Jane Street’s O'Reilly Automotive ORLY Stock Holding History

Jane Street’s Portfolio ORLY Stock Details ORLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2M	Sell	110,400 -203,900	-65%	-$19.1M	﹤0.01%	2517
2025 Q4	$28.7M	Buy	314,300 +117,400	+60%	+$11.5M	﹤0.01%	1300
2025 Q3	$21.2M	Sell	196,900 -108,600	-36%	-$10.9M	﹤0.01%	1610
2025 Q2	$27.5M	Buy	305,500 +197,500	+183%	+$18M	0.01%	1158
2025 Q1	$10.3M	Sell	108,000 -168,000	-61%	-$14.6M	﹤0.01%	1959
2024 Q4	$21.8M	Buy	276,000 +21,000	+8%	+$1.69M	﹤0.01%	1191
2024 Q3	$19.6M	Sell	255,000 -106,500	-29%	-$7.82M	﹤0.01%	1255
2024 Q2	$25.5M	Sell	361,500 -723,000	-67%	-$50M	0.01%	1120
2024 Q1	$81.6M	Buy	1,084,500 +30,000	+3%	+$2.1M	0.02%	428
2023 Q4	$66.8M	Buy	1,054,500 +298,500	+39%	+$18.9M	0.02%	552
2023 Q3	$45.8M	Buy	756,000 +442,500	+141%	+$27.8M	0.01%	595
2023 Q2	$20M	Sell	313,500 -198,000	-39%	-$12.1M	0.01%	1211
2023 Q1	$29M	Buy	511,500 +114,000	+29%	+$6.25M	0.01%	779
2022 Q4	$22.4M	Buy	397,500 +133,500	+51%	+$7.18M	0.01%	927
2022 Q3	$12.4M	Sell	264,000 -349,500	-57%	-$16.3M	0.01%	1488
2022 Q2	$25.8M	Buy	613,500 +361,500	+143%	+$15.6M	0.01%	931
2022 Q1	$11.5M	Sell	252,000 -243,000	-49%	-$10.9M	﹤0.01%	1816
2021 Q4	$23.3M	Buy	495,000 +129,000	+35%	+$5.58M	0.01%	1081
2021 Q3	$14.9M	Sell	366,000 -234,000	-39%	-$9.37M	0.01%	1357
2021 Q2	$22.6M	Buy	600,000 +436,500	+267%	+$15.7M	0.01%	990
2021 Q1	$5.53M	Sell	163,500 -84,000	-34%	-$2.6M	﹤0.01%	2265
2020 Q4	$7.47M	Buy	247,500 +96,000	+63%	+$2.9M	﹤0.01%	1687
2020 Q3	$4.66M	Sell	151,500 -97,500	-39%	-$2.96M	﹤0.01%	1930
2020 Q2	$7M	Buy	249,000 +189,000	+315%	+$4.94M	0.01%	1485
2020 Q1	$1.2M	Sell	60,000 -204,000	-77%	-$5.21M	﹤0.01%	2576
2019 Q4	$7.71M	Buy	264,000 +31,500	+14%	+$901K	0.01%	787
2019 Q3	$6.18M	Buy	232,500 +99,000	+74%	+$2.56M	0.01%	844
2019 Q2	$3.29M	Buy	133,500 +57,000	+75%	+$1.44M	0.01%	1397
2019 Q1	$1.98M	Buy	76,500 +42,000	+122%	+$1.02M	﹤0.01%	2040
2018 Q4	$792K	Sell	34,500 -15,000	-30%	-$341K	﹤0.01%	2888
2018 Q3	$1.15M	Sell	49,500 -187,500	-79%	-$3.98M	﹤0.01%	2614
2018 Q2	$4.32M	Buy	+237,000	New	+$4.13M	0.01%	1174
2018 Q1	–	Sell	-69,000	Closed	-$1.11M	–	5236
2017 Q4	$1.11M	Sell	69,000 -313,500	-82%	-$4.67M	﹤0.01%	2230
2017 Q3	$5.49M	Sell	382,500 -906,000	-70%	-$12M	0.02%	825
2017 Q2	$18.8M	Buy	1,288,500 +1,123,500	+681%	+$18.3M	0.07%	255
2017 Q1	$2.97M	Buy	165,000 +57,000	+53%	+$1.03M	0.01%	1038
2016 Q4	$2M	Buy	108,000 +78,000	+260%	+$1.42M	0.01%	1325
2016 Q3	$560K	Buy	30,000 +9,000	+43%	+$169K	﹤0.01%	2648
2016 Q2	$380K	Buy	21,000 +1,500	+8%	+$26.5K	﹤0.01%	3046
2016 Q1	$356K	Sell	19,500 -16,500	-46%	-$282K	﹤0.01%	3012
2015 Q4	$608K	Buy	+36,000	New	+$624K	﹤0.01%	2274
2015 Q3	–	Sell	-55,500	Closed	-$836K	–	3993
2015 Q2	$836K	Buy	55,500 +15,000	+37%	+$222K	0.01%	1738
2015 Q1	$584K	Buy	+40,500	New	+$544K	﹤0.01%	1900

Other funds holding ORLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street's ORLY Position: Q1 2026 in Review

Jane Street increased its O'Reilly Automotive (ORLY) stake by 44% in Q1 2026, buying an estimated $62.4M and bringing the position to 2,180,376 shares worth $201M. The position accounts for 0.03% of the portfolio, ranked #397.

Jane Street first reported a position in ORLY in Q2 2013 and has held it in 50 quarters since. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Jane Street held 2,180,376 shares of O'Reilly Automotive worth $201M as of Q1 2026.
Jane Street bought 665,415 O'Reilly Automotive shares in Q1 2026, an estimated $62.4M.
O'Reilly Automotive made up 0.03% of Jane Street's portfolio in Q1 2026, its #397 holding.
Jane Street first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 50 quarters since.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.