Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Blue Owl Capital OBDC Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q2 		$4.74M Buy
436,473
+46,791
+12% +$523K 0.01% 1066
2026
Q1 		$4.31M Sell
389,682
-23,823
-6% -$280K 0.01% 1054
2025
Q4 		$5.14M Sell
413,505
-2,178
-0.5% -$27.7K 0.01% 919
2025
Q3 		$5.31M Buy
415,683
+80,708
+24% +$1.15M 0.01% 873
2025
Q2 		$4.8M Buy
334,975
+485
+0.1% +$6.89K 0.01% 881
2025
Q1 		$4.9M Buy
334,490
+2,853
+0.9% +$42.9K 0.02% 820
2024
Q4 		$5.01M Sell
331,637
-17,146
-5% -$258K 0.02% 805
2024
Q3 		$5.08M Buy
348,783
+19,121
+6% +$287K 0.02% 788
2024
Q2 		$5.06M Sell
329,662
-9,133
-3% -$146K 0.02% 749
2024
Q1 		$5.21M Buy
338,795
+14,389
+4% +$216K 0.02% 721
2023
Q4 		$4.79M Sell
324,406
-36,334
-10% -$516K 0.02% 726
2023
Q3 		$5M Buy
360,740
+2,909
+0.8% +$40.2K 0.02% 649
2023
Q2 		$4.8M Buy
357,831
+14,732
+4% +$193K 0.02% 681
2023
Q1 		$4.33M Buy
343,099
+22,755
+7% +$293K 0.02% 704
2022
Q4 		$3.7M Buy
320,344
+62,364
+24% +$748K 0.02% 739
2022
Q3 		$2.67M Buy
257,980
+30,639
+13% +$390K 0.02% 884
2022
Q2 		$2.8M Buy
227,341
+15,856
+7% +$217K 0.02% 877
2022
Q1 		$3.13M Buy
211,485
+28,944
+16% +$424K 0.01% 888
2021
Q4 		$2.58M Buy
182,541
+21,431
+13% +$306K 0.01% 1004
2021
Q3 		$2.27M Buy
161,110
+22,747
+16% +$330K 0.01% 1020
2021
Q2 		$1.97M Buy
138,363
+18,974
+16% +$273K 0.01% 1132
2021
Q1 		$1.64M Sell
119,389
-10,951
-8% -$149K 0.01% 1112
2020
Q4 		$1.65M Buy
130,340
+68,375
+110% +$867K 0.01% 1027
2020
Q3 		$747K Buy
61,965
+1,705
+3% +$20.9K 0.01% 1356
2020
Q2 		$743K Buy
60,260
+24,598
+69% +$304K 0.01% 1309
2020
Q1 		$412K Buy
35,662
+5,779
+19% +$84.6K ﹤0.01% 1489
2019
Q4 		$535K Buy
+29,883
New +$522K ﹤0.01% 1536

Other funds holding OBDC

SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors's OBDC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Blue Owl Capital (OBDC) stake by 12% in Q2 2026, buying an estimated $523K and bringing the position to 436,473 shares worth $4.74M. The position accounts for 0.01% of the portfolio, ranked #1066.

Cambridge Investment Research Advisors first reported a position in OBDC in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.31M in Q3 2025. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Cambridge Investment Research Advisors held 436,473 shares of Blue Owl Capital worth $4.74M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 46,791 Blue Owl Capital shares in Q2 2026, an estimated $523K.
  • Blue Owl Capital made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1066 holding.
  • Cambridge Investment Research Advisors first reported a position in Blue Owl Capital in Q4 2019 and has held it in 27 quarters since.
  • Cambridge Investment Research Advisors's Blue Owl Capital position peaked at $5.31M in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.