Optex Systems Ownership | Who Owns Optex Systems?
Optex Systems Ownership Summary
Optex Systems is owned by 38.39% institutional investors, 20.95% insiders, and 40.67% retail investors. Topline capital management is the largest institutional shareholder, holding 8.41% of OPXS shares. Wasatch Micro Cap Value Composite is the top mutual fund, with 2.93% of its assets in Optex Systems shares.
OPXS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Optex Systems | 38.39% | 20.95% | 40.67% |
| Sector | Industrials Stocks | 48.69% | 15.99% | 35.32% |
| Industry | Defense Stocks | 54.27% | 12.01% | 33.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Topline capital management | 579.36K | 8.41% | $7.66M |
| Wasatch advisors lp | 398.15K | 5.78% | $5.27M |
| Punch & associates investment management | 323.48K | 4.69% | $4.28M |
| Lpl financial | 255.87K | 3.71% | $3.38M |
| Vanguard group | 199.51K | 2.91% | $2.83M |
| Archon capital management | 195.59K | 2.84% | $2.59M |
| Marshall wace, llp | 98.98K | 1.44% | $1.31M |
| Ameriprise financial | 73.57K | 1.07% | $972.94K |
| Mink brook asset management | 64.84K | 0.94% | $857.50K |
| Geode capital management | 62.73K | 0.91% | $830.18K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Archon capital management | 195.59K | 1.46% | $2.59M |
| Topline capital management | 579.36K | 1.27% | $7.66M |
| Mink brook asset management | 64.84K | 0.48% | $857.50K |
| Punch & associates investment management | 323.48K | 0.25% | $4.28M |
| Morgan dempsey capital management | 16.12K | 0.10% | $213.24K |
| Fullcircle wealth | 12.80K | 0.08% | $214.27K |
| Essex investment management | 23.13K | 0.05% | $305.84K |
| Wasatch advisors lp | 398.15K | 0.04% | $5.27M |
| Ritholtz wealth management | 40.38K | 0.01% | $534.07K |
| Pensionmark financial group | 31.60K | 0.01% | $417.95K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lpl financial | 255.87K | 0.00% | 210.17K |
| Wasatch advisors lp | 398.15K | 0.04% | 132.41K |
| Mink brook asset management | 64.84K | 0.48% | 64.84K |
| Vanguard group | 199.51K | - | 41.42K |
| Vanguard fiduciary trust | 34.49K | 0.00% | 34.49K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Topline capital management | 579.36K | 1.27% | -93.57K |
| Eam investors | - | - | -66.86K |
| Sei investments | - | - | -40.65K |
| Huntleigh advisors | - | - | -33.35K |
| Pensionmark financial group | 31.60K | 0.01% | -26.26K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 34.49K | 0.00% | 34.49K | $456.10K |
| Man group | 14.11K | 0.00% | 14.11K | $186.59K |
| Northern trust | 11.76K | - | 11.76K | $155.51K |
| Vanguard global advisers | 1.64K | - | 1.64K | $21.70K |
Sold Out
| Holder | Change |
|---|---|
| Breakwater investment management | -35.00 |
| Citigroup | -69.00 |
| Tower research capital llc (trc) | -783.00 |
| Jpmorgan chase | -1.34K |
| Lsv asset management | -2.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 34 | -10.53% | 2,645,266 | 11.28% | 38 | 3.23% | 18 | -18.18% | 8 | -11.11% |
| Dec 31, 2025 | 17 | -55.26% | 607,849 | -69.26% | 8 | 1.07% | 10 | -64.29% | 4 | -33.33% |
| Sep 30, 2025 | 14 | -48.15% | 416,474 | -73.86% | 6 | 1.13% | 10 | -33.33% | 1 | -83.33% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Wasatch Micro Cap Value Composite | 203.40K | 2.93% | 13.74K |
| Wasatch Micro Cap Value | 203.40K | 2.93% | 70.14K |
| Vanguard Total Stock Mkt Idx Inv | 132.28K | 1.91% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 63.26K | 0.91% | - |
| Fidelity Extended Market Index | 28.72K | 0.41% | -2.38K |
| Extended Equity Market Fund B | 15.59K | 0.22% | - |
| Blackrock Extended Mkt Fund CF | 15.59K | 0.22% | - |
| Extended Equity Market Fund E | 15.59K | 0.22% | - |
| iShares Micro-Cap ETF | 13.93K | 0.20% | - |
| BlackRock Extended Equity Market Fund K | 13.28K | 0.19% | -97.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 11, 2026 | George Chad Michael | CEO and President | Sell | $95.82K |
| Jan 08, 2026 | SCHOENING DANNY ROBERT | Sell | $368.40K | |
| Jan 07, 2026 | SCHOENING DANNY ROBERT | Sell | $375.59K | |
| Jan 08, 2026 | SCHOENING DANNY ROBERT | Sell | $38.14K | |
| Jan 02, 2026 | SCHOENING DANNY ROBERT | Sell | $58.26K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 8 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 19 |
| 2025 Q1 | - | 1 |
OPXS Ownership FAQ
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