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Portolan Capital Management’s The Oncology Institute TOI Stock Holding History

Portolan Capital Management’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
2025
Q3 		– Sell
-221,512
Closed -$454K – 155
2025
Q2 		$454K Buy
+221,512
New +$554K 0.03% 116

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Portolan Capital Management's TOI Position: Q3 2025 in Review

Portolan Capital Management sold out of The Oncology Institute (TOI) in Q3 2025, closing a stake of 221,512 shares — an estimated $454K sold.

Portolan Capital Management first reported a position in TOI in Q2 2025 and held it in 1 quarter. The position peaked at $454K in Q2 2025. 108 funds tracked by Wall St. Rank hold TOI as of Q3 2025.

  • Portolan Capital Management reported no remaining The Oncology Institute position as of Q3 2025 after selling out during the quarter.
  • Portolan Capital Management sold 221,512 The Oncology Institute shares in Q3 2025, an estimated $454K.
  • Portolan Capital Management first reported a position in The Oncology Institute in Q2 2025 and held it in 1 quarter.
  • Portolan Capital Management's The Oncology Institute position peaked at $454K in Q2 2025.
  • 108 funds tracked by Wall St. Rank held The Oncology Institute as of Q3 2025.

Based on Portolan Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.