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Susquehanna Portfolio Strategies’s Orion OEC Stock Holding History

Susquehanna Portfolio Strategies’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
Q1 		$204K Sell
31,414
-22,054
-41% -$131K ﹤0.01% 901
2025
Q4 		$282K Hold
53,468
– – ﹤0.01% 896
2025
Q3 		$405K Buy
53,468
+17,224
+48% +$174K 0.01% 871
2025
Q2 		$380K Buy
+36,244
New +$410K 0.01% 713

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna Portfolio Strategies's OEC Position: Q1 2026 in Review

Susquehanna Portfolio Strategies reduced its Orion (OEC) stake by 41% in Q1 2026, selling an estimated $131K and leaving 31,414 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Susquehanna Portfolio Strategies first reported a position in OEC in Q2 2025 and has held it in 4 quarters since. The position peaked at $405K in Q3 2025. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Susquehanna Portfolio Strategies held 31,414 shares of Orion worth $204K as of Q1 2026.
  • Susquehanna Portfolio Strategies sold 22,054 Orion shares in Q1 2026, an estimated $131K.
  • Orion made up ﹤0.01% of Susquehanna Portfolio Strategies's portfolio in Q1 2026, its #901 holding.
  • Susquehanna Portfolio Strategies first reported a position in Orion in Q2 2025 and has held it in 4 quarters since.
  • Susquehanna Portfolio Strategies's Orion position peaked at $405K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q1 2026, filed 15 May 2026.