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Jefferies Financial Group’s Ocugen OCGN Stock Holding History

Jefferies Financial Group’s Portfolio OCGN Stock Details OCGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$137K Sell
75,917
-26,018
-26% -$45K ﹤0.01% 1570
2025
Q4 		$138K Sell
101,935
-5,365
-5% -$7.64K ﹤0.01% 1667
2025
Q3 		$175K Buy
+107,300
New +$119K ﹤0.01% 1296

Other funds holding OCGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Jefferies Financial Group's OCGN Position: Q1 2026 in Review

Jefferies Financial Group reduced its Ocugen (OCGN) stake by 26% in Q1 2026, selling an estimated $45K and leaving 75,917 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Jefferies Financial Group first reported a position in OCGN in Q3 2025 and has held it in 3 quarters since. The position peaked at $175K in Q3 2025. 137 funds tracked by Wall St. Rank hold OCGN as of Q1 2026.

  • Jefferies Financial Group held 75,917 shares of Ocugen worth $137K as of Q1 2026.
  • Jefferies Financial Group sold 26,018 Ocugen shares in Q1 2026, an estimated $45K.
  • Ocugen made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1570 holding.
  • Jefferies Financial Group first reported a position in Ocugen in Q3 2025 and has held it in 3 quarters since.
  • Jefferies Financial Group's Ocugen position peaked at $175K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Ocugen as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.