Orthofix Medical Inc. (OFIX) shareholders
OFIXNasdaqSurgical & Medical Instruments & ApparatusFiscal year ends December 23
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 9, 2026Score 10/3049% below fair value
$7.17+0.23 (+3.31%)
Close on Nov 13, 2026Market cap $292.05MP/E –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
20 buys · 29 sales
Net bought $5.32M
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 Joint filing with Juniper Investment Company, LLC (11.00%), Alexis P. Michas (11.00%) and 2 more | 4,442,543 | 11.00% | 13D (active) amendment | May 22, 2026 |
| Engine Capital Management GP, LLC Joint filing with Engine Capital Management, LP (10.90%), Ajdler Arnaud (10.90%) and 2 more | 4,251,671 | 10.90% | 13D (active) amendment | May 7, 2025 |
| Alexis P. Michas Joint filing with Juniper Investment Company, LLC (9.60%), John A. Bartholdson (9.60%) and 2 more | 3,784,617 | 9.60% | 13D (active) amendment | Feb 11, 2026 |
| Rubric Capital Management LP Joint filing with David Rosen (9.97%) | 3,665,000 | 9.97% | 13G (passive) | Dec 31, 2023 |
| Engine Capital Management, LP Joint filing with Engine Capital Management GP, LLC (9.30%), Ajdler Arnaud (9.30%) and 2 more | 3,628,227 | 9.30% | 13D (active) amendment | Feb 25, 2025 |
| Steven Boyd Joint filing with Armistice Capital, LLC (8.01%) | 3,264,000 | 8.01% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 2,989,175 | 7.70% | 13G (passive) amendment | Mar 31, 2025 |
| Armistice Capital, LLC Joint filing with Steven Boyd (6.73%) | 2,700,000 | 6.73% | 13G (passive) amendment | Mar 31, 2026 |
| 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% | $8.10M | +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)
171 funds held OFIX in Q2 2026, 55% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 50,769 | 0.12% | Nov 4, 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% | Nov 12, 2026 |
| John A. Bartholdson | 10% owner | 4,792,043 | 11.76% | Nov 12, 2026 |
| Juniper Investment Company, LLC | 10% owner | 5,481,846 | 13.46% | Nov 12, 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 |
|---|---|---|---|---|---|---|
| Juniper Investment Company, LLC 10% owner | Nov 11, 2026 | Buy | +14,803 | $7.04 | $104.22K | 4,461,019 |
| Juniper Investment Company, LLC 10% owner | Nov 9, 2026 | Buy | +675,000 | $7.41 | $5.00M | 4,446,216 |
| Patrick Fisher President, Global Limb Recon | Nov 2, 2026 | Sale(10b5-1 plan) | −150 | $9.07 | $1.36K | 50,769 |
| Patrick Fisher President, Global Limb Recon | Oct 1, 2026 | Sale(10b5-1 plan) | −150 | $9.44 | $1.42K | 50,919 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.12%
2M shares short
Days to cover
6.1
At 0M shares a day
Change since last report
-9.1%
From 2M shares
Short volume, 20 days
48.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Orthofix Medical's stock actually held short. Settlement fails (shares not delivered on time) peaked at 3,942 shares on Sep 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Patrick Fisher Officer | Sep 1, 2026 | 450 | $4.23K | Sep 1, 2026 | Restricted Stock Units |
| Valentine Keith Director | Dec 21, 2023 | 66,665 | $925.98K | Dec 18, 2023 | Company Merger |
| Bostjancic John J. Officer | Nov 20, 2023 | 33,456 | $368.03K | Nov 20, 2023 | RESTRICTED STOCK |
| Bostjancic John J. Officer | Nov 9, 2023 | 9,084 | $98.11K | Nov 9, 2023 | RETAIL PURCHASE |
| Keran Patrick L 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 |
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