Entity type
Company
Filer Snapshot
OSTERWEIS CAPITAL MANAGEMENT INC
CIK 0001007524. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
194
Latest filing
15 May 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$1.94B
229 holdings for Q1 2026
Open portfolioLargest parsed holding
GOOG
$93.85M reported value
Open holding13D/G large stake
DSKE
31 Dec 2024 · 0% ownership
Open 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 15 May 2026 for CIK 0001007524.
- Business address
- One Maritime Plaza, Ste 800, San Francisco, CA, 94111
- Parsed ownership coverage
-
13F reported value
$1.94B
Latest parsed Form 13F reported market value.
Largest 13F symbols
GOOG, AFFIRM HLDGS INC, AMZN, MSFT
Largest symbols in the latest parsed Form 13F holdings.
- Schedule 13G stakes
- DSKE
- Largest 13F holdings
-
GOOG AFFIRM HLDGS INC AMZN MSFT AMAT MARRIOTT VACATIONS WORLDWIDE AVGO ADI
+12 more
V AZO JPM JBT MAREL CORPORATION LLY NVDA WCN DHR PENN ENTERTAINMENT INC Q2 HLDGS INC AWK TRNO - State of incorporation
- CA
- Fiscal year end
- 31 December
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about OSTERWEIS CAPITAL MANAGEMENT INC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $1.94B across 229 reported holdings for Q1 2026.
- Largest parsed 13F holding: GOOG at $93.85M.
- 1 recent 13D/G stake row found; top row is DSKE at 0% ownership.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
16%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$305.71M
Compared with $1.94B total 13F value.
Top 5 net change
+$14.99M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: Affirm Hldgs Inc · Largest trim: Airbnb Inc
GOOG
Affirm Hldgs Inc
AMZN
MSFT
AMAT
Other holdings
GOOG
4.8%Alphabet Inc
$93.85M
Affirm Hldgs Inc
2.9%Affirm Hldgs Inc
$55.78M
AMZN
2.8%Amazon Com Inc
$53.96M
MSFT
2.8%Microsoft Corp
$53.55M
AMAT
2.5%Applied Matls Inc
$48.58M
13D/G large-stake context
DSKE
31 Dec 2024 · Series A Convertible Preferred Stock
Latest update
What changed recently for OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.
Benchmark Context
Benchmark context for this company
OSTERWEIS CAPITAL MANAGEMENT INC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001007524 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
194
First seen
14 Feb 1996
Latest filing
15 May 2026
Entity
Company
Observed form types
13F-HR
N-PX
13F-HR/A
SCHEDULE 13G/A
SC 13G/A
SC 13G
Latest Filings
Showing the latest 12 of 113 SEC filings for OSTERWEIS CAPITAL MANAGEMENT INC.
13F-HR
File 028-04483
13F-HR filing
- Filing date
- 15 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-04483
13F-HR filing
- Filing date
- 17 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-04483
13F-HR filing
- Filing date
- 14 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-04483
N-PX filing
- Filing date
- 29 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-04483
13F-HR filing
- Filing date
- 14 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR/A
File 028-04483
13F-HR/A filing
- Filing date
- 05 Jun 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR/A
File 028-04483
13F-HR/A filing
- Filing date
- 05 Jun 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-04483
13F-HR filing
- Filing date
- 14 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 14 Feb 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-04483
13F-HR filing
- Filing date
- 13 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-04483
13F-HR filing
- Filing date
- 14 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-04483
N-PX filing
- Filing date
- 30 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing