Juniper group discloses 11% Orthofix Medical (OFIX) stake and new share buys

Q: Which Juniper funds hold Orthofix Medical (OFIX) shares in this filing?

The filing shows Juniper Targeted Opportunity Fund , Juniper Targeted Opportunities , and Juniper Multi-Strategy as direct holders, with their general partners and Juniper Investment Company deemed beneficial owners under Rule 13d-3 .

Q: What percentage of Orthofix Medical (OFIX) does each Juniper fund own?

Juniper Fund beneficially owns about 3,461,216 shares (8.6%), Juniper Targeted Opportunities 935,901 shares (2.3%), and Juniper Multi-Strategy 45,426 shares (0.1%), each percentage calculated against 40,421,652 shares outstanding.

Q: Who are the individuals tied to Juniper’s Orthofix Medical (OFIX) stake?

Alexis P. Michas and John A. Bartholdson are managing members of several Juniper entities. Each may be deemed to beneficially own the 4,442,543 shares held by the funds, while formally disclaiming beneficial ownership for all other purposes.

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

SCHEDULE 13D/A

Rhea-AI Filing Summary

Orthofix Medical Inc. investor group updates its ownership disclosure. Funds and entities advised by Juniper Investment Company report collective beneficial ownership of 4,442,543 common shares of Orthofix Medical, representing approximately 11% of shares outstanding as of May 1, 2026.

Juniper Targeted Opportunity Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy together hold these shares, with the related general partners and managing members Alexis P. Michas and John A. Bartholdson deemed beneficial owners under SEC rules. Between February 13, 2026 and May 22, 2026, Juniper Targeted Opportunity Fund purchased 657,926 shares in open‑market transactions for an aggregate consideration of about $7.41 million, including commissions.

Key Figures

Juniper collective stake: 4,442,543 shares (11%) Issuer shares outstanding: 40,421,652 shares Juniper Fund holdings: 3,461,216 shares (8.6%) +4 more

7 metrics

Juniper collective stake 4,442,543 shares (11%) Beneficial ownership of Orthofix common stock as of Record Date

Issuer shares outstanding 40,421,652 shares Shares outstanding as of May 1, 2026 per Form 10-Q

Juniper Fund holdings 3,461,216 shares (8.6%) Juniper Targeted Opportunity Fund beneficial ownership

Juniper Targeted Opportunities holdings 935,901 shares (2.3%) Juniper Targeted Opportunities, L.P. beneficial ownership

Juniper Multi-Strategy holdings 45,426 shares (0.1%) Juniper Multi-Strategy Fund, L.P. beneficial ownership

Recent purchases 657,926 shares Shares bought by Juniper Targeted Opportunity Fund between Feb 13 and May 22, 2026

Aggregate purchase price $7,413,751 Consideration for 657,926 shares, including brokerage commissions

Key Terms

beneficially own, Schedule 13D, Rule 13d-3, general partner, +2 more

6 terms

beneficially own financial

"As of the date hereof, the Reporting Persons are deemed to beneficially own the Subject Shares"

Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.

Schedule 13D regulatory

"If the filing person has previously filed a statement on Schedule 13G to report the acquisition"

A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.

Rule 13d-3 regulatory

"may be deemed to own beneficially (as that term is defined in Rule 13d-3 ) the 3,461,216 Shares"

Rule 13d-3 defines who is treated as the beneficial owner of a company’s shares for U.S. securities disclosure rules — essentially anyone who has the power to vote or direct how shares are voted, or the power to buy or sell them, even if they don’t hold the certificates. For investors this matters because crossing certain ownership thresholds triggers public filing and disclosure obligations and signals potential control or influence, much like having the keys to a car implies you can drive it even if it’s registered to someone else.

general partner financial

"Juniper HF Investors II, LLC, a Delaware limited liability company and the general partner of Juniper Fund"

A general partner is the person or firm that runs an investment partnership and legally represents it — they make the day-to-day decisions, choose which assets to buy or sell, and are responsible for the partnership’s obligations. Investors care because the general partner’s judgment, risk-taking and fee and profit-sharing arrangements determine both the potential returns and the level of exposure to losses; think of the GP as the ship’s captain whose skill and honesty shape the voyage’s outcome.

investment advisor financial

"Juniper Investment Company, LLC, a Delaware limited liability company and the investment advisor to Juniper Fund"

An investment advisor is a person or firm that provides personalized guidance on buying, selling and managing investments and often oversees client portfolios for a fee. For investors this matters because the advisor shapes risk, costs and long-term returns, and is typically required by law to act in the client’s best interests — think of them as a financial coach or GPS that helps navigate choices and avoid costly detours.

sole voting power financial

"Number of Shares Beneficially Owned by Each Reporting Person With: | 7 | Sole Voting Power 3,461,216.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

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05/27/2026 - 04:12 PM

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 5)

Orthofix Medical Inc.

(Name of Issuer)

Common stock, $0.10 par value per share

(Title of Class of Securities)

68752M108

(CUSIP Number)

John A. Bartholdson
Juniper Investment Company, LLC, 555 Madison Avenue, 24th Floor
New York, NY, 10022
(212) 339-8500

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

05/22/2026

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

SCHEDULE 13D

Item 1.

Security and Issuer

(a)

Title of Class of Securities:

Common stock, $0.10 par value per share

(b)

Name of Issuer:

Orthofix Medical Inc.

(c)

Address of Issuer's Principal Executive Offices:

3451 Plano Parkway, Lewisville, TEXAS , 75056.

Item 2.

Identity and Background

(a)

This Schedule 13D is being filed by: (i) Juniper Targeted Opportunity Fund, L.P., a Delaware limited partnership ("Juniper Fund"). (ii) Juniper HF Investors II, LLC, a Delaware limited liability company and the general partner of Juniper Fund ("Juniper HF II"). (iii) Juniper Targeted Opportunities, L.P., a Delaware limited partnership ("Juniper Targeted Opportunities"). (iv) Juniper Targeted Opportunity Investors, LLC, a Delaware limited liability company and the general partner of Juniper Targeted Opportunities ("Juniper TO"). (v) Juniper Multi-Strategy Fund, L.P., a Delaware limited partnership ("Juniper Multi-Strategy"). (vi) Juniper HF Investors, LLC, a Delaware limited liability company and the general partner of Juniper Multi-Strategy ("Juniper HF"). (vii) Juniper Investment Company, LLC, a Delaware limited liability company and the investment advisor to Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy ("Juniper Investment Company"). (viii) Alexis P. Michas, as a managing member of each of Juniper HF II, Juniper TO, Juniper HF, and Juniper Investment Company; and (ix) John A. Bartholdson, as a managing member of each of Juniper HF II, Juniper TO, Juniper HF, and Juniper Investment Company.

(b)

555 Madison Avenue, 24th Floor, New York, New York 10022

(c)

The principal business of each of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy is to invest in the capital stock of various companies. The principal business of Juniper HF II is to serve as the general partner of Juniper Fund. The principal business of Juniper TO is to serve as the general partner of Juniper Targeted Opportunities. The principal business of Juniper HF is to serve as the general partner of Juniper Multi-Strategy. Juniper Investment Company provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. Each of Messrs. Michas and Bartholdson serves as managing member of Juniper HF II, Juniper TO, Juniper HF, and Juniper Investment Company.

(d)

During the past five years, none of the Reporting Persons has been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors).

(e)

During the last five years, none of the Reporting Persons has been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.

(f)

Each of Messrs. Michas and Bartholdson is a United States citizen.

Item 3.

Source and Amount of Funds or Other Consideration

Item 3 is hereby amended and supplemented by adding the following information: As of the date hereof, the Reporting Persons are deemed to beneficially own the Subject Shares as detailed in Items 1 and 5.

Item 4.

Purpose of Transaction

Item 4 is hereby amended and supplemented by adding the following information. Between February 13, 2026, and May 22, 2026, Juniper Targeted Opportunity Fund, L.P. purchased 657,926 shares at an aggregate purchase price of approximately $7,413,751, which includes brokerage commissions, in the open market.

Item 5.

Interest in Securities of the Issuer

(a)

The responses of the Reporting Persons to rows (7) through (13) of the cover pages of this Schedule 13D are incorporated herein by reference. (a) The percentages of ownership indicated in this Schedule 13D are calculated based on 40,421,652 Shares reported as outstanding as of May 1, 2026 (the "Record Date"), in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2026, as filed with the United States Securities and Exchange Commission on May 5, 2026. As of the date of this Schedule 13D, the Reporting Persons collectively held an aggregate of 4,442,543 Shares, constituting approximately 11% of the Issuer's outstanding Shares as of the Record Date. As of the date of this Schedule 13D, each Reporting Person may be deemed to have direct beneficial ownership of the Shares as follows: (i) Juniper Fund beneficially owned 3,461,216 Shares, constituting approximately 8.6% of the Issuer's outstanding Shares as of the Record Date. (ii) Juniper Targeted Opportunities beneficially owned 935,901 Shares, constituting approximately 2.3% of the Issuer's outstanding Shares as of the Record Date. (iii) Juniper Multi-Strategy beneficially owned 45,426 Shares, constituting approximately 0.1% of the Issuer's outstanding Shares as of the Record Date. (iv) Juniper HF II, as the general partner of Juniper Fund, may be deemed to own beneficially (as that term is defined in Rule 13d-3 under the Securities Exchange Act of 1934) the 3,461,216 Shares held by Juniper Fund, constituting approximately 8.6% of the Issuer's outstanding Shares as of the Record Date. Juniper HF II disclaims beneficial ownership of such Shares for all other purposes. (v) Juniper TO, as the general partner of Juniper Targeted Opportunities, may be deemed to own beneficially (as that term is defined in Rule 13d-3 under the Securities Exchange Act of 1934) the 935,901 Shares held by Juniper Targeted Opportunities, constituting approximately 2.3% of the Issuer's outstanding Shares as of the Record Date. Juniper TO disclaims beneficial ownership of such Shares for all other purposes. (vi) Juniper HF, as the general partner of Juniper Multi-Strategy, may be deemed to own beneficially (as that term is defined in Rule 13d-3 under the Securities Exchange Act of 1934) the 45,426 Shares held by Juniper Multi-Strategy, constituting approximately 0.1% of the Issuer's outstanding Shares as of the Record Date. Juniper HF disclaims beneficial ownership of such Shares for all other purposes. (v) Juniper Investment Company, as the investment advisor of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, may be deemed to own beneficially (as that term is defined in Rule 13-d under the Securities Exchange Act of 1934) the 4,442,543 Shares collectively and directly held by each of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, constituting approximately 11% of the Issuer's outstanding Shares as of the Record Date. Juniper Investment Company disclaims beneficial ownership of such Shares for all other purposes. (vi) Each of Messrs. Michas and Bartholdson, as the managing member of Juniper HF II, Juniper TO, Juniper HF, and Juniper Investment Company, may be deemed to own beneficially (as that term is defined in Rule 13d-3 under the Securities Exchange Act of 1934) the 4,442,543 Shares held by Juniper Fund, Juniper Targeted Opportunities, Juniper Multi-Strategy, and Juniper Investment Company, constituting approximately 11% of the then outstanding Shares. Each of Messrs. Michas and Bartholdson disclaims beneficial ownership of such Shares for all other purposes.

(b)

Each of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy has the sole power to vote or direct their respective vote of 3,461,216, 935,901 and 45,426 Shares and the sole power to dispose or direct the disposition of such Shares. Juniper HF II, Juniper TO, Juniper HF, Juniper Investment Company and each of Messrs. Michas and Bartholdson may be deemed to share with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, as applicable, the power to vote or to direct the vote and to dispose or to direct the disposition of such Shares.

(c)

Set forth on Exhibit A to this Schedule 13D is a list of transactions in the Shares effected by the Reporting Persons since May 21, 2026. These transactions were all effected in the open market through a broker. Except for the foregoing, no other transactions in the Shares were affected by the Reporting Persons during the sixty days prior to the date of this Schedule 13D.

(d)

To the knowledge of the Reporting Persons, no person other than the Reporting Persons has the right to receive or the power to direct the receipt of dividends from, or proceeds from the sale of, the Shares that are the subject of this Schedule 13D.

(e)

Not applicable.

Item 6.

Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer

The response to Item 3 is incorporated herein by reference. Except as described in this Schedule 13D or incorporated by reference in this Schedule 13D, there are no contracts, arrangements, understandings or relationships (legal or otherwise) between any of the Reporting Persons or between any of the Reporting Persons and any other person with respect to any securities of the Issuer, including, but not limited to, transfer or voting of any securities, finder's fees, joint ventures, loan or option arrangements, puts or calls, guarantees of profits, division of profits or losses, or the giving or withholding of proxies.

Item 7.

Material to be Filed as Exhibits.

Exhibit 99.A: Schedule of Transactions

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Juniper Targeted Opportunity Fund, L.P.

Signature:	/s/ John A. Bartholdson
Name/Title:	Managing Member of its General Partner, Juniper HF Investors II, LLC
Date:	05/27/2026

Juniper HF Investors II, LLC

Signature:	/s/ John A. Bartholdson
Name/Title:	Managing Member
Date:	05/27/2026

Juniper Targeted Opportunities, L.P.

Signature:	/s/ John A. Bartholdson
Name/Title:	Managing Member of its General Partner, Juniper Targeted Opportunity Investors, LLC
Date:	05/27/2026

Juniper Targeted Opportunity Investors, LLC

Signature:	/s/ John A. Bartholdson
Name/Title:	Managing Member
Date:	05/27/2026

Juniper Multi-Strategy Fund, L.P.

Signature:	/s/ John A. Bartholdson
Name/Title:	Managing Member of its General Partner, Juniper Targeted Opportunity Investors, LLC
Date:	05/27/2026

Juniper HF Investors, LLC

Signature:	/s/ John A. Bartholdson
Name/Title:	Managing Member
Date:	05/27/2026

Juniper Investment Company, LLC

Signature:	/s/ John A. Bartholdson
Name/Title:	Managing Member
Date:	05/27/2026

Alexis P. Michas

Signature:	/s/ Alexis P. Michas
Name/Title:	Managing Member
Date:	05/27/2026

John A. Bartholdson

Signature:	/s/ John A. Bartholdson
Name/Title:	Managing Member
Date:	05/27/2026

Source: View Original Filing on SEC EDGAR

FAQ

What ownership stake does Juniper report in Orthofix Medical (OFIX)?

Juniper-related entities report beneficial ownership of about 4,442,543 Orthofix Medical shares, or approximately 11% of shares outstanding as of May 1, 2026, based on the company’s Form 10-Q share count.

Which Juniper funds hold Orthofix Medical (OFIX) shares in this filing?

The filing shows Juniper Targeted Opportunity Fund, Juniper Targeted Opportunities, and Juniper Multi-Strategy as direct holders, with their general partners and Juniper Investment Company deemed beneficial owners under Rule 13d-3.

How many Orthofix Medical (OFIX) shares did Juniper recently purchase?

Between February 13, 2026 and May 22, 2026, Juniper Targeted Opportunity Fund purchased 657,926 Orthofix shares in open‑market transactions for an aggregate purchase price of approximately $7,413,751, including brokerage commissions.

What percentage of Orthofix Medical (OFIX) does each Juniper fund own?

Juniper Fund beneficially owns about 3,461,216 shares (8.6%), Juniper Targeted Opportunities 935,901 shares (2.3%), and Juniper Multi-Strategy 45,426 shares (0.1%), each percentage calculated against 40,421,652 shares outstanding.

Who are the individuals tied to Juniper’s Orthofix Medical (OFIX) stake?

Alexis P. Michas and John A. Bartholdson are managing members of several Juniper entities. Each may be deemed to beneficially own the 4,442,543 shares held by the funds, while formally disclaiming beneficial ownership for all other purposes.