PLU
OTLY

Performa Ltd (US)’s Oatly Group OTLY Stock Holding History

Performa Ltd (US)’s Portfolio OTLY Stock Details OTLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,000
Closed -$11.9K – 59
2025
Q2 		$11.9K Buy
+1,000
New +$10.6K ﹤0.01% 27

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.06B AUM 59.27% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Performa Ltd (US)'s OTLY Position: Q2 2026 in Review

Performa Ltd (US) increased its Oatly Group (OTLY) stake by 13% in Q2 2026, buying an estimated $13.4K and bringing the position to 11,400 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #23.

Performa Ltd (US) first reported a position in OTLY in Q3 2021 and has held it in 20 quarters since. The position peaked at $171K in Q1 2023. 62 funds tracked by Wall St. Rank hold OTLY as of Q2 2026.

  • Performa Ltd (US) held 11,400 shares of Oatly Group worth $107K as of Q2 2026.
  • Performa Ltd (US) bought 1,300 Oatly Group shares in Q2 2026, an estimated $13.4K.
  • Oatly Group made up 0.02% of Performa Ltd (US)'s portfolio in Q2 2026, its #23 holding.
  • Performa Ltd (US) first reported a position in Oatly Group in Q3 2021 and has held it in 20 quarters since.
  • Performa Ltd (US)'s Oatly Group position peaked at $171K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held Oatly Group as of Q2 2026.

Based on Performa Ltd (US)'s 13F filing for Q2 2026, filed 3 Aug 2026.