Core Insights - GLYNN CAPITAL MANAGEMENT LLC sold 153,753 shares of Oscar Health, reducing its position by approximately $10.47 million, as disclosed in a SEC filing dated November 12, 2025 [2][3][7] - Oscar Health remains the largest holding in GLYNN CAPITAL's portfolio, accounting for 17.06% of the fund's 13F AUM, with a post-sale stake of 2,856,025 shares valued at $54.06 million [4][7] - Oscar Health's stock price as of November 11, 2025, was $14.85, reflecting a 7.6% increase over the past year, although it underperformed the S&P 500 by 4.52 percentage points [4][5] Company Overview - Oscar Health, Inc. is a technology-focused health insurance company providing various health insurance products and the +Oscar platform to customers in the United States [6][9] - The company reported a total revenue of $11.29 billion and a net income of -$244.09 million for the trailing twelve months [5] Business Developments - Oscar Health has stabilized its fundamentals, allowing institutional investors to view the stock as a long-term investment rather than a speculative one [10] - The company has improved its medical loss ratios and administrative spending, indicating a more focused operational structure [11] - The +Oscar platform is now integral to the company's growth strategy, enabling scalability without significant overhead [11] Future Outlook - Investors should monitor Oscar Health's ability to convert its current stability into consistent earnings and how it manages growth as it expands its membership and the +Oscar platform [12] - The company is positioned for a potential turnaround in the health insurance sector if it continues on its current trajectory [12]