Vault-13

ORANGE CNTY BANCORP INC OBT

COM · Common Stock · CUSIP 68417L107

112 institutional holders +8 vs Q1 2026
7,235,4427.2m shares reported held*
54.0% of all shares outstanding*
$265.3mreported value*
15 new 58 added 23 reduced 4 sold out net bought ≈ $2.0m (+53.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($18.0k this quarter). Holder counts are more reliable. Shares outstanding: 13.4m as of 2026-08-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $36.67.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 25Q4 22: 30Q1 23: 37Q2 23: 45Q3 23: 53Q4 23: 53Q1 24: 52Q2 24: 55Q3 24: 59Q4 24: 66Q1 25: 73Q2 25: 96Q3 25: 94Q4 25: 95Q1 26: 104Q2 26: 112112Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202225
Q4 202230
Q1 202337
Q2 202345
Q3 202353
Q4 202353
Q1 202452
Q2 202455
Q3 202459
Q4 202466
Q1 202573
Q2 202596
Q3 202594
Q4 202595
Q1 2026104
Q2 2026112

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 32 bought or addedQ3 24: 13 cut or sold outQ4 24: 36 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 67 bought or addedQ1 25: 7 cut or sold outQ2 25: 60 bought or addedQ2 25: 24 cut or sold outQ2 25Q3 25: 55 bought or addedQ3 25: 32 cut or sold outQ4 25: 42 bought or addedQ4 25: 37 cut or sold outQ4 25Q1 26: 51 bought or addedQ1 26: 36 cut or sold outQ2 26: 73 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243213
Q4 20243617
Q1 2025677
Q2 20256024
Q3 20255532
Q4 20254237
Q1 20265136
Q2 20267327

Biggest buyers

AQR CAPITAL MANAGEMENT LLC Added +78,851+78.9k
AMERICAN CENTURY COMPANIES INC Added +76,460+76.5k
BlackRock, Inc. Added +67,815+67.8k
Elizabeth Park Capital Advisors, Ltd. New +37,050+37.0k
GEODE CAPITAL MANAGEMENT, LLC Added +29,708+29.7k
Qube Research & Technologies Ltd Added +29,634+29.6k
STATE STREET CORP Added +29,141+29.1k
DIMENSIONAL FUND ADVISORS LP Added +26,878+26.9k
RENAISSANCE TECHNOLOGIES LLC Added +26,200+26.2k
TWO SIGMA INVESTMENTS, LP Added +23,343+23.3k

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Reduced -399,108-399.1k
ALLIANCEBERNSTEIN L.P. Reduced -55,310-55.3k
Fourthstone LLC Sold out -27,384-27.4k
MALTESE CAPITAL MANAGEMENT LLC Reduced -25,573-25.6k
Nuveen, LLC Reduced -21,279-21.3k
MILLENNIUM MANAGEMENT LLC Reduced -20,958-21.0k
Numerai GP LLC Sold out -15,341-15.3k
BANC FUNDS CO LLC Reduced -11,501-11.5k
MARSHALL WACE, LLP Reduced -11,274-11.3k
EJF Capital LP Reduced -10,299-10.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution -1.1 pts · filed 2026-10-27 8.1% -1.1 pts 1.1m≈ $39.9m 2026-10-27
BlackRock, Inc. 13G · institution +0.8 pts · filed 2025-10-17 5.5% +0.8 pts 739.4k≈ $27.2m 2025-10-17

Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (4.4%, 2025-11-12)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q4 24: 1 buyingQ4 24: 5 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 3 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 1 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 2 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20241$29.2k5$174.3k—
Q1 20250—0——
Q2 20251$150.0k3$172.1k—
Q3 20250—0——
Q4 20251$39.6k1$28.8k—
Q1 20261$6.2k0——
Q2 20260—0——
Q3 20260—2$176.1k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-04 Rooney Stephen SVP, Chief Credit Officer Sold 1,500 $38.71 $58.1k1.5k shares -15%
2026-08-03 Sousa Gregory EVP and Deputy CLO Sold 1,882 $38.75 $72.9k1.9k shares -15%
2026-07-30 Sousa Gregory EVP and Deputy CLO Sold 1,165 $38.75 $45.1k1.2k shares -9%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,960,1352.0m $72.1m $72.1m 0.00% Added +67.8k +67,815
2 Orange Investment Advisors, Inc. 4.74% of their portfolio GOSHEN, NY 1,060,9221.1m $39.0m $39.0m 4.74% Reduced -568 -568
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 471,006471.0k $17.3m $17.3m 0.00% Added +9.3k +9,304
4 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 311,740311.7k $11.5m $11.5m 0.01% Added +76.5k +76,460
5 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 307,530307.5k $11.3m $11.3m 0.01% Reduced -1.8k -1,780
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 290,181290.2k $10.7m $10.7m 0.00% Added +29.7k +29,708
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 216,289216.3k $8.0m $8.0m 0.00% Added +29.1k +29,141
8 BANC FUNDS CO LLC 1.13% of their portfolio CHICAGO, IL 186,035186.0k $6.8m $6.8m 1.13% Reduced -11.5k -11,501
9 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 163,889163.9k $5.2m $5.2m 0.00% Reduced -55.3k -55,310
10 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 153,814153.8k $5.7m $5.7m 0.00% Added +26.9k +26,878
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 110,940110.9k $4.1m $4.1m 0.00% Added +9.8k +9,752
12 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 108,045108.0k $4.0m $4.0m 0.00% Added +78.9k +78,851
13 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 101,648101.6k $3.7m $3.7m 0.00% Added +23.3k +23,343
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 98,93098.9k $3.6m $3.6m 0.00% Added +10.2k +10,220
15 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 98,31498.3k $3.6m $3.6m 0.00% Reduced -399.1k -399,108
16 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 85,76585.8k $3.2m $3.2m 0.00% Added +18.0k +17,965
17 BROWN BROTHERS HARRIMAN & CO 0.01% of their portfolio NEW YORK, NY 84,37484.4k $3.1m $3.1m 0.01% Unchanged
18 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 76,59276.6k $2.8m $2.8m 0.00% Reduced -11.3k -11,274
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 75,60175.6k $2.8m $2.8m 0.00% Added +3.6k +3,573
20 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 72,32872.3k $2.7m $2.7m 0.00% Added +253 +253
21 EJF Capital LP 1.74% of their portfolio Arlington, VA 70,54370.5k $2.6m $2.6m 1.74% Reduced -10.3k -10,299
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 57,78957.8k $2.1m $2.1m 0.00% Added +10.1k +10,131
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 55,09555.1k $2.0m $2.0m 0.00% Added +4.7k +4,651
24 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 49,10049.1k $1.8m $1.8m 0.00% Added +26.2k +26,200
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 44,78944.8k $1.6m $1.6m 0.00% Added +1.7k +1,692
26 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 43,42943.4k $1.6m $1.6m 0.00% Reduced -3.4k -3,371
27 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 40,76440.8k $1.5m $1.5m 0.00% Added +29.6k +29,634
28 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 39,44639.4k $1.5m $1.5m 0.00% Added +1.6k +1,568
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 37,71137.7k $1.4m $1.4m 0.00% Added +4.9k +4,922
30 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 37,27837.3k $1.4m $1.4m 0.00% Added +19.4k +19,402
31 Elizabeth Park Capital Advisors, Ltd. 0.94% of their portfolio PEPPER PIKE, OH 37,05037.0k $1.4m $1.4m 0.94% New
32 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 35,20535.2k $1.3m $1.3m 0.00% Added +6.4k +6,364
33 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 35,00035.0k $1.3m $1.3m 0.00% Unchanged
34 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 34,95035.0k $1.3m $1.3m 0.00% Added +950 +950
35 Carnegie Investment Counsel 0.02% of their portfolio PEPPER PIKE, OH 31,42831.4k $1.2m $1.2m 0.02% Unchanged
36 SummerHaven Investment Management, LLC 0.54% of their portfolio STAMFORD, CT 27,18727.2k $999.9k $999.9k 0.54% Unchanged
37 MALTESE CAPITAL MANAGEMENT LLC 0.18% of their portfolio New York, NY 27,00027.0k $993.1k $993.1k 0.18% Reduced -25.6k -25,573
38 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 26,65526.7k $980.4k $980.4k 0.01% Added +14.1k +14,066
39 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 26,58026.6k $977.6k $977.6k 0.00% Reduced -21.0k -20,958
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 26,15626.2k $962.0k $962.0k 0.00% Added +5.1k +5,106
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 25,91725.9k $953.2k $953.2k 0.00% Reduced -7.6k -7,581
42 MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio BOSTON, MA 24,78024.8k $911.4k $911.4k 0.02% Unchanged
43 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 22,95923.0k $844.4k $844.4k 0.00% Added +12.1k +12,080
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22,33622.3k $831.8k $831.8k 0.00% Added +17.6k +17,569
45 Gator Capital Management, LLC 0.17% of their portfolio TAMPA, FL 22,02022.0k $809.9k $809.9k 0.17% Added +450 +450
46 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 21,26021.3k $781.9k $781.9k 0.00% Added +41 +41
47 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 21,07521.1k $775.1k $775.1k 0.00% Reduced -21.3k -21,279
48 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 17,32817.3k $637.3k $637.3k 0.00% Added +500 +500
49 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 15,75615.8k $579.5k $579.5k 0.00% Added +3.3k +3,301
50 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 12,63512.6k $464.7k $464.7k 0.00% Added +2.1k +2,082
51 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 12,43512.4k $457.4k $457.4k 0.00% Added +8.1k +8,142
52 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,89010.9k $400.5k $400.5k 0.00% Added +6.5k +6,526
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,35210.4k $380.7k $380.7k 0.00% Added +6.3k +6,347
54 Voleon Capital Management LP 0.01% of their portfolio BERKELEY, CA 9,96410.0k $366.5k $366.5k 0.01% New
55 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 9,8589.9k $363.0k $363.0k 0.00% Added +449 +449
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,5169.5k $350.0k $350.0k 0.00% Added +2.0k +1,960
57 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 8,6948.7k $319.8k $319.8k 0.00% Added +1.6k +1,582
58 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 8,2788.3k $304.5k $304.5k 0.00% Reduced -1.3k -1,281
59 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 8,1718.2k $300.5k $300.5k 0.00% Added +1.9k +1,854
60 KAHN BROTHERS GROUP INC 0.05% of their portfolio NEW YORK, NY 8,0008.0k $294.2k $294.2k 0.05% Unchanged
61 Hillsdale Investment Management Inc. 0.01% of their portfolio Toronto, A6 8,0008.0k $294.2k $294.2k 0.01% Reduced -4.2k -4,200
62 Daytona Street Capital LLC 0.22% of their portfolio SAINT LOUIS, MO 8,0008.0k $295.0k $295.0k 0.22% Unchanged
63 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 7,0627.1k $259.7k $259.7k 0.00% Added +651 +651
64 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,8816.9k $253.1k $253.1k 0.00% New
65 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 6,6546.7k $244.7k $244.7k 0.00% New
66 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 6,6116.6k $243.0k $243.0k 0.00% Reduced -3.1k -3,150
67 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,4256.4k $236.3k $236.3k 0.00% Added +5.8k +5,816
68 Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio HONG KONG, K3 6,3236.3k $232.6k $232.6k 0.00% New
69 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 5,8865.9k $216.5k $216.5k 0.00% Added +2.8k +2,800
70 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 5,8245.8k $214.2k $214.2k 0.00% Added +272 +272
71 CULBERTSON A N & CO INC 0.02% of their portfolio Charlottesville, VA 5,8005.8k $213.3k $213.3k 0.02% New
72 Biondo Investment Advisors, LLC 0.03% of their portfolio MILFORD, PA 5,7005.7k $209.6k $209.6k 0.03% New
73 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 5,1065.1k $187.8k $187.8k 0.00% Added +4.2k +4,214
74 GLOBEFLEX CAPITAL L P 0.02% of their portfolio SAN DIEGO, CA 4,7144.7k $173.4k $173.4k 0.02% Unchanged
75 GoalVest Advisory LLC 0.03% of their portfolio New York, NY 4,1004.1k $150.8k $150.8k 0.03% New
76 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,0584.1k $149.3k $149.3k 0.00% Added +1.2k +1,220
77 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 3,7623.8k $138.4k $138.4k 0.00% Unchanged
78 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 3,2273.2k $118.7k $118.7k 0.00% New
79 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,2122.2k $81.0k $81.0k 0.00% Added +1.2k +1,183
80 FMR LLC 0.00% of their portfolio BOSTON, MA 1,4551.5k $53.5k $53.5k 0.00% Added +60 +60
81 Legal & General Group Plc 0.00% of their portfolio London, X0 1,2361.2k $45.5k $45.5k 0.00% Added +204 +204
82 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,1481.1k $42.2k $42.2k 0.00% Added +304 +304
83 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,0861.1k $39.9k $39.9k 0.00% Unchanged
84 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,0301.0k $37.9k $37.9k 0.00% Reduced -528 -528
85 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 842842 $31.0k $31.0k 0.00% Reduced -16 -16
86 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 776776 $28.5k $28.5k 0.00% Added +685 +685
87 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 476476 $17.0k $17.0k 0.00% Unchanged
88 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 365365 $13.4k $13.4k 0.00% New
89 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 232232 $8.5k $8.5k 0.00% Added +179 +179
90 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 210210 $8.0k $8.0k 0.00% Unchanged
91 Accent Capital Management, LLC 0.00% of their portfolio CENTERVILLE, OH 204204 $7.5k $7.5k 0.00% Reduced -159 -159
92 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 188188 $6.9k $6.9k 0.00% Reduced -109 -109
93 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 164164 $6.0k $6.0k 0.00% Reduced -468 -468
94 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 154154 $5.7k $5.7k 0.00% Unchanged
95 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 102102 $3.8k $3.8k 0.00% Reduced -280 -280
96 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 9595 $3.5k $3.5k 0.00% Added +87 +87
97 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 6666 $2.4k $2.4k 0.00% Reduced -63 -63
98 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 5151 $1.9k $1.9k 0.00% Added +22 +22
99 PICTON MAHONEY ASSET MANAGEMENT 0.00% of their portfolio Toronto, A6 4949 $1.8k $1.8k 0.00% New
100 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 4242 $1.5k $1.5k 0.00% Unchanged