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Legato Capital Management’s Orion OEC Stock Holding History

Legato Capital Management’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
Q3 		– Sell
-71,550
Closed -$751K – 602
2025
Q2 		$751K Buy
71,550
+42,730
+148% +$483K 0.09% 353
2025
Q1 		$373K Buy
28,820
+9,733
+51% +$138K 0.05% 465
2024
Q4 		$301K Sell
19,087
-18,004
-49% -$304K 0.04% 496
2024
Q3 		$661K Buy
37,091
+2,002
+6% +$38.6K 0.08% 388
2024
Q2 		$770K Buy
+35,089
New +$845K 0.1% 326

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legato Capital Management's OEC Position: Q3 2025 in Review

Legato Capital Management sold out of Orion (OEC) in Q3 2025, closing a stake of 71,550 shares — an estimated $751K sold.

Legato Capital Management first reported a position in OEC in Q2 2024 and held it in 5 quarters. The position peaked at $770K in Q2 2024. 177 funds tracked by Wall St. Rank hold OEC as of Q3 2025.

  • Legato Capital Management reported no remaining Orion position as of Q3 2025 after selling out during the quarter.
  • Legato Capital Management sold 71,550 Orion shares in Q3 2025, an estimated $751K.
  • Legato Capital Management first reported a position in Orion in Q2 2024 and held it in 5 quarters.
  • Legato Capital Management's Orion position peaked at $770K in Q2 2024.
  • 177 funds tracked by Wall St. Rank held Orion as of Q3 2025.

Based on Legato Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.