OAK RIDGE INVESTMENTS LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,511,845
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 181 | 1,511,845 | 13F-HR | OAK RIDGE INVESTMENTS LLC |
| Q4 2025 | 1/23/2026 | 178 | 1,649,881 | 13F-HR | OAK RIDGE INVESTMENTS LLC |
| Q3 2025 | 10/29/2025 | 179 | 1,547,165 | 13F-HR | OAK RIDGE INVESTMENTS LLC |
| Q2 2025 | 7/25/2025 | 171 | 1,394,421 | 13F-HR | OAK RIDGE INVESTMENTS LLC |
| Q2 2014 | 8/4/2014 | 146 | 4,206,477 | 13F-HR | OAK RIDGE INVESTMENTS LLC |
| Q1 2014 | 5/5/2014 | 142 | 3,980,989 | 13F-HR | OAK RIDGE INVESTMENTS LLC |
| Q4 2013 | 2/3/2014 | 135 | 3,821,730 | 13F-HR | OAK RIDGE INVESTMENTS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.509 M | 99.8% | 0 | 131.9 K | -131.9 K |
| ETFs | 2.354 K | 0.2% | 0 | 6.021 K | -6.021 K |
| Other | 556 | 0.0% | 0 | 82 | -82 |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
1,511,845
Holdings
181
QoQ value change ($000)
-138,036
(-8.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.