ORI
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Oak Ridge Investments’s UroGen Pharma URGN Stock Holding History

Oak Ridge Investments’s Portfolio URGN Stock Details URGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.55M Buy
86,403
+1,173
+1% +$23.5K 0.1% 106
2025
Q4 		$2M Sell
85,230
-2,277
-3% -$49.4K 0.12% 93
2025
Q3 		$1.75M Buy
87,507
+16,937
+24% +$304K 0.11% 98
2025
Q2 		$967K Sell
70,570
-3,134
-4% -$30.1K 0.07% 115
2025
Q1 		$815K Buy
73,704
+12,539
+21% +$134K 0.07% 122
2024
Q4 		$651K Sell
61,165
-15,634
-20% -$187K 0.05% 137
2024
Q3 		$975K Sell
76,799
-3,130
-4% -$46.5K 0.09% 111
2024
Q2 		$1.34M Buy
79,929
+18,725
+31% +$266K 0.13% 101
2024
Q1 		$918K Buy
+61,204
New +$1M 0.09% 121

Other funds holding URGN

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Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.58B AUM 138.67% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return