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5%+ stakes · Schedule 13D and 13G

Oncology Institute, Inc.: 5%+ holders

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Who has reported owning 5% or more of Oncology Institute, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Oncology Institute, Inc. The largest reported stake is Chernett Jorey's, at 10.2%. 5 filings are on record since September 5, 2025 (Schedule 13G/A, March 16, 2026).

Chernett Jorey also filed stake reports on 16 other companies ↓

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Key facts

  • · Reporting person: M33 Growth I L.P. · Sole voting: 0 · Shared voting: 5,002,656 · Sole dispositive: 0 · Shared dispositive: 5,002,656 · SCHEDULE 13D/A, 2026-05-15
  • · Reporting person: Chernett Jorey · Sole voting: 10,115,944 · Shared voting: 0 · Sole dispositive: 10,115,944 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-03-16
  • · Holder: Chernett Jorey · Percent: 5.2% · SCHEDULE 13G
  • · Holder: M33 Growth I LP · Percent: 5.46% · SCHEDULE 13D/A
  • · Holder: M33 Growth I LP · Percent: 9.79% · SCHEDULE 13D/A
At 5% or more1
Filings5
Latest filing2026-05-15

Oncology Institute, Inc. has 5 Schedule 13D or 13G filings on record since 2025-09-05. 1 holder's latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
10.2%10,115,944SCHEDULE 13G/A, 2026-03-162026-03-13
M33 Growth I L.P.4.94%5,002,656SCHEDULE 13D/A, 2026-05-152026-05-14

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More on Oncology Institute, Inc. and the records around it.

Oncology Institute, Inc. elsewhere on the record

Companies that share a holder

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What the Full Report on Oncology Institute, Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    6 cited sources found

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Chernett Jorey10,115,944010,115,9440SCHEDULE 13G/A, 2026-03-16
M33 Growth I L.P.05,002,65605,002,656SCHEDULE 13D/A, 2026-05-15
M33 Growth I GP LLC05,002,65605,002,656SCHEDULE 13D/A, 2026-05-15
Toi M, LLC0000SCHEDULE 13D/A, 2026-05-15

The latest filing identifies Oncology Institute, Inc. by CUSIP 23343Q100 and gives its principal executive office as 18000 Studebaker Road, Suite 800, Cerritos, CA 90703 (SCHEDULE 13D/A, 2026-05-15).

What the percentages are based on

The aggregate percentage of Shares owned by the Reporting Person is based upon 98,839,144 Shares outstanding as of March 5, 2026, as disclosed in the Issuer's Annual Report on Form 10-K, filed with the U.S. Securities and Exchange Commission on March 12, 2026. As of the close of business on March 13, 2026, the Reporting Person may be deemed to beneficially own 10.23% of the outstanding Shares.Chernett Jorey, SCHEDULE 13G/A, 2026-03-16

Source of funds (Item 3)

Between May 8, 2026 and May 14, 2026, M33 LP sold an aggregate of 1,800,000 shares in open market transactions on Nasdaq.M33 Growth I L.P., SCHEDULE 13D/A, 2026-05-15

Purpose of Transaction (Item 4)

M33 Growth I L.P.

Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this Schedule 13D, as amended therein, is incorporated herein by reference.Item 4 of the SCHEDULE 13D/A filed 2026-05-15

Timeline

FiledHolderPercentFiling
2025-09-05M33 Growth I LP9.79%SCHEDULE 13D/A
2025-11-20M33 Growth I LP5.46%SCHEDULE 13D/A
2026-01-15Chernett Jorey5.2%SCHEDULE 13G
2026-03-16Chernett Jorey10.2%SCHEDULE 13G/A
2026-05-15M33 Growth I L.P.4.94%SCHEDULE 13D/A

Questions about who owns Oncology Institute, Inc.

Who owns Oncology Institute, Inc.?

On this page, one holder's latest ownership filing reports 5% or more of Oncology Institute, Inc.: Chernett Jorey (10.2%, Schedule 13G/A, filed 2026-03-16).

When did Chernett Jorey buy into Oncology Institute, Inc.?

The filings give report dates, not purchase dates. The earliest filing from Chernett Jorey on this page is the Schedule 13G, filed 2026-01-15, reporting 5.2%; its latest, Schedule 13G/A filed 2026-03-16, reports 10.2%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 5 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Oncology Institute, Inc.

DateRecordFigureOur pageSource
April 8, 2025Form D, private offering$16.44M soldForm D pageSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/oncology-institute
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Oncology Institute, Inc.? 1 holder at 5% or more, largest Chernett Jorey 10.2%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/oncology-institute