SAM
OXLC

Simplify Asset Management’s Oxford Lane Capital OXLC Stock Holding History

Simplify Asset Management’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 		– Sell
-100,000
Closed -$978K – 155
2026
Q1 		$978K Buy
+100,000
New +$1.1M 0.02% 74
2024
Q2 		– Sell
-25,414
Closed -$646K – 122
2024
Q1 		$646K Buy
+25,414
New +$653K 0.04% 81

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

Simplify Asset Management's OXLC Position: Q2 2026 in Review

Simplify Asset Management sold out of Oxford Lane Capital (OXLC) in Q2 2026, closing a stake of 100,000 shares — an estimated $978K sold.

Simplify Asset Management first reported a position in OXLC in Q1 2024 and held it in 2 quarters. The position peaked at $978K in Q1 2026. 94 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • Simplify Asset Management reported no remaining Oxford Lane Capital position as of Q2 2026 after selling out during the quarter.
  • Simplify Asset Management sold 100,000 Oxford Lane Capital shares in Q2 2026, an estimated $978K.
  • Simplify Asset Management first reported a position in Oxford Lane Capital in Q1 2024 and held it in 2 quarters.
  • Simplify Asset Management's Oxford Lane Capital position peaked at $978K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.