Marshall Wace
OEC icon

Marshall Wace’s Orion OEC Stock Holding History

Marshall Wace’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
Q1 		$1.91M Buy
294,163
+224,639
+323% +$1.33M ﹤0.01% 1811
2025
Q4 		$367K Buy
69,524
+22,206
+47% +$120K ﹤0.01% 2374
2025
Q3 		$359K Buy
47,318
+900
+2% +$9.1K ﹤0.01% 2360
2025
Q2 		$487K Buy
46,418
+15,994
+53% +$181K ﹤0.01% 2157
2025
Q1 		$393K Buy
30,424
+18,196
+149% +$257K ﹤0.01% 2171
2024
Q4 		$193K Sell
12,228
-73,313
-86% -$1.24M ﹤0.01% 2361
2024
Q3 		$1.52M Buy
85,541
+60,458
+241% +$1.16M ﹤0.01% 1473
2024
Q2 		$550K Buy
+25,083
New +$604K ﹤0.01% 1924
2023
Q2 		– Sell
-24,757
Closed -$646K – 2818
2023
Q1 		$646K Buy
+24,757
New +$560K ﹤0.01% 1996
2022
Q3 		– Sell
-354,745
Closed -$5.51M – 3669
2022
Q2 		$5.51M Buy
+354,745
New +$5.94M 0.01% 1266
2021
Q4 		– Sell
-101,098
Closed -$1.84M – 4175
2021
Q3 		$1.84M Buy
+101,098
New +$1.81M 0.01% 1619
2020
Q3 		– Sell
-201,094
Closed -$2.13M – 1819
2020
Q2 		$2.13M Buy
+201,094
New +$1.86M 0.01% 766
2020
Q1 		– Sell
-1,716
Closed -$33K – 1941
2019
Q4 		$33K Buy
+1,716
New +$31K ﹤0.01% 1576
2019
Q1 		– Sell
-3,194
Closed -$81K – 1966
2018
Q4 		$81K Buy
+3,194
New +$83.3K ﹤0.01% 1395
2014
Q4 		– Sell
-399,549
Closed -$7.04M – 914
2014
Q3 		$7.04M Buy
+399,549
New +$6.97M 0.1% 236

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace's OEC Position: Q1 2026 in Review

Marshall Wace increased its Orion (OEC) stake by 323% in Q1 2026, buying an estimated $1.33M and bringing the position to 294,163 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Marshall Wace first reported a position in OEC in Q3 2014 and has held it in 15 quarters since. The position peaked at $7.04M in Q3 2014. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Marshall Wace held 294,163 shares of Orion worth $1.91M as of Q1 2026.
  • Marshall Wace bought 224,639 Orion shares in Q1 2026, an estimated $1.33M.
  • Orion made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1811 holding.
  • Marshall Wace first reported a position in Orion in Q3 2014 and has held it in 15 quarters since.
  • Marshall Wace's Orion position peaked at $7.04M in Q3 2014.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.