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OSTERWEIS CAPITAL MANAGEMENT INC: KEYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSTERWEIS CAPITAL MANAGEMENT INC on KEYS, newest first. How the timeline and the estimate are built.

OSTERWEIS CAPITAL MANAGEMENT INC held 42,323 KEYS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,323 shares
    Change vs previous 13F -73,070 shares

    0.7% of the 13F portfolio, value $14,816,013.

    13F-HR 0001007524-26-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 115,393 shares
    Change vs previous 13F -34,970 shares

    1.68% of the 13F portfolio, value $32,583,522.

    13F-HR 0001007524-26-000002 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 150,363 shares
    Change vs previous 13F -25,134 shares

    1.29% of the 13F portfolio, value $30,552,258.

    13F-HR 0001007524-26-000001 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 175,497 shares
    Change vs previous 13F -27,738 shares

    1.39% of the 13F portfolio, value $30,697,935.

    13F-HR 0001007524-25-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 203,235 shares
    Change vs previous 13F -1,426 shares

    1.59% of the 13F portfolio, value $33,302,087.

    13F-HR 0001085146-25-005142 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 204,661 shares
    Change vs previous 13F -32,075 shares

    1.51% of the 13F portfolio, value $30,652,078.

    13F-HR/A 0001085146-25-003428 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 236,736 shares
    Change vs previous 13F +3,533 shares

    1.77% of the 13F portfolio, value $38,026,904.

    13F-HR/A 0001085146-25-003427 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 233,203 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $37,062,953.

    13F-HR 0001085146-24-005783 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).