Squarepoint
OTIS icon

Squarepoint’s Otis Worldwide OTIS Stock Holding History

Squarepoint’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106M Sell
1,381,044
-771,052
-36% -$67.5M 0.13% 151
2025
Q4 		$188M Buy
2,152,096
+122,001
+6% +$10.9M 0.2% 85
2025
Q3 		$186M Buy
2,030,095
+1,352,530
+200% +$123M 0.19% 101
2025
Q2 		$67.1M Buy
677,565
+114,590
+20% +$11.1M 0.07% 311
2025
Q1 		$58.1M Buy
562,975
+296,880
+112% +$29M 0.07% 294
2024
Q4 		$24.6M Sell
266,095
-106,869
-29% -$10.7M 0.02% 666
2024
Q3 		$38.8M Sell
372,964
-81,737
-18% -$7.79M 0.06% 322
2024
Q2 		$43.8M Sell
454,701
-413,240
-48% -$39.8M 0.07% 283
2024
Q1 		$86.2M Sell
867,941
-57,852
-6% -$5.35M 0.15% 117
2023
Q4 		$82.8M Buy
925,793
+487,711
+111% +$40.6M 0.16% 112
2023
Q3 		$35.2M Buy
438,082
+261,902
+149% +$22.4M 0.09% 255
2023
Q2 		$15.7M Sell
176,180
-18,049
-9% -$1.52M 0.05% 476
2023
Q1 		$16.4M Sell
194,229
-56,536
-23% -$4.68M 0.07% 338
2022
Q4 		$19.6M Sell
250,765
-12,407
-5% -$916K 0.08% 266
2022
Q3 		$16.8M Buy
263,172
+186,138
+242% +$13.6M 0.08% 271
2022
Q2 		$5.44M Sell
77,034
-59,038
-43% -$4.35M 0.03% 633
2022
Q1 		$10.5M Sell
136,072
-63,218
-32% -$5.05M 0.04% 443
2021
Q4 		$17.4M Buy
199,290
+190,965
+2,294% +$16M 0.05% 346
2021
Q3 		$685K Sell
8,325
-69,544
-89% -$6.12M ﹤0.01% 1787
2021
Q2 		$6.37M Sell
77,869
-164,432
-68% -$12.7M 0.02% 635
2021
Q1 		$16.6M Buy
242,301
+109,092
+82% +$7.13M 0.1% 218
2020
Q4 		$9M Buy
133,209
+30,657
+30% +$1.99M 0.07% 284
2020
Q3 		$6.4M Sell
102,552
-29,702
-22% -$1.82M 0.09% 282
2020
Q2 		$7.52M Buy
+132,254
New +$6.85M 0.12% 240

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Squarepoint's OTIS Position: Q1 2026 in Review

Squarepoint reduced its Otis Worldwide (OTIS) stake by 36% in Q1 2026, selling an estimated $67.5M and leaving 1,381,044 shares worth $106M. The position accounts for 0.13% of the portfolio, ranked #151.

Squarepoint first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $188M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Squarepoint held 1,381,044 shares of Otis Worldwide worth $106M as of Q1 2026.
  • Squarepoint sold 771,052 Otis Worldwide shares in Q1 2026, an estimated $67.5M.
  • Otis Worldwide made up 0.13% of Squarepoint's portfolio in Q1 2026, its #151 holding.
  • Squarepoint first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Squarepoint's Otis Worldwide position peaked at $188M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.