VIA
OXLC

Virtus Investment Advisers’s Oxford Lane Capital OXLC Stock Holding History

Virtus Investment Advisers’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 		$1.34M Sell
153,504
-55,143
-26% -$534K 0.31% 144
2026
Q1 		$2.04M Buy
208,647
+58,756
+39% +$647K 0.56% 23
2025
Q4 		$2.19M Buy
149,891
+20,682
+16% +$309K 0.6% 11
2025
Q3 		$2.19M Buy
+129,209
New +$2.36M 0.63% 10

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

Virtus Investment Advisers's OXLC Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Oxford Lane Capital (OXLC) stake by 26% in Q2 2026, selling an estimated $534K and leaving 153,504 shares worth $1.34M. The position accounts for 0.31% of the portfolio, ranked #144.

Virtus Investment Advisers first reported a position in OXLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.19M in Q4 2025. 94 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • Virtus Investment Advisers held 153,504 shares of Oxford Lane Capital worth $1.34M as of Q2 2026.
  • Virtus Investment Advisers sold 55,143 Oxford Lane Capital shares in Q2 2026, an estimated $534K.
  • Oxford Lane Capital made up 0.31% of Virtus Investment Advisers's portfolio in Q2 2026, its #144 holding.
  • Virtus Investment Advisers first reported a position in Oxford Lane Capital in Q3 2025 and has held it in 4 quarters since.
  • Virtus Investment Advisers's Oxford Lane Capital position peaked at $2.19M in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.