Virtus Investment Advisers, LLC OLMA OLEMA PHARMACEUTICALS INC

Ownership history in Virtus Investment Advisers, LLC  ·  6 quarters on record

AI Ownership Summary

Virtus Investment Advisers, LLC reported OLEMA PHARMACEUTICALS INC (OLMA) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.1% in 2026 Q2. The latest visible filing shows OLMA at 0.10% 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 OLMA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Virtus Investment Advisers, LLC's position in OLEMA PHARMACEUTICALS 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 Q2

OLMA was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

How Virtus Investment Advisers, LLC held OLMA — position size vs. price
% of Fund (quarterly)    OLMA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 33,150 +24,900 +301.8% 0.10% $415K 2026-08-11 $10.43
2026 Q1 ADDED 8,250 +201 +2.5% 0.03% $123K 2026-05-14 $13.82
2025 Q4 REDUCED 71.3% -40.4% 8,049 -19,977 -71.3% 0.05% $201K 2026-02-17 $22.62
2025 Q3 ADDED 28,026 +4,865 +21.0% 0.08% $274K 2025-11-14 $8.40
2025 Q2 REDUCED 5.2% +123.9% 23,161 -1,266 -5.2% 0.03% $99K 2025-08-13 $5.27
2025 Q1 INITIATED 24,427 0.02% $92K 2025-05-15 $4.69

FAQ About Virtus Investment Advisers, LLC and OLMA

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

How long has Virtus Investment Advisers, LLC reported owning OLMA?

Virtus Investment Advisers, LLC reported OLMA across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported OLMA position in Virtus Investment Advisers, LLC's portfolio?

The largest reported portfolio weight for OLMA was 0.10% in 2026 Q2.

What is the latest reported OLMA position on this page?

The most recent filing on this page is 2026 Q2, when Virtus Investment Advisers, LLC reported 33,150 shares, equal to 0.10% of portfolio, with an estimated market value of $415K.

What does the chart on this OLMA ownership page compare?

The chart compares Virtus Investment Advisers, LLC's quarterly OLMA 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.

How well did Virtus Investment Advisers, LLC time their OLMA position?

Based on 13F filing dates vs. subsequent OLMA price moves, Virtus Investment Advisers, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on OLMA relative to SPY over the holding period was +1880.0%.

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