JY
OBDC icon

Jeff Yass’s Blue Owl Capital OBDC Stock Holding History

Jeff Yass’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.27M Buy
760,800
+43,700
+6% +$489K ﹤0.01% 3701
2026
Q1 		$7.93M Buy
717,100
+462,800
+182% +$5.43M ﹤0.01% 3475
2025
Q4 		$3.16M Sell
254,300
-70,800
-22% -$900K ﹤0.01% 4792
2025
Q3 		$4.15M Sell
325,100
-80,500
-20% -$1.15M ﹤0.01% 4395
2025
Q2 		$5.82M Sell
405,600
-139,500
-26% -$1.98M ﹤0.01% 3696
2025
Q1 		$7.99M Buy
545,100
+366,400
+205% +$5.5M ﹤0.01% 2839
2024
Q4 		$2.7M Sell
178,700
-90,000
-33% -$1.36M ﹤0.01% 4670
2024
Q3 		$3.91M Sell
268,700
-31,700
-11% -$476K ﹤0.01% 4039
2024
Q2 		$4.61M Sell
300,400
-26,500
-8% -$424K ﹤0.01% 3571
2024
Q1 		$5.03M Buy
326,900
+144,500
+79% +$2.17M ﹤0.01% 3629
2023
Q4 		$2.69M Sell
182,400
-129,800
-42% -$1.84M ﹤0.01% 4760
2023
Q3 		$4.32M Buy
312,200
+25,900
+9% +$358K ﹤0.01% 3789
2023
Q2 		$3.84M Sell
286,300
-74,000
-21% -$968K ﹤0.01% 3952
2023
Q1 		$4.54M Buy
360,300
+214,700
+147% +$2.76M ﹤0.01% 3599
2022
Q4 		$1.68M Sell
145,600
-8,300
-5% -$99.5K ﹤0.01% 5046
2022
Q3 		$1.6M Sell
153,900
-27,200
-15% -$346K ﹤0.01% 5450
2022
Q2 		$2.23M Sell
181,100
-42,600
-19% -$584K ﹤0.01% 4683
2022
Q1 		$3.31M Buy
223,700
+102,700
+85% +$1.5M ﹤0.01% 4440
2021
Q4 		$1.71M Sell
121,000
-70,800
-37% -$1.01M ﹤0.01% 5882
2021
Q3 		$2.71M Sell
191,800
-5,100
-3% -$73.9K ﹤0.01% 5179
2021
Q2 		$2.81M Buy
196,900
+38,000
+24% +$546K ﹤0.01% 5169
2021
Q1 		$2.19M Buy
+158,900
New +$2.16M ﹤0.01% 5704

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeff Yass's OBDC Position: Q2 2026 in Review

Jeff Yass reduced its Blue Owl Capital (OBDC) stake by 20% in Q2 2026, selling an estimated $828K and leaving 296,190 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #5475.

Jeff Yass first reported a position in OBDC in Q1 2020 and has held it in 21 quarters since. The position peaked at $5.61M in Q4 2025. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Jeff Yass held 296,190 shares of Blue Owl Capital worth $3.22M as of Q2 2026.
  • Jeff Yass sold 73,977 Blue Owl Capital shares in Q2 2026, an estimated $828K.
  • Blue Owl Capital made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5475 holding.
  • Jeff Yass first reported a position in Blue Owl Capital in Q1 2020 and has held it in 21 quarters since.
  • Jeff Yass's Blue Owl Capital position peaked at $5.61M in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.