HIMS — HIMS & HERS HEALTH INC

Ownership history in NewEdge Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which NewEdge Wealth, LLC reported a position in HIMS & HERS HEALTH INC (HIMS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,330 +1,072 +25.2% 0.00% $233K $56.72
2025 Q2 INITIATED 4,258 — — 0.00% $217K $49.85
% of Fund (quarterly)    HIMS price (monthly, adj. close)

Other funds also holding HIMS

As of 2025 Q4 — sorted by position size

Foresite Capital Management V, LLC 3Y 5.39% X-Square Capital, LLC 3Y 7Y 4.99% Steadview Capital Management LLC 3Y 3.81% KELLY LAWRENCE W & ASSOCIATES INC/CA 3Y 7Y 2.78% Eddie Patel Inc 2.31% SUVRETTA CAPITAL MANAGEMENT, LLC 3Y 7Y 1.7% Kessler Investment Group, LLC 3Y 7Y 1.55% Soviero Asset Management, LP 3Y 1.07% Neo Ivy Capital Management 3Y 7Y 0.98% United Capital Management of KS, Inc. 3Y 7Y 0.88%
← Back to NewEdge Wealth, LLC Holdings