NA
OXLC

NewEdge Advisors’s Oxford Lane Capital OXLC Stock Holding History

NewEdge 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
Q2 		$17K Hold
1,940
– – ﹤0.01% 3404
2026
Q1 		$19K Hold
1,940
– – ﹤0.01% 3211
2025
Q4 		$28.4K Sell
1,940
-2,884
-60% -$43.1K ﹤0.01% 3144
2025
Q3 		$81.7K Buy
4,824
+1,655
+52% +$30.3K ﹤0.01% 2667
2025
Q2 		$66.5K Sell
3,169
-2,696
-46% -$60.6K ﹤0.01% 2580
2025
Q1 		$138K Buy
5,865
+892
+18% +$22.2K ﹤0.01% 2196
2024
Q4 		$126K Sell
4,973
-6,023
-55% -$158K ﹤0.01% 2214
2024
Q3 		$288K Buy
10,996
+1,644
+18% +$44.4K ﹤0.01% 1831
2024
Q2 		$253K Buy
9,352
+46
+0.5% +$1.21K ﹤0.01% 1807
2024
Q1 		$236K Sell
9,306
-794
-8% -$20.4K ﹤0.01% 1762
2023
Q4 		$255K Buy
10,100
+1,174
+13% +$28.9K ﹤0.01% 1617
2023
Q3 		$223K Sell
8,926
-1,622
-15% -$41.8K ﹤0.01% 1586
2023
Q2 		$255K Buy
10,548
+700
+7% +$17.9K ﹤0.01% 1527
2023
Q1 		$255K Sell
9,848
-22
-0.2% -$613 ﹤0.01% 1438
2022
Q4 		$99.6K Buy
9,870
+122
+1% +$3.15K ﹤0.01% 1442
2022
Q3 		$252K Buy
9,748
+660
+7% +$19.9K ﹤0.01% 1283
2022
Q2 		$258K Sell
9,088
-1,458
-14% -$47.8K ﹤0.01% 1275
2022
Q1 		$382K Sell
10,546
-1,786
-14% -$68.7K 0.01% 911
2021
Q4 		$475K Buy
12,332
+3,149
+34% +$122K 0.01% 1106
2021
Q3 		$331K Buy
9,183
+316
+4% +$11.5K 0.01% 867
2021
Q2 		$329K Buy
8,867
+4,827
+119% +$169K 0.01% 870
2021
Q1 		$127K Hold
4,040
– – ﹤0.01% 975
2020
Q4 		$109K Hold
4,040
– – ﹤0.01% 922
2020
Q3 		$89K Sell
4,040
-1,188
-23% -$25.4K ﹤0.01% 873
2020
Q2 		$107K Buy
+5,228
New +$106K ﹤0.01% 811
2020
Q1 		– Sell
-2,840
Closed -$115K – 868
2019
Q4 		$115K Hold
2,840
– – ﹤0.01% 781
2019
Q3 		$132K Buy
+2,840
New +$144K 0.01% 777

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

NewEdge Advisors's OXLC Position: Q2 2026 in Review

NewEdge Advisors held its Oxford Lane Capital (OXLC) position steady in Q2 2026 at 1,940 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #3404.

NewEdge Advisors first reported a position in OXLC in Q3 2019 and has held it in 27 quarters since. The position peaked at $475K in Q4 2021. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • NewEdge Advisors held 1,940 shares of Oxford Lane Capital worth $17K as of Q2 2026.
  • NewEdge Advisors left its Oxford Lane Capital share count unchanged in Q2 2026.
  • Oxford Lane Capital made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3404 holding.
  • NewEdge Advisors first reported a position in Oxford Lane Capital in Q3 2019 and has held it in 27 quarters since.
  • NewEdge Advisors's Oxford Lane Capital position peaked at $475K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.