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EPIQ Partners’s Blue Owl Capital OBDC Stock Holding History

EPIQ Partners’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 		$5.84M Sell
537,635
-123,226
-19% -$1.38M 2.48% 12
2026
Q1 		$7.31M Sell
660,861
-1,328
-0.2% -$15.6K 3.41% 6
2025
Q4 		$8.23M Buy
662,189
+135,546
+26% +$1.72M 3.84% 5
2025
Q3 		$6.73M Buy
526,643
+39,859
+8% +$567K 3.18% 9
2025
Q2 		$6.98M Buy
486,784
+33,416
+7% +$475K 3.56% 8
2025
Q1 		$6.65M Buy
453,368
+43,138
+11% +$648K 3.51% 8
2024
Q4 		$6.2M Buy
410,230
+11,987
+3% +$181K 3.36% 9
2024
Q3 		$5.8M Buy
398,243
+127,433
+47% +$1.91M 3.21% 8
2024
Q2 		$4.16M Buy
270,810
+2,760
+1% +$44.1K 2.82% 10
2024
Q1 		$4.12M Buy
+268,050
New +$4.03M 2.74% 11

Other funds holding OBDC

HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

EPIQ Partners's OBDC Position: Q2 2026 in Review

EPIQ Partners reduced its Blue Owl Capital (OBDC) stake by 19% in Q2 2026, selling an estimated $1.38M and leaving 537,635 shares worth $5.84M. The position accounts for 2.48% of the portfolio, ranked #12.

EPIQ Partners first reported a position in OBDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.23M in Q4 2025. 53 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • EPIQ Partners held 537,635 shares of Blue Owl Capital worth $5.84M as of Q2 2026.
  • EPIQ Partners sold 123,226 Blue Owl Capital shares in Q2 2026, an estimated $1.38M.
  • Blue Owl Capital made up 2.48% of EPIQ Partners's portfolio in Q2 2026, its #12 holding.
  • EPIQ Partners first reported a position in Blue Owl Capital in Q1 2024 and has held it in 10 quarters since.
  • EPIQ Partners's Blue Owl Capital position peaked at $8.23M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.