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Inherent Management Corp’s Orion OEC Stock Holding History

Inherent Management Corp’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
-851,511
Closed -$6.45M – 9
2025
Q3 		$6.45M Sell
851,511
-5,250
-0.6% -$53.1K 3.7% 7
2025
Q2 		$8.99M Hold
856,761
– – 4.55% 8
2025
Q1 		$11.1M Hold
856,761
– – 6.75% 6
2024
Q4 		$13.5M Buy
+856,761
New +$14.5M 10.92% 5

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

Inherent Management Corp's OEC Position: Q4 2025 in Review

Inherent Management Corp sold out of Orion (OEC) in Q4 2025, closing a stake of 851,511 shares — an estimated $6.45M sold.

Inherent Management Corp first reported a position in OEC in Q4 2024 and held it in 4 quarters. The position peaked at $13.5M in Q4 2024. 174 funds tracked by Wall St. Rank hold OEC as of Q4 2025.

  • Inherent Management Corp reported no remaining Orion position as of Q4 2025 after selling out during the quarter.
  • Inherent Management Corp sold 851,511 Orion shares in Q4 2025, an estimated $6.45M.
  • Inherent Management Corp first reported a position in Orion in Q4 2024 and held it in 4 quarters.
  • Inherent Management Corp's Orion position peaked at $13.5M in Q4 2024.
  • 174 funds tracked by Wall St. Rank held Orion as of Q4 2025.

Based on Inherent Management Corp's 13F filing for Q4 2025, filed 17 Feb 2026.