Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Orion OEC Stock Holding History

Jacobs Levy Equity Management’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
Q1 		$3.27M Buy
503,147
+275,042
+121% +$1.63M 0.01% 500
2025
Q4 		$1.2M Buy
228,105
+211,804
+1,299% +$1.15M ﹤0.01% 655
2025
Q3 		$124K Sell
16,301
-10,317
-39% -$104K ﹤0.01% 936
2025
Q2 		$279K Sell
26,618
-174,564
-87% -$1.97M ﹤0.01% 941
2025
Q1 		$2.6M Sell
201,182
-254,340
-56% -$3.6M 0.01% 596
2024
Q4 		$7.19M Sell
455,522
-15,036
-3% -$254K 0.03% 356
2024
Q3 		$8.38M Buy
470,558
+13,492
+3% +$260K 0.03% 356
2024
Q2 		$10M Buy
457,066
+57,490
+14% +$1.38M 0.04% 336
2024
Q1 		$9.4M Sell
399,576
-1,090
-0.3% -$25.2K 0.04% 311
2023
Q4 		$11.1M Sell
400,666
-3,331
-0.8% -$76.4K 0.06% 291
2023
Q3 		$8.6M Buy
403,997
+138,374
+52% +$3.02M 0.05% 283
2023
Q2 		$5.64M Buy
265,623
+108,367
+69% +$2.61M 0.03% 368
2023
Q1 		$4.1M Sell
157,256
-76,644
-33% -$1.73M 0.03% 445
2022
Q4 		$4.17M Sell
233,900
-65,840
-22% -$1.11M 0.03% 432
2022
Q3 		$4M Sell
299,740
-53,988
-15% -$878K 0.03% 438
2022
Q2 		$5.49M Buy
353,728
+10,583
+3% +$177K 0.04% 405
2022
Q1 		$5.48M Buy
343,145
+153,074
+81% +$2.64M 0.04% 398
2021
Q4 		$3.49M Buy
190,071
+5,244
+3% +$97.7K 0.02% 503
2021
Q3 		$3.37M Buy
184,827
+135,077
+272% +$2.42M 0.02% 514
2021
Q2 		$945K Buy
49,750
+27,873
+127% +$551K 0.01% 750
2021
Q1 		$431K Sell
21,877
-147,963
-87% -$2.66M ﹤0.01% 879
2020
Q4 		$2.91M Sell
169,840
-27,560
-14% -$420K 0.03% 500
2020
Q3 		$2.47M Sell
197,400
-127,837
-39% -$1.53M 0.03% 483
2020
Q2 		$3.44M Buy
325,237
+198,229
+156% +$1.83M 0.04% 421
2020
Q1 		$947K Buy
+127,008
New +$1.84M 0.01% 636

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jacobs Levy Equity Management's OEC Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Orion (OEC) stake by 121% in Q1 2026, buying an estimated $1.63M and bringing the position to 503,147 shares worth $3.27M. The position accounts for 0.01% of the portfolio, ranked #500.

Jacobs Levy Equity Management first reported a position in OEC in Q1 2020 and has held it in 25 quarters since. The position peaked at $11.1M in Q4 2023. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Jacobs Levy Equity Management held 503,147 shares of Orion worth $3.27M as of Q1 2026.
  • Jacobs Levy Equity Management bought 275,042 Orion shares in Q1 2026, an estimated $1.63M.
  • Orion made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #500 holding.
  • Jacobs Levy Equity Management first reported a position in Orion in Q1 2020 and has held it in 25 quarters since.
  • Jacobs Levy Equity Management's Orion position peaked at $11.1M in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.