Citadel Advisors’s The Oncology Institute TOI Stock Holding History

Citadel Advisors’s Portfolio TOI Stock Details TOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.87M	Buy	+608,267	New	+$1.87M	﹤0.01%	6215
2025 Q4	–	Sell	-14,961	Closed	-$55.5K	–	14077
2025 Q3	$52.2K	Buy	+14,961	New	+$51.3K	﹤0.01%	12180
2024 Q4	–	Sell	-91,337	Closed	-$29.9K	–	15399
2024 Q3	$29.9K	Sell	91,337 -178,367	-66%	-$73.9K	﹤0.01%	12445
2024 Q2	$124K	Buy	269,704 +239,558	+795%	+$204K	﹤0.01%	10616
2024 Q1	$47.6K	Sell	30,146 -113,694	-79%	-$216K	﹤0.01%	12217
2023 Q4	$293K	Buy	143,840 +101,123	+237%	+$175K	﹤0.01%	9200
2023 Q3	$59.8K	Buy	+42,717	New	+$44.2K	﹤0.01%	11544
2022 Q2	–	Sell	-60,387	Closed	-$431K	–	14109
2022 Q1	$431K	Buy	60,387 +20,826	+53%	+$140K	﹤0.01%	9742
2021 Q4	$386K	Sell	39,561 -1,427,623	-97%	-$12.7M	﹤0.01%	10310
2021 Q3	$14.6M	Buy	+1,467,184	New	+$14.6M	﹤0.01%	2460
2021 Q2	–	Sell	-14,448	Closed	-$144K	–	14445
2021 Q1	$144K	Buy	+14,448	New	+$154K	﹤0.01%	12096

Other funds holding TOI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

JAIC

Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

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

Citadel Advisors's TOI Position: Q1 2026 in Review

Citadel Advisors opened a new position in The Oncology Institute (TOI) in Q1 2026: 608,267 shares worth $1.87M. The stake represents ﹤0.01% of the portfolio and ranks #6215 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in TOI as recently as Q3 2025.

Citadel Advisors first reported a position in TOI in Q1 2021 and has held it in 11 quarters since. The position peaked at $14.6M in Q3 2021. 115 funds tracked by Wall St. Rank hold TOI as of Q1 2026.

Citadel Advisors held 608,267 shares of The Oncology Institute worth $1.87M as of Q1 2026.
The Oncology Institute was a new Citadel Advisors position in Q1 2026.
The Oncology Institute made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #6215 holding.
Citadel Advisors first reported a position in The Oncology Institute in Q1 2021 and has held it in 11 quarters since.
Citadel Advisors's The Oncology Institute position peaked at $14.6M in Q3 2021.
115 funds tracked by Wall St. Rank held The Oncology Institute as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.