KIDSNasdaqSurgical & Medical Instruments & ApparatusFiscal year ends December 31
ORTHOPEDIATRICS CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$22.03+0.08 (+0.36%)
Close on Oct 19, 2026
- Market cap
- $529.79M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
64.3%
17M of 26M shares
Institutional holders
120
17 new, 17 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 26 sales
Net sold $47.75M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| David R. Pelizzon | 6,246,148 | 23.90% | 13D (active) amendment | Sep 10, 2026 |
| Brown Advisory Incorporated ("BAI") | 1,621,102 | 6.90% | 13G (passive) amendment | Dec 31, 2023 |
| Millennium Management LLC | 1,390,656 | 5.50% | 13G (passive) | Oct 29, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KIDS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Brown Advisory Inc | 1,678,983 | 6.43% | $32.12M | +160,965 | 0.05% |
| BlackRock, Inc. | 1,272,714 | 4.87% | $24.35M | +98,668 | 0.00% |
| Braidwell LP | 1,100,370 | 4.21% | $21.05M | – | 0.78% |
| Granahan Investment Management, LLC | 1,085,964 | 4.16% | $20.77M | +189,223 | 0.74% |
| Millennium Management LLC | 816,830 | 3.13% | $15.63M | −420,069 | 0.01% |
| Wellington Management Group Llp | 794,309 | 3.04% | $15.20M | −93,135 | 0.00% |
| Vanguard Capital Management LLC | 755,624 | 2.89% | $14.46M | +37,448 | 0.00% |
| Soleus Capital Management, L.P. | 732,144 | 2.80% | $14.01M | +116,697 | 0.48% |
| Morgan Stanley | 693,387 | 2.66% | $13.26M | −447,731 | 0.00% |
| Wasatch Advisors LP | 515,677 | 1.98% | $9.86M | +186,357 | 0.06% |
| Nantahala Capital Management, LLC | 484,684 | 1.86% | $9.27M | +285,235 | 0.15% |
| Dimensional Fund Advisors LP | 480,848 | 1.84% | $9.20M | −65,778 | 0.00% |
| Geode Capital Management, LLC | 452,354 | 1.73% | $8.66M | +19,686 | 0.00% |
| State Street Corp | 391,630 | 1.50% | $7.49M | −22,411 | 0.00% |
| Citadel Advisors LLC | 334,651 | 1.28% | $6.40M | +149,258 | 0.00% |
| Roubaix Capital, LLC | 306,564 | 1.17% | $5.86M | +16,517 | 2.10% |
| Goldman Sachs Group Inc | 304,712 | 1.17% | $5.83M | −37,731 | 0.00% |
| AIGH Capital Management LLC | 269,765 | 1.03% | $5.16M | New | 0.33% |
| AWM Investment Company, Inc. | 237,169 | 0.91% | $4.54M | – | 0.39% |
| Nuveen, LLC | 222,869 | 0.85% | $4.26M | +58,882 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 120 | 17M | 64.3% | 17 / 52 | 32 / 17 | 2M | 2M |
| Q1 2026 | 121 | 16M | 62.5% | 17 / 42 | 38 / 14 | 3M | 2M |
| Q4 2025 | 120 | 16M | 62.5% | 26 / 35 | 41 / 17 | 2M | 3M |
| Q3 2025 | 111 | 17M | 63.2% | 15 / 37 | 39 / 20 | 1M | 2M |
| Q2 2025 | 117 | 17M | 64.4% | 18 / 34 | 41 / 15 | 1M | 1M |
| Q1 2025 | 115 | 17M | 63.9% | 21 / 35 | 38 / 12 | 2M | 1M |
| Q4 2024 | 108 | 17M | 63.2% | 14 / 35 | 40 / 30 | 2M | 2M |
| Q3 2024 | 124 | 16M | 62.6% | 12 / 49 | 35 / 9 | 3M | 1M |
| Q2 2024 | 122 | 16M | 62.3% | 20 / 41 | 37 / 18 | 2M | 2M |
| Q1 2024 | 121 | 17M | 63.9% | 15 / 38 | 40 / 23 | 2M | 2M |
| Q4 2023 | 129 | 17M | 64.1% | 33 / 41 | 39 / 20 | 2M | 2M |
| Q3 2023 | 117 | 16M | 62.3% | 11 / 43 | 37 / 15 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KIDS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 534,297 | 2.05% | $10.22M | 0.00% | Jun 30, 2026 |
| Wasatch Micro Cap Fund | 511,133 | 1.96% | $9.78M | 1.45% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 444,353 | 1.70% | $8.50M | 0.01% | Jun 30, 2026 |
| Brown Advisory Small-Cap Growth Fund | 351,132 | 1.34% | $6.72M | 1.13% | Jun 30, 2026 |
| JNL Multi-Manager Small Cap Growth Fund | 274,839 | 1.05% | $5.26M | 0.21% | Jun 30, 2026 |
| SmallCap Growth Fund I | 259,064 | 0.99% | $5.23M | 0.21% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 204,391 | 0.78% | $3.91M | 0.00% | Jun 30, 2026 |
| Embark Small Cap Equity Fund | 196,396 | 0.75% | $3.97M | 0.63% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 193,036 | 0.74% | $3.90M | 0.01% | Jul 31, 2026 |
| Victory Small Cap Stock Fund | 191,211 | 0.73% | $3.86M | 0.40% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 157,972 | 0.61% | $3.02M | 0.00% | Jun 30, 2026 |
| Moa Small Cap Growth Fund | 141,103 | 0.54% | $2.70M | 0.54% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 117,931 | 0.45% | $2.26M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 112,456 | 0.43% | $2.27M | 0.01% | Jul 31, 2026 |
| Brown Capital Management Small Company Fund | 93,740 | 0.36% | $1.79M | 0.56% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David R. Bailey | President and CEO, Director | 417,160 | 1.60% | Jun 10, 2026 |
| Fred Hite | COO and CFO, Director | 277,477 | 1.06% | Mar 17, 2026 |
| Daniel J. Gerritzen | General Counsel and Secretary | 147,054 | 0.56% | May 14, 2026 |
| Gregory A. Odle | President of Scoliosis | 187,735 | 0.72% | Mar 17, 2026 |
| Joseph W. Hauser | Pres. Trauma & Def. Correction | 194,767 | 0.75% | Mar 17, 2026 |
| David R. Pelizzon | Director, 10% owner | 6,246,148 | 23.92% | Sep 10, 2026 |
| Kelly Laine Fischer | Director | 15,781 | 0.06% | Jun 10, 2026 |
| Mark C. Throdahl | Director | 201,814 | 0.77% | Jun 10, 2026 |
| Samuel D. Riccitelli | Director | 31,859 | 0.12% | Jun 10, 2026 |
| (Reynolds) Marie C. Infante | Director | 31,202 | 0.12% | Jun 10, 2026 |
| Bryan W. Hughes | Director | 32,663 | 0.13% | Jun 10, 2026 |
| Jimmy Duane McDonald | Director | 24,568 | 0.09% | Jun 10, 2026 |
| George Sinclair Mitchell Dyer | Director | 24,568 | 0.09% | Jun 10, 2026 |
| Harold Ruf | Director | 22,237 | 0.09% | Jun 10, 2026 |
| Terry D. Schlotterback | Director | 29,165 | 0.11% | May 28, 2025 |
| Capital LLC Squadron | 10% owner | 6,504,133 | 24.91% | Sep 11, 2026 |
| Jennifer N. Pritzker | 10% owner | 6,213,164 | 23.80% | Sep 11, 2026 |
| Capital Holdings LLC Squadron | 10% owner | 6,201,764 | 23.75% | Sep 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Capital Holdings LLC Squadron 10% owner | Sep 10, 2026 | Sale | −302,369 | $21.01 | $6.35M | 6,201,764 |
| Jennifer N. Pritzker 10% owner | Sep 10, 2026 | Sale | −302,369 | $21.01 | $6.35M | 6,201,764 |
| David R. Pelizzon Director, 10% owner | Sep 10, 2026 | Sale | −302,369 | $21.01 | $6.35M | 6,201,764 |
| David R. Pelizzon Director, 10% owner | Sep 2, 2026 | Sale | −22,500 | $23.35 | $525.38K | 6,504,133 |
| Jennifer N. Pritzker 10% owner | Sep 2, 2026 | Sale | −22,500 | $23.35 | $525.38K | 6,504,133 |
| Capital LLC Squadron 10% owner | Sep 2, 2026 | Sale | −22,500 | $23.35 | $525.38K | 6,504,133 |
| David R. Pelizzon Director, 10% owner | Sep 1, 2026 | Sale | −10,131 | $23.10 | $234.03K | 6,526,633 |
| Capital Holdings LLC Squadron 10% owner | Sep 1, 2026 | Sale | −10,131 | $23.10 | $234.03K | 6,526,633 |
| Jennifer N. Pritzker 10% owner | Sep 1, 2026 | Sale | −10,131 | $23.10 | $234.03K | 6,526,633 |
| David R. Pelizzon Director, 10% owner | Aug 28, 2026 | Sale | −326,700 | $23.04 | $7.53M | 6,536,764 |
| Capital Holdings LLC Squadron 10% owner | Aug 28, 2026 | Sale | −326,700 | $23.04 | $7.53M | 6,536,764 |
| Jennifer N. Pritzker 10% owner | Aug 28, 2026 | Sale | −326,700 | $23.04 | $7.53M | 6,536,764 |
| Capital Holdings LLC Squadron 10% owner | Aug 26, 2026 | Sale | −18,000 | $24.28 | $437.04K | 6,863,464 |
| David R. Pelizzon Director, 10% owner | Aug 26, 2026 | Sale | −18,000 | $24.28 | $437.04K | 6,863,464 |
| Jennifer N. Pritzker 10% owner | Aug 26, 2026 | Sale | −18,000 | $24.28 | $437.04K | 6,863,464 |
| Capital Holdings LLC Squadron 10% owner | Aug 25, 2026 | Sale | −16,300 | $24.74 | $403.26K | 6,881,464 |
| David R. Pelizzon Director, 10% owner | Aug 25, 2026 | Sale | −16,300 | $24.74 | $403.26K | 6,881,464 |
| Jennifer N. Pritzker 10% owner | Aug 25, 2026 | Sale | −16,300 | $24.74 | $403.26K | 6,881,464 |
| Capital Holdings LLC Squadron 10% owner | Aug 24, 2026 | Sale | −4,000 | $25.75 | $103.00K | 6,897,764 |
| David R. Pelizzon Director, 10% owner | Aug 24, 2026 | Sale | −4,000 | $25.75 | $103.00K | 6,897,764 |
| Jennifer N. Pritzker 10% owner | Aug 24, 2026 | Sale | −4,000 | $25.75 | $103.00K | 6,897,764 |
| David R. Bailey President and CEO, Director | Jun 9, 2026 | Award | +119,140 | – | – | 417,160 |
| Jimmy Duane McDonald Director | Jun 9, 2026 | Award | +11,436 | – | – | 24,568 |
| Kelly Laine Fischer Director | Jun 9, 2026 | Award | +11,436 | – | – | 15,781 |
| David R. Pelizzon Director | Jun 9, 2026 | Award | +11,436 | – | – | 44,384 |
| Mark C. Throdahl Director | Jun 9, 2026 | Award | +11,436 | – | – | 179,317 |
| (Reynolds) Marie C. Infante Director | Jun 9, 2026 | Award | +11,436 | – | – | 31,202 |
| Harold Ruf Director | Jun 9, 2026 | Award | +11,436 | – | – | 19,837 |
| Samuel D. Riccitelli Director | Jun 9, 2026 | Award | +11,436 | – | – | 31,859 |
| George Sinclair Mitchell Dyer Director | Jun 9, 2026 | Award | +11,436 | – | – | 24,568 |
| Bryan W. Hughes Director | Jun 9, 2026 | Award | +11,436 | – | – | 32,663 |
| Daniel J. Gerritzen General Counsel and Secretary | May 13, 2026 | Gift | −2,479 | – | – | 147,054 |
| Daniel J. Gerritzen General Counsel and Secretary | Mar 16, 2026 | Sale | −8,614 | $17.25 | $148.59K | 149,533 |
| Fred Hite COO and CFO, Director | Mar 16, 2026 | Sale | −12,993 | $17.25 | $224.13K | 277,477 |
| Joseph W. Hauser Pres. Trauma & Def. Correction | Mar 16, 2026 | Sale | −8,596 | $17.25 | $148.28K | 194,767 |
| David R. Bailey President and CEO, Director | Mar 16, 2026 | Sale | −19,535 | $17.25 | $336.98K | 298,020 |
| Gregory A. Odle President of Scoliosis | Mar 16, 2026 | Sale | −8,433 | $17.25 | $145.47K | 187,735 |
| Daniel J. Gerritzen General Counsel and Secretary | Mar 15, 2026 | Award | +47,380 | – | – | 158,147 |
| Fred Hite COO and CFO, Director | Mar 15, 2026 | Award | +77,405 | – | – | 290,470 |
| Joseph W. Hauser Pres. Trauma & Def. Correction | Mar 15, 2026 | Award | +65,700 | – | – | 203,363 |
| Gregory A. Odle President of Scoliosis | Mar 15, 2026 | Award | +47,380 | – | – | 196,168 |
| David R. Bailey President and CEO, Director | Dec 29, 2025 | Gift | −1,600 | – | – | 317,555 |
| Kelly Laine Fischer Director | Nov 10, 2025 | Award | +4,345 | – | – | 4,345 |
| Fred Hite COO and CFO, Director | Aug 21, 2025 | Buy | +5,076 | $19.41 | $98.53K | 213,065 |
| Mark C. Throdahl Director | May 23, 2025 | Award | +8,401 | – | – | 167,881 |
| Jimmy Duane McDonald Director | May 23, 2025 | Award | +8,401 | – | – | 13,132 |
| (Reynolds) Marie C. Infante Director | May 23, 2025 | Award | +8,401 | – | – | 19,766 |
| Terry D. Schlotterback Director | May 23, 2025 | Award | +8,401 | – | – | 26,619 |
| George Sinclair Mitchell Dyer Director | May 23, 2025 | Award | +8,401 | – | – | 13,132 |
| Bryan W. Hughes Director | May 23, 2025 | Award | +8,401 | – | – | 21,227 |
| David R. Pelizzon Director | May 23, 2025 | Award | +8,401 | – | – | 32,948 |
| Harold Ruf Director | May 23, 2025 | Award | +8,401 | – | – | 8,401 |
| Samuel D. Riccitelli Director | May 23, 2025 | Award | +8,401 | – | – | 20,423 |
| Gregory A. Odle President of Scoliosis | Mar 18, 2025 | Sale | −5,359 | $24.86 | $133.22K | 148,788 |
| Daniel J. Gerritzen General Counsel and Secretary | Mar 18, 2025 | Sale | −5,310 | $24.86 | $132.01K | 110,767 |
| David R. Bailey President and CEO, Director | Mar 18, 2025 | Sale | −6,620 | $24.86 | $164.57K | 319,155 |
| Joseph W. Hauser Pres. Trauma & Def. Correction | Mar 18, 2025 | Sale | −5,300 | $24.86 | $131.76K | 137,663 |
| Fred Hite COO and CFO, Director | Mar 18, 2025 | Sale | −6,443 | $24.86 | $160.17K | 207,989 |
| Gregory A. Odle President of Scoliosis | Mar 15, 2025 | Award | +38,773 | – | – | 154,147 |
| Daniel J. Gerritzen General Counsel and Secretary | Mar 15, 2025 | Award | +38,773 | – | – | 116,077 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Squadron Capital, LLC 10% Stockholder | Aug 24, 2026 | 700,000 | $18.36M | Aug 24, 2026 | Purchase of Common shares |
| David R. Bailey Officer | Mar 16, 2026 | 19,535 | $337.07K | Mar 16, 2026 | Restricited Stock Units |
| Daniel J. Gerritzen Officer | Mar 16, 2026 | 8,614 | $148.63K | Mar 16, 2026 | Restricited Stock Units |
| Joseph W. Hauser Officer | Mar 16, 2026 | 8,596 | $148.32K | Mar 16, 2026 | Restricited Stock Units |
| Fred Hite Officer | Mar 16, 2026 | 12,993 | $224.19K | Mar 16, 2026 | Restricited Stock Units |
| Gregory A. Odle Officer | Mar 16, 2026 | 8,433 | $145.51K | Mar 16, 2026 | Restricited Stock Units |
| Terry D. Schlotterback Director | Aug 11, 2023 | 2,610 | $99.24K | Aug 11, 2023 | compensation |
| Fred Hite Officer, Director, CFO & COO | Jun 26, 2023 | 4,356 | $191.10K | Jun 26, 2023 | Restricted Stock Vesting |