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Isthmus Partners’s Orion OEC Stock Holding History

Isthmus 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
Q4 		– Sell
-187,152
Closed -$1.42M – 220
2025
Q3 		$1.42M Buy
187,152
+30,512
+19% +$308K 0.31% 58
2025
Q2 		$1.64M Buy
156,640
+10,675
+7% +$121K 0.19% 102
2025
Q1 		$1.89M Buy
145,965
+5,928
+4% +$83.8K 0.24% 89
2024
Q4 		$2.21M Buy
140,037
+6,230
+5% +$105K 0.27% 95
2024
Q3 		$2.38M Sell
133,807
-18,701
-12% -$360K 0.28% 87
2024
Q2 		$3.35M Sell
152,508
-64
-0% -$1.54K 0.39% 77
2024
Q1 		$3.59M Buy
152,572
+39,031
+34% +$902K 0.41% 69
2023
Q4 		$3.15M Buy
113,541
+2,624
+2% +$60.2K 0.41% 55
2023
Q3 		$2.36M Buy
110,917
+719
+0.7% +$15.7K 0.34% 62
2023
Q2 		$2.34M Sell
110,198
-2,598
-2% -$62.6K 0.32% 66
2023
Q1 		$2.94M Buy
112,796
+657
+0.6% +$14.9K 0.41% 52
2022
Q4 		$2M Buy
112,139
+33
+0% +$555 0.3% 69
2022
Q3 		$1.5M Buy
112,106
+6,336
+6% +$103K 0.26% 87
2022
Q2 		$1.64M Buy
105,770
+2,247
+2% +$37.6K 0.31% 75
2022
Q1 		$1.65M Buy
103,523
+6,847
+7% +$118K 0.27% 85
2021
Q4 		$1.77M Buy
96,676
+1,607
+2% +$29.9K 0.3% 78
2021
Q3 		$1.73M Buy
95,069
+695
+0.7% +$12.4K 0.31% 71
2021
Q2 		$1.79M Buy
94,374
+548
+0.6% +$10.8K 0.32% 73
2021
Q1 		$1.85M Buy
93,826
+967
+1% +$17.4K 0.34% 66
2020
Q4 		$1.59M Sell
92,859
-1,719
-2% -$26.2K 0.32% 60
2020
Q3 		$1.18M Buy
94,578
+23,699
+33% +$284K 0.28% 66
2020
Q2 		$751K Buy
70,879
+43,317
+157% +$400K 0.19% 101
2020
Q1 		$206K Buy
+27,562
New +$399K 0.06% 128

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

Isthmus Partners's OEC Position: Q4 2025 in Review

Isthmus Partners sold out of Orion (OEC) in Q4 2025, closing a stake of 187,152 shares — an estimated $1.42M sold.

Isthmus Partners first reported a position in OEC in Q1 2020 and held it in 23 quarters. The position peaked at $3.59M in Q1 2024. 174 funds tracked by Wall St. Rank hold OEC as of Q4 2025.

  • Isthmus Partners reported no remaining Orion position as of Q4 2025 after selling out during the quarter.
  • Isthmus Partners sold 187,152 Orion shares in Q4 2025, an estimated $1.42M.
  • Isthmus Partners first reported a position in Orion in Q1 2020 and held it in 23 quarters.
  • Isthmus Partners's Orion position peaked at $3.59M in Q1 2024.
  • 174 funds tracked by Wall St. Rank held Orion as of Q4 2025.

Based on Isthmus Partners's 13F filing for Q4 2025, filed 5 Feb 2026.