OPXS

Optex Systems Holdings Inc
Information TechnologyUSCUSIP 68384X209◍ Confluence graph
Tracked 13F Holders
33
-21 QoQ
13F Value (tracked)
$37.6M
Insider Net · 180d
-$96K
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)8 adding · 4 trimming
Insider net (180d)-$96K

Who owns OPXS?

33 tracked 13F filers

33 tracked 13F filers disclose a position in OPXS as of the latest SEC 13F filings, a combined $37.6M 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1WASATCH ADVISORS LP
$8.9M
635K
+59%
Added · +237K sh
Q2 2026
2Topline Capital Management, LLC
$7.7M
579K
−14%
Reduced · −94K sh
Q1 2026
3PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
$4.3M
323K
+8.9%
Added · +27K sh
Q1 2026
4LPL Financial LLC
$3.4M
256K
+460%
Added · +210K sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$2.6M
199K
First observed position
No prior filed position
Q1 2026
6Archon Capital Management LLC
$2.6M
196K
+11%
Added · +20K sh
Q1 2026
7MARSHALL WACE, LLP
$1.3M
99K
+8.9%
Added · +8K sh
Q1 2026
8AMERIPRISE FINANCIAL INC
$973K
74K
−1.2%
Reduced · −900 sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$934K
67K
+6.0%
Added · +4K sh
Q2 2026
10O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$627K
45K
−18%
Reduced · −10K sh
Q2 2026
11BlackRock, Inc.
$470K
36K
+19%
Added · +6K sh
Q1 2026
12VANGUARD FIDUCIARY TRUST CO
$456K
34K
First observed position
No prior filed position
Q1 2026
13RITHOLTZ WEALTH MANAGEMENT
$437K
31K
−23%
Reduced · −9K sh
Q2 2026
14DIMENSIONAL FUND ADVISORS LP
$378K
29K
+33%
Added · +7K sh
Q1 2026
15STATE STREET CORP
$363K
26K
Held
Q2 2026
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$304K
24K
New
+24K sh
Q2 2026
17ESSEX INVESTMENT MANAGEMENT CO LLC
$324K
23K
−0.1%
Reduced · −36 sh
Q2 2026
18CITADEL ADVISORS LLC
$266K
20K
New
+20K sh
Q1 2026
19Man Group plc
$244K
17K
+23%
Added · +3K sh
Q2 2026
20MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
$230K
17K
+4.2%
Added · +674 sh
Q2 2026
21GOLDMAN SACHS GROUP INC
$218K
16K
+14%
Added · +2K sh
Q1 2026
22Beacon Pointe Advisors, LLC
$210K
15K
−11%
Reduced · −2K sh
Q2 2026
23NORTHERN TRUST CORP
$156K
12K
New
+12K sh
Q1 2026
24BRIDGEWAY CAPITAL MANAGEMENT, LLC
$145K
11K
Held
Q1 2026
25OSAIC HOLDINGS, INC.
$68K
5K
−8.6%
Reduced · −480 sh
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.

Is OPXS being bought or sold by institutions?

Last quarter, 2 funds opened a new position in OPXS and 6 added to an existing one, while 4 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).

Opened (NEW)
2
funds
Added
6
funds
Reduced
4
funds
Exited
0
funds

Funds that own OPXS also own

CompanyCo-held byCombined value
JOHNSON & JOHNSONJNJ12 funds$1.4B
MICROSOFT CORPMSFT11 funds$3.9B
JPMORGAN CHASE & COJPM11 funds$1.4B
DUKE ENERGY CORPDUK11 funds$492.8M
MONOLITHIC POWER SYSTEMS INCMPWR11 funds$99.5M
APPLE INCAAPL10 funds$6.9B
ALPHABET INC-CL AGOOGL10 funds$3.2B
CHEVRON CORPCVX10 funds$1.5B
COSTCO WHOLESALE CORPCOST10 funds$1.4B
COCA-COLA CO/THEKO10 funds$1.1B
BERKSHIRE HATHAWAY INC-CL BBRK/B10 funds$1.1B
MERCK & CO. INC.MRK10 funds$1.0B

Ranked by how many of OPXS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$96K
1 insiders
Net
-$96K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Mar 11, 2026George Chad MichaelCEO and President, DirectorSell (S)7K$96K
Jan 8, 2026SCHOENING DANNY ROBERTDirector, 10% OwnerSell (S)26K$368K
Jan 8, 2026SCHOENING DANNY ROBERTDirector, 10% OwnerSell (S)3K$38K
Jan 7, 2026SCHOENING DANNY ROBERTDirector, 10% OwnerSell (S)28K$376K
Jan 6, 2026SCHOENING DANNY ROBERTDirector, 10% OwnerSell (S)14K$183K
Jan 5, 2026SCHOENING DANNY ROBERTDirector, 10% OwnerSell (S)5K$72K
Jan 2, 2026SCHOENING DANNY ROBERTDirector, 10% OwnerSell (S)30K$415K
Jan 2, 2026SCHOENING DANNY ROBERTDirector, 10% OwnerSell (S)4K$58K
Jun 30, 2025Topline Capital Partners, LP10% OwnerSell (S)48K$557K
Jun 30, 2025Topline Capital Management, LLCInsiderSell (S)48K$557K
Jun 27, 2025Malhotra R. RimmyDirectorSell (S)15K$165K
Jun 27, 2025Topline Capital Partners, LP10% OwnerSell (S)10K$113K

Institutional ownership over time

12 funds-3 since Q3 2024
01836Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $12.6M

Recent filings

15 shown

Keep exploring

Connected entities for OPXS

Browse more

Build

Ask your agent what changed in OPXS

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/OPXS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for OPXS.
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 OPXS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.