OESX · Orion Energy Systems, Inc. · Shareholders & Ownership

$20.05 +0.49 (+2.51%) At close · Oct 27 Q4 2026 earnings call transcript

Market Cap

$69.06M

3.53M

Volume · Oct 27 16.92K Avg daily vol (3M) 80.67K

Every disclosed holder of OESX in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns OESX

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	35	1,803,313	51.07%	Yes
Insiders (Forms 3, 4, 5)	8	485,021	13.74%	Yes
13D/G-only blocks	4	929,835	26.33%	Yes
Remaining	—	312,701	8.86%	Rest
Registered funds (N-PORT, not summed)	20	519,380	14.71%	No

Shares outstanding: 3,530,870, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of OESX

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	North Star Investment Management Corp. 13F CIK 1342857 · Investment adviser · Sep 30, 2026	527,552	14.94%	+600	Sep 30, 2026
2	Orin Hirschman 13G CIK 1131362 · Investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution	407,000	11.53%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution
3	North Star Opportunity Fund Fund S000034503 · Registered fund · May 31, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	295,000	8.35%	+30,000	May 31, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
4	Tieton Capital Management, LLC 13F CIK 1381954 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	284,526	8.06%	+18,050	Jun 30, 2026	carried, not yet filed for the newest quarter
5	CONNORS KATHLEEN MARIE 13G CIK 2079883 · Unknown · Jul 16, 2024 Rule 13d-1(c), passive investor	265,762	7.53%	—	Jul 16, 2024	Rule 13d-1(c), passive investor
6	GRACE & WHITE INC /NY 13F CIK 903064 · Registered investment adviser · Sep 30, 2026	252,268	7.14%	-11,345	Sep 30, 2026
7	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	181,669	5.15%	+3,200	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Philotimo Fund, LP 13D CIK 1688522 · Investment adviser · Oct 26, 2023	155,303	4.40%	—	Oct 26, 2023
9	Green Scott A. Insider CIK 1681065 · Aug 11, 2026 President and COO, issuer-wide	129,678	3.67%	-7,548	Aug 11, 2026	President and COO, issuer-wide
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	127,484	3.61%	+15,560	Jun 30, 2026	carried, not yet filed for the newest quarter
11	JENKINS MICHAEL H Insider CIK 1891883 · Feb 25, 2025 Director, Chief Executive Officer, issuer-wide	124,625	3.53%	+568	Feb 25, 2025	Director, Chief Executive Officer, issuer-wide
12	Acuitas Investments, LLC 13G CIK 1524828 · Registered investment adviser · Mar 31, 2025 Rule 13d-1(b), qualified institution	101,770	2.88%	-69,765	Mar 31, 2025	Rule 13d-1(b), qualified institution
13	BRODIN J PER Insider CIK 1184632 · Aug 11, 2026 EVP, CFO, CAO & Treasurer, issuer-wide	85,263	2.41%	-7,548	Aug 11, 2026	EVP, CFO, CAO & Treasurer, issuer-wide
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	84,610	2.40%	+6,712	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	US BANCORP \DE\ 13F CIK 36104 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	70,155	1.99%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Washlow Sally A. Insider CIK 1498395 · Aug 11, 2026 Director, Chief Executive Officer, issuer-wide	61,359	1.74%	+12,000	Aug 11, 2026	Director, Chief Executive Officer, issuer-wide
17	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	61,342	1.74%	+4,418	Jun 30, 2026	carried, not yet filed for the newest quarter
18	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	55,406	1.57%	-74,695	Jun 30, 2026	carried, not yet filed for the newest quarter
19	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	53,685	1.52%	+26,535	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	40,033	1.13%	+8,848	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,125	1.08%	-1,973	Jun 30, 2026	carried, not yet filed for the newest quarter
22	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	36,890	1.04%	+12,681	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	11,904	0.34%	—	Jun 30, 2026	iShares Trust, not summed
23	RICHSTONE ELLEN B Insider CIK 1281526 · Aug 11, 2026 Director, issuer-wide	35,897	1.02%	+2,531	Aug 11, 2026	Director, issuer-wide
24	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	31,140	0.88%	+7,200	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Ultra-Small Company Fund Fund S000004423 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	31,140	0.88%	+7,200	Jun 30, 2026	Bridgeway Funds, Inc., not summed
25	Otten Anthony L. Insider CIK 1450795 · Aug 11, 2026 Director, issuer-wide	25,973	0.74%	+2,532	Aug 11, 2026	Director, issuer-wide
26	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	22,796	0.65%	+5,484	Jun 30, 2026	carried, not yet filed for the newest quarter
27	ESSEX INVESTMENT MANAGEMENT CO LLC 13F CIK 201772 · Registered investment adviser · Sep 30, 2026	22,089	0.63%	+1,481	Sep 30, 2026
28	Quadrature Capital Ltd 13F CIK 1651424 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	20,219	0.57%	+10,139	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	16,952	0.48%	-2,256	Aug 31, 2026	Fidelity Concord Street Trust, not summed
30	ACUITAS US MICROCAP FUND Fund S000045890 · Registered fund · Jun 30, 2026 FORUM FUNDS II, not summed	13,600	0.39%	0	Jun 30, 2026	FORUM FUNDS II, not summed
31	Wishart-Smith Heather L Insider CIK 1983131 · Aug 20, 2026 Director, issuer-wide	13,007	0.37%	+1,054	Aug 20, 2026	Director, issuer-wide
32	Shapiro Richard A Insider CIK 1648814 · Aug 11, 2026 Director, issuer-wide	9,219	0.26%	+2,531	Aug 11, 2026	Director, issuer-wide
33	Farther Finance Advisors, LLC 13F CIK 1992825 · Registered investment adviser · Sep 30, 2026	8,500	0.24%	-1,200	Sep 30, 2026
34	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	7,078	0.20%	0	Aug 31, 2026	Fidelity Concord Street Trust, not summed
35	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	5,070	0.14%	0	Aug 31, 2026	Fidelity Concord Street Trust, not summed
36	VANGUARD BALANCED INDEX FUND Fund S000002560 · Registered fund · Jun 30, 2026 VANGUARD VALLEY FORGE FUNDS, not summed	2,841	0.08%	0	Jun 30, 2026	VANGUARD VALLEY FORGE FUNDS, not summed
37	Fidelity Nasdaq Composite Index Fund Fund S000055366 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	2,038	0.06%	-500	Aug 31, 2026	Fidelity Concord Street Trust, not summed
38	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,747	0.05%	+870	Jun 30, 2026	carried, not yet filed for the newest quarter
39	IAG Wealth Partners, LLC 13F CIK 1827261 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,700	0.05%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Firsthand Capital Management, Inc. 13F CIK 1476179 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,400	0.04%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Firsthand Alternative Energy Fund Fund S000018833 · Registered fund · Jun 30, 2026 Firsthand Funds, not summed	1,400	0.04%	0	Jun 30, 2026	Firsthand Funds, not summed
41	Dimensional US Sustainability Core 1 ETF Fund S000076639 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,295	0.04%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
42	Axiom Investment Management LLC 13F CIK 1513703 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,206	0.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,150	0.03%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
44	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,121	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
45	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,121	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
46	U.S. Social Core Equity 2 Portfolio Fund S000018154 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,100	0.03%	—	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
47	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,012	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
48	1290 VT Micro Cap Portfolio Fund S000044688 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	777	0.02%	—	Jun 30, 2026	EQ Advisors Trust, not summed
49	Vanguard Global Advisers, LLC 13F CIK 1811242 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	722	0.02%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	634	0.02%	+634	Jun 30, 2026	carried, not yet filed for the newest quarter

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 63 holders

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Key facts CIK 1409375 CUSIP 686275207 13F (30d) 5 filings 5 filers Visit website Investor relations