Oxford Square Capital (OXSQ) Long-Term Investments (2021 - 2026)

Oxford Square Capital (OXSQ) reported Long-Term Investments of $1.0 million for Q1 2026, up 169254.84% year-over-year from N/an in Q1 2025, and down 89.55% on a QoQ basis from $10.0 million in Q4 2025.

Oxford Square Capital (OXSQ) has 6 years of Long-Term Investments data on file, last reported at $1.0 million in Q1 2026.

  • Quarterly Long-Term Investments rose 169254.84% year-over-year to $1.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.0 million (up 169254.84% YoY) and the FY2025 annual result came in at $10.0 million, down 40.93% from the prior year.
  • Long-Term Investments slipped to $1.0 million in Q1 2026 per OXSQ's latest filing, from $10.0 million in the prior quarter.
  • Across five years, Long-Term Investments topped out at $338.1 million in Q3 2022 and bottomed at $620.0 in Q1 2025.
  • The 5-year median for Long-Term Investments is $7.2 million (2023), against an average of $86.6 million.
  • The widest annual swing landed in 2025, when Long-Term Investments slumped 99.96%; it then jumped 169254.84% in 2026.
  • Tracing OXSQ's Long-Term Investments over 5 years: stood at $14.7 million in 2022, then tumbled by 50.84% to $7.2 million in 2023, then jumped by 134.74% to $17.0 million in 2024, then plunged by 40.93% to $10.0 million in 2025, then slumped by 89.55% to $1.0 million in 2026.
  • Per Business Quant, the three latest OXSQ Long-Term Investments figures stand at $1.0 million (Q1 2026), $10.0 million (Q4 2025), and $1.5 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 14.57 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 32.75 Bn
3 Kkr 84.94 Bn 132.45 Bn - 77.47 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 2.39 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 3.10 Bn
6 State Street 44.42 Bn 18.75 Bn - 586.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 2.51 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -1.48 Bn
10 Oxford Square Capital 123.15 Mn 123.15 Mn - 1.05 Mn

Historic Data

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DateValue
Mar 31, 2026 1.05 Mn
Dec 31, 2025 10.05 Mn
Sep 30, 2025 1.50 Mn
Jun 30, 2025 4.85 Mn
Mar 31, 2025 620.00
Dec 31, 2024 17.01 Mn
Sep 30, 2024 6.52 Mn
Jun 30, 2024 6.45 Mn
Mar 31, 2024 1.54 Mn
Dec 31, 2023 7.25 Mn
Sep 30, 2023 277.81 Mn
Jun 30, 2023 297.72 Mn
Mar 31, 2023 314.60 Mn
Dec 31, 2022 14.74 Mn
Sep 30, 2022 338.06 Mn
Dec 31, 2021 420.04 Mn