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ExodusPoint Capital Management’s O'Reilly Automotive ORLY Stock Holding History

ExodusPoint Capital Management’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78M Buy
846,758
+797,100
+1,605% +$72.7M 0.5% 21
2026
Q1 		$4.58M Sell
49,658
-184,186
-79% -$17.3M 0.04% 468
2025
Q4 		$21.3M Buy
233,844
+185,135
+380% +$18.1M 0.17% 98
2025
Q3 		$5.25M Sell
48,709
-73,522
-60% -$7.39M 0.05% 394
2025
Q2 		$11M Buy
122,231
+119,801
+4,930% +$10.9M 0.1% 205
2025
Q1 		$232K Sell
2,430
-364,560
-99% -$31.7M ﹤0.01% 1273
2024
Q4 		$29M Buy
+366,990
New +$29.6M 0.2% 82
2024
Q3 		– Sell
-45,540
Closed -$3.21M – 1970
2024
Q2 		$3.21M Buy
+45,540
New +$3.15M 0.02% 600
2023
Q4 		– Sell
-319,680
Closed -$19.4M – 1902
2023
Q3 		$19.4M Buy
319,680
+256,575
+407% +$16.1M 0.19% 102
2023
Q2 		$4.02M Buy
+63,105
New +$3.85M 0.03% 533
2023
Q1 		– Sell
-9,465
Closed -$533K – 2034
2022
Q4 		$533K Sell
9,465
-100,740
-91% -$5.42M 0.01% 1147
2022
Q3 		$5.17M Buy
110,205
+92,910
+537% +$4.33M 0.07% 390
2022
Q2 		$728K Sell
17,295
-332,970
-95% -$14.3M 0.01% 1216
2022
Q1 		$16M Buy
350,265
+143,415
+69% +$6.41M 0.2% 94
2021
Q4 		$9.74M Buy
206,850
+37,380
+22% +$1.62M 0.1% 227
2021
Q3 		$6.9M Buy
169,470
+106,140
+168% +$4.25M 0.09% 293
2021
Q2 		$2.39M Sell
63,330
-419,040
-87% -$15M 0.03% 599
2021
Q1 		$16.3M Buy
482,370
+438,480
+999% +$13.6M 0.24% 65
2020
Q4 		$1.32M Buy
+43,890
New +$1.32M 0.01% 718
2020
Q3 		– Sell
-55,515
Closed -$1.56M – 2105
2020
Q2 		$1.56M Sell
55,515
-282,300
-84% -$7.38M 0.04% 529
2020
Q1 		$6.78M Sell
337,815
-196,080
-37% -$5.01M 0.37% 44
2019
Q4 		$15.6M Buy
533,895
+446,685
+512% +$12.8M 0.29% 49
2019
Q3 		$2.32M Buy
87,210
+75,990
+677% +$1.96M 0.08% 220
2019
Q2 		$276K Sell
11,220
-37,785
-77% -$957K 0.01% 743
2019
Q1 		$1.27M Buy
+49,005
New +$1.19M 0.09% 151

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

ExodusPoint Capital Management's ORLY Position: Q2 2026 in Review

ExodusPoint Capital Management increased its O'Reilly Automotive (ORLY) stake by 1,605% in Q2 2026, buying an estimated $72.7M and bringing the position to 846,758 shares worth $78M. The position accounts for 0.5% of the portfolio, ranked #21.

ExodusPoint Capital Management first reported a position in ORLY in Q1 2019 and has held it in 25 quarters since. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • ExodusPoint Capital Management held 846,758 shares of O'Reilly Automotive worth $78M as of Q2 2026.
  • ExodusPoint Capital Management bought 797,100 O'Reilly Automotive shares in Q2 2026, an estimated $72.7M.
  • O'Reilly Automotive made up 0.5% of ExodusPoint Capital Management's portfolio in Q2 2026, its #21 holding.
  • ExodusPoint Capital Management first reported a position in O'Reilly Automotive in Q1 2019 and has held it in 25 quarters since.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

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