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Cliff Asness’s Orion OEC Stock Holding History

Cliff Asness’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Buy
2,471,012
+516,817
+26% +$3.72M 0.01% 1275
2026
Q1 		$12.7M Buy
1,954,195
+1,079,916
+124% +$6.39M 0.01% 1232
2025
Q4 		$4.62M Buy
874,279
+684,749
+361% +$3.71M ﹤0.01% 1615
2025
Q3 		$1.44M Sell
189,530
-120,833
-39% -$1.22M ﹤0.01% 2210
2025
Q2 		$3.26M Buy
310,363
+161,235
+108% +$1.82M ﹤0.01% 1504
2025
Q1 		$1.93M Buy
149,128
+69,054
+86% +$976K ﹤0.01% 1629
2024
Q4 		$1.26M Sell
80,074
-37,700
-32% -$637K ﹤0.01% 1767
2024
Q3 		$2.1M Sell
117,774
-92,157
-44% -$1.78M ﹤0.01% 1486
2024
Q2 		$4.61M Buy
209,931
+29,152
+16% +$702K 0.01% 1060
2024
Q1 		$4.25M Buy
180,779
+27,776
+18% +$642K 0.01% 1049
2023
Q4 		$4.24M Buy
153,003
+10,469
+7% +$240K 0.01% 1020
2023
Q3 		$3.03M Buy
142,534
+81,887
+135% +$1.79M 0.01% 1138
2023
Q2 		$1.29M Buy
60,647
+24,211
+66% +$584K ﹤0.01% 1458
2023
Q1 		$951K Sell
36,436
-28,456
-44% -$643K ﹤0.01% 1566
2022
Q4 		$1.16M Sell
64,892
-63,077
-49% -$1.06M ﹤0.01% 1508
2022
Q3 		$1.71M Buy
127,969
+19,415
+18% +$316K ﹤0.01% 1274
2022
Q2 		$1.69M Sell
108,554
-20,694
-16% -$347K ﹤0.01% 1183
2022
Q1 		$2.06M Buy
129,248
+24,929
+24% +$429K ﹤0.01% 1159
2021
Q4 		$1.92M Buy
104,319
+71,039
+213% +$1.32M ﹤0.01% 1199
2021
Q3 		$607K Buy
33,280
+3,199
+11% +$57.2K ﹤0.01% 1787
2021
Q2 		$571K Sell
30,081
-670
-2% -$13.3K ﹤0.01% 1845
2021
Q1 		$606K Buy
30,751
+1,863
+6% +$33.5K ﹤0.01% 1762
2020
Q4 		$495K Sell
28,888
-41,420
-59% -$632K ﹤0.01% 1792
2020
Q3 		$880K Sell
70,308
-43,201
-38% -$518K ﹤0.01% 1475
2020
Q2 		$1.2M Sell
113,509
-37,570
-25% -$347K ﹤0.01% 1383
2020
Q1 		$1.13M Sell
151,079
-41,502
-22% -$601K ﹤0.01% 1290
2019
Q4 		$3.72M Buy
192,581
+158,770
+470% +$2.87M ﹤0.01% 1055
2019
Q3 		$565K Buy
+33,811
New +$553K ﹤0.01% 1718

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cliff Asness's OEC Position: Q2 2026 in Review

Cliff Asness increased its Orion (OEC) stake by 26% in Q2 2026, buying an estimated $3.72M and bringing the position to 2,471,012 shares worth $16.4M. The position accounts for 0.01% of the portfolio, ranked #1275.

Cliff Asness first reported a position in OEC in Q3 2019 and has held it in 28 quarters since. 188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Cliff Asness held 2,471,012 shares of Orion worth $16.4M as of Q2 2026.
  • Cliff Asness bought 516,817 Orion shares in Q2 2026, an estimated $3.72M.
  • Orion made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1275 holding.
  • Cliff Asness first reported a position in Orion in Q3 2019 and has held it in 28 quarters since.
  • 188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.