ORION ENERGY SYSTEMS, INC. - OESX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| North Star Investment Management Corp. | History | Added to | 407,452 | 6,266 | 0.39% | 0.22% | 1 | +23,998 | 6.26% | Q4 2025 | Jan 30, 2026 |
| Tieton Capital Management, LLC | History | Added to | 256,194 | 3,940 | 1.35% | 0.77% | 2 | +1,580 | 0.62% | Q4 2025 | Feb 10, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 220,987 | 3,398 | 0.61% | 0.46% | 3 | -73,584 | -24.98% | Q4 2025 | Jan 26, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 134,776 | 2,072 | 0.0% | 0.0% | 4 | +506 | 0.38% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 129,958 | 1,998 | 0.0% | 0.0% | 5 | +4,441 | 3.54% | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | New | 60,714 | 933 | 0.0% | — | 6 | +60,714 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 58,555 | 900 | 0.0% | 0.0% | 7 | -38,264 | -39.52% | Q4 2025 | Jan 30, 2026 |
| MARSHALL WACE, LLP | History | New | 45,896 | 705 | 0.0% | — | 8 | +45,896 | New | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 34,991 | 538 | 0.0% | 0.0% | 9 | -3,096 | -8.13% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | No change | 24,209 | 372 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | New | 15,082 | 231 | 0.0% | — | 11 | +15,082 | New | Q4 2025 | Feb 18, 2026 |
| Quadrature Capital Ltd | History | New | 13,156 | 202 | 0.0% | — | 12 | +13,156 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,027 | 31 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 1,700 | 26 | 0.0% | 0.0% | 14 | +100 | 6.25% | Q4 2025 | Feb 10, 2026 |
| Firsthand Capital Management, Inc. | History | No change | 1,400 | 21 | 0.04% | 0.02% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 877 | 13 | 0.0% | 0.0% | 16 | +409 | 87.39% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 200 | 3 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 161 | 2 | 0.0% | 0.0% | 19 | -1,148 | -87.7% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 184 | 2 | 0.0% | 0.0% | 18 | -171 | -48.17% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 75 | 1 | 0.0% | — | 20 | +75 | New | Q4 2025 | Feb 17, 2026 |
| Annandale Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,333 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Penbrook Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -16,644 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -73 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Reduced | 3 | 0 | — | — | — | -55 | -94.83% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 36 | 0 | — | — | — | -21 | -36.84% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |