EGM
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Engineers Gate Manager’s Orion OEC Stock Holding History

Engineers Gate Manager’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
Q1 		$1.5M Buy
231,222
+60,990
+36% +$361K 0.02% 850
2025
Q4 		$899K Sell
170,232
-9,920
-6% -$53.8K 0.01% 1093
2025
Q3 		$1.37M Buy
180,152
+17,601
+11% +$178K 0.02% 988
2025
Q2 		$1.71M Buy
162,551
+67,022
+70% +$758K 0.02% 819
2025
Q1 		$1.24M Buy
95,529
+28,490
+42% +$403K 0.02% 947
2024
Q4 		$1.06M Sell
67,039
-23,694
-26% -$400K 0.02% 978
2024
Q3 		$1.62M Buy
90,733
+50,904
+128% +$981K 0.03% 746
2024
Q2 		$874K Buy
39,829
+1,011
+3% +$24.3K 0.02% 961
2024
Q1 		$913K Sell
38,818
-7,738
-17% -$179K 0.02% 886
2023
Q4 		$1.29M Sell
46,556
-50,207
-52% -$1.15M 0.04% 659
2023
Q3 		$2.06M Sell
96,763
-20,727
-18% -$452K 0.08% 373
2023
Q2 		$2.49M Sell
117,490
-35,843
-23% -$864K 0.09% 284
2023
Q1 		$4M Buy
+153,333
New +$3.47M 0.17% 153
2022
Q3 		– Sell
-10,226
Closed -$159K – 1951
2022
Q2 		$159K Buy
+10,226
New +$171K 0.01% 1670
2022
Q1 		– Sell
-25,173
Closed -$462K – 2184
2021
Q4 		$462K Buy
+25,173
New +$469K 0.02% 1113
2021
Q3 		– Sell
-19,861
Closed -$377K – 1874
2021
Q2 		$377K Sell
19,861
-4,298
-18% -$85K 0.02% 988
2021
Q1 		$476K Buy
+24,159
New +$435K 0.02% 1024
2020
Q4 		– Sell
-63,638
Closed -$796K – 1899
2020
Q3 		$796K Buy
+63,638
New +$762K 0.04% 743
2020
Q2 		– Sell
-100,454
Closed -$749K – 1904
2020
Q1 		$749K Buy
100,454
+88,547
+744% +$1.28M 0.05% 555
2019
Q4 		$230K Buy
+11,907
New +$215K 0.01% 1401
2019
Q2 		– Sell
-53,567
Closed -$1.02M – 1315
2019
Q1 		$1.02M Buy
53,567
+32,468
+154% +$815K 0.06% 435
2018
Q4 		$533K Sell
21,099
-30,575
-59% -$797K 0.04% 513
2018
Q3 		$1.66M Buy
51,674
+800
+2% +$26.5K 0.13% 256
2018
Q2 		$1.57M Buy
50,874
+2,609
+5% +$75.9K 0.12% 266
2018
Q1 		$1.31M Buy
+48,265
New +$1.35M 0.09% 380

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Engineers Gate Manager's OEC Position: Q1 2026 in Review

Engineers Gate Manager increased its Orion (OEC) stake by 36% in Q1 2026, buying an estimated $361K and bringing the position to 231,222 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #850.

Engineers Gate Manager first reported a position in OEC in Q1 2018 and has held it in 25 quarters since. The position peaked at $4M in Q1 2023. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Engineers Gate Manager held 231,222 shares of Orion worth $1.5M as of Q1 2026.
  • Engineers Gate Manager bought 60,990 Orion shares in Q1 2026, an estimated $361K.
  • Orion made up 0.02% of Engineers Gate Manager's portfolio in Q1 2026, its #850 holding.
  • Engineers Gate Manager first reported a position in Orion in Q1 2018 and has held it in 25 quarters since.
  • Engineers Gate Manager's Orion position peaked at $4M in Q1 2023.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.