​

Optex Systems Ownership | Who Owns Optex Systems?

OverviewRevenueFinancialsChartTranscripts

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%12.52%39.82%
IndustryDefense Stocks48.36%10.81%40.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Topline capital management679.36K9.87%$8.76M
Punch & associates investment management319.86K4.65%$4.12M
Wasatch advisors lp265.74K3.87%$3.77M
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
Geode capital management64.16K0.93%$910.07K
Pensionmark financial group57.86K0.84%$820.51K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Topline capital management679.36K1.51%$8.76M
Archon capital management176.00K1.42%$2.50B
Punch & associates investment management319.86K0.24%$4.12M
Eam investors66.86K0.11%$948.09K
Morgan dempsey capital management16.02K0.09%$206.59K
Fullcircle wealth12.80K0.08%$214.27K
Essex investment management23.13K0.05%$298.09K
Wasatch advisors lp265.74K0.02%$3.77M
Pensionmark financial group57.86K0.02%$820.51K
Ritholtz wealth management46.74K0.01%$662.77K

Top Buyers

HolderShares% AssetsChange
Wasatch advisors lp265.74K0.02%166.06K
Archon capital management176.00K1.42%92.09K
Pensionmark financial group57.86K0.02%57.86K
Vanguard group199.51K-41.42K
Sei investments40.65K0.00%40.65K

Top Sellers

HolderShares% AssetsChange
Huntleigh advisors---33.35K
Goldman sachs group14.44K--16.46K
Mink brook asset management---15.91K
Two sigma securities---13.08K
Topline capital management679.36K1.51%-11.89K

New Positions

HolderShares% AssetsChangeValue
Pensionmark financial group57.86K0.02%57.86K$820.51K
Sei investments40.65K0.00%40.65K$576.46K
Morgan dempsey capital management16.02K0.09%16.02K$206.59K
Beacon pointe advisors12.16K0.00%12.16K$156.74K
Jane street group11.51K-11.51K$163.17K

Sold Out

HolderChange
Citigroup-69.00
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

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%), Punch & associates investment management (319.86K shares, 4.65%), and Wasatch advisors lp (265.74K shares, 3.87%). Together, they hold 18.39% 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$.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools