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Optex Systems Ownership | Who Owns Optex Systems?

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Optex Systems Ownership Summary

Optex Systems is owned by 8.85% institutional investors, 21.12% insiders, and 70.03% retail investors. Topline capital management is the largest institutional shareholder, holding 9.87% of OPXS shares.

OPXS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockOptex Systems8.85%21.12%70.03%
SectorIndustrials Stocks 47.66%12.56%39.78%
IndustryDefense Stocks48.36%10.81%40.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Topline capital management679.36K9.87%$8.76M
Wasatch advisors lp398.15K5.78%$5.27M
Punch & associates investment management319.86K4.65%$4.12M
Lpl financial255.87K3.71%$3.38M
Vanguard group199.51K2.91%$2.83M
Archon capital management176.00K2.56%$2.50B
Marshall wace, llp78.53K1.14%$1.01M
O'shaughnessy asset management72.80K1.06%$1.03M
Eam investors66.86K0.97%$948.09K
Mink brook asset management64.84K0.94%$857.50K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Topline capital management679.36K1.51%$8.76M
Archon capital management176.00K1.42%$2.50B
Mink brook asset management64.84K0.48%$857.50K
Punch & associates investment management319.86K0.24%$4.12M
Eam investors66.86K0.11%$948.09K
Morgan dempsey capital management16.12K0.10%$213.24K
Fullcircle wealth12.80K0.08%$214.27K
Essex investment management23.13K0.05%$298.09K
Wasatch advisors lp398.15K0.04%$5.27M
Ritholtz wealth management40.38K0.01%$534.07K

Top Buyers

HolderShares% AssetsChange
Lpl financial255.87K0.00%210.17K
Wasatch advisors lp398.15K0.04%132.41K
Archon capital management176.00K1.42%92.09K
Mink brook asset management64.84K0.48%64.84K
Vanguard group199.51K-41.42K

Top Sellers

HolderShares% AssetsChange
Huntleigh advisors---33.35K
Pensionmark financial group31.60K0.01%-26.26K
Goldman sachs group14.44K--16.46K
Two sigma securities---13.08K
Topline capital management679.36K1.51%-11.89K

New Positions

HolderShares% AssetsChangeValue
Sei investments40.65K0.00%40.65K$576.46K
Vanguard fiduciary trust34.49K0.00%34.49K$456.10K
Beacon pointe advisors12.16K0.00%12.16K$156.74K
Jane street group11.51K-11.51K$163.17K
Bridgeway capital management11.00K0.00%11.00K$141.79K

Sold Out

HolderChange
Citigroup-69.00
Tower research capital llc (trc)-177.00
Ubs group-2.23K
Raymond james financial-2.58K
Financial advocates investment management-11.34K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202517-55.26%607,849-69.26%81.07%10-64.29%4-33.33%
Sep 30, 202514-48.15%416,474-73.86%61.13%10-33.33%1-83.33%
Jun 30, 20253020.00%1,634,1028.17%234.81%1536.36%833.33%
Mar 31, 20252513.64%1,510,7121.93%224.68%11-8.33%6-
Dec 31, 20242237.50%1,482,168141.79%2126.82%12-6100.00%

Recent Insider Transactions

DateNameRoleActivityValue
Mar 11, 2026George Chad Michael CEO and PresidentSell$95.82K
Jan 08, 2026SCHOENING DANNY ROBERT Sell$368.40K
Jan 07, 2026SCHOENING DANNY ROBERT Sell$375.59K
Jan 08, 2026SCHOENING DANNY ROBERT Sell$38.14K
Jan 02, 2026SCHOENING DANNY ROBERT Sell$58.26K

Insider Transactions Trends

DateBuySell
2026 Q1-8
2025 Q4--
2025 Q3--
2025 Q2-19
2025 Q1-1

OPXS Ownership FAQ

Who Owns Optex Systems?

Optex Systems shareholders are primarily institutional investors at 8.85%, followed by 21.12% insiders and 70.03% retail investors. The average institutional ownership in Optex Systems's industry, Defense Stocks, is 48.36%, which Optex Systems falls below.

Who owns the most shares of Optex Systems?

Optex Systems’s largest shareholders are Topline capital management (679.36K shares, 9.87%), Wasatch advisors lp (398.15K shares, 5.78%), and Punch & associates investment management (319.86K shares, 4.65%). Together, they hold 20.29% of Optex Systems’s total shares outstanding.

Does Blackrock own Optex Systems?

BlackRock is not among the top 10 institutional shareholders of Optex Systems.

Who is Optex Systems’s biggest shareholder by percentage of total assets invested?

Topline capital management is Optex Systems’s biggest shareholder by percentage of total assets invested, with 1.51% of its assets in 679.36K Optex Systems shares, valued at 8.76M$.

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