SCHEDULE: Dragoneer Investment Group Discloses 0.3% Stake in Oscar Health
Beneficial Ownership Statement
Dragoneer Investment Group, along with Marc Stad, filed an amended Schedule 13G disclosing beneficial ownership of 0.3% of Oscar Health, Inc.'s Class A Common Stock.
Summary
- Marc Stad and Dragoneer Investment Group, LLC reported beneficial ownership of 657,435 shares of Oscar Health, Inc. Class A Common Stock.
- This ownership represents 0.3% of the total Class A Common Stock outstanding.
- The percentage calculation is based on 229,010,000 shares of Class A Common Stock outstanding as of October 31, 2025.
- Both Marc Stad and Dragoneer Investment Group, LLC share voting and dispositive power over all 657,435 shares.
- The filing is an Amendment No. 2 to a Schedule 13G, indicating a passive investment intent and that the securities were acquired in the ordinary course of business.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, typical for a Schedule 13G amendment disclosing a passive ownership stake below the 5% threshold, with no inherent positive or negative implications for the company's operations or financial performance.
Future Outlook
NA
Industry Context
StockSavvy.ai notes that Schedule 13G filings are routine disclosures of passive beneficial ownership, providing transparency into institutional holdings in publicly traded companies like Oscar Health, which operates in the healthcare technology sector. This filing indicates a continued, albeit small, stake by Dragoneer Investment Group.
Stakeholder Impact
- Provides transparency to shareholders and the market regarding the beneficial ownership of Oscar Health, Inc. Class A Common Stock by Marc Stad and Dragoneer Investment Group, LLC.
Key Dates
| Date | Description |
|---|---|
| 2025-09-30 | End of quarterly period for Issuer's Form 10-Q, which reported shares outstanding. |
| 2025-10-31 | Date as of which 229,010,000 shares of Class A Common Stock were outstanding, used for percentage calculation. |
| 2025-11-06 | Date Oscar Health, Inc.'s Quarterly Report on Form 10-Q was filed with the SEC. |
| 2025-12-31 | Date of the event which required the filing of this Schedule 13G. |
| 2026-02-17 | Signature date of the Schedule 13G Amendment No. 2 by Marc Stad and Dragoneer Investment Group, LLC. |
Keywords
Oscar Health, Dragoneer Investment Group, Marc Stad, Schedule 13G, Beneficial Ownership, Class A Common Stock, Healthcare Technology, Investment Filing
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