SEC ownership of Overland Advantage

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001965934.

Comparable stake leader

Abu Dhabi Investment Authority

Disclosed value leader

Exor N.V.

Comparable rows

4/4

Latest evidence

31 Mar 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
4 of 4
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Abu Dhabi Investment Authority
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
31 Mar 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001965934
Issuer location
New York, NY

Ownership snapshot

Top shareholders of Overland Advantage (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Abu Dhabi Investment Auth...
Disclosed value leader
Exor N.V.
Comparable rows
4/4
Latest evidence
31 Mar 2026
3/4/5 13D/G 13F Lead comparable stake: 57% 13D/G row: Abu Dhabi Investment Authority

Quick read

Abu Dhabi Investment Authority leads the comparable SEC ownership view at 57%.

4 of 4 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Abu Dhabi Investment Authority's linked filing trail.
Comparable ownership Top 4
Abu Dhabi Investment Authority 57%
Exor N.V. 617%
ORBIMED ADVISORS LLC 21%
Strategic Investment Solutions, I... 0%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-4 of 4 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Abu Dhabi Investment Authority
3/4/5 13D/G
10%+ Owner
57%
from 13D/G
$415,194,428
16,817,730 shares
+$129,076,837 04 Mar 2026
Exor N.V.
13F
Company
13F
617%
$5,001,704,778
182,543,970 shares
31 Mar 2026
ORBIMED ADVISORS LLC
13F
Company
13F
21%
$22,079,801
6,210,899 shares
31 Mar 2026
Strategic Investment Solutions, Inc. /IL
13F
Company
13F
0%
$29,157
127 shares
31 Mar 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$129,076,837.

Buys
$129,076,837
Insiders: 1
Sells
$0
Insiders: 0
Net
+$129,076,837
Shares: +5,201,957
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 5,201,957 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 1,049,974 0 $25,921,658 $0 +$25,921,658
6-9 0 0 $0 $0 $0
9-12 4,151,983 0 $103,155,179 $0 +$103,155,179

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-8 of 8 reporting-owner rows connected to Overland Advantage. Open a relationship link for the CIK-to-CIK filing trail.

Rows
8
Largest Forms 3/4/5 holder
Abu Dhabi Investment Authority
Net 12M change
+$129,076,837
Latest report
04 Mar 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Abu Dhabi Investment Authority 10%+ Owner $415,194,428 +$129,076,837 +45% Filing P/S 04 Mar 2026
Terri Lecamp Trustee Mixed 15 Jan 2024
Kimberly A. Terjanian CFO & Treasurer Mixed 15 Jan 2024
Neil H. Sherman Trustee Mixed 15 Jan 2024
Elizabeth R. Uhl Chief Compliance Officer Mixed 15 Jan 2024
Gavin R. Baiera Chief Executive Officer, Trustee Mixed 15 Jan 2024
William J. Neuenfeldt Trustee / Chairman of Board Mixed 15 Jan 2024
Carlos M. Hernandez Trustee Mixed 15 Jan 2024

Recent insider transactions for Overland Advantage

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Abu Dhabi Investment Authority Common Shares of Beneficial Interest Purchase 6.66% $25,921,658 $24.69 1,049,974 16,817,730 04 Mar 2026 See Footnote
Abu Dhabi Investment Authority Common Shares of Beneficial Interest Purchase 35.7% $103,155,179 $24.84 4,151,983 15,767,755 04 Aug 2025 See Footnote
* marks a reported price that did not pass the local price check.
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