Atria Investments’s OmniAb OABI Stock Holding History

Atria Investments’s Portfolio OABI Stock Details OABI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-43,563	Closed	-$105K	–	2054
2025 Q1	$105K	Buy	43,563 +7,063	+19%	+$23.1K	﹤0.01%	1873
2024 Q4	$129K	Buy	36,500 +1,419	+4%	+$5.61K	﹤0.01%	1820
2024 Q3	$148K	Buy	+35,081	New	+$152K	﹤0.01%	1851

Other funds holding OABI

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

Atria Investments's OABI Position: Q2 2025 in Review

Atria Investments sold out of OmniAb (OABI) in Q2 2025, closing a stake of 43,563 shares — an estimated $105K sold.

Atria Investments first reported a position in OABI in Q3 2024 and held it in 3 quarters. The position peaked at $148K in Q3 2024. 144 funds tracked by Wall St. Rank hold OABI as of Q2 2025.

Atria Investments reported no remaining OmniAb position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 43,563 OmniAb shares in Q2 2025, an estimated $105K.
Atria Investments first reported a position in OmniAb in Q3 2024 and held it in 3 quarters.
Atria Investments's OmniAb position peaked at $148K in Q3 2024.
144 funds tracked by Wall St. Rank held OmniAb as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.