JF
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Jump Financial’s O'Reilly Automotive ORLY Stock Holding History

Jump Financial’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 		$5.18M Sell
56,100
-319,614
-85% -$30M 0.07% 350
2025
Q4 		$34.3M Buy
375,714
+309,490
+467% +$30.2M 0.42% 29
2025
Q3 		$7.14M Sell
66,224
-193,116
-74% -$19.4M 0.09% 303
2025
Q2 		$23.4M Buy
+259,340
New +$23.6M 0.26% 79
2025
Q1 		– Sell
-18,765
Closed -$1.48M – 1898
2024
Q4 		$1.48M Sell
18,765
-10,800
-37% -$871K 0.03% 614
2024
Q3 		$2.27M Sell
29,565
-27,075
-48% -$1.99M 0.05% 471
2024
Q2 		$3.99M Sell
56,640
-73,335
-56% -$5.07M 0.08% 309
2024
Q1 		$9.78M Buy
129,975
+30,780
+31% +$2.15M 0.26% 43
2023
Q4 		$6.28M Buy
99,195
+93,045
+1,513% +$5.88M 0.2% 78
2023
Q3 		$373K Sell
6,150
-147,195
-96% -$9.23M 0.01% 1182
2023
Q2 		$9.77M Buy
+153,345
New +$9.36M 0.36% 29
2023
Q1 		– Sell
-7,800
Closed -$439K – 1938
2022
Q4 		$439K Buy
7,800
+1,065
+16% +$57.3K 0.02% 839
2022
Q3 		$316K Buy
+6,735
New +$314K 0.01% 1121
2022
Q2 		– Sell
-100,650
Closed -$4.6M – 1915
2022
Q1 		$4.6M Buy
100,650
+86,340
+603% +$3.86M 0.2% 69
2021
Q4 		$674K Buy
+14,310
New +$619K 0.04% 525
2021
Q2 		– Sell
-6,225
Closed -$210K – 1313
2021
Q1 		$210K Sell
6,225
-16,275
-72% -$504K 0.02% 748
2020
Q4 		$679K Buy
22,500
+5,760
+34% +$174K 0.12% 276
2020
Q3 		$514K Buy
+16,740
New +$509K 0.1% 318

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jump Financial's ORLY Position: Q1 2026 in Review

Jump Financial reduced its O'Reilly Automotive (ORLY) stake by 85% in Q1 2026, selling an estimated $30M and leaving 56,100 shares worth $5.18M. The position accounts for 0.07% of the portfolio, ranked #350.

Jump Financial first reported a position in ORLY in Q3 2020 and has held it in 18 quarters since. The position peaked at $34.3M in Q4 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Jump Financial held 56,100 shares of O'Reilly Automotive worth $5.18M as of Q1 2026.
  • Jump Financial sold 319,614 O'Reilly Automotive shares in Q1 2026, an estimated $30M.
  • O'Reilly Automotive made up 0.07% of Jump Financial's portfolio in Q1 2026, its #350 holding.
  • Jump Financial first reported a position in O'Reilly Automotive in Q3 2020 and has held it in 18 quarters since.
  • Jump Financial's O'Reilly Automotive position peaked at $34.3M in Q4 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.