OSTERWEIS CAPITAL MANAGEMENT INC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$4.18B
13F filings
2
Latest filing
Jun 5, 2025

Top 10 holdings

PEGA $74.09M
3.45% of AUM
MSFT $67.29M
3.13% of AUM
GOOG $65.54M
3.05% of AUM
MSFT $57.67M
2.85% of AUM
AMZN $55.18M
2.57% of AUM
GOOG $54.15M
2.67% of AUM
AMZN $47.13M
2.33% of AUM
HAE $46.60M
2.30% of AUM
HAE $45.96M
2.14% of AUM
V $35.67M
1.76% of AUM

About this filer

FilingIQ has indexed 2 quarterly Form 13F filings from OSTERWEIS CAPITAL MANAGEMENT INC. Reported assets under management total $4.18B.

View live OSTERWEIS CAPITAL MANAGEMENT INC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does OSTERWEIS CAPITAL MANAGEMENT INC have under management?
Per OSTERWEIS CAPITAL MANAGEMENT INC's most recent SEC Form 13F filing dated Jun 5, 2025, total assets under management are $4.18B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has OSTERWEIS CAPITAL MANAGEMENT INC submitted?
FilingIQ has indexed 2 quarterly Form 13F filings from OSTERWEIS CAPITAL MANAGEMENT INC. Filings are due 45 days after quarter-end.
Where does OSTERWEIS CAPITAL MANAGEMENT INC's holdings data come from?
Every position shown on this page sources back to OSTERWEIS CAPITAL MANAGEMENT INC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.