FG
KIDS icon

Formula Growth’s OrthoPediatrics KIDS Stock Holding History

Formula Growth’s Portfolio KIDS Stock Details KIDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-81,000
Closed -$1.5M – 136
2025
Q3 		$1.5M Buy
+81,000
New +$1.67M 0.53% 70
2024
Q3 		– Sell
-85,620
Closed -$2.46M – 118
2024
Q2 		$2.46M Sell
85,620
-14,950
-15% -$458K 0.89% 43
2024
Q1 		$2.93M Sell
100,570
-300
-0.3% -$8.39K 0.94% 45
2023
Q4 		$3.28M Sell
100,870
-24,100
-19% -$699K 1.05% 34
2023
Q3 		$4M Sell
124,970
-1,313
-1% -$50.6K 1.36% 16
2023
Q2 		$5.54M Sell
126,283
-3,975
-3% -$183K 1.76% 10
2023
Q1 		$5.77M Sell
130,258
-600
-0.5% -$26.5K 1.86% 8
2022
Q4 		$5.2M Sell
130,858
-5,200
-4% -$217K 1.47% 15
2022
Q3 		$6.28M Buy
136,058
+15,500
+13% +$760K 1.79% 8
2022
Q2 		$5.2M Sell
120,558
-10,000
-8% -$457K 1.44% 21
2022
Q1 		$7.05M Sell
130,558
-2,015
-2% -$103K 1.33% 20
2021
Q4 		$7.94M Sell
132,573
-2,434
-2% -$152K 1.41% 21
2021
Q3 		$8.84M Hold
135,007
– – 1.27% 21
2021
Q2 		$8.53M Buy
135,007
+23,000
+21% +$1.32M 1.18% 22
2021
Q1 		$5.46M Buy
112,007
+67,007
+149% +$3.22M 0.79% 41
2020
Q4 		$1.86M Hold
45,000
– – 0.31% 85
2020
Q3 		$2.07M Hold
45,000
– – 0.39% 72
2020
Q2 		$1.97M Hold
45,000
– – 0.33% 79
2020
Q1 		$1.78M Hold
45,000
– – 0.34% 70
2019
Q4 		$2.12M Hold
45,000
– – 0.27% 83
2019
Q3 		$1.59M Hold
45,000
– – 0.24% 96
2019
Q2 		$1.75M Hold
45,000
– – 0.25% 93
2019
Q1 		$1.99M Hold
45,000
– – 0.28% 80
2018
Q4 		$1.57M Buy
+45,000
New +$1.43M 0.26% 82

Other funds holding KIDS

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Formula Growth's KIDS Position: Q4 2025 in Review

Formula Growth sold out of OrthoPediatrics (KIDS) in Q4 2025, closing a stake of 81,000 shares — an estimated $1.5M sold.

Formula Growth first reported a position in KIDS in Q4 2018 and held it in 24 quarters. The position peaked at $8.84M in Q3 2021. 120 funds tracked by Wall St. Rank hold KIDS as of Q4 2025.

  • Formula Growth reported no remaining OrthoPediatrics position as of Q4 2025 after selling out during the quarter.
  • Formula Growth sold 81,000 OrthoPediatrics shares in Q4 2025, an estimated $1.5M.
  • Formula Growth first reported a position in OrthoPediatrics in Q4 2018 and held it in 24 quarters.
  • Formula Growth's OrthoPediatrics position peaked at $8.84M in Q3 2021.
  • 120 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2025.

Based on Formula Growth's 13F filing for Q4 2025, filed 13 Feb 2026.