OrthoPediatrics Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:KIDS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
21 Aug 24	SellUS$293,000	Daniel Gerritzen	Individual	10,000	US$29.30
11 Mar 24	SellUS$88,150	Fred Hite	Individual	3,195	US$27.59
11 Mar 24	SellUS$67,126	Mark Throdahl	Individual	2,433	US$27.59
11 Mar 24	SellUS$76,369	Gregory Odle	Individual	2,768	US$27.59
11 Mar 24	SellUS$75,624	Daniel Gerritzen	Individual	2,741	US$27.59
11 Mar 24	SellUS$88,647	David Bailey	Individual	3,213	US$27.59
22 Feb 24	SellUS$81,458	Joseph Hauser	Individual	2,903	US$28.06

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of KIDS?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	970,558	3.9%
VC/PE Firms	6,901,764	27.7%
Institutions	17,041,033	68.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.7%.

Top Shareholders

Top 25 shareholders own 90.61% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
28.5%	Squadron Capital, LLC	6,901,764	US$154.1m	0%	no data
9.26%	Brown Capital Management, LLC	2,241,920	US$50.1m	-13.6%	0.66%
6.59%	Brown Advisory Incorporated	1,596,761	US$35.7m	-1.21%	0.04%
5.31%	BlackRock, Inc.	1,286,903	US$28.7m	0.93%	no data
4.57%	Braidwell LP	1,107,770	US$24.7m	0%	1.08%
4.17%	Granahan Investment Management, LLC	1,010,259	US$22.6m	1.16%	0.81%
3.95%	The Vanguard Group, Inc.	956,055	US$21.3m	5.23%	no data
3.65%	Wellington Management Group LLP	883,221	US$19.7m	16.2%	no data
2.29%	Morgan Stanley, Investment Banking and Brokerage Investments	554,862	US$12.4m	126%	no data
2.14%	Dimensional Fund Advisors LP	519,287	US$11.6m	10.7%	no data
1.95%	Wasatch Advisors LP	473,101	US$10.6m	-11.6%	0.04%
1.86%	New York State Common Retirement Fund	450,166	US$10.1m	-11.5%	0.01%
1.86%	AWM Investment Company Inc	450,015	US$10.0m	-0.46%	1.13%
1.83%	Riverbridge Partners, LLC	443,069	US$9.9m	-3.28%	0.12%
1.73%	State Street Global Advisors, Inc.	417,898	US$9.3m	1.02%	no data
1.62%	Geode Capital Management, LLC	391,492	US$8.7m	2.08%	no data
1.34%	Intrinsic Edge Capital Management LLC	325,238	US$7.3m	6.55%	0.78%
1.27%	Portolan Capital Management, LLC	308,099	US$6.9m	66.2%	0.45%
1.21%	Jackson National Asset Management, LLC	291,845	US$6.5m	0.58%	0.12%
1.19%	Soleus Capital Management, L.P.	288,945	US$6.5m	-6.64%	0.48%
1.02%	Harbor Capital Advisors, Inc.	246,860	US$5.5m	268%	0.23%
0.95%	David Bailey	229,779	US$5.1m	0%	no data
0.8%	Northern Trust Global Investments	193,154	US$4.3m	5.22%	no data
0.8%	Next Century Growth Investors LLC	192,794	US$4.3m	22.2%	0.31%
0.75%	Mark Throdahl	181,977	US$4.1m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 07:29
End of Day Share Price	2024/12/19 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

OrthoPediatrics Corp. is covered by 9 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Michael Gorman	BTIG
David Turkaly	JMP Securities
Jonathan Braatz	Kansas City Capital Associates