OPPENHEIMER & CO INC OCGN — OCUGEN INC

Ownership history in OPPENHEIMER & CO INC  ·  8 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported OCUGEN INC (OCGN) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows OCGN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OCGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in OCUGEN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OCGN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OCGN stock page OPPENHEIMER & CO INC fund profile OPPENHEIMER & CO INC full holdings
How OPPENHEIMER & CO INC held OCGN — position size vs. price
% of Fund (quarterly)    OCGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 43,805 — 0% 0.00% $79K 2026-04-24 $1.66
2025 Q4 UNCHANGED — — — 43,805 — 0% 0.00% $59K 2026-02-02 $1.43
2025 Q3 UNCHANGED — — — 43,805 — 0% 0.00% $71K 2025-11-06 $1.38
2025 Q2 ADDED — — — 43,805 +7,650 +21.2% 0.00% $43K 2025-07-31 $1.03
2025 Q1 UNCHANGED — — — 36,155 — 0% 0.00% $26K 2025-04-23 $0.72
2024 Q4 UNCHANGED — — — 36,155 — 0% 0.00% $29K 2025-02-05 $0.75
2024 Q3 UNCHANGED — — — 36,155 — 0% 0.00% $36K 2024-11-05 $0.95
2024 Q2 INITIATED — — — 36,155 — — 0.00% $56K 2024-08-08 $1.28

🏢 Other funds also holding OCGN

As of 2026 Q1 — sorted by position size

Cannon Global Investment Management, LLC 3Y 0.25% CORA CAPITAL ADVISORS LLC 3Y 0.03% SmartHarvest Portfolios, LLC 0.02% TRUEFG, LLC 3Y 0.01% Uniting Wealth Partners, LLC 0.0% E Fund Management Co., Ltd. 3Y 0.0% Wedmont Private Capital 3Y 0.0% SG Americas Securities, LLC 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About OPPENHEIMER & CO INC and OCGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning OCGN?

OPPENHEIMER & CO INC reported OCGN across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported OCGN position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for OCGN was 0.00% in 2026 Q1.

What is the latest reported OCGN position on this page?

The most recent filing on this page is 2026 Q1, when OPPENHEIMER & CO INC reported 43,805 shares, equal to 0.00% of portfolio, with an estimated market value of $79K.

What does the chart on this OCGN ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly OCGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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