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IEQ Capital’s Orion OEC Stock Holding History

IEQ Capital’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
2026
Q2 		$1.26M Buy
190,101
+52,464
+38% +$377K 0.01% 1007
2026
Q1 		$895K Buy
137,637
+92,643
+206% +$548K ﹤0.01% 1089
2025
Q4 		$238K Buy
+44,994
New +$244K ﹤0.01% 1634
2025
Q3 		– Sell
-32,066
Closed -$336K – 2011
2025
Q2 		$336K Buy
+32,066
New +$363K ﹤0.01% 1336

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IEQ Capital's OEC Position: Q2 2026 in Review

IEQ Capital increased its Orion (OEC) stake by 38% in Q2 2026, buying an estimated $377K and bringing the position to 190,101 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1007.

IEQ Capital first reported a position in OEC in Q2 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • IEQ Capital held 190,101 shares of Orion worth $1.26M as of Q2 2026.
  • IEQ Capital bought 52,464 Orion shares in Q2 2026, an estimated $377K.
  • Orion made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #1007 holding.
  • IEQ Capital first reported a position in Orion in Q2 2025 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.