OFIXNasdaqSurgical & Medical Instruments & ApparatusFiscal year ends December 23
Orthofix Medical Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$9.59+0.21 (+2.24%)
Close on Oct 19, 2026
- Market cap
- $392.29M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.0%
38M of 41M shares
Institutional holders
143
27 new, 28 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
18 buys · 27 sales
Net bought $220.37K
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 |
|---|---|---|---|---|
| John A. Bartholdson | 4,442,543 | 11.00% | 13D (active) amendment | May 22, 2026 |
| Engine Capital Management GP, LLC | 4,251,671 | 10.90% | 13D (active) amendment | May 7, 2025 |
| Juniper Investment Company, LLC | 3,784,617 | 9.60% | 13D (active) amendment | Feb 11, 2026 |
| David Rosen | 3,665,000 | 9.97% | 13G (passive) | Dec 31, 2023 |
| Engine Capital Management, LP | 3,628,227 | 9.30% | 13D (active) amendment | Feb 25, 2025 |
| Steven Boyd | 3,264,000 | 8.01% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 2,989,175 | 7.70% | 13G (passive) amendment | Mar 31, 2025 |
| Alexis P. Michas | 2,845,106 | 7.20% | 13D (active) amendment | Sep 23, 2025 |
| Armistice Capital, LLC | 2,648,000 | 6.69% | 13G (passive) amendment | Dec 31, 2025 |
| s) Paradigm Capital Management, Inc. | 2,556,500 | 6.69% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OFIX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Engine Capital Management, LP | 4,575,675 | 11.23% | $41.82M | +184,896 | 4.07% |
| Juniper Investment Company, LLC | 4,442,543 | 10.91% | $40.60M | +465,584 | 10.75% |
| Rubric Capital Management LP | 3,721,715 | 9.14% | $34.02M | – | 0.31% |
| BlackRock, Inc. | 3,326,560 | 8.17% | $30.40M | +118,771 | 0.00% |
| Paradigm Capital Management Inc/Ny | 3,300,499 | 8.10% | $30.17M | −4,400 | 0.82% |
| Armistice Capital, LLC | 3,264,000 | 8.01% | $29.83M | +564,000 | 0.36% |
| Vanguard Capital Management LLC | 1,731,108 | 4.25% | $15.82M | +75,659 | 0.00% |
| Geode Capital Management, LLC | 1,048,081 | 2.57% | $9.58M | +109,196 | 0.00% |
| State Street Corp | 953,148 | 2.34% | $8.71M | +45,716 | 0.00% |
| Aqr Capital Management LLC | 887,282 | 2.18% | $8.11M | +698,158 | 0.00% |
| Acadian Asset Management LLC | 887,200 | 2.18% | $8.10K | +327,363 | 0.01% |
| Millennium Management LLC | 862,030 | 2.12% | $7.88M | −204,870 | 0.00% |
| AYAL Capital Advisors Ltd | 775,421 | 1.90% | $7.09M | −8,268 | 1.92% |
| Dimensional Fund Advisors LP | 731,638 | 1.80% | $6.69M | −109,883 | 0.00% |
| Jacobs Levy Equity Management, Inc | 480,836 | 1.18% | $4.39M | +101,721 | 0.02% |
| Goldman Sachs Group Inc | 446,140 | 1.10% | $4.08M | +121,715 | 0.00% |
| Vanguard Portfolio Management LLC | 404,839 | 0.99% | $3.70M | +8,271 | 0.00% |
| Northern Trust Corp | 363,884 | 0.89% | $3.33M | +26,546 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 344,205 | 0.85% | $3.15M | +143,975 | 0.00% |
| Charles Schwab Investment Management Inc | 334,617 | 0.82% | $3.06M | +8,874 | 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 | 143 | 38M | 94.0% | 27 / 59 | 38 / 28 | 4M | 2M |
| Q1 2026 | 147 | 36M | 88.5% | 29 / 52 | 43 / 24 | 5M | 2M |
| Q4 2025 | 144 | 35M | 86.4% | 23 / 37 | 54 / 21 | 2M | 2M |
| Q3 2025 | 145 | 35M | 87.1% | 27 / 48 | 48 / 39 | 4M | 4M |
| Q2 2025 | 158 | 36M | 88.7% | 27 / 70 | 35 / 27 | 7M | 4M |
| Q1 2025 | 160 | 33M | 81.7% | 24 / 54 | 51 / 11 | 2M | 2M |
| Q4 2024 | 149 | 33M | 81.1% | 25 / 52 | 41 / 24 | 3M | 4M |
| Q3 2024 | 149 | 35M | 85.3% | 25 / 46 | 47 / 5 | 6M | 4M |
| Q2 2024 | 130 | 36M | 87.4% | 23 / 45 | 43 / 27 | 3M | 9M |
| Q1 2024 | 136 | 41M | 100.0% | 8 / 45 | 54 / 26 | 7M | 4M |
| Q4 2023 | 156 | 38M | 93.2% | 46 / 44 | 53 / 48 | 15M | 12M |
| Q3 2023 | 159 | 34M | 83.9% | 26 / 49 | 67 / 17 | 5M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OFIX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,214,810 | 2.98% | $11.10M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,030,586 | 2.53% | $9.42M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 473,856 | 1.16% | $4.33M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 440,869 | 1.08% | $5.20M | 0.02% | Jul 31, 2026 |
| Paradigm Micro-Cap Fund | 400,000 | 0.98% | $3.66M | 1.99% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 349,079 | 0.86% | $3.19M | 0.02% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 201,328 | 0.49% | $1.87M | 0.01% | May 31, 2026 |
| iShares U.S. Medical Devices ETF | 189,289 | 0.46% | $1.73M | 0.06% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 189,113 | 0.46% | $1.75M | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 187,109 | 0.46% | $1.73M | 0.00% | May 31, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 185,000 | 0.45% | $1.69M | 0.04% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 180,783 | 0.44% | $2.13M | 0.01% | Jul 31, 2026 |
| VIP Disciplined Small Cap Portfolio | 152,638 | 0.37% | $1.40M | 0.21% | Jun 30, 2026 |
| Goldman Sachs Small Cap Value Insights Fund | 149,976 | 0.37% | $1.77M | 0.13% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 135,419 | 0.33% | $1.24M | 0.08% | 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 |
|---|---|---|---|---|
| Massimo Calafiore | President & CEO, Director | 320,136 | 0.79% | Mar 6, 2026 |
| Patrick Fisher | President, Global Limb Recon | 51,069 | 0.13% | Sep 3, 2026 |
| Aviva McPherron | Pres, Global Ops & Qual | 66,330 | 0.16% | Jun 22, 2026 |
| Jorge Andres Cedron | CLO | 59,006 | 0.14% | Apr 20, 2026 |
| Lucas Vitale | CP&BOO | 160,449 | 0.39% | Mar 19, 2026 |
| Max Reinhardt | President, Global Spine | 25,348 | 0.06% | Mar 6, 2026 |
| Julie Andrews | CFO | 88,746 | 0.22% | Mar 6, 2026 |
| Geoffrey C. Gillespie | CAO | 42,445 | 0.10% | Apr 4, 2025 |
| Alan Lee Bazaar | Director | 65,489 | 0.16% | Jun 12, 2026 |
| Michael E. Paolucci | Director | 102,727 | 0.25% | Jun 12, 2026 |
| Charles R. Kummeth | Director | 76,305 | 0.19% | Jun 12, 2026 |
| Jason Hannon | Director | 87,662 | 0.22% | Jun 12, 2026 |
| Vickie L. Capps | Director | 43,300 | 0.11% | Jun 12, 2026 |
| Michael Finegan | Director | 81,617 | 0.20% | Jun 12, 2026 |
| Wayne Burris | Director | 65,504 | 0.16% | Jun 12, 2026 |
| Shweta Maniar | Director | 69,038 | 0.17% | Jun 12, 2026 |
| John B. Henneman Iii | Director | 105,774 | 0.26% | Jun 12, 2026 |
| Alexis P. Michas | 10% owner | 4,482,043 | 11.00% | Sep 23, 2026 |
| John A. Bartholdson | 10% owner | 4,792,043 | 11.76% | Sep 23, 2026 |
| Juniper Investment Company, LLC | 10% owner | 4,792,043 | 11.76% | Sep 23, 2026 |
| Arnaud Ajdler | 10% owner | 4,390,779 | 10.78% | May 7, 2026 |
| Engine Jet Capital, L.P. | 10% owner | 4,565,675 | 11.21% | May 7, 2026 |
| Engine Lift Capital, LP | 10% owner | 4,251,671 | 10.44% | May 7, 2026 |
| Engine Investments II, LLC | 10% owner | 4,252,921 | 10.44% | May 7, 2026 |
| Engine Investments, LLC | 10% owner | 4,251,671 | 10.44% | May 7, 2026 |
| Engine Capital Management, LP | 10% owner | 4,151,671 | 10.19% | May 7, 2026 |
| Engine Capital Management GP, LLC | 10% owner | – | – | May 7, 2026 |
| Engine Capital, L.P. | 10% owner | – | – | May 7, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John A. Bartholdson 10% owner | Sep 21, 2026 | Buy | +190,000 | $8.86 | $1.68M | 3,771,216 |
| Juniper Investment Company, LLC 10% owner | Sep 21, 2026 | Sale | +190,000 | $8.86 | $1.68M | 3,771,216 |
| John A. Bartholdson 10% owner | Sep 18, 2026 | Buy | +120,000 | $8.74 | $1.05M | 3,581,216 |
| Juniper Investment Company, LLC 10% owner | Sep 18, 2026 | Sale | +120,000 | $8.74 | $1.05M | 3,581,216 |
| Patrick Fisher President, Global Limb Recon | Sep 1, 2026 | Sale(10b5-1 plan) | −150 | $9.39 | $1.41K | 51,069 |
| Patrick Fisher President, Global Limb Recon | Aug 18, 2026 | Sale | −1,295 | $10.09 | $13.07K | 51,219 |
| Alexis P. Michas 10% owner | Aug 17, 2026 | Sale | +20,000 | $10.01 | $200.20K | 84,926 |
| Alexis P. Michas 10% owner | Aug 14, 2026 | Sale | +19,500 | $10.38 | $202.41K | 64,926 |
| Aviva McPherron Pres, Global Ops & Qual | Jun 18, 2026 | Sale | −3,670 | $9.38 | $34.42K | 66,330 |
| Alan Lee Bazaar Director | Jun 10, 2026 | Award | +14,965 | – | – | 65,489 |
| Jason Hannon Director | Jun 10, 2026 | Award | +14,965 | – | – | 87,662 |
| Wayne Burris Director | Jun 10, 2026 | Award | +14,965 | – | – | 65,504 |
| Charles R. Kummeth Director | Jun 10, 2026 | Award | +14,965 | – | – | 76,305 |
| Michael Finegan Director | Jun 10, 2026 | Award | +20,721 | – | – | 81,617 |
| Shweta Maniar Director | Jun 10, 2026 | Award | +14,965 | – | – | 69,038 |
| Michael E. Paolucci Director | Jun 10, 2026 | Award | +14,965 | – | – | 102,727 |
| Vickie L. Capps Director | Jun 10, 2026 | Award | +14,965 | – | – | 43,300 |
| John B. Henneman Iii Director | Jun 10, 2026 | Award | +14,965 | – | – | 105,774 |
| Juniper Investment Company, LLC 10% owner | May 22, 2026 | Sale | +242,000 | $10.70 | $2.59M | 3,461,216 |
| John B. Henneman Iii Director | May 7, 2026 | Buy | +5,000 | $12.26 | $61.30K | 90,809 |
| Engine Jet Capital, L.P. 10% owner | May 7, 2026 | Buy | +18,192 | $12.20 | $221.94K | 3,839,477 |
| Engine Jet Capital, L.P. 10% owner | May 7, 2026 | Buy | +9,096 | $12.15 | $110.52K | 3,848,573 |
| Engine Jet Capital, L.P. 10% owner | May 7, 2026 | Buy | +1,808 | $12.20 | $22.06K | 381,546 |
| Engine Jet Capital, L.P. 10% owner | May 7, 2026 | Buy | +904 | $12.15 | $10.98K | 382,450 |
| Engine Jet Capital, L.P. 10% owner | May 6, 2026 | Buy | +3,792 | $12.23 | $46.38K | 379,738 |
| Engine Jet Capital, L.P. 10% owner | May 6, 2026 | Buy | +38,154 | $12.23 | $466.62K | 3,821,285 |
| Engine Jet Capital, L.P. 10% owner | May 5, 2026 | Buy | +2,911 | $11.99 | $34.90K | 375,946 |
| Engine Jet Capital, L.P. 10% owner | May 5, 2026 | Buy | +110,039 | $11.99 | $1.32M | 3,783,131 |
| Jorge Andres Cedron CLO | Apr 16, 2026 | Sale | −3,743 | $12.82 | $47.99K | 59,006 |
| Lucas Vitale CP&BOO | Mar 17, 2026 | Sale | −4,269 | $11.92 | $50.89K | 160,449 |
| Vickie L. Capps Director | Mar 10, 2026 | Buy | +100 | $12.44 | $1.24K | 25,185 |
| Vickie L. Capps Director | Mar 10, 2026 | Buy | +2,400 | $12.45 | $29.88K | 27,585 |
| Vickie L. Capps Director | Mar 9, 2026 | Buy | +2,500 | $12.48 | $31.20K | 25,085 |
| Lucas Vitale CP&BOO | Mar 5, 2026 | Sale | −1,141 | $12.55 | $14.32K | 164,718 |
| Jorge Andres Cedron CLO | Mar 5, 2026 | Sale | −1,370 | $12.55 | $17.19K | 62,749 |
| Julie Andrews CFO | Mar 5, 2026 | Sale | −2,363 | $12.55 | $29.66K | 88,746 |
| Aviva McPherron Pres, Global Ops & Qual | Mar 5, 2026 | Sale | −1,263 | $12.55 | $15.85K | 67,853 |
| Massimo Calafiore President & CEO, Director | Mar 5, 2026 | Sale | −6,031 | $12.55 | $75.69K | 320,136 |
| Patrick Fisher President, Global Limb Recon | Mar 5, 2026 | Sale | −758 | $12.55 | $9.51K | 50,633 |
| Max Reinhardt President, Global Spine | Mar 5, 2026 | Sale | −1,053 | $12.55 | $13.22K | 25,348 |
| Lucas Vitale CP&BOO | Mar 4, 2026 | Sale | −1,171 | $12.92 | $15.13K | 165,859 |
| Jorge Andres Cedron CLO | Mar 4, 2026 | Sale | −1,405 | $12.92 | $18.15K | 64,119 |
| Julie Andrews CFO | Mar 4, 2026 | Sale | −2,425 | $12.92 | $31.33K | 91,109 |
| Aviva McPherron Pres, Global Ops & Qual | Mar 4, 2026 | Sale | −1,296 | $12.92 | $16.74K | 69,116 |
| Massimo Calafiore President & CEO, Director | Mar 4, 2026 | Sale | −6,189 | $12.92 | $79.96K | 326,167 |
| Patrick Fisher President, Global Limb Recon | Mar 4, 2026 | Sale | −778 | $12.92 | $10.05K | 51,391 |
| Max Reinhardt President, Global Spine | Mar 4, 2026 | Sale | −1,080 | $12.92 | $13.95K | 26,401 |
| Lucas Vitale CP&BOO | Mar 3, 2026 | Award | +19,186 | – | – | 167,030 |
| Jorge Andres Cedron CLO | Mar 3, 2026 | Award | +23,024 | – | – | 65,524 |
| Massimo Calafiore President & CEO, Director | Mar 3, 2026 | Award | +115,119 | – | – | 332,356 |
| Patrick Fisher President, Global Limb Recon | Mar 3, 2026 | Award | +21,105 | – | – | 52,169 |
| Aviva McPherron Pres, Global Ops & Qual | Mar 3, 2026 | Award | +23,024 | – | – | 70,412 |
| Julie Andrews CFO | Mar 3, 2026 | Award | +35,495 | – | – | 93,534 |
| Arnaud Ajdler 10% owner | Feb 25, 2026 | Buy | +3,102 | $12.96 | $40.20K | 373,035 |
| Arnaud Ajdler 10% owner | Feb 25, 2026 | Buy | +9,959 | $12.96 | $129.07K | 3,673,092 |
| Arnaud Ajdler 10% owner | Feb 24, 2026 | Buy | +117,076 | $12.55 | $1.47M | 3,663,133 |
| Arnaud Ajdler 10% owner | Feb 24, 2026 | Buy | +7,721 | $12.55 | $96.90K | 369,933 |
| Julie Andrews CFO | Jan 16, 2026 | Sale | −4,873 | $14.38 | $70.07K | 58,039 |
| Massimo Calafiore President & CEO, Director | Jan 12, 2026 | Sale | −9,797 | $15.21 | $149.01K | 217,237 |
| Massimo Calafiore President & CEO, Director | Jan 9, 2026 | Sale | −9,600 | $15.82 | $151.87K | 227,034 |
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 |
|---|---|---|---|---|---|
| Fisher Patrick Officer | Sep 1, 2026 | 450 | $4.23K | Sep 1, 2026 | Restricted Stock Units |
| Keith Valentine Director | Dec 21, 2023 | 66,665 | $925.98K | Dec 18, 2023 | Company Merger |
| John J. Bostjancic Officer | Nov 20, 2023 | 33,456 | $368.03K | Nov 20, 2023 | RESTRICTED STOCK |
| John J. Bostjancic Officer | Nov 9, 2023 | 9,084 | $98.11K | Nov 9, 2023 | RETAIL PURCHASE |
| Patrick L. Keran Officer | Nov 9, 2023 | 28,985 | $318.84K | Nov 9, 2023 | RETAIL PURCHASE |
| Kevin J. Kenny Officer | May 24, 2023 | 10,119 | $192.26K | May 24, 2023 | RESTRICTED STOCK |