Qube Research & Technologies (QRT)
IX icon

Qube Research & Technologies (QRT)’s ORIX IX Stock Holding History

Qube Research & Technologies (QRT)’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.2M Buy
84,052
+53,212
+173% +$1.89M ﹤0.01% 1867
2026
Q1 		$925K Buy
+30,840
New +$979K ﹤0.01% 2531
2025
Q3 		– Sell
-28,002
Closed -$631K – 3781
2025
Q2 		$631K Buy
28,002
+3,871
+16% +$79.5K ﹤0.01% 2623
2025
Q1 		$504K Buy
+24,131
New +$506K ﹤0.01% 2541
2020
Q4 		– Sell
-21,565
Closed -$270K – 2005
2020
Q3 		$270K Buy
+21,565
New +$265K ﹤0.01% 1285

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Qube Research & Technologies (QRT)'s IX Position: Q2 2026 in Review

Qube Research & Technologies (QRT) increased its ORIX (IX) stake by 173% in Q2 2026, buying an estimated $1.89M and bringing the position to 84,052 shares worth $3.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Qube Research & Technologies (QRT) first reported a position in IX in Q3 2020 and has held it in 5 quarters since. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Qube Research & Technologies (QRT) held 84,052 shares of ORIX worth $3.2M as of Q2 2026.
  • Qube Research & Technologies (QRT) bought 53,212 ORIX shares in Q2 2026, an estimated $1.89M.
  • ORIX made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #1867 holding.
  • Qube Research & Technologies (QRT) first reported a position in ORIX in Q3 2020 and has held it in 5 quarters since.
  • 319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.