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Foundry Partners’s Orion OEC Stock Holding History

Foundry Partners’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
2025
Q1 		$4.23M Buy
326,803
+4,423
+1% +$62.5K 0.22% 142
2024
Q4 		$5.09M Buy
322,380
+62,948
+24% +$1.06M 0.26% 128
2024
Q3 		$4.62M Buy
+259,432
New +$5M 0.23% 140

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Foundry Partners's OEC Position: Q1 2025 in Review

Foundry Partners increased its Orion (OEC) stake by 1.4% in Q1 2025, buying an estimated $62.5K and bringing the position to 326,803 shares worth $4.23M. The position accounts for 0.22% of the portfolio, ranked #142.

Foundry Partners first reported a position in OEC in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.09M in Q4 2024. 198 funds tracked by Wall St. Rank hold OEC as of Q1 2025.

  • Foundry Partners held 326,803 shares of Orion worth $4.23M as of Q1 2025.
  • Foundry Partners bought 4,423 Orion shares in Q1 2025, an estimated $62.5K.
  • Orion made up 0.22% of Foundry Partners's portfolio in Q1 2025, its #142 holding.
  • Foundry Partners first reported a position in Orion in Q3 2024 and has held it in 3 quarters since.
  • Foundry Partners's Orion position peaked at $5.09M in Q4 2024.
  • 198 funds tracked by Wall St. Rank held Orion as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.