EP
OBDC icon

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
Q3 		$5.38M Sell
513,030
-24,605
-5% -$274K 2.32% 13
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

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

EPIQ Partners's OBDC Position: Q3 2026 in Review

EPIQ Partners reduced its Blue Owl Capital (OBDC) stake by 4.6% in Q3 2026, selling an estimated $274K and leaving 513,030 shares worth $5.38M. The position accounts for 2.32% of the portfolio, ranked #13.

EPIQ Partners first reported a position in OBDC in Q1 2024 and has held it in 11 quarters since. The position peaked at $8.23M in Q4 2025. 61 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • EPIQ Partners held 513,030 shares of Blue Owl Capital worth $5.38M as of Q3 2026.
  • EPIQ Partners sold 24,605 Blue Owl Capital shares in Q3 2026, an estimated $274K.
  • Blue Owl Capital made up 2.32% of EPIQ Partners's portfolio in Q3 2026, its #13 holding.
  • EPIQ Partners first reported a position in Blue Owl Capital in Q1 2024 and has held it in 11 quarters since.
  • EPIQ Partners's Blue Owl Capital position peaked at $8.23M in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.