Thrive Partners VII Growth GP, LLC

Thrive Partners VII Growth GP bought 188,395 OSCR shares for $3.2M at $16.91 avg over two days as stock down 31.4% from 52-week high

Thrive Partners VII Growth GP completed 2 separate purchases totaling 188,395 shares for $3,185,680.73 at a blended average price of $16.91, increasing holdings from 6.16M to 6.34M shares (+3.1%). The transaction occurred as Oscar Health trades 31.4% below its 52-week high of $23.28, despite strong 47.9% annual revenue growth; however, the company remains unprofitable with negative $54.6M net income over the most recent full fiscal year. The timing coincides with a recent pattern of sustained buying by this insider—5 prior trades at Oscar Health occurred between 2024-11-11 and 2024-11-14, all outcomes not yet measurable. The blended transaction price of $16.91 sits above the current market price of $15.98, creating immediate unrealized loss on this filing's purchases.

Thrive Partners VII Growth GP (Director) bought 344,522 shares for $5.4M on 2024-11-14 (blended avg $15.80)

Thrive Partners VII Growth GP, LLC acquired 344,522 shares across 2 separate purchases totaling $5,444,343.41, increasing holdings by 5.9% to 6.16M shares. This substantial transaction occurs as Oscar Health trades -31.4% from its 52-week high and after the director added positions on consecutive days (2024-11-11, -11-12, -11-13), suggesting concentrated accumulation activity. The company remains unprofitable with a full-year net loss and $-54.6M quarterly net income, though revenue growth of +47.9% year-over-year indicates operational scale expansion. Cross-ticker, this insider has completed 3 prior open-market buys with no measurable positive 90-day returns, and same-ticker outcomes remain too recent to evaluate.

Thrive Partners VII Growth GP bought 1,055,478 shares in 3 transactions at blended average $13.67 within 3 days, expanding holdings to 5,810,700 shares (+22.2%).

Thrive Partners VII Growth GP, a Director at Oscar Health, executed 3 separate purchases totaling 1,055,478 shares for $14,429,982.49 across November 11–13, 2024, at prices ranging from $13.58 to $13.74—a narrow band suggesting deliberate accumulation. The blended average price of $13.67 sits 1.4% above the current price of $13.48, indicating recent momentum. The accumulation increased the Director's stake by 22.2% from 4,755,222 to 5,810,700 shares, a material expansion. This occurs in a context where Oscar Health is highly unprofitable (net income of $-54,596,000 over its most recent full fiscal year) despite strong revenue growth of +47.9%, and where the stock has declined sharply: down 42.1% from its 52-week high of $23.28 and 25.3% over the past 90 days. The timing and scale of the purchase during a period of significant weakness warrant investor attention to whether the Director's valuation thesis differs from the market's current assessment.