Optex Systems Ownership | Who Owns Optex Systems?
Optex Systems Ownership Summary
Optex Systems is owned by 23.74% institutional investors, 22.52% insiders, and 53.75% retail investors. Topline capital management is the largest institutional shareholder, holding 10.04% of OPXS shares.
OPXS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Optex Systems | 23.74% | 22.52% | 53.75% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
| Industry | Defense Stocks | 62.16% | 10.39% | 27.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Topline capital management | 691.26K | 10.04% | $7.94M |
| Punch & associates investment management | 331.50K | 4.82% | $3.81M |
| Marshall wace, llp | 52.57K | 0.76% | $604.06K |
| Huntleigh advisors | 33.35K | 0.48% | $429.92K |
| Archon capital management | 28.91K | 0.42% | $332.18K |
| Ritholtz wealth management | 22.41K | 0.33% | $288.84K |
| Blackrock funding, inc. /de | 12.82K | 0.19% | $147.30K |
| Fullcircle wealth | 12.80K | 0.19% | $214.27K |
| Lsv asset management | 5.50K | 0.08% | $63.00K |
| Raymond james financial | 2.58K | 0.04% | $29.68K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Topline capital management | 691.26K | 1.36% | $7.94M |
| Archon capital management | 28.91K | 0.27% | $332.18K |
| Punch & associates investment management | 331.50K | 0.23% | $3.81M |
| Fullcircle wealth | 12.80K | 0.08% | $214.27K |
| Huntleigh advisors | 33.35K | 0.07% | $429.92K |
| Ritholtz wealth management | 22.41K | 0.01% | $288.84K |
| Marshall wace, llp | 52.57K | 0.00% | $604.06K |
| Lsv asset management | 5.50K | 0.00% | $63.00K |
| Advisornet financial | 200.00 | 0.00% | $2.58K |
| Newedge advisors | 1.59K | 0.00% | $18.29K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 52.57K | 0.00% | 52.57K |
| Archon capital management | 28.91K | 0.27% | 28.91K |
| Ritholtz wealth management | 22.41K | 0.01% | 22.41K |
| Lsv asset management | 5.50K | 0.00% | 5.50K |
| Blackrock funding, inc. /de | 12.82K | - | 3.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Topline capital management | 691.26K | 1.36% | -88.64K |
| Punch & associates investment management | 331.50K | 0.23% | -41.01K |
| Two sigma securities | - | - | -13.08K |
| Ubs group | - | - | -209.00 |
| Huntleigh advisors | 33.35K | 0.07% | -42.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 52.57K | 0.00% | 52.57K | $604.06K |
| Archon capital management | 28.91K | 0.27% | 28.91K | $332.18K |
| Ritholtz wealth management | 22.41K | 0.01% | 22.41K | $288.84K |
| Lsv asset management | 5.50K | 0.00% | 5.50K | $63.00K |
| Raymond james financial | 2.58K | - | 2.58K | $29.68K |
Sold Out
| Holder | Change |
|---|---|
| Jpmorgan chase | -12.00 |
| Ubs group | -209.00 |
| Two sigma securities | -13.08K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 30 | 20.00% | 1,634,102 | 8.17% | 23 | 4.81% | 15 | 36.36% | 8 | 33.33% |
| Mar 31, 2025 | 25 | 13.64% | 1,510,712 | 1.93% | 22 | 4.68% | 11 | -8.33% | 6 | - |
| Dec 31, 2024 | 22 | 37.50% | 1,482,168 | 141.79% | 21 | 26.82% | 12 | - | 6 | 100.00% |
| Sep 30, 2024 | 16 | -5.88% | 612,993 | 11.31% | 9 | 13.74% | 12 | 9.09% | 3 | - |
| Jun 30, 2024 | 17 | 54.55% | 550,724 | 11.19% | 8 | 15.12% | 11 | 57.14% | 3 | 50.00% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 30, 2025 | Topline Capital Partners, LP | - | Sell | $557.14K |
| Jun 27, 2025 | Topline Capital Partners, LP | - | Sell | $112.60K |
| Jun 26, 2025 | Topline Capital Partners, LP | - | Sell | $342.56K |
| Jun 26, 2025 | Topline Capital Management, LLC | See Explanation in Footnotes | Sell | $342.56K |
| Jun 27, 2025 | Topline Capital Management, LLC | See Explanation in Footnotes | Sell | $112.60K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 19 |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 4 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
OPXS Ownership FAQ
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