Monitor for any future 13D amendments that could signal a change in Thrive's investment thesis or engagement strategy. The current filing is purely administrative — no catalyst for near-term price action.
Price Chart
Executive Summary
Thrive Capital (Joshua Kushner) filed Amendment No. 4 to its Schedule 13D on Oscar Health, reporting a net reduction in beneficial ownership from ~12.5% to ~12.1% of Class A Common Stock. The change resulted from internal fund-to-fund transfers of Class B shares for Class A shares, followed by pro-rata distributions of Class A shares to limited partners — a portfolio rebalancing and distribution event, not a market sale. The filing does not disclose any new activist demands or changes in purpose.
Key Financial Metrics
Key Facts
- Joshua Kushner's aggregate beneficial ownership decreased from ~12.5% to ~12.1% of Class A Common Stock.
- Thrive Capital Partners II, III, and Claremount TW transferred Class B shares to Thrive VII Growth and Claremount VII in exchange for Class A shares, then distributed those Class A shares pro-rata to limited partners without consideration.
- No new activist demands, strategic review, board changes, or purpose modifications were disclosed.
- The filing is an internal restructuring and distribution event, not a market sale or change in investment thesis.
Financial Impact
No direct financial impact. The ownership reduction is ~0.4 percentage points, resulting from internal fund distributions.
Risk Factors
- No material risks identified from this filing alone.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13D/A Filing (Primary) | 0001193125-26-395843 |
| Document: 0001193125-26-395843-index.html | 0001193125-26-395843 |
| Document: 0001193125-26-395843.txt | 0001193125-26-395843 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 18, 2026 5w ago | SC 13D/A | $31.29 | awaiting T+60 | — | $31.10 (−0.61%) |
Sep 16, 2026 5w ago | 8-K | $32.34 | awaiting T+60 | — | $31.10 (−3.83%) |
Sep 8, 2026 6w ago | Insider Cluster | $31.76 | awaiting T+60 | — | $31.10 (+2.08%) |
Aug 18, 2026 9w ago | 144 | $32.30 | awaiting T+60 | — | $31.10 (+3.72%) |
Aug 10, 2026 11w ago | 144 | $27.97 | awaiting T+60 | — | $31.10 (+11.19%) |
Jul 6, 2026 16w ago | Insider Cluster | $31.12 $30.84 | ▲ +0.90% | ▲ +3.15% | $31.10 (+0.06%) |
Jul 1, 2026 16w ago | Insider Cluster | $32.18 $29.65 | ▲ +7.86% | ▲ +10.91% | $31.10 (+3.36%) |
Jun 11, 2026 19w ago | Institutional Cluster | $28.91 $33.01 | ▲ +14.18% | ▲ +10.36% | $31.10 (+7.58%) |
Jun 8, 2026 20w ago | 8-K | $27.39 $30.33 | ▲ +10.73% | ▲ +7.22% | $31.10 (+13.55%) |
Jun 4, 2026 20w ago | Insider Cluster | $24.51 $29.83 | ▲ +21.71% | ▲ +18.42% | $31.10 (+26.89%) |
US Market Status
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