Oppenheimer
Sell-side research on earnings calls · 13F filer
Analysts heard
14
Earnings calls
16
last Nov 4, 2026
Stocks asked about
16
Rating actions
3
from news headlines
Analysts
Introduced as Oppenheimer by the operator or in their own words on calls Lician transcribed. Names are machine transcriptions and may be misspelled.
| Stocks asked aboutStocks | |||
|---|---|---|---|
| Colin Rush | 2 | ARRYOUST | 2026-11-04 |
| Jed Kelly | 2 | EXPEFLUT | 2026-11-04 |
| Scott Schenberger | 1 | GXO | 2026-11-04 |
| Kirsten Owen | 1 | IFF | 2026-11-04 |
| Brian Nagel | 1 | PRPL | 2026-11-04 |
| Reina Kumar | 1 | SEZL | 2026-11-04 |
| Leland Gershaw | 1 | URGN | 2026-11-04 |
| Christopher Glenn | 1 | VSH | 2026-11-04 |
| Param Singh | 1 | DOCN | 2026-11-03 |
| Ian Zafino | 1 | LIND | 2026-11-03 |
| Itai Kidron | 1 | BLZE | 2026-11-02 |
| Edward Yang | 1 | ICHR | 2026-11-02 |
| Brian Blair | 1 | CSL | 2026-10-28 |
| Michael Phillips | 1 | RLI | 2026-10-20 |
Coverage on earnings calls
- ARRYArray Technologies, Inc.
- EXPEExpedia Group, Inc.
- FLUTFlutter Entertainment plc
- GXOGXO Logistics, Inc.
- IFFINTERNATIONAL FLAVORS & FRAGRANCES INC
- PRPLPurple Innovation, Inc.
- SEZLSezzle Inc.
- URGNUroGen Pharma Ltd.
- VSHVISHAY INTERTECHNOLOGY INC
- DOCNDigitalOcean Holdings, Inc.
- LINDLINDBLAD EXPEDITIONS HOLDINGS, INC.
- OUSTOuster, Inc.
- BLZEBackblaze, Inc.
- ICHRICHOR HOLDINGS, LTD.
- CSLCARLISLE COMPANIES INC
- RLIRLI CORP
Recent rating changes
Upgrades, downgrades, initiations and target changes by Oppenheimer named in news headlines Lician stores, each linked to its source. We do not use licensed rating databases, so this list is partial.
13F holdings: the firm's own book
Oppenheimer's own 13F filing, for the quarter ended Sep 30, 2026, filed Oct 26, 2026 (SEC filing). A 13F lists US-listed securities over which the filer and its affiliates report investment discretion: its asset-management funds and accounts and its own trading. It is not a list of what Oppenheimer's brokerage clients hold; client positions are private.
Reported value
$9.5B
equity positions
Positions
1,752
New positions
134
vs Jun 30, 2026
Sold out
141
Largest positions
| Rank | Holding | ||
|---|---|---|---|
| 1 |  MSFT | $378.2M | 4.0% |
| 2 |  AAPL | $365.0M | 3.8% |
| 3 |  NVDA | $293.1M | 3.1% |
| 4 |  AMZN | $209.9M | 2.2% |
| 5 |  GOOGL | $164.8M | 1.7% |
| 6 |  GOOG | $161.3M | 1.7% |
| 7 |  JPM | $139.1M | 1.5% |
| 8 |  META | $128.6M | 1.4% |
| 9 |  AVGO | $110.0M | 1.2% |
| 10 |  SPY | $108.4M | 1.1% |
| 11 |  BRK.B | $108.3M | 1.1% |
| 12 |  LLY | $100.6M | 1.1% |
| 13 |  QQQ | $99.3M | 1.0% |
| 14 |  COST | $86.6M | 0.9% |
| 15 |  IVV | $79.9M | 0.8% |
| 16 |  VOO | $79.5M | 0.8% |
| 17 |  MRVL | $76.4M | 0.8% |
| 18 |  IWF | $71.5M | 0.8% |
| 19 |  AMD | $69.7M | 0.7% |
| 20 |  V | $68.6M | 0.7% |
| 21 |  TSLA | $63.3M | 0.7% |
| 22 |  PWR | $61.3M | 0.6% |
| 23 |  TSM | $60.9M | 0.6% |
| 24 |  MCO | $58.2M | 0.6% |
| 25 |  GS | $55.8M | 0.6% |
Biggest additions
Values as filed; value changes priced at this quarter's reported value per share. Options (puts/calls) are excluded from positions.