Lighthouse Investment Partners’s Orion OEC Stock Holding History

Lighthouse Investment Partners’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
2026 Q2	$276K	Sell	41,648 -60,000	-59%	-$431K	0.01%	631
2026 Q1	$661K	Sell	101,648 -522,893	-84%	-$3.09M	0.02%	478
2025 Q4	$3.3M	Buy	624,541 +120,000	+24%	+$651K	0.1%	258
2025 Q3	$3.82M	Buy	504,541 +120,000	+31%	+$1.21M	0.12%	235
2025 Q2	$4.03M	Buy	384,541 +11,500	+3%	+$130K	0.15%	202
2025 Q1	$4.82M	Buy	373,041 +155,000	+71%	+$2.19M	0.2%	160
2024 Q4	$3.44M	Buy	+218,041	New	+$3.68M	0.11%	215

Other funds holding OEC

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lighthouse Investment Partners's OEC Position: Q2 2026 in Review

Lighthouse Investment Partners reduced its Orion (OEC) stake by 59% in Q2 2026, selling an estimated $431K and leaving 41,648 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #631.

Lighthouse Investment Partners first reported a position in OEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.82M in Q1 2025. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

Lighthouse Investment Partners held 41,648 shares of Orion worth $276K as of Q2 2026.
Lighthouse Investment Partners sold 60,000 Orion shares in Q2 2026, an estimated $431K.
Orion made up 0.01% of Lighthouse Investment Partners's portfolio in Q2 2026, its #631 holding.
Lighthouse Investment Partners first reported a position in Orion in Q4 2024 and has held it in 7 quarters since.
Lighthouse Investment Partners's Orion position peaked at $4.82M in Q1 2025.
187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.