TOI at a glance
Oncology Institute, Inc. (TOI, SEC CIK 1799191) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 2, 2026 and Form 4 insider filings as recently as August 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Oncology Institute, Inc. (TOI) reported revenue of $502.7 million (up 27.8% from FY2024) and a net loss of $60.6 million. Diluted EPS was -$0.54.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Oncology Institute, Inc. (TOI) shares worth $96.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Hively Brad on August 21, 2026 of 298,853 shares at $6.51 per share.
- In the last 90 days, TOI insiders reported 3 open-market purchases ($261K) and 3 open-market sales ($2.1M) on Form 4, a net sale of $1.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $502.7M
- +27.8% vs prior year
- Insiders · 90 days
- 3 buys · 3 sells
- Net −$1.8M
- 13F holders
- 25 funds
- $96.4M · +2 vs prior quarter
- Latest 8-K
- Sep 2, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $161.282M, up 34.6% YoY from $119.802M
- Specialty Pharmacy revenue $98.608M, up 57.6% YoY, best-performing segment
- Clinical trials & other revenue $3.847M, up 187.5% YoY, fastest growth
- Operating margin (2.9%) vs (9.4%) YoY; net margin (6.1%) vs (14.2%)
- Cash $41.094M; six-month operating cash flow $9.725M vs $(15.190)M YoY
Risk Factors
- No risk-factors section provided in the submitted excerpt
- No newly added risk or material 10-K comparison disclosed
- No regulatory, legal, operational, competitive, market, or financial risk details available in the text
AI summary of the TOI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Brad Hively will not seek Board re-election at the 2027 annual meeting
- Hively remains a director until the Annual Meeting but immediately exits Vice Chairman and all Board committees
Item 2.03: Creation of a Direct Financial Obligation
- Item 2.03 disclosure is incomplete, with no borrowing amount, terms, interest rate, maturity, or purpose provided
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 furnishes Exhibit 99.1 without Section 18 Exchange Act filing liability
- Investor-relevant results and financial details are contained in Exhibit 99.1, not the provided text
Item EX-99.1: Item EX-99.1
- Q2 revenue $161.3M, up 34.6%, led by Specialty Pharmacy revenue growth of 58%
- Adjusted EBITDA turned positive at $229K versus $(4.1)M, signaling progress toward profitability
AI summaries of TOI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TOI
Don't miss the next TOI filing
- Alerts as it files. A push when TOI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TOI, by share count.
- Ask anything. An AI agent that reads every TOI filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hively Brad | Sell | Aug 21, 2026 | 298,853 | $6.51 |
| Chernett Jorey | Buy | Aug 14, 2026 | 12,000 | $6.54 |
| Chernett Jorey | Sell | Aug 13, 2026 | 100 | $6.24 |
| Hively Brad | A | Jul 27, 2026 | 27,108 | - |
| STOLPER MARK | A | Jul 27, 2026 | 31,124 | - |
| McGeorge Anne | A | Jul 27, 2026 | 41,165 | - |
| TZOUMAKAS KIMBERLY JO | A | Jul 27, 2026 | 29,116 | - |
| Kaushal Mohit | A | Jul 27, 2026 | 33,133 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $393.4M | $502.7M |
| Operating Income | - | -$60.1M | -$36.1M |
| Net Income | -$83.1M | -$64.7M | -$60.6M |
| Op. Margin | - | -15.3% | -7.2% |
| Net Margin | - | -16.4% | -12.1% |
| Balance Sheet | |||
| Total Assets | $209.2M | $172.7M | $164.7M |
| Equity | - | $3.6M | -$15.7M |
| ROE | - | -1801.7% | 385.5% |
| Per Share | |||
| EPS | $-0.92 | $-0.71 | $-0.54 |
| Cash Flow | |||
| Operating CF | - | -$26.5M | -$24.6M |
| CapEx | $4.6M | $3.8M | $3.2M |
Source: XBRL data in Oncology Institute, Inc. (TOI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TOI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $96.4M |
| Q1 2026 | 23 | $46.3M |
| Q4 2025 | 22 | $49.1M |
| Q3 2025 | 22 | $44.9M |
| Q2 2025 | 19 | $21.9M |
| Q1 2025 | 10 | $2.9M |
| Q4 2024 | 5 | $688,000 |
| Q3 2024 | 5 | $181,000 |
- Renaissance Technologies LLC+463.1K (+51%)
- Goldman Sachs Group+383.4K (+28%)
- Two Sigma Investments+361.1K (+117%)
- BlackRock+333.2K (+8%)
- Bank of America Corp+328.6K (+518%)
- Vanguard Capital Management LLC−211.3K (-6%)
- Morgan Stanley−36.9K (-21%)
- Millennium Management−34.6K (-26%)
- U.S. Bancorp−39 (-41%)
- Franklin Resources+22.2K
- Ameriprise Financial+10.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 131 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TOI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 4 | Aug 24, 2026 | - | - | - |
| 8-K | Aug 21, 2026 | - | Analysis | - |
| 4 | Aug 17, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 22, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 4 | Jun 24, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis |
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TOI SEC filings: frequently asked questions
Are TOI insiders buying or selling?
In the last 90 days, Oncology Institute, Inc. (TOI) officers, directors and 10% owners reported 3 open-market purchases worth $261,090 by 1 insider and 3 open-market sales worth $2.1 million by 2 insiders on Form 4, a net sale of $1.8 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TOI stock?
As of June 30, 2026, the largest Oncology Institute, Inc. (TOI) holders among the 13F filers tracked by SignalX were BlackRock ($25.8 million), Vanguard Capital Management LLC ($17.7 million), Goldman Sachs Group ($9.4 million), State Street Corp ($8.4 million), Renaissance Technologies LLC ($7.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TOI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Oncology Institute, Inc. (TOI) reported revenue of $502.7 million (up 27.8% from FY2024) and a net loss of $60.6 million. Diluted EPS was -$0.54. The figures come from the XBRL data in the 10-K.
What did TOI report in its latest 8-K?
Oncology Institute, Inc. (TOI) filed an 8-K on September 2, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Brad Hively will not seek Board re-election at the 2027 annual meeting.
What are the latest TOI SEC filings?
Oncology Institute, Inc. (TOI) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 2, 2026 and a Form 4 insider filing on August 24, 2026.
What is TOI's SEC CIK number?
Oncology Institute, Inc. (TOI)'s SEC Central Index Key (CIK) is 1799191. EDGAR lists every TOI filing under that number.
Ask anything about TOI
The research agent reads TOI's filings, financials, insider trades and 13F holders, then answers with sources.