Envestnet Asset Management
OXLC

Envestnet Asset Management’s Oxford Lane Capital OXLC Stock Holding History

Envestnet Asset Management’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$733K Buy
83,655
+60,965
+269% +$590K ﹤0.01% 3824
2026
Q1 		$222K Sell
22,690
-178,775
-89% -$1.97M ﹤0.01% 4458
2025
Q4 		$2.95M Sell
201,465
-9,055
-4% -$135K ﹤0.01% 2545
2025
Q3 		$3.56M Buy
210,520
+193,178
+1,114% +$3.53M ﹤0.01% 2490
2025
Q2 		$356K Sell
17,342
-463
-3% -$10.4K ﹤0.01% 3931
2025
Q1 		$420K Buy
17,805
+11,772
+195% +$293K ﹤0.01% 3726
2024
Q4 		$153K Buy
6,033
+1,786
+42% +$46.8K ﹤0.01% 4146
2024
Q3 		$111K Buy
4,247
+403
+10% +$10.9K ﹤0.01% 4122
2024
Q2 		$104K Sell
3,844
-2,931
-43% -$77.2K ﹤0.01% 4049
2024
Q1 		$172K Buy
+6,775
New +$174K ﹤0.01% 3977
2023
Q4 		– Sell
-9,278
Closed -$231K – 4131
2023
Q3 		$231K Sell
9,278
-54,921
-86% -$1.41M ﹤0.01% 3663
2023
Q2 		$1.55M Sell
64,199
-56,446
-47% -$1.44M ﹤0.01% 2450
2023
Q1 		$3.15M Sell
120,645
-13,784
-10% -$384K ﹤0.01% 1910
2022
Q4 		$3.41M Buy
134,429
+126,408
+1,576% +$3.26M ﹤0.01% 1822
2022
Q3 		$207K Sell
8,021
-6,431
-44% -$194K ﹤0.01% 3568
2022
Q2 		$410K Sell
14,452
-3,658
-20% -$120K ﹤0.01% 3173
2022
Q1 		$656K Sell
18,110
-6,396
-26% -$246K ﹤0.01% 2962
2021
Q4 		$945K Buy
24,506
+8,210
+50% +$319K ﹤0.01% 2671
2021
Q3 		$587K Buy
16,296
+1,600
+11% +$58K ﹤0.01% 2878
2021
Q2 		$545K Buy
14,696
+2,869
+24% +$100K ﹤0.01% 2921
2021
Q1 		$373K Buy
+11,827
New +$374K ﹤0.01% 3015
2014
Q2 		– Sell
-367
Closed -$31K – 2773
2014
Q1 		$31K Buy
+367
New +$32.1K ﹤0.01% 1528

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Envestnet Asset Management's OXLC Position: Q2 2026 in Review

Envestnet Asset Management increased its Oxford Lane Capital (OXLC) stake by 269% in Q2 2026, buying an estimated $590K and bringing the position to 83,655 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #3824.

Envestnet Asset Management first reported a position in OXLC in Q1 2014 and has held it in 22 quarters since. The position peaked at $3.56M in Q3 2025. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • Envestnet Asset Management held 83,655 shares of Oxford Lane Capital worth $733K as of Q2 2026.
  • Envestnet Asset Management bought 60,965 Oxford Lane Capital shares in Q2 2026, an estimated $590K.
  • Oxford Lane Capital made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3824 holding.
  • Envestnet Asset Management first reported a position in Oxford Lane Capital in Q1 2014 and has held it in 22 quarters since.
  • Envestnet Asset Management's Oxford Lane Capital position peaked at $3.56M in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.