OFS Capital Corporation (OFS)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Institutional Trends (8 Quarters)

No trend data available for this metric.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.02%Max: 0.09%High conviction (>1%): 0

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT,

Virtus Investment Advisers,

MARSHALL WACE, LLP

O'SHAUGHNESSY ASSET MANAGEMENT,

Bulldog Investors, LLP

Squarepoint Ops

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Vident Advisory,

TWO SIGMA INVESTMENTS,

MORGAN STANLEY

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

Ownership Map

Top 32 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders32of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.7x

50th percentile

14 buying20 selling

+8

New

-10

Closed

-292,358

Net shares

Ownership Concentration

Top 5: 47.3%Top 10: 75.1%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT,13.1%

Virtus Investment Advisers,11.1%

MARSHALL WACE, LLP9.0%

O'SHAUGHNESSY ASSET MANAGEMENT,7.3%

Bulldog Investors, LLP6.9%

Others (27)52.7%

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Crowding AnalysisCrowded

Holders32of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.7x

50th percentile

14 buying20 selling

+8

New

-10

Closed

-292,358

Net shares

Ownership Concentration

Top 5: 47.3%Top 10: 75.1%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT,13.1%

Virtus Investment Advisers,11.1%

MARSHALL WACE, LLP9.0%

O'SHAUGHNESSY ASSET MANAGEMENT,7.3%

Bulldog Investors, LLP6.9%

Others (27)52.7%

Crowding AnalysisCrowded

Holders32of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.7x

50th percentile

14 buying20 selling

+8

New

-10

Closed

-292,358

Net shares

Ownership Concentration

Top 5: 47.3%Top 10: 75.1%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT,13.1%

Virtus Investment Advisers,11.1%

MARSHALL WACE, LLP9.0%

O'SHAUGHNESSY ASSET MANAGEMENT,7.3%

Bulldog Investors, LLP6.9%

Others (27)52.7%

No collected fundamentals for a debt & leverage analysis.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$6,900

OFS · -31%

$18,666

S&P 500 · +87%

−$11,765

behind the index

Total return (5Y)

-31%

S&P 500

+87%

vs. market

-118%

underperformed

Annualized

-7.2%

mkt 13.3%

Volatility

32%

annualized

Beta

0.36

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

OFSS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

OFS (solid)S&P 500 (outline)Green = positive year, red = negative. Number = OFS's return.

Beat the market

3 / 6 yrs

50% win rate

Best year

+30%

2023

Worst year

-32%

2025

Worst drawdown

-57%

still -55% below peak

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -57%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 32 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 32 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

We haven't collected financials for OFS yet, so it can't be scored against its Financial Services peers.