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	$1.74M	Sell	18,800 -49,400	-72%	-$4.63M	﹤0.01%	5364
2025 Q4	$6.22M	Sell	68,200 -84,200	-55%	-$8.23M	﹤0.01%	2916
2025 Q3	$16.4M	Sell	152,400 -71,800	-32%	-$7.22M	﹤0.01%	1849
2025 Q2	$20.2M	Buy	224,200 +63,700	+40%	+$5.81M	﹤0.01%	1445
2025 Q1	$15.3M	Sell	160,500 -330,000	-67%	-$28.7M	﹤0.01%	1533
2024 Q4	$38.8M	Buy	490,500 +358,500	+272%	+$28.9M	0.01%	838
2024 Q3	$10.1M	Sell	132,000 -63,000	-32%	-$4.63M	﹤0.01%	1903
2024 Q2	$13.7M	Sell	195,000 -658,500	-77%	-$45.5M	﹤0.01%	1673
2024 Q1	$64.2M	Buy	853,500 +381,000	+81%	+$26.6M	0.01%	520
2023 Q4	$29.9M	Buy	472,500 +66,000	+16%	+$4.17M	0.01%	968
2023 Q3	$24.6M	Sell	406,500 -304,500	-43%	-$19.1M	0.01%	942
2023 Q2	$45.3M	Buy	711,000 +387,000	+119%	+$23.6M	0.02%	645
2023 Q1	$18.3M	Buy	324,000 +193,500	+148%	+$10.6M	0.01%	1069
2022 Q4	$7.34M	Sell	130,500 -175,500	-57%	-$9.44M	﹤0.01%	1979
2022 Q3	$14.3M	Sell	306,000 -70,500	-19%	-$3.29M	0.01%	1354
2022 Q2	$15.9M	Buy	376,500 +96,000	+34%	+$4.13M	0.01%	1311
2022 Q1	$12.8M	Buy	280,500 +16,500	+6%	+$737K	﹤0.01%	1679
2021 Q4	$12.4M	Sell	264,000 -169,500	-39%	-$7.34M	﹤0.01%	1636
2021 Q3	$17.7M	Buy	433,500 +112,500	+35%	+$4.5M	0.01%	1228
2021 Q2	$12.1M	Buy	321,000 +82,500	+35%	+$2.96M	﹤0.01%	1508
2021 Q1	$8.06M	Sell	238,500 -63,000	-21%	-$1.95M	﹤0.01%	1780
2020 Q4	$9.1M	Sell	301,500 -330,000	-52%	-$9.96M	﹤0.01%	1491
2020 Q3	$19.4M	Buy	631,500 +460,500	+269%	+$14M	0.01%	788
2020 Q2	$4.81M	Sell	171,000 -7,500	-4%	-$196K	﹤0.01%	1896
2020 Q1	$3.58M	Sell	178,500 -75,000	-30%	-$1.92M	﹤0.01%	1450
2019 Q4	$7.41M	Buy	253,500 +16,500	+7%	+$472K	0.01%	814
2019 Q3	$6.3M	Buy	237,000 +172,500	+267%	+$4.46M	0.01%	834
2019 Q2	$1.59M	Buy	64,500 +3,000	+5%	+$76K	﹤0.01%	2131
2019 Q1	$1.59M	Buy	61,500 +18,000	+41%	+$435K	﹤0.01%	2272
2018 Q4	$999K	Sell	43,500 -153,000	-78%	-$3.48M	﹤0.01%	2562
2018 Q3	$4.55M	Sell	196,500 -198,000	-50%	-$4.21M	0.01%	1115
2018 Q2	$7.2M	Buy	394,500 +192,000	+95%	+$3.34M	0.02%	790
2018 Q1	$3.34M	Buy	202,500 +69,000	+52%	+$1.17M	0.01%	1305
2017 Q4	$2.14M	Sell	133,500 -1,236,000	-90%	-$18.4M	0.01%	1524
2017 Q3	$19.7M	Buy	1,369,500 +1,321,500	+2,753%	+$17.4M	0.06%	278
2017 Q2	$700K	Sell	48,000 -4,773,000	-99%	-$77.9M	﹤0.01%	2606
2017 Q1	$86.7M	Buy	+4,821,000	New	+$87.1M	0.39%	42
2016 Q4	–	Sell	-15,000	Closed	-$280K	–	4448
2016 Q3	$280K	Buy	+15,000	New	+$281K	﹤0.01%	3382
2015 Q4	–	Sell	-13,500	Closed	-$225K	–	4326
2015 Q3	$225K	Sell	13,500 -49,500	-79%	-$799K	﹤0.01%	3065
2015 Q2	$949K	Buy	+63,000	New	+$934K	0.01%	1609

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.