OREGON PUBLIC EMPLOYEES RETIREMENT FUND AZTA — BROOKS AUTOMATION INC

Ownership history in OREGON PUBLIC EMPLOYEES RETIREMENT FUND  ·  31 quarters on record

AI Ownership Summary

OREGON PUBLIC EMPLOYEES RETIREMENT FUND reported BROOKS AUTOMATION INC (AZTA) in 31 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows AZTA at 0.00% 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 AZTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OREGON PUBLIC EMPLOYEES RETIREMENT FUND's position in BROOKS AUTOMATION INC, 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 Q2

AZTA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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 2026 Q2

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.

AZTA stock page OREGON PUBLIC EMPLOYEES RETIREMENT FUND fund profile OREGON PUBLIC EMPLOYEES RETIREMENT FUND full holdings
How OREGON PUBLIC EMPLOYEES RETIREMENT FUND held AZTA — position size vs. price
% of Fund (quarterly)    AZTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 9,300 -100 -1.1% 0.00% $237K 2026-07-29 $28.28
2026 Q1 ADDED — — — 9,400 +100 +1.1% 0.00% $199K 2026-04-29 $23.13
2025 Q4 ADDED — — — 9,300 +100 +1.1% 0.00% $309K 2026-02-04 $28.49
2025 Q3 REDUCED 12.4% +20.8% ❌ 9,200 -1,300 -12.4% 0.00% $264K 2025-10-24 $32.28
2025 Q2 UNCHANGED — — — 10,500 — 0% 0.01% $323K 2025-07-25 $34.43
2025 Q1 REDUCED — — — 10,500 -200 -1.9% 0.01% $364K 2025-04-28 $27.02
2024 Q4 ADDED — — — 10,700 +702 +7.0% 0.01% $535K 2025-02-05 $53.76
2024 Q3 REDUCED 10.7% +3.1% ❌ 9,998 -1,200 -10.7% 0.01% $484K 2024-10-29 $41.79
2024 Q2 REDUCED 18.8% -7.9% ✅ 11,198 -2,600 -18.8% 0.01% $589K 2024-08-02 $56.74
2024 Q1 REDUCED 18.7% -15.3% ✅ 13,798 -3,168 -18.7% 0.02% $832K 2024-05-03 $53.42
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AZTA

As of 2026 Q2 — sorted by position size

Politan Capital Management LP 3Y 46.26% Circumference Group LLC 3.88% Front Street Capital Management, Inc. 3Y 7Y 3.77% Kerrisdale Advisers, LLC 3Y 7Y 1.86% Meros Investment Management, LP 3Y 1.78% AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 1.21% Lion Point Capital, LP 3Y 7Y 1.18% Rock Springs Capital Management LP 3Y 7Y 0.5% nVerses Capital, LLC 0.42% SNYDER CAPITAL MANAGEMENT L P 3Y 7Y 0.38%

FAQ About OREGON PUBLIC EMPLOYEES RETIREMENT FUND and AZTA

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

How long has OREGON PUBLIC EMPLOYEES RETIREMENT FUND reported owning AZTA?

OREGON PUBLIC EMPLOYEES RETIREMENT FUND reported AZTA across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AZTA position in OREGON PUBLIC EMPLOYEES RETIREMENT FUND's portfolio?

The largest reported portfolio weight for AZTA was 0.02% in 2024 Q1.

What is the latest reported AZTA position on this page?

The most recent filing on this page is 2026 Q2, when OREGON PUBLIC EMPLOYEES RETIREMENT FUND reported 9,300 shares, equal to 0.00% of portfolio, with an estimated market value of $237K.

What does the chart on this AZTA ownership page compare?

The chart compares OREGON PUBLIC EMPLOYEES RETIREMENT FUND's quarterly AZTA 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 OREGON PUBLIC EMPLOYEES RETIREMENT FUND time their AZTA position?

Based on 13F filing dates vs. subsequent AZTA price moves, OREGON PUBLIC EMPLOYEES RETIREMENT FUND correctly timed 16 out of 27 reported position changes (59%). The annualised alpha on AZTA relative to SPY over the holding period was -0.1%.

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