Optex Systems Holdings Inc (OPXS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

6,956,067Shares Outstanding
2,645,266Shares held by institutions
$28,714,362Value of institutional holdings
38.03%Institutional ownership %
29.22%Shares Changed QoQ
34No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Optex Systems Holdings Inc (NASDAQ:OPXS) has 39 institutional investors with active 13F positions as of December 2025.

33 Institutional Holders

2,645,266 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
Topline Capital Management, LLC 31 Mar, 2026 579,363 -93,571 -13.90% $7,662,076.00
WASATCH ADVISORS LP 31 Mar, 2026 398,148 132,405 49.82% $5,265,507.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 31 Mar, 2026 323,475 26,515 8.93% $4,277,957.00
LPL Financial LLC 31 Mar, 2026 255,872 210,171 459.88% $3,383,907.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 198,805 198,805 0.00% $2,629,196.00
Archon Capital Management LLC 31 Mar, 2026 195,586 19,582 11.13% $2,586,625.00
MARSHALL WACE, LLP 31 Mar, 2026 98,976 8,104 8.92% $1,308,465.00
Ameriprise Financial Inc 31 Mar, 2026 73,568 -900 -1.21% $972,937.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 62,725 -1,439 -2.24% $830,179.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 31 Mar, 2026 54,273 -18,522 -25.44% $717,760.00
RITHOLTZ WEALTH MANAGEMENT 31 Mar, 2026 40,383 -6,357 -13.60% $534,065.00
BlackRock, Inc. 31 Mar, 2026 35,506 5,681 19.05% $469,567.00
VANGUARD FIDUCIARY TRUST CO 31 Mar, 2026 34,488 34,488 0.00% $456,104.00
World Investment Advisors 31 Mar, 2026 31,603 -26,261 -45.38% $417,948.00
DIMENSIONAL FUND ADVISORS LP 31 Mar, 2026 28,618 7,138 33.23% $378,219.00
State Street Corp 31 Mar, 2026 25,857 0 0.00% $341,959.00
ESSEX INVESTMENT MANAGEMENT CO LLC 31 Mar, 2026 23,126 0 0.00% $305,841.00
CITADEL ADVISORS LLC 31 Mar, 2026 20,114 20,114 0.00% $266,008.00
Beacon Pointe Advisors, LLC 31 Mar, 2026 16,900 2,850 20.28% $223,503.00
Goldman Sachs Group Inc 31 Mar, 2026 16,454 -12,416 -43.01% $217,604.00