Orion Energy SystemsOESX

13F holders, Q4 2025 (December 31)
26holders +1
5new positions
4sold out
1famous investor
$15.38avg. 13F price*

At the end of Q4 2025, 26 institutions reported holding Orion Energy Systems Inc. (OESX) in their 13F filings, up 1 from Q3 2025. 5 opened new positions and 4 sold out. The largest holders were North Star Investment Management Corp. ($6.3M), Tieton Capital Management, LLC ($3.9M) and Grace & White Inc. ($3.4M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Orion Energy Systems Inc.
CUSIP
686275207
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q3 2025: 25Q3 2025Q4 2025: 26Q4 2025Q1 2026: 36Q1 2026Q2 2026: 34Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$2.1M
Exits4$147K

All 13F filers, Q3 2025 → Q4 2025: 165,999 shares bought and 131,916 shares sold, net +34,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

North Star Investment Management Corp. 0.39% Add +6.3% 407,452 $6.3M
Tieton Capital Management, LLC 1.35% Add +0.6% 256,194 $3.9M
Grace & White Inc. 0.61% Reduce -25.0% 220,987 $3.4M
Renaissance Technologies 0.00% Add +0.4% 134,776 $2.1M
Vanguard Group Inc. 0.00% Add +3.5% 129,958 $2.0M
Sei Investments Co. 0.00% New 60,714 $934K
US Bancorp \de 0.00% Reduce -39.5% 58,555 $901K
Marshall Wace, LLP 0.00% New 45,896 $706K
Geode Capital Management, LLC 0.00% Reduce -8.1% 34,991 $538K
BlackRock, Inc. 0.00% No change 24,209 $372K
NewEdge Advisors, LLC 0.00% New 15,082 $232K
Quadrature Capital Ltd 0.00% New 13,156 $202K
Bank of America Corp. 0.00% No change 2,027 $31K
IAG Wealth Partners, LLC 0.00% Add +6.3% 1,700 $26K
Firsthand Capital Management, Inc. 0.04% No change 1,400 $22K
Morgan Stanley 0.00% Add +87.4% 877 $13K
Wells Fargo & Company 0.00% No change 200 $3K
UBS Group AG 0.00% Reduce -48.2% 184 $3K
Osaic Holdings, Inc. 0.00% Add +35.3% 161 $2K
Jones Financial Companies LLLP 0.00% New 75 $1K
Harbour Investments, Inc. 0.00% No change 40 $615
SBI Securities Co., Ltd. 0.00% Reduce -36.8% 36 $554
Parallel Advisors, LLC 0.00% No change 19 $292
EverSource Wealth Advisors, LLC 0.00% No change 10 $154
IFP Advisors, Inc 0.00% No change 3 $46
Citigroup Inc. 0.00% No change 1 $15

"% of holder's portfolio" is OESX's weight in each manager's 13F, not the share of Orion Energy Systems Inc. the manager owns.