OQS
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Occudo Quantitative Strategies’s Orion OEC Stock Holding History

Occudo Quantitative Strategies’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 		$353K Buy
+53,204
New +$383K 0.02% 575
2024
Q4 		– Sell
-17,403
Closed -$310K – 865
2024
Q3 		$310K Sell
17,403
-5,537
-24% -$107K 0.06% 447
2024
Q2 		$503K Buy
22,940
+13,570
+145% +$327K 0.09% 297
2024
Q1 		$220K Buy
+9,370
New +$217K 0.04% 568
2023
Q3 		– Sell
-47,219
Closed -$1M – 1210
2023
Q2 		$1M Sell
47,219
-34,703
-42% -$836K 0.1% 331
2023
Q1 		$2.14M Buy
+81,922
New +$1.85M 0.19% 147

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Occudo Quantitative Strategies's OEC Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Orion (OEC) in Q2 2026: 53,204 shares worth $353K. The stake represents 0.02% of the portfolio and ranks #575 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in OEC as recently as Q3 2024.

Occudo Quantitative Strategies first reported a position in OEC in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.14M in Q1 2023. 188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Occudo Quantitative Strategies held 53,204 shares of Orion worth $353K as of Q2 2026.
  • Orion was a new Occudo Quantitative Strategies position in Q2 2026.
  • Orion made up 0.02% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #575 holding.
  • Occudo Quantitative Strategies first reported a position in Orion in Q1 2023 and has held it in 6 quarters since.
  • Occudo Quantitative Strategies's Orion position peaked at $2.14M in Q1 2023.
  • 188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.