OAK RIDGE INVESTMENTS LLC PSIX POWER SOLUTIONS INTERNATIONAL

Ownership history in OAK RIDGE INVESTMENTS LLC  ·  12 quarters on record

AI Ownership Summary

OAK RIDGE INVESTMENTS LLC reported POWER SOLUTIONS INTERNATIONAL (PSIX) in 12 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows PSIX at 0.05% 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 PSIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OAK RIDGE INVESTMENTS LLC's position in POWER SOLUTIONS INTERNATIONAL, 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
2026 Q1

PSIX was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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.

How OAK RIDGE INVESTMENTS LLC held PSIX — position size vs. price
% of Fund (quarterly)    PSIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13,307 -121,693 -90.1% 0.05% $810K 2026-04-30 $73.27
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OAK RIDGE INVESTMENTS LLC and PSIX

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

How long has OAK RIDGE INVESTMENTS LLC reported owning PSIX?

OAK RIDGE INVESTMENTS LLC reported PSIX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PSIX position in OAK RIDGE INVESTMENTS LLC's portfolio?

The largest reported portfolio weight for PSIX was 0.05% in 2026 Q1.

What is the latest reported PSIX position on this page?

The most recent filing on this page is 2026 Q1, when OAK RIDGE INVESTMENTS LLC reported 13,307 shares, equal to 0.05% of portfolio, with an estimated market value of $810K.

What does the chart on this PSIX ownership page compare?

The chart compares OAK RIDGE INVESTMENTS LLC's quarterly PSIX 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 OAK RIDGE INVESTMENTS LLC time their PSIX position?

Based on 13F filing dates vs. subsequent PSIX price moves, OAK RIDGE INVESTMENTS LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on PSIX relative to SPY over the holding period was -69.9%.

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