Lido Advisors
OXLC

Lido Advisors’s Oxford Lane Capital OXLC Stock Holding History

Lido Advisors’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$454K Buy
46,470
+36,130
+349% +$398K ﹤0.01% 1348
2025
Q4 		$175K Buy
10,340
+66
+0.6% +$987 ﹤0.01% 1789
2025
Q3 		$174K Sell
10,274
-13
-0.1% -$238 ﹤0.01% 1698
2025
Q2 		$216K Buy
10,287
+1
+0% +$22 ﹤0.01% 1491
2025
Q1 		$243K Sell
10,286
-600
-6% -$14.9K ﹤0.01% 1299
2024
Q4 		$276K Sell
10,886
-1,646
-13% -$43.1K ﹤0.01% 1249
2024
Q3 		$328K Buy
12,532
+1,877
+18% +$50.7K ﹤0.01% 1117
2024
Q2 		$289K Buy
10,655
+381
+4% +$10K ﹤0.01% 1145
2024
Q1 		$261K Hold
10,274
– – ﹤0.01% 1152
2023
Q4 		$254K Buy
+10,274
New +$253K ﹤0.01% 1112

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Lido Advisors's OXLC Position: Q1 2026 in Review

Lido Advisors increased its Oxford Lane Capital (OXLC) stake by 349% in Q1 2026, buying an estimated $398K and bringing the position to 46,470 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Lido Advisors first reported a position in OXLC in Q4 2023 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Lido Advisors held 46,470 shares of Oxford Lane Capital worth $454K as of Q1 2026.
  • Lido Advisors bought 36,130 Oxford Lane Capital shares in Q1 2026, an estimated $398K.
  • Oxford Lane Capital made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1348 holding.
  • Lido Advisors first reported a position in Oxford Lane Capital in Q4 2023 and has held it in 10 quarters since.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.