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Heartland Advisors’s Orion OEC Stock Holding History

Heartland Advisors’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
Q4 		– Sell
-200,000
Closed -$1.52M – 264
2025
Q3 		$1.52M Sell
200,000
-400,000
-67% -$4.04M 0.08% 196
2025
Q2 		$6.29M Buy
600,000
+150,000
+33% +$1.7M 0.35% 120
2025
Q1 		$5.82M Buy
450,000
+3,450
+0.8% +$48.8K 0.33% 128
2024
Q4 		$7.05M Sell
446,550
-18,250
-4% -$308K 0.38% 106
2024
Q3 		$8.28M Buy
464,800
+67,300
+17% +$1.3M 0.43% 99
2024
Q2 		$8.72M Buy
397,500
+1,000
+0.3% +$24.1K 0.49% 79
2024
Q1 		$9.33M Buy
396,500
+2,400
+0.6% +$55.5K 0.49% 82
2023
Q4 		$10.9M Hold
394,100
– – 0.57% 69
2023
Q3 		$8.39M Buy
394,100
+106,300
+37% +$2.32M 0.47% 96
2023
Q2 		$6.11M Buy
287,800
+4,900
+2% +$118K 0.35% 123
2023
Q1 		$7.38M Buy
+282,900
New +$6.4M 0.46% 102

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Heartland Advisors's OEC Position: Q4 2025 in Review

Heartland Advisors sold out of Orion (OEC) in Q4 2025, closing a stake of 200,000 shares — an estimated $1.52M sold.

Heartland Advisors first reported a position in OEC in Q1 2023 and held it in 11 quarters. The position peaked at $10.9M in Q4 2023. 174 funds tracked by Wall St. Rank hold OEC as of Q4 2025.

  • Heartland Advisors reported no remaining Orion position as of Q4 2025 after selling out during the quarter.
  • Heartland Advisors sold 200,000 Orion shares in Q4 2025, an estimated $1.52M.
  • Heartland Advisors first reported a position in Orion in Q1 2023 and held it in 11 quarters.
  • Heartland Advisors's Orion position peaked at $10.9M in Q4 2023.
  • 174 funds tracked by Wall St. Rank held Orion as of Q4 2025.

Based on Heartland Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.