OPTEX SYS HLDGS INC

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OPXS·68384X209·US·equity·Industrials - Aerospace & Defense-13D/G

OPXS (OPTEX SYS HLDGS INC) is held by 18 institutional investors as of Q1 2026. Largest holders: WASATCH ADVISORS LP ($5.3M), LPL Financial LLC ($3.4M), MARSHALL WACE, LLP ($1.3M). Net institutional sentiment: Mixed.

18

Holders

Avg rating

$14.8M

Total Value

48% (25)

Fund Consensus

11 buying - 12 selling

Smart Money Verdict

View all

37Weak MomentumSplit Signals

Institutional (13F)52

Insider (Form 4)4

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how OPXS's score breaks down across 4 SEC sources

Holder Quality

0

★★★★★

Elite

9

★★★★

Strong

13

★★★

Solid

3

★★

Below

0

★

Weak

Held by 18 funds

Who's Trading

ActivistWasatch Advisors LP5.7%Apr 22, 2026

InsiderGMGeorge Chad MichaelSell $96KMar 11, 2026

InsiderUNUnknownSell $38KJan 8, 2026

InsiderUNUnknownSell $368KJan 8, 2026

InsiderSRSCHOENING DANNY ROBERTSell $376KJan 7, 2026

ActivistP&Punch & Associates Investment Management, Inc.4.8%Aug 14, 2025

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (18)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WASATCH ADVISORS LP	Increased	398,148(+49.8%)	$5.3M	0.0%	-20.76%	37
LPL Financial LLC	Increased	255,872(+459.9%)	$3.4M	0.0%	-15.00%	43
MWMARSHALL WACE, LLP	Increased	98,976(+8.9%)	$1.3M	0.0%	-12.88%	28
AMERIPRISE FINANCIAL INC	Decreased	73,568(-1.2%)	$972,937	0.0%	-16.26%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	62,725(-2.2%)	$830,179	0.0%	+77.68%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	54,273(-25.4%)	$717,760	0.0%	-20.32%	0
BlackRock, Inc.	Increased	35,506(+19.1%)	$469,567	0.0%	-4.88%	19
DIMENSIONAL FUND ADVISORS LP	Increased	28,618(+33.2%)	$378,219	0.0%	+3.11%	30
STATE STREET CORP	Unchanged	25,857	$341,959	0.0%	+18.88%	0
CITADEL ADVISORS LLC	New	20,114	$266,008	0.0%	-19.69%	36
Beacon Pointe Advisors, LLC	Increased	16,900(+20.3%)	$223,503	0.0%	-18.23%	27
GOLDMAN SACHS GROUP INC	Increased	16,454(+14.0%)	$217,604	0.0%	-8.15%	18
Man Group plc	New	14,109	$186,592	0.0%	-19.69%	31
NORTHERN TRUST CORP	New	11,759	$155,513	0.0%	-19.69%	34
OSAIC HOLDINGS, INC.	Decreased	5,120(-8.6%)	$67,735	0.0%	+0.83%	0
MORGAN STANLEY	Decreased	2,081(-22.7%)	$27,521	0.0%	-23.23%	0
ROYAL BANK OF CANADA	Increased	349(+2584.6%)	$5,000	0.0%	-19.59%	17
FMR LLC	Unchanged	54	$720	0.0%	+53.20%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$47,971	0.0%	+4.07%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$219,251	0.0%	-4.96%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer