Oxford Square Capital (OXSQH) Invested Capital (2021 - 2026)
Oxford Square Capital (OXSQH) 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% quarter-over-quarter from $145.4 million in Q4 2025.
Oxford Square Capital (OXSQH) Invested Capital (2021 - 2026) Analysis & Trends
Oxford Square Capital (OXSQH) has 6 years of Invested Capital data on file, last reported at $123.3 million in Q1 2026.
- Invested Capital for Q1 2026 came in at $123.3 million, down 17.21% year-over-year; the trailing twelve-month figure through Mar 2026 was $123.3 million (down 17.21% YoY), and the FY2025 annual result was $145.4 million, down 9.5% from the prior year.
- Invested Capital slipped to $123.3 million in Q1 2026 per OXSQH's latest filing, from $145.4 million in the prior quarter.
- Over five years, Invested Capital peaked at $231.3 million in Q1 2022 and troughed at $166548.0 in Q3 2022.
- A 5-year average of $148.1 million and a median of $152.4 million in 2024 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2022 and 2023: Invested Capital tumbled 99.93% in 2022, then surged 96505.82% in 2023.
- A 5-year view of Invested Capital shows it stood at $138.7 million in 2022, then increased by 9.11% to $151.3 million in 2023, then gained by 6.18% to $160.7 million in 2024, then fell by 9.5% to $145.4 million in 2025, then decreased by 15.23% to $123.3 million in 2026.
- Business Quant data shows OXSQH's Invested Capital at $123.3 million in Q1 2026, $145.4 million in Q4 2025, and $159.0 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 8.37 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.99 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.57 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 12.75 Bn |
| 10 | Oxford Square Capital | - | - | - | 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 |