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Richard Pzena’s Orion OEC Stock Holding History

Richard Pzena’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 		$31.6M Buy
4,771,969
+172,062
+4% +$1.24M 0.09% 111
2026
Q1 		$29.9M Buy
4,599,907
+17,311
+0.4% +$102K 0.1% 111
2025
Q4 		$24.2M Sell
4,582,596
-112,229
-2% -$609K 0.07% 113
2025
Q3 		$35.6M Buy
4,694,825
+117,628
+3% +$1.19M 0.12% 100
2025
Q2 		$48M Buy
4,577,197
+1,248,295
+37% +$14.1M 0.16% 79
2025
Q1 		$43M Buy
3,328,902
+16,612
+0.5% +$235K 0.15% 76
2024
Q4 		$52.3M Sell
3,312,290
-335,695
-9% -$5.67M 0.18% 71
2024
Q3 		$65M Buy
3,647,985
+954,398
+35% +$18.4M 0.21% 64
2024
Q2 		$59.1M Sell
2,693,587
-174,906
-6% -$4.21M 0.21% 69
2024
Q1 		$67.5M Sell
2,868,493
-172,158
-6% -$3.98M 0.23% 68
2023
Q4 		$84.3M Sell
3,040,651
-244,172
-7% -$5.6M 0.32% 59
2023
Q3 		$69.9M Buy
3,284,823
+171,834
+6% +$3.75M 0.3% 70
2023
Q2 		$66.1M Sell
3,112,989
-456,423
-13% -$11M 0.28% 70
2023
Q1 		$93.1M Sell
3,569,412
-774,145
-18% -$17.5M 0.4% 54
2022
Q4 		$77.4M Sell
4,343,557
-193,756
-4% -$3.26M 0.34% 60
2022
Q3 		$60.6M Buy
4,537,313
+795,925
+21% +$12.9M 0.3% 62
2022
Q2 		$58.1M Buy
3,741,388
+29,679
+0.8% +$497K 0.26% 70
2022
Q1 		$59.3M Buy
3,711,709
+315,943
+9% +$5.44M 0.22% 77
2021
Q4 		$62.3M Buy
3,395,766
+527,340
+18% +$9.82M 0.24% 75
2021
Q3 		$52.3M Buy
2,868,426
+342,358
+14% +$6.13M 0.21% 84
2021
Q2 		$48M Buy
2,526,068
+27,240
+1% +$539K 0.19% 82
2021
Q1 		$49.3M Buy
2,498,828
+589,465
+31% +$10.6M 0.2% 86
2020
Q4 		$32.7M Buy
1,909,363
+197,226
+12% +$3.01M 0.15% 97
2020
Q3 		$21.4M Buy
1,712,137
+386,901
+29% +$4.64M 0.13% 102
2020
Q2 		$14M Buy
+1,325,236
New +$12.2M 0.09% 108

Other funds holding OEC

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Richard Pzena's OEC Position: Q2 2026 in Review

Richard Pzena increased its Orion (OEC) stake by 3.7% in Q2 2026, buying an estimated $1.24M and bringing the position to 4,771,969 shares worth $31.6M. The position accounts for 0.09% of the portfolio, ranked #111.

Richard Pzena first reported a position in OEC in Q2 2020 and has held it in 25 quarters since. The position peaked at $93.1M in Q1 2023. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Richard Pzena held 4,771,969 shares of Orion worth $31.6M as of Q2 2026.
  • Richard Pzena bought 172,062 Orion shares in Q2 2026, an estimated $1.24M.
  • Orion made up 0.09% of Richard Pzena's portfolio in Q2 2026, its #111 holding.
  • Richard Pzena first reported a position in Orion in Q2 2020 and has held it in 25 quarters since.
  • Richard Pzena's Orion position peaked at $93.1M in Q1 2023.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.