%581,006-32,160-5.24%Mar 31, 2024
RYDEX SERIES FUNDS0.00%144--Dec 31, 2023
EQ ADVISORS TRUST0.00%41,165-1,218-2.87%Mar 31, 2024
FLEXSHARES TRUST0.00%2,550--Jan 31, 2024
FIDELITY CAPITAL TRUST0.00%342--Jan 31, 2024
PRINCIPAL FUNDS, INC.0.00%188,7553480.18%Jan 31, 2024
LAZARD FUNDS INC0.00%1,099--Mar 31, 2024
MFS SERIES TRUST XV0.00%562--Jan 31, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%9,7771,17213.62%Jan 31, 2024
VALIC Co I0.00%6,091-25-0.41%Feb 29, 2024
RBB FUND, INC.0.00%1,874--Feb 29, 2024
PACIFIC FUNDS SERIES TRUST0.00%5,834--Mar 31, 2023
WILSHIRE MUTUAL FUNDS INC0.00%5,7141172.09%Dec 31, 2023
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS)0.00%42,145--Mar 31, 2024
RYDEX DYNAMIC FUNDS0.00%72--Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.00%2,322--Mar 31, 2024
PENN SERIES FUNDS INC0.00%500--Mar 28, 2024
HC CAPITAL TRUST0.00%549--Mar 31, 2024

OrthoPediatrics's largest mutual fund holder by % of total assets is "Brown Capital Management Mutual Funds", owning 1.76M shares, compromising 0.59% of its total assets.

OrthoPediatrics Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2446-62.30%
31 Mar, 24122-5.43%
31 Dec, 2312910.26%
30 Sep, 23117-2.50%
30 Jun, 23120-1.64%
31 Mar, 231222.52%
31 Dec, 22119-0.83%
30 Sep, 221200.84%
30 Jun, 22119-6.30%
31 Mar, 221270.79%
31 Dec, 21126-10.00%
30 Sep, 211402.94%
30 Jun, 2113611.48%
31 Mar, 21122-9.63%
31 Dec, 201358.87%
30 Sep, 20124-3.88%
30 Jun, 2012922.86%
31 Mar, 20105-2.78%
31 Dec, 1910818.68%
30 Sep, 1991-9.00%
30 Jun, 191005.26%
31 Mar, 199525.00%
31 Dec, 187620.63%
30 Sep, 186312.50%
30 Jun, 185616.67%
31 Mar, 1848-2.04%
31 Dec, 1749-

As of 30 Jun 24, 46 institutions are holding OrthoPediatrics's shares, representing a decrease of -62.30% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 242,476,616-84.39%
31 Mar, 2415,862,921-2.02%
31 Dec, 2316,190,723-0.01%
30 Sep, 2316,192,0971.87%
30 Jun, 2315,895,046-1.53%
31 Mar, 2316,141,4391.28%
31 Dec, 2215,937,3374.55%
30 Sep, 2215,243,8680.91%
30 Jun, 2215,106,6210.92%
31 Mar, 2214,968,4244.12%
31 Dec, 2114,376,451-2.32%
30 Sep, 2114,717,442-1.67%
30 Jun, 2114,966,9162.65%
31 Mar, 2114,580,631-3.26%
31 Dec, 2015,072,3418.73%
30 Sep, 2013,862,4436.72%
30 Jun, 2012,989,70518.08%
31 Mar, 2011,000,83215.26%
31 Dec, 199,544,32927.09%
30 Sep, 197,509,6174.25%
30 Jun, 197,203,7730.77%
31 Mar, 197,148,6997.81%
31 Dec, 186,630,58727.85%
30 Sep, 185,186,2260.92%
30 Jun, 185,138,93913.82%
31 Mar, 184,515,1038.58%
31 Dec, 174,158,226-

OrthoPediatrics (KIDS) has 2.48M shares outstanding as of 30 Jun 24, down -84.39% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2410.85%0.22%
31 Mar, 2469.69%1.38%
31 Dec, 2371.13%1.40%
30 Sep, 2371.32%1.43%
30 Jun, 2370.63%1.37%
31 Mar, 2371.72%1.43%
31 Dec, 2270.92%1.37%
30 Sep, 2272.07%1.24%
30 Jun, 2276.33%1.28%
31 Mar, 2277.29%1.39%
31 Dec, 2174.47%1.28%
30 Sep, 2176.29%1.27%
30 Jun, 2177.65%1.35%
31 Mar, 2175.94%1.22%
31 Dec, 2078.84%1.50%
30 Sep, 2072.53%1.32%
30 Jun, 2074.02%1.65%
31 Mar, 2066.98%1.66%
31 Dec, 1963.50%2.41%
30 Sep, 1951.30%2.06%
30 Jun, 1949.85%2.01%
31 Mar, 1949.76%1.92%
31 Dec, 1850.96%3.02%
30 Sep, 1841.08%2.45%
30 Jun, 1840.95%2.93%
31 Mar, 1837.40%3.15%
31 Dec, 1734.44%-

As of 30 Jun 24, OrthoPediatrics is held by 10.85% institutional shareholders, representing a 0.22% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2423-56.60%
31 Mar, 2453-27.40%
31 Dec, 237332.73%
30 Sep, 2355-3.51%
30 Jun, 2357-8.06%
31 Mar, 23623.33%
31 Dec, 22605.26%
30 Sep, 2257-6.56%
30 Jun, 226112.96%
31 Mar, 225412.50%
31 Dec, 2148-15.79%
30 Sep, 2157-16.18%
30 Jun, 216811.48%
31 Mar, 2161-15.28%
31 Dec, 207212.50%
30 Sep, 2064-26.44%
30 Jun, 208758.18%
31 Mar, 2055-21.43%
31 Dec, 197042.86%
30 Sep, 1949-19.67%
30 Jun, 19617.02%
31 Mar, 195716.33%
31 Dec, 184928.95%
30 Sep, 1838-9.52%
30 Jun, 184244.83%
31 Mar, 1829-40.82%
31 Dec, 1749-

23 institutional shareholders have increased their position in KIDS stock as of 30 Jun 24 compared to 53 in the previous quarter (a -56.60% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 248-79.49%
31 Mar, 2439-
31 Dec, 23395.41%
30 Sep, 2337-13.95%
30 Jun, 234338.71%
31 Mar, 2331-6.06%
31 Dec, 2233-21.43%
30 Sep, 224231.25%
30 Jun, 2232-36.00%
31 Mar, 2250-3.85%
31 Dec, 215210.64%
30 Sep, 214717.50%
30 Jun, 21405.26%
31 Mar, 213831.03%
31 Dec, 2029-14.71%
30 Sep, 203447.83%
30 Jun, 2023-25.81%
31 Mar, 203182.35%
31 Dec, 1917-
30 Sep, 1917-15.00%
30 Jun, 1920-4.76%
31 Mar, 192131.25%
31 Dec, 18166.67%
30 Sep, 181550.00%
30 Jun, 1810-
31 Mar, 1810-
31 Dec, 17--

8 institutional shareholders have reduced their position in KIDS stock as of 30 Jun 24 compared to 39 in the previous quarter (a -79.49% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2446-62.30%2,476,616-84.39%10.85%0.22%23-56.60%8-79.49%
31 Mar, 24122-5.43%15,862,921-2.02%69.69%1.38%53-27.40%39-
31 Dec, 2312910.26%16,190,723-0.01%71.13%1.40%7332.73%395.41%
30 Sep, 23117-2.50%16,192,0971.87%71.32%1.43%55-3.51%37-13.95%
30 Jun, 23120-1.64%15,895,046-1.53%70.63%1.37%57-8.06%4338.71%
31 Mar, 231222.52%16,141,4391.28%71.72%1.43%623.33%31-6.06%
31 Dec, 22119-0.83%15,937,3374.55%70.92%1.37%605.26%33-21.43%
30 Sep, 221200.84%15,243,8680.91%72.07%1.24%57-6.56%4231.25%
30 Jun, 22119-6.30%15,106,6210.92%76.33%1.28%6112.96%32-36.00%
31 Mar, 221270.79%14,968,4244.12%77.29%1.39%5412.50%50-3.85%
31 Dec, 21126-10.00%14,376,451-2.32%74.47%1.28%48-15.79%5210.64%
30 Sep, 211402.94%14,717,442-1.67%76.29%1.27%57-16.18%4717.50%
30 Jun, 2113611.48%14,966,9162.65%77.65%1.35%6811.48%405.26%
31 Mar, 21122-9.63%14,580,631-3.26%75.94%1.22%61-15.28%3831.03%
31 Dec, 201358.87%15,072,3418.73%78.84%1.50%7212.50%29-14.71%
30 Sep, 20124-3.88%13,862,4436.72%72.53%1.32%64-26.44%3447.83%
30 Jun, 2012922.86%12,989,70518.08%74.02%1.65%8758.18%23-25.81%
31 Mar, 20105-2.78%11,000,83215.26%66.98%1.66%55-21.43%3182.35%
31 Dec, 1910818.68%9,544,32927.09%63.50%2.41%7042.86%17-
30 Sep, 1991-9.00%7,509,6174.25%51.30%2.06%49-19.67%17-15.00%
30 Jun, 191005.26%7,203,7730.77%49.85%2.01%617.02%20-4.76%
31 Mar, 199525.00%7,148,6997.81%49.76%1.92%5716.33%2131.25%
31 Dec, 187620.63%6,630,58727.85%50.96%3.02%4928.95%166.67%
30 Sep, 186312.50%5,186,2260.92%41.08%2.45%38-9.52%1550.00%
30 Jun, 185616.67%5,138,93913.82%40.95%2.93%4244.83%10-
31 Mar, 1848-2.04%4,515,1038.58%37.40%3.15%29-40.82%10-
31 Dec, 1749-4,158,226-34.44%-49---

OrthoPediatrics Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 10, 2024Ruf Harolddirector-G-GiftSell2,766---
Jun 10, 2024Ruf Harolddirector-J-OtherSell2,400--16,481
Jun 10, 2024Ruf Harolddirector-G-GiftSell1,595--4,731
Jun 10, 2024Ruf Harolddirector-G-GiftSell1,965--2,766

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 11, 2024Gerritzen Daniel Jofficer General Counsel and SecretaryA-AwardBuy34,901--87,304
Jun 11, 2024Hauser Joseph Wofficer Pres. Trauma & Def. CorrectionA-AwardBuy37,936--90,794
Jun 11, 2024Throdahl Mark Cdirector-A-AwardBuy21,623--159,480
Jun 11, 2024Odle Gregory Aofficer President of ScoliosisA-AwardBuy34,901--115,374
Jun 11, 2024Hite Freddirector, officer COO and CFOA-AwardBuy57,018--151,090
Jun 11, 2024Bailey David Rdirector, officer President and CEOA-AwardBuy90,395--229,779
Jun 10, 2024Ruf Harolddirector-G-GiftBuy2,766--19,247
Jun 10, 2024Ruf Harolddirector-G-GiftSell2,766---
Jun 10, 2024Ruf Harolddirector-G-GiftBuy1,965--18,881
Jun 10, 2024Ruf Harolddirector-G-GiftBuy1,595--16,916
Jun 10, 2024Ruf Harolddirector-J-OtherSell2,400--16,481
Jun 10, 2024Ruf Harolddirector-G-GiftSell1,595--4,731
Jun 10, 2024Ruf Harolddirector-G-GiftSell1,965--2,766
Jun 10, 2024Ruf Harolddirector-J-OtherBuy2,400--2,400
May 30, 2024McDonald Jimmy Duanedirector-A-AwardBuy2,766--4,731
May 30, 2024Ruf Harolddirector-A-AwardBuy2,766--6,326
May 30, 2024Infante (Reynolds) Marie Cdirector-A-AwardBuy2,766--11,365
May 30, 2024Riccitelli Samuel Ddirector-A-AwardBuy2,766--12,022
May 30, 2024Dyer George Sinclair Mitchelldirector-A-AwardBuy2,766--4,731
May 30, 2024Schlotterback Terry Ddirector-A-AwardBuy2,766--18,218

The last insider sell of OrthoPediatrics's stock was made by Ruf Harold on Jun 10 2024, selling 2,766 shares at - per share (valued at -).

OrthoPediatrics Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241511500.00%
Q1 2024-6-
Q4 2023-1-
Q3 20232540.00%
Q2 202396150.00%
Q1 202361060.00%
Q4 2022-1-
Q3 20221211200.00%
Q2 20221211200.00%
Q1 202266100.00%
Q4 202192450.00%
Q3 202171258.33%
Q2 2021156250.00%
Q1 202181747.06%
Q4 2020-7-
Q3 202011100.00%
Q2 2020242982.76%
Q1 202072350.00%
Q4 2019-4-
Q3 201911100.00%

15 total buy trades, and 1 total sell trades (buy/sell ratio of 15.00%) were made by OrthoPediatrics's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 2024-6-
Q4 2023---
Q3 2023-1-
Q2 2023-4-
Q1 2023-10-
Q4 2022---
Q3 20225--
Q2 20221--
Q1 2022-6-
Q4 20218--
Q3 20213933.33%
Q2 20214666.67%
Q1 202121513.33%
Q4 2020-5-
Q3 2020---
Q2 2020-24-
Q1 2020---
Q4 2019-4-
Q3 2019---

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of OrthoPediatrics's stocks.

OrthoPediatrics Peer Ownership


TickerCompany
FNAParagon 28, Inc.
OFIXOrthofix Medical Inc.
SGHTSight Sciences, Inc.
LUNGPulmonx Corporation
NPCENeuroPace, Inc.
SRDXSurmodics, Inc.
LIVNLivaNova PLC
IRTCiRhythm Technologies, Inc.
SIBNSI-BONE, Inc.
OSAProSomnus, Inc. Common Stock
GKOSGlaukos Corporation
CVRXCVRx, Inc.
CNMDCONMED Corporation

KIDS Ownership FAQ


OrthoPediatrics is owned by institutional shareholders (10.85%), insiders (32.52%), and public (56.62%). The largest institutional shareholder of OrthoPediatrics is BROWN CAPITAL MANAGEMENT LLC (11.37% of total shares) and the top mutual fund owner is Brown Capital Management Mutual Funds (0.59% of total shares).

OrthoPediatrics's major institutional shareholders are BROWN CAPITAL MANAGEMENT LLC, BROWN ADVISORY INC, BLACKROCK INC., BRAIDWELL LP, and GRANAHAN INVESTMENT MANAGEMENT, LLC. The top five shareholders own together 33.27% of the company's share outstanding.

As of Jun 2024, there are 46 institutional shareholders of OrthoPediatrics.

BROWN CAPITAL MANAGEMENT LLC owns 2.59M shares of OrthoPediatrics, representing 11.37% of the company's total shares outstanding, valued at $74.6M (as of Jun 2024).

As of Jun 2024, BROWN ADVISORY INC holds 1.62M shares of OrthoPediatrics (KIDS), compromising 7.08% of the company, valued at $46.5M.

BLACKROCK INC is the third largest holder of OrthoPediatrics. The company owns 1.28M of the company's shares outstanding (worth $36.67M).