Go Pro
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free OPXS Stock Alerts

Optex Systems (OPXS) Institutional Ownership

Optex Systems logo
$13.41 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$13.40 -0.01 (-0.07%)
As of 07/2/2026 07:24 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Optex Systems (NASDAQ:OPXS)

Current
Institutional Ownership
Percentage
19.07%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$13.26M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.45M
Get OPXS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Optex Systems stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

OPXS Institutional Buying and Selling by Quarter

Optex Systems Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2026Punch & Associates Investment Management Inc.323,475$4.28M0.2%+8.9%4.648%
5/7/2026Dimensional Fund Advisors LP28,618$378K0.0%+33.2%0.412%
4/27/2026World Investment Advisors31,603$418K0.0%-45.4%0.455%
4/21/2026Wasatch Advisors LP398,148$5.27M0.0%+49.8%5.737%
4/20/2026Ritholtz Wealth Management40,383$534K0.0%-13.6%0.582%
3/13/2026World Investment Advisors57,864$821K0.0%N/A0.834%
2/18/2026Beacon Pointe Advisors LLC14,050$199K0.0%+15.5%0.203%
2/17/2026Punch & Associates Investment Management Inc.296,960$4.21M0.2%-7.2%4.279%
2/13/2026Marshall Wace LLP90,872$1.29M0.0%+15.7%1.309%
2/13/2026Archon Capital Management LLC176,004$2.50M1.4%+109.8%2.536%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
2/13/2026State Street Corp25,857$367K0.0%+22.2%0.373%
2/12/2026Wasatch Advisors LP265,743$3.77M0.0%+166.6%3.831%
2/12/2026Jane Street Group LLC11,507$163K0.0%N/A0.166%
2/12/2026Dimensional Fund Advisors LP21,480$305K0.0%+16.8%0.310%
2/12/2026Informed Momentum Co LLC66,861$948K0.1%+26.7%0.964%
2/11/2026LPL Financial LLC45,701$648K0.0%-6.1%0.659%
2/11/2026O Shaughnessy Asset Management LLC72,795$1.03M0.0%+92.3%1.049%
2/10/2026Goldman Sachs Group Inc.14,435$205K0.0%-53.3%0.208%
2/6/2026LSV Asset Management2,000$28K0.0%-63.6%0.029%
2/4/2026World Investment Advisors57,864$821K0.0%N/A0.834%
1/23/2026Ritholtz Wealth Management46,740$663K0.0%+108.6%0.673%
12/2/2025IFP Advisors Inc3,950$51K0.0%-50.0%0.057%
11/17/2025Wasatch Advisors LP99,678$1.29M0.0%N/A1.442%
11/17/2025Punch & Associates Investment Management Inc.319,863$4.12M0.2%-3.5%4.626%
11/17/2025Mink Brook Asset Management LLC15,913$205K0.1%N/A0.230%
11/17/2025Morgan Dempsey Capital Management LLC16,018$207K0.1%N/A0.232%
11/17/2025Citadel Advisors LLC36,285$468K0.0%+106.9%0.525%
11/17/2025Bank of America Corp DE3,466$45K0.0%+6,439.6%0.050%
11/17/2025Ameriprise Financial Inc.47,243$609K0.0%+78.6%0.683%
11/14/2025Bridgeway Capital Management LLC11,000$142K0.0%N/A0.159%
11/14/2025Topline Capital Management LLC679,363$8.76M1.5%-1.7%9.826%
11/12/2025Dimensional Fund Advisors LP18,394$237K0.0%+15.3%0.266%
11/7/2025Vanguard Group Inc.158,087$2.04M0.0%+1.3%2.286%
11/6/2025Essex Investment Management Co. LLC23,126$298K0.0%+15.2%0.334%
10/28/2025Ritholtz Wealth Management22,408$289K0.0%N/A0.324%
9/4/2025Osaic Holdings Inc.12,750$146K0.0%+454.3%0.184%
8/15/2025Topline Capital Management LLC691,256$7.94M1.4%-11.4%10.004%
8/15/2025Ameriprise Financial Inc.26,450$304K0.0%N/A0.383%
8/14/2025Raymond James Financial Inc.2,583$30K0.0%N/A0.037%
8/13/2025Archon Capital Management LLC28,910$332K0.3%N/A0.418%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
8/13/2025Marshall Wace LLP52,573$604K0.0%N/A0.760%
8/12/2025Financial Advocates Investment Management11,339$130K0.0%+9.8%0.164%
8/11/2025LSV Asset Management5,500$63K0.0%N/A0.080%
5/5/2025IFP Advisors Inc7,900$45K0.0%-24.0%0.115%
4/30/2025Fullcircle Wealth LLC13,484$83K0.0%N/A0.196%
4/29/2025Huntleigh Advisors Inc.33,395$190K0.0%+6.4%0.484%
2/17/2025Citadel Advisors LLC23,664$162K0.0%+23.0%0.343%
2/14/2025Topline Capital Management LLC779,901$5.35M1.0%N/A11.303%
2/11/2025LPL Financial LLC21,775$149K0.0%+22.5%0.316%
2/7/2025Essex Investment Management Co. LLC20,308$139K0.0%-10.3%0.294%
2/4/2025IFP Advisors Inc10,400$71K0.0%N/A0.151%
1/23/2025Evernest Financial Advisors LLC26,300$180K0.0%N/A0.381%
11/16/2024Geode Capital Management LLC56,535$431K0.0%+44.7%0.823%
10/10/2024Essex Investment Management Co. LLC22,652$173K0.0%+58.3%0.331%
11/8/2023Kestra Private Wealth Services LLC14,386$60K0.0%N/A0.213%


OPXS Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of Optex Systems. The most heavily invested institutionals were Topline Capital Management LLC ($8.76M), Wasatch Advisors LP ($5.27M), Punch & Associates Investment Management Inc. ($4.28M), Archon Capital Management LLC ($2.50M), Vanguard Group Inc. ($2.04M), Marshall Wace LLP ($1.29M), and O Shaughnessy Asset Management LLC ($1.03M).Learn more on Optex Systems' institutional investors.

19.07% of Optex Systems' stock is owned by institutional investors. Learn more on OPXS's institutional investor holdings.

Of the 31 institutional investors that purchased Optex Systems' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Topline Capital Management LLC ($779.90K), Wasatch Advisors LP ($398.15K), Archon Capital Management LLC ($121.00K), World Investment Advisors ($115.73K), Marshall Wace LLP ($64.91K), Ameriprise Financial Inc. ($47.24K), and Ritholtz Wealth Management ($46.74K).

Institutional investors have bought a total of 989,758 shares in the last 24 months. This purchase volume represents approximately $13.26M in transactions.

The following institutional investors have sold Optex Systems stock in the last 24 months: Topline Capital Management LLC ($100.54K), Punch & Associates Investment Management Inc. ($34.54K), World Investment Advisors ($26.26K), Goldman Sachs Group Inc. ($16.46K), Ritholtz Wealth Management ($6.36K), IFP Advisors Inc ($3.95K), and LSV Asset Management ($3.50K).

Institutional investors have sold a total of 194,576 shares in the last 24 months. This volume of shares sold represents approximately $2.45M in transactions.


Related Companies

This page (NASDAQ:OPXS) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel