Optex Systems Ownership | Who Owns Optex Systems?

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Optex Systems Ownership Summary

Optex Systems is owned by 6.05% institutional investors, 22.84% insiders, and 71.12% retail investors. Topline capital management is the largest institutional shareholder, holding 9.87% of OPXS shares.

OPXS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Optex Systems	6.05%	22.84%	71.12%
Sector	Industrials Stocks	46.86%	12.53%	40.61%
Industry	Defense Stocks	47.02%	10.48%	42.50%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Topline capital management	679.36K	9.87%	$8.76M
Punch & associates investment management	319.86K	4.65%	$4.12M
Vanguard group	158.09K	2.30%	$2.04M
Wasatch advisors lp	99.68K	1.45%	$1.28M
Archon capital management	83.91K	1.22%	$1.08M
Marshall wace, llp	78.53K	1.14%	$1.01M
Geode capital management	63.55K	0.92%	$819.35K
Eam investors	52.76K	0.77%	$680.04K
Lpl financial	48.67K	0.71%	$627.42K
Ameriprise financial	47.24K	0.69%	$608.96M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Topline capital management	679.36K	1.51%	$8.76M
Archon capital management	83.91K	0.64%	$1.08M
Punch & associates investment management	319.86K	0.24%	$4.12M
Mink brook asset management	15.91K	0.14%	$205.12K
Morgan dempsey capital management	16.02K	0.09%	$206.59K
Eam investors	52.76K	0.08%	$680.04K
Fullcircle wealth	12.80K	0.08%	$214.27K
Huntleigh advisors	33.35K	0.07%	$429.92K
Essex investment management	23.13K	0.05%	$298.09K
Wasatch advisors lp	99.68K	0.01%	$1.28M

Top Buyers

Holder	Shares	% Assets	Change
Wasatch advisors lp	99.68K	0.01%	99.68K
Archon capital management	83.91K	0.64%	55.00K
O'shaughnessy asset management	37.85K	0.00%	37.85K
Marshall wace, llp	78.53K	0.00%	25.96K
Ritholtz wealth management	22.41K	0.01%	22.41K

Top Sellers

Holder	Shares	% Assets	Change
Two sigma securities	-	-	-13.08K
Topline capital management	679.36K	1.51%	-11.89K
Punch & associates investment management	319.86K	0.24%	-11.63K
Financial advocates investment management	-	-	-11.34K
Advisor group	8.24K	0.00%	-4.51K

New Positions

Holder	Shares	% Assets	Change	Value
Wasatch advisors lp	99.68K	0.01%	99.68K	$1.28M
O'shaughnessy asset management	37.85K	0.00%	37.85K	$487.93K
Ritholtz wealth management	22.41K	0.01%	22.41K	$288.84K
Morgan dempsey capital management	16.02K	0.09%	16.02K	$206.59K
Mink brook asset management	15.91K	0.14%	15.91K	$205.12K

Sold Out

Holder	Change
Tower research capital llc (trc)	-177.00
Raymond james financial	-2.58K
Financial advocates investment management	-11.34K
Two sigma securities	-13.08K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
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	-

Recent Insider Transactions

Date	Name	Activity	Value
Jan 08, 2026	SCHOENING DANNY ROBERT	Sell	$368.40K
Jan 08, 2026	SCHOENING DANNY ROBERT	Sell	$38.14K
Jan 07, 2026	SCHOENING DANNY ROBERT	Sell	$375.59K
Jan 02, 2026	SCHOENING DANNY ROBERT	Sell	$58.26K
Jan 05, 2026	SCHOENING DANNY ROBERT	Sell	$71.87K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	7
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 6.05%, followed by 22.84% insiders and 71.11% retail investors. The average institutional ownership in Optex Systems's industry, Defense Stocks, is 47.02%, 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%), Punch & associates investment management (319.86K shares, 4.65%), and Vanguard group (158.09K shares, 2.30%). Together, they hold 16.81% 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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