JY
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Jeff Yass’s Orion OEC Stock Holding History

Jeff Yass’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
Q2 		– Sell
-35,100
Closed -$454K – 13416
2025
Q1 		$454K Sell
35,100
-44,100
-56% -$624K ﹤0.01% 9104
2024
Q4 		$1.25M Buy
+79,200
New +$1.34M ﹤0.01% 6424
2023
Q3 		– Sell
-77,500
Closed -$1.64M – 12672
2023
Q2 		$1.64M Sell
77,500
-31,800
-29% -$767K ﹤0.01% 5561
2023
Q1 		$2.85M Buy
109,300
+5,100
+5% +$115K ﹤0.01% 4433
2022
Q4 		$1.86M Sell
104,200
-17,700
-15% -$298K ﹤0.01% 4848
2022
Q3 		$1.63M Buy
121,900
+15,100
+14% +$245K ﹤0.01% 5398
2022
Q2 		$1.66M Buy
106,800
+95,800
+871% +$1.6M ﹤0.01% 5306
2022
Q1 		$176K Buy
+11,000
New +$189K ﹤0.01% 11390
2021
Q4 		– Sell
-21,400
Closed -$390K – 13679
2021
Q3 		$390K Buy
+21,400
New +$383K ﹤0.01% 9996
2020
Q4 		– Sell
-35,700
Closed -$447K – 11518
2020
Q3 		$447K Buy
+35,700
New +$428K ﹤0.01% 7904
2019
Q4 		– Sell
-12,100
Closed -$202K – 10360
2019
Q3 		$202K Sell
12,100
-300
-2% -$4.91K ﹤0.01% 9076
2019
Q2 		$265K Buy
+12,400
New +$245K ﹤0.01% 8568
2019
Q1 		– Sell
-23,200
Closed -$586K – 9544
2018
Q4 		$586K Sell
23,200
-129,300
-85% -$3.37M ﹤0.01% 5726
2018
Q3 		$4.89M Buy
152,500
+5,100
+3% +$169K ﹤0.01% 2721
2018
Q2 		$4.55M Sell
147,400
-185,800
-56% -$5.4M ﹤0.01% 2827
2018
Q1 		$9.03M Buy
333,200
+324,700
+3,820% +$9.06M ﹤0.01% 1886
2017
Q4 		$218K Buy
+8,500
New +$201K ﹤0.01% 8120

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jeff Yass's OEC Position: Q2 2026 in Review

Jeff Yass sold out of Orion (OEC) in Q2 2026, closing a stake of 58,144 shares — an estimated $418K sold.

Jeff Yass first reported a position in OEC in Q2 2017 and held it in 34 quarters. The position peaked at $4.92M in Q3 2023. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Jeff Yass reported no remaining Orion position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 58,144 Orion shares in Q2 2026, an estimated $418K.
  • Jeff Yass first reported a position in Orion in Q2 2017 and held it in 34 quarters.
  • Jeff Yass's Orion position peaked at $4.92M in Q3 2023.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

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