Institutions / Oak Ridge Investments LLC / Activity
Activity — Oak Ridge Investments LLC
197 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Howmet Aerospace Inc. Common stock | $9.87M | +43K +1030.41% | 46,980 0.72% of portfolio | medium |
| Q1 2026 as of | New | G0593M107 Common stock | $9.76M | +49K | 49,482 0.65% of portfolio | medium |
| Q1 2026 as of | New | Caterpillar Inc Common stock | $9.66M | +14K | 13,639 0.64% of portfolio | medium |
| Q1 2026 as of | Exit | Verisk Analytics, Inc. Common stock | $-9.21M | -41K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | ServiceNow Inc Common stock | $-9.16M | -60K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | 046353108 Common stock | $-8.98M | -98K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Analog Devices Inc Common stock | $8.80M | +28K +3043.67% | 28,576 0.60% of portfolio | medium |
| Q1 2026 as of | Exit | 464287648 Common stock | $-8.02M | -25K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | M2682V108 Common stock | $-8.00M | -18K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Reddit, Inc. Common stock | $-7.08M | -31K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | United Rentals Inc Common stock | $-7.01M | -9K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | TransDigm Group Inc. Common stock | $-6.32M | -5K -55.77% | 4,323 0.33% of portfolio | medium |
| Q1 2026 as of | New | Kulicke & Soffa Industries Inc Common stock | $5.63M | +86K | 85,651 0.37% of portfolio | medium |
| Q1 2026 as of | New | Bloom Energy Corp Common stock | $4.38M | +32K | 32,343 0.29% of portfolio | low |
| Q1 2026 as of | New | StoneX Group Inc. Common stock | $3.66M | +45K | 45,406 0.24% of portfolio | low |
| Q1 2026 as of | New | Modine Manufacturing Co Common stock | $3.57M | +16K | 16,465 0.24% of portfolio | low |
| Q1 2026 as of | Exit | Grand Canyon Education, Inc. Common stock | $-2.76M | -17K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Q2 Holdings, Inc. Common stock | $-2.26M | -31K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Expedia Group Inc Common stock | $-1.76M | -6K -100.00% | 0 | low |
| Q1 2026 as of | New | Powell Industries Inc Common stock | $1.72M | +10K | 9,513 0.11% of portfolio | low |
| Q1 2026 as of | Add | Glacier Bancorp, Inc. Common stock | $1.69M | +38K +106.68% | 73,334 0.22% of portfolio | low |
| Q1 2026 as of | Exit | Commvault Systems Inc Common stock | $-1.67M | -13K -100.00% | 0 | low |
| Q1 2026 as of | Add | Kla Corp Common stock | $1.64M | +1K +6.43% | 18,463 1.80% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $1.56M | +4K +4.72% | 93,003 2.29% of portfolio | low |
| Q1 2026 as of | Trim | Palomar Holdings, Inc. Common stock | $-1.36M | -11K -22.60% | 38,923 0.31% of portfolio | low |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-1.34M | -4K -1.03% | 350,158 8.57% of portfolio | low |
| Q1 2026 as of | Exit | Badger Meter Inc Common stock | $-1.12M | -6K -100.00% | 0 | low |
| Q1 2026 as of | New | Marriott International Inc/MD Common stock | $1.08M | +3K | 3,316 0.07% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $1.05M | +4K +0.70% | 596,723 10.02% of portfolio | low |
| Q1 2026 as of | New | General Electric Co Common stock | $1.02M | +4K | 3,600 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Viavi Solutions Inc. Common stock | $-1.01M | -30K -10.22% | 266,702 0.59% of portfolio | low |
| Q1 2026 as of | Add | OSI Systems Inc Common stock | $1.01M | +4K +38.94% | 13,559 0.24% of portfolio | low |
| Q1 2026 as of | Exit | Guidewire Software, Inc. Common stock | $-1.00M | -5K -100.00% | 0 | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $988.8K | +6K +0.54% | 1,048,987 12.10% of portfolio | low |
| Q1 2026 as of | Exit | Exact Sciences Corp. Common stock | $-979.9K | -10K -100.00% | 0 | low |
| Q1 2026 as of | New | Electromed, Inc. Common stock | $893.8K | +38K | 38,180 0.06% of portfolio | low |
| Q1 2026 as of | Add | Ameris Bancorp Common stock | $890.5K | +11K +36.08% | 43,062 0.22% of portfolio | low |
| Q1 2026 as of | Add | P73684113 Common stock | $851.6K | +37K +39.34% | 131,430 0.20% of portfolio | low |
| Q1 2026 as of | Trim | Iradimed Corporation Common stock | $-821.4K | -9K -22.48% | 29,429 0.19% of portfolio | low |
| Q1 2026 as of | New | Power Solutions International, Inc. Common stock | $810.1K | +13K | 13,307 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-717.8K | -2K -1.01% | 228,114 4.67% of portfolio | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-709.2K | -3K -0.96% | 349,452 4.81% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $702.8K | +2K +3.09% | 81,540 1.55% of portfolio | low |
| Q1 2026 as of | Add | Clearwater Analytics Holdings, Inc. Common stock | $689.6K | +29K +44.23% | 95,087 0.15% of portfolio | low |
| Q1 2026 as of | New | M87915274 Common stock | $688.9K | +4K | 3,926 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Applied Optoelectronics, Inc. Common stock | $-664.4K | -8K -17.13% | 38,000 0.21% of portfolio | low |
| Q1 2026 as of | Add | Mueller Water Products Inc Common stock | $664.3K | +24K +29.46% | 106,209 0.19% of portfolio | low |
| Q1 2026 as of | New | NASDAQ, Inc. Common stock | $658.7K | +8K | 7,759 0.04% of portfolio | low |
| Q1 2026 as of | New | Cencora Inc Common stock | $632.4K | +2K | 2,013 0.04% of portfolio | low |
| Q1 2026 as of | Add | Ufp Technologies Inc Common stock | $599.6K | +3K +51.41% | 9,121 0.12% of portfolio | low |