Question 1

How many shares of ORLY does Assenagon Asset Management S.A. own?

Accepted Answer

As of 2026-Q2, Assenagon Asset Management S.A. holds 4.2M shares of ORLY (OREILLY AUTOMOTIVE INC).

Question 2

What is Assenagon Asset Management S.A.'s ORLY position worth?

Accepted Answer

As of 2026-Q2, Assenagon Asset Management S.A.'s ORLY position is worth $385.8M.

Question 3

Is Assenagon Asset Management S.A. buying or selling ORLY?

Accepted Answer

In 2026-Q2, Assenagon Asset Management S.A. increased their ORLY position (+38.1% change in shares).

Question 4

When did Assenagon Asset Management S.A. first buy ORLY?

Accepted Answer

Based on available 13F filings, Assenagon Asset Management S.A. first reported a position in ORLY in 2024-Q2. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4.2M	+38.1%	$385.8M	0.5%	$88.49	49
2026-Q1	Increased	3M	+74.7%	$280.1M	0.4%	$93.87	56
2025-Q4	Increased	1.7M	+84.3%	$158.4M	0.2%	$91.47	56
2025-Q3	Increased	942,447	+273.9%	$101.6M	0.1%	$107.55	58
2025-Q2	Decreased	252,081	-16.9%	$22.7M	0.0%	$89.16	0
2025-Q1	Increased	303,484	+197.2%	$434.8M	0.7%	$93.90	71
2024-Q4	Increased	102,128	+32.6%	$121.1M	0.2%	$78.66	46
2024-Q3	Increased	77,037	+117.9%	$88.7M	0.2%	$76.40	58
2024-Q2	Decreased	35,352	-70.8%	$37.3M	0.1%	$70.40	0

ORLYShowing 9 of 30 quarters

ORLY
Showing 9 of 30 quarters