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Optex Systems (OPXS) Institutional Ownership

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$8.74 +0.16 (+1.81%)
As of 10:26 AM Eastern
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Institutional Ownership Changes (13F Filings) for Optex Systems (NASDAQ:OPXS)

Current
Institutional Ownership
Percentage
19.07%
Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$14.72M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.77M
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OPXS Institutional Buying and Selling by Quarter

Optex Systems Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/12/2026State Street Corp23,357$251K0.0%-54.8%0.336%
9/9/2026 IFP Advisors Inc1,975$28K0.0%-50.0%0.028%
7/10/2026 Wasatch Advisors LP634,671$8.90M0.1%+59.4%9.119%
5/15/2026Punch & Associates Investment Management Inc.323,475$4.28M0.2%+8.9%4.648%
5/7/2026 Dimensional Fund Advisors LP28,618$378K0.0%+33.2%0.412%
4/27/2026World Investment Advisors31,603$418K0.0%-45.4%0.455%
4/21/2026 Wasatch Advisors LP398,148$5.27M0.0%+49.8%5.737%
4/20/2026 Ritholtz 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%
2/13/2026State Street Corp25,857$367K0.0%+22.2%0.373%
2/12/2026 Wasatch Advisors LP265,743$3.77M0.0%+166.6%3.831%
2/12/2026Jane Street Group LLC11,507$163K0.0%N/A0.166%
2/12/2026 Dimensional Fund Advisors LP21,480$305K0.0%+16.8%0.310%
2/12/2026Informed Momentum Co LLC66,861$948K0.1%+26.7%0.964%
2/11/2026 LPL 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%
2/6/2026 LSV Asset Management2,000$28K0.0%-63.6%0.029%
2/4/2026World Investment Advisors57,864$821K0.0%N/A0.834%
1/23/2026 Ritholtz Wealth Management46,740$663K0.0%+108.6%0.673%
12/2/2025 IFP Advisors Inc3,950$51K0.0%-50.0%0.057%
11/17/2025 Wasatch 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%
11/12/2025 Dimensional Fund Advisors LP18,394$237K0.0%+15.3%0.266%
11/7/2025Vanguard Group Inc.158,087$2.04M0.0%+1.3%2.286%
11/6/2025 Essex Investment Management Co. LLC23,126$298K0.0%+15.2%0.334%
10/28/2025 Ritholtz 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%
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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%
8/13/2025Marshall Wace LLP52,573$604K0.0%N/A0.760%
8/12/2025Financial Advocates Investment Management11,339$130K0.0%+9.8%0.164%
8/11/2025 LSV 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 Wasatch Advisors LP ($8.90M), Topline Capital Management LLC ($8.76M), 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 ($634.67K), 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 1,068,930 shares in the last 24 months. This purchase volume represents approximately $14.72M in transactions.

Of the 9 institutional investors that sold Optex Systems' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Punch & Associates Investment Management Inc. ($34.54K), State Street Corp ($28.36K), World Investment Advisors ($26.26K), Goldman Sachs Group Inc. ($16.46K), Topline Capital Management LLC ($11.89K), Ritholtz Wealth Management ($6.36K), and IFP Advisors Inc ($5.93K).

Institutional investors have sold a total of 136,263 shares in the last 24 months. This volume of shares sold represents approximately $1.77M in transactions.


Related Companies

Institutional ownership data for NASDAQ:OPXS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/12/2026. New 13F filings are added each quarter as they're published.
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