Oppenheimer Holdings (OPY) Short-term Investments (2011 - 2026)
Oppenheimer Holdings (OPY) reported Short-term Investments of $1.53 billion for Q2 2026, up 21.9% from $1.26 billion a year earlier and up 21.1% from the prior quarter.
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Analysis
Oppenheimer Holdings (OPY) Short-term Investments (2011 - 2026) Analysis & Trends
At the end of FY2025, Oppenheimer Holdings posted Short-term Investments of $1.25 billion, up 12.9% from FY2024.
- Short-term Investments has increased for three consecutive years, with a five-year compound annual growth rate of 15.4% (FY2020 to FY2025).
- By year, Short-term Investments came in at $1.11 billion in FY2024 (+39.3%), $795.31 million in FY2023 (+59.5%), $498.59 million in FY2022 (-21.4%) and $634.5 million in FY2021 (+3.9%).
- The Q2 2026 figure ranks as the highest quarterly Short-term Investments in data going back to Q4 2011.
- Year over year, Short-term Investments has now increased in each of the last 14 quarters, with growth averaging 20.4% over the last eight quarters.
- The high point for year-over-year Short-term Investments in five years was Q4 2023 (growth of 59.5%); the low point was Q4 2022 (a decline of 21.4%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $1.27 billion (Q1 2026), $1.25 billion (Q4 2025) and $1.32 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Cme | 106.61 Bn | 94.70 Bn | - |
| 2 | Robinhood Markets | 91.70 Bn | 72.73 Bn | - |
| 3 | Intercontinental Exchange | 88.95 Bn | 82.69 Bn | - |
| 4 | Nasdaq | 54.22 Bn | 51.65 Bn | 1.50 Bn |
| 5 | Interactive Brokers | 38.25 Bn | 15.37 Bn | - |
| 6 | Cboe Global Markets | 33.42 Bn | 25.08 Bn | 731.60 Mn |
| 7 | LPL Financial Holdings | 25.64 Bn | 20.96 Bn | - |
| 8 | Tradeweb Markets | 25.45 Bn | 17.47 Bn | - |
| 9 | Circle Internet | 22.26 Bn | 16.14 Bn | 288.85 Mn |
| 10 | Oppenheimer Holdings | 1.09 Bn | -4.42 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.53 Bn |
| Mar 31, 2026 | 1.27 Bn |
| Dec 31, 2025 | 1.25 Bn |
| Sep 30, 2025 | 1.32 Bn |
| Jun 30, 2025 | 1.26 Bn |
| Mar 31, 2025 | 1.22 Bn |
| Dec 31, 2024 | 1.11 Bn |
| Sep 30, 2024 | 1.07 Bn |
| Jun 30, 2024 | 1.04 Bn |
| Mar 31, 2024 | 1.04 Bn |
| Dec 31, 2023 | 795.31 Mn |
| Sep 30, 2023 | 853.95 Mn |
| Jun 30, 2023 | 924.18 Mn |
| Mar 31, 2023 | 762.15 Mn |
| Dec 31, 2022 | 498.59 Mn |
| Sep 30, 2022 | 662.68 Mn |
| Jun 30, 2022 | 621.27 Mn |
| Mar 31, 2022 | 689.05 Mn |
| Dec 31, 2021 | 634.50 Mn |
| Sep 30, 2021 | 561.68 Mn |
API Access
Oppenheimer Holdings Short-term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=short-term-investments&ticker=OPY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-term-investments", "ticker": "OPY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=short-term-investments&ticker=OPY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();