31 tracked 13F filers disclose a position in OESX as of the latest SEC 13F filings, a combined $13.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Tieton Capital Management, LLC | $3.3M | 285K | ▲+6.8% Added · +18K sh | Q2 2026 | |
| 2 | GRACE & WHITE INC /NY | $3.1M | 264K | ▲+9.2% Added · +22K sh | Q2 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $1.6M | 178K | ▲+32% Added · +44K sh | Q1 2026 | |
| 4 | SEI INVESTMENTS CO | $1.1M | 130K | ▲+114% Added · +69K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $978K | 112K | →First observed position No prior filed position | Q1 2026 | |
| 6 | Manatuck Hill Partners, LLC | $624K | 71K | ▲New +71K sh | Q1 2026 | |
| 7 | US BANCORP \DE\ | $613K | 70K | ▲+20% Added · +12K sh | Q1 2026 | |
| 8 | MARSHALL WACE, LLP | $498K | 57K | ▲+24% Added · +11K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $446K | 38K | ▼−4.9% Reduced · −2K sh | Q2 2026 | |
| 10 | JANE STREET GROUP, LLC | $237K | 27K | ▲New +27K sh | Q1 2026 | |
| 11 | BlackRock, Inc. | $212K | 24K | —Held | Q1 2026 | |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $209K | 24K | ▲New +24K sh | Q1 2026 | |
| 13 | ESSEX INVESTMENT MANAGEMENT CO LLC | $241K | 21K | ▲+64% Added · +8K sh | Q2 2026 | |
| 14 | Quadrature Capital Ltd | $236K | 20K | ▲+101% Added · +10K sh | Q2 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $151K | 17K | →First observed position No prior filed position | Q1 2026 | |
| 16 | Trexquant Investment LP | $108K | 12K | ▲New +12K sh | Q1 2026 | |
| 17 | XTX Topco Ltd | $98K | 11K | ▲New +11K sh | Q1 2026 | |
| 18 | IAG Wealth Partners, LLC | $20K | 2K | —Held | Q2 2026 | |
| 19 | Axiom Investment Management LLC | $14K | 1K | —Held | Q2 2026 | |
| 20 | MORGAN STANLEY | $8K | 877 | —Held | Q1 2026 | |
| 21 | Vanguard Global Advisers, LLC | $6K | 722 | →First observed position No prior filed position | Q1 2026 | |
| 22 | UBS Group AG | $4K | 420 | ▲+128% Added · +236 sh | Q1 2026 | |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $3K | 344 | ▲New +344 sh | Q1 2026 | |
| 24 | Tower Research Capital LLC (TRC) | $3K | 288 | ▲New +288 sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $2K | 200 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in OESX and 7 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 15 funds | $28.1B |
| ALPHABET INC-CL CGOOG | 15 funds | $11.4B |
| JPMORGAN CHASE & COJPM | 15 funds | $6.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $5.1B |
| BRISTOL-MYERS SQUIBB COBMY | 15 funds | $1.8B |
| APPLE INCAAPL | 14 funds | $33.5B |
| AMAZON.COM INCAMZN | 14 funds | $20.2B |
| ALPHABET INC-CL AGOOGL | 14 funds | $15.7B |
| VISA INC-CLASS A SHARESV | 14 funds | $5.2B |
| BANK OF AMERICA CORPBAC | 14 funds | $2.8B |
| NEWMONT CORPNEM | 14 funds | $1.2B |
| FREEPORT-MCMORAN INCFCX | 14 funds | $756.5M |
Ranked by how many of OESX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 24, 2026 | Washlow Sally A. | Chief Executive Officer, Director | Buy (P) | 2K | $17K |
| Jun 23, 2026 | Washlow Sally A. | Chief Executive Officer, Director | Buy (P) | 955 | $9K |
| Feb 27, 2026 | BRODIN J PER | EVP, CFO, CAO & Treasurer | Buy (P) | 500 | $6K |
| Nov 19, 2025 | Washlow Sally A. | Chief Executive Officer, Director | Buy (P) | 21K | $300K |
| Feb 25, 2025 | JENKINS MICHAEL H | Chief Executive Officer, Director | Buy (P) | 6K | $5K |
| Feb 21, 2025 | Washlow Sally A. | Director | Buy (P) | 1K | $920 |
| Feb 21, 2025 | Washlow Sally A. | Director | Buy (P) | 1K | $910 |
| Feb 21, 2025 | RICHSTONE ELLEN B | Director | Buy (P) | 20K | $18K |
| Feb 20, 2025 | RICHSTONE ELLEN B | Director | Buy (P) | 874 | $769 |
| Feb 19, 2025 | RICHSTONE ELLEN B | Director | Buy (P) | 13K | $11K |
| Feb 18, 2025 | RICHSTONE ELLEN B | Director | Buy (P) | 13K | $11K |
| Feb 18, 2025 | Otten Anthony L. | Director | Buy (P) | 5K | $4K |
Connected entities for OESX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OESX/capital-change-brief"
Use Arkolith's capital_change_brief for OESX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OESX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.