Oxford Square Capital (OXSQ) Invested Capital (2021 - 2026)
Oxford Square Capital (OXSQ) reported Invested Capital of $123.3 million for Q1 2026, down 17.21% year-over-year from $148.9 million in Q1 2025, and down 15.23% on a QoQ basis from $145.4 million in Q4 2025.
Oxford Square Capital (OXSQ) has 6 years of Invested Capital data on file, last reported at $123.3 million in Q1 2026.
- Quarterly Invested Capital fell 17.21% year-over-year to $123.3 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $123.3 million (down 17.21% YoY) and the FY2025 annual result came in at $145.4 million, down 9.5% from the prior year.
- Invested Capital eased to $123.3 million in Q1 2026 per OXSQ's latest filing, from $145.4 million in the prior quarter.
- Across five years, Invested Capital topped out at $231.3 million in Q1 2022 and bottomed at $166548.0 in Q3 2022.
- The 5-year median for Invested Capital is $152.4 million (2024), against an average of $148.1 million.
- The widest annual swing landed in 2022, when Invested Capital sank 99.93%; it then soared 96505.82% in 2023.
- Tracing OXSQ's Invested Capital over 5 years: stood at $138.7 million in 2022, then climbed by 9.11% to $151.3 million in 2023, then increased by 6.18% to $160.7 million in 2024, then dropped by 9.5% to $145.4 million in 2025, then fell by 15.23% to $123.3 million in 2026.
- Per Business Quant, the three latest OXSQ Invested Capital figures stand at $123.3 million (Q1 2026), $145.4 million (Q4 2025), and $159.0 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Oxford Square Capital | 123.15 Mn | 123.15 Mn | - | 123.27 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 123.27 Mn |
| Dec 31, 2025 | 145.40 Mn |
| Sep 30, 2025 | 158.96 Mn |
| Jun 30, 2025 | 157.42 Mn |
| Mar 31, 2025 | 148.88 Mn |
| Dec 31, 2024 | 160.67 Mn |
| Sep 30, 2024 | 159.47 Mn |
| Jun 30, 2024 | 152.41 Mn |
| Mar 31, 2024 | 144.34 Mn |
| Dec 31, 2023 | 151.31 Mn |
| Sep 30, 2023 | 160.90 Mn |
| Jun 30, 2023 | 162.41 Mn |
| Mar 31, 2023 | 139.84 Mn |
| Dec 31, 2022 | 138.67 Mn |
| Sep 30, 2022 | 166,548.00 |
| Jun 30, 2022 | 182.79 Mn |
| Mar 31, 2022 | 231.30 Mn |
| Dec 31, 2021 | 244.60 Mn |
| Sep 30, 2021 | 249.64 Mn |