IQ EQ FUND MANAGEMENT (IRELAND) Ltd OTLY — OATLY GROUP AB

Ownership history in IQ EQ FUND MANAGEMENT (IRELAND) Ltd  ·  18 quarters on record

AI Ownership Summary

IQ EQ FUND MANAGEMENT (IRELAND) Ltd reported OATLY GROUP AB (OTLY) in 18 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.13% in 2024 Q1. The latest visible filing shows OTLY at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OTLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IQ EQ FUND MANAGEMENT (IRELAND) Ltd's position in OATLY GROUP AB, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OTLY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OTLY stock page IQ EQ FUND MANAGEMENT (IRELAND) Ltd fund profile IQ EQ FUND MANAGEMENT (IRELAND) Ltd full holdings
How IQ EQ FUND MANAGEMENT (IRELAND) Ltd held OTLY — position size vs. price
% of Fund (quarterly)    OTLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.8% -5.1% ✅ 29,771 -3,588 -10.8% 0.02% $318K 2026-02-12 $11.20
2025 Q3 REDUCED 42.8% -30.6% ✅ 33,359 -24,914 -42.8% 0.04% $540K 2025-11-05 $15.19
2025 Q2 REDUCED — — — 58,273 -2,547 -4.2% 0.06% $692K 2025-08-01 $15.07
2025 Q1 REDUCED 85.7% +20.8% ❌ 60,820 -364,787 -85.7% 0.07% $598K 2025-05-09 $10.01
2024 Q4 REDUCED 12.4% -25.9% ✅ 425,607 -60,200 -12.4% 0.03% $282K 2025-02-12 $7.70
2024 Q3 REDUCED 44.4% -25.8% ✅ 485,807 -387,589 -44.4% 0.04% $415K 2024-10-16 $16.62
2024 Q2 REDUCED 15.1% -9.2% ✅ 873,396 -155,088 -15.1% 0.09% $821K 2024-07-29 $19.70
2024 Q1 REDUCED 45.1% -18.4% ✅ 1,028,484 -845,861 -45.1% 0.13% $1.2M 2024-05-01 $23.40
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OTLY

As of 2026 Q2 — sorted by position size

R Squared Ltd 0.13% Crawford Fund Management, LLC 0.1% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 0.08% CREDIT AGRICOLE S A 3Y 7Y 0.03% Performa Ltd (US), LLC 3Y 7Y 0.02% Maven Securities LTD 3Y 7Y 0.01% Trexquant Investment LP 3Y 7Y 0.0% STOREBRAND ASSET MANAGEMENT AS 0.0% GAMMA Investing LLC 0.0% Westside Investment Management, Inc. 3Y 7Y 0.0%

FAQ About IQ EQ FUND MANAGEMENT (IRELAND) Ltd and OTLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has IQ EQ FUND MANAGEMENT (IRELAND) Ltd reported owning OTLY?

IQ EQ FUND MANAGEMENT (IRELAND) Ltd reported OTLY across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported OTLY position in IQ EQ FUND MANAGEMENT (IRELAND) Ltd's portfolio?

The largest reported portfolio weight for OTLY was 0.13% in 2024 Q1.

What is the latest reported OTLY position on this page?

The most recent filing on this page is 2025 Q4, when IQ EQ FUND MANAGEMENT (IRELAND) Ltd reported 29,771 shares, equal to 0.02% of portfolio, with an estimated market value of $318K.

What does the chart on this OTLY ownership page compare?

The chart compares IQ EQ FUND MANAGEMENT (IRELAND) Ltd's quarterly OTLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IQ EQ FUND MANAGEMENT (IRELAND) Ltd time their OTLY position?

Based on 13F filing dates vs. subsequent OTLY price moves, IQ EQ FUND MANAGEMENT (IRELAND) Ltd correctly timed 7 out of 17 reported position changes (41%). The annualised alpha on OTLY relative to SPY over the holding period was -56.8%.

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