OCTAVE SPECIALTY GROUP INC OSG
$6.34
-0.8% 52w: $3.94 – $10.08
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data3.947.0110.08
Jun 20, 2025 Jul 2, 2026
Institutional holders
148
+4 QoQ
13F value
$151.4M
-44.2% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
0.6×
$2.6M calls / $4.2M puts
Institutional value by quarter
Number of holders
Who owns OSG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 3.9M | $18.2M | 0.0% | -12.7% |
| Western Standard LLC ★2 | Fundamental concentrated | 2.2M | $10.5M | 5.5% | -10.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.9M | $9.0M | 0.0% | — |
| Prescott Group Capital Management, L.L.C. | Other | 1.6M | $7.4M | 0.7% | +78.2% |
| Wolf Hill Capital Management, LP ★2 | Fundamental concentrated | 1.5M | $6.8M | 1.0% | -22.2% |
| GENDELL JEFFREY L ★2 | Fundamental diversified | 1.4M | $6.6M | 0.1% | -10.0% |
| THIRD AVENUE MANAGEMENT LLC ★2 | Fundamental diversified | 1.3M | $6.2M | 1.0% | +71.5% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.3M | $6.1M | 0.0% | -22.3% |
| Bain Capital Credit, LP | Other | 1.1M | $5.2M | 1.7% | Held |
| MARSHALL WACE, LLP | Quant stat arb | 1.1M | $5.0M | 0.0% | +42.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.0M | $4.8M | 0.0% | -0.2% |
| STATE STREET CORP | Index provider | 941.4K | $4.4M | 0.0% | -0.2% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 884.3K | $4.1M | 0.0% | +272.8% |
| Nuveen, LLC | Diversified mechanical | 800.3K | $3.7M | 0.0% | -1.2% |
| JANE STREET GROUP, LLC | Market maker | 764.4K | $3.6M | 0.0% | -49.7% |
| Caption Management, LLC | Quant stat arb | 642.6K | $3.0M | 0.1% | -40.0% |
| Bracebridge Capital, LLC | Wealth advisor | 579.2K | $2.7M | 0.5% | Held |
| RIHO Partners, LLC ★3 | Fundamental concentrated | 546.6K | $2.5M | 1.6% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 431.8K | $2.0M | 0.0% | +50.3% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | Other | 418.2K | $1.9M | 0.3% | +1.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 390.2K | $1.8M | 0.0% | -25.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 346.3K | $1.6M | 0.0% | -55.6% |
| IPG Investment Advisors LLC | Other | 325.6K | $1.5M | 0.3% | New |
| Brooklyn Investment Group | Diversified mechanical | 325.4K | $1.5M | 0.0% | New |
| NORTHERN TRUST CORP | Index provider | 322.3K | $1.5M | 0.0% | -0.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 295.9K | $1.4M | 0.0% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 295.3K | $1.4M | 0.0% | -18.3% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 274.6K | $1.3M | 0.0% | — |
| JPMORGAN CHASE & CO | Bank broker | 268.4K | $1.2M | 0.0% | +75.8% |
| UBS Group AG | Bank broker | 264.3K | $1.2M | 0.0% | +71.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 256.1K | $1.2M | 0.0% | -22.6% |
| MORGAN STANLEY | Bank broker | 235.2K | $1.1M | 0.0% | -74.9% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 227.7K | $1.1M | 0.0% | +805.2% |
| Harbor Advisors LLC ★2 | Fundamental diversified | 196.4K | $913K | 0.1% | Held |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 182.5K | $849K | 0.0% | -25.6% |
| Russell Investments Group, Ltd. | Diversified mechanical | 181.3K | $843K | 0.0% | -47.6% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 160.0K | $744K | 0.0% | New |
| SEI INVESTMENTS CO | Diversified mechanical | 156.1K | $726K | 0.0% | +133.9% |
| Invesco Ltd. | Index provider | 151.0K | $702K | 0.0% | -3.5% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 144.3K | $671K | 0.0% | +109.8% |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | Quant stat arb | 139.2K | $647K | 1.0% | -31.4% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 135.1K | $628K | 0.0% | -55.5% |
| Legato Capital Management LLC | Other | 130.8K | $608K | 0.1% | -1.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 130.5K | $607K | 0.0% | -5.6% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 120.5K | $561K | 0.0% | -2.5% |
| XTX Topco Ltd | Market maker | 116.9K | $544K | 0.0% | +276.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 115.0K | $535K | 0.0% | New |
| Empowered Funds, LLC | Diversified mechanical | 114.0K | $530K | 0.0% | New |
| Point72 Asset Management, L.P. | Multistrat pod | 113.7K | $529K | 0.0% | +9.8% |
| Cruiser Capital Advisors, LLC ★3 | Fundamental concentrated | 108.8K | $506K | 0.2% | +1.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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