Aigen Investment Management’s Blue Owl Capital OBDC Stock Holding History

Aigen Investment Management’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,016	Closed	-$305K	–	874
2025 Q3	$305K	Buy	+18,016	New	+$256K	0.05%	529
2024 Q3	–	Sell	-15,656	Closed	-$240K	–	930
2024 Q2	$240K	Sell	15,656 -19,311	-55%	-$309K	0.05%	564
2024 Q1	$538K	Sell	34,967 -23,829	-41%	-$358K	0.12%	264
2023 Q4	$868K	Buy	58,796 +7,573	+15%	+$108K	0.15%	183
2023 Q3	$709K	Buy	51,223 +32,611	+175%	+$450K	0.13%	249
2023 Q2	$250K	Buy	+18,612	New	+$243K	0.04%	548
2021 Q4	–	Sell	-24,382	Closed	-$344K	–	1140
2021 Q3	$344K	Buy	+24,382	New	+$353K	0.07%	314
2021 Q2	–	Sell	-11,493	Closed	-$158K	–	658
2021 Q1	$158K	Sell	11,493 -2,874	-20%	-$39.1K	0.02%	566
2020 Q4	$182K	Buy	+14,367	New	+$182K	0.02%	692

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aigen Investment Management's OBDC Position: Q4 2025 in Review

Aigen Investment Management sold out of Blue Owl Capital (OBDC) in Q4 2025, closing a stake of 18,016 shares — an estimated $305K sold.

Aigen Investment Management first reported a position in OBDC in Q4 2020 and held it in 9 quarters. The position peaked at $868K in Q4 2023. 470 funds tracked by Wall St. Rank hold OBDC as of Q4 2025.

Aigen Investment Management reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 18,016 Blue Owl Capital shares in Q4 2025, an estimated $305K.
Aigen Investment Management first reported a position in Blue Owl Capital in Q4 2020 and held it in 9 quarters.
Aigen Investment Management's Blue Owl Capital position peaked at $868K in Q4 2023.
470 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.