XTX Topco’s ORIX IX Stock Holding History

XTX Topco’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$798K	Buy	+26,595	New	+$844K	0.01%	1615
2025 Q4	–	Sell	-12,243	Closed	-$320K	–	3547
2025 Q3	$320K	Buy	+12,243	New	+$304K	0.02%	1461

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

XTX Topco's IX Position: Q1 2026 in Review

XTX Topco opened a new position in ORIX (IX) in Q1 2026: 26,595 shares worth $798K. The stake represents 0.01% of the portfolio and ranks #1615 among its holdings. This is a return to the name: XTX Topco previously reported a position in IX as recently as Q3 2025.

XTX Topco first reported a position in IX in Q3 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

XTX Topco held 26,595 shares of ORIX worth $798K as of Q1 2026.
ORIX was a new XTX Topco position in Q1 2026.
ORIX made up 0.01% of XTX Topco's portfolio in Q1 2026, its #1615 holding.
XTX Topco first reported a position in ORIX in Q3 2025 and has held it in 2 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

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