OPTEX SYSTEMS HOLDINGS INC (OPXS) Institutional Ownership Changes & 13F Activity
OPTEX SYSTEMS HOLDINGS INC (OPXS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Topline Capital Management, Llc, Meros Investment Management, Lp, Marshall Wace, Llp, Ameriprise Financial Inc, and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +14,561 | +72.4% | 34,675 | $486.49K | Q2 2026 | Sep 02, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -1,900 | -11.2% | 15,000 | $210.45K | Q2 2026 | Aug 18, 2026 |
| Topline Capital Management, Llc | Sell | -130,000 | -22.4% | 449,363 | $6.30M | Q2 2026 | Aug 14, 2026 |
| Meros Investment Management, Lp | Buy | +95,312 | — | 95,312 | $1.34M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +38,826 | — | 38,826 | $544.73K | Q2 2026 | Aug 14, 2026 |
| Punch & Associates Investment Management, Inc. | Buy | +16,265 | +5.0% | 339,740 | $4.77M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -5,642 | -17.9% | 25,961 | $364.23K | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Buy | +3,295 | +23.4% | 17,404 | $244.18K | Q2 2026 | Aug 14, 2026 |
| Mink Brook Asset Management Llc | Sell | -2,555 | -3.9% | 62,284 | $873.85K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -1,226 | -7.5% | 15,228 | $213.65K | Q2 2026 | Aug 14, 2026 |
| Lavaca Capital Llc | Buy | +620 | — | 620 | $8.70K | Q2 2026 | Aug 14, 2026 |
| Archon Capital Management Llc | Buy | +538 | +0.3% | 196,124 | $2.75M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -287 | -82.2% | 62 | $1.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +95 | +1.9% | 5,215 | $73.16K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +37 | — | 37 | $519.00 | Q2 2026 | Aug 14, 2026 |
| Marshall Wace, Llp | Sell | -47,458 | -47.9% | 51,518 | $722.80K | Q2 2026 | Aug 13, 2026 |
| Vanguard Capital Management Llc | Buy | +19,817 | +10.0% | 218,622 | $3.07M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -9,571 | -17.6% | 44,702 | $627.17K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +2,542 | — | 2,542 | $35.66K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -1,500 | -72.1% | 581 | $8.15K | Q2 2026 | Aug 13, 2026 |
| Northern Trust Corp | Buy | +582 | +4.9% | 12,341 | $173.14K | Q2 2026 | Aug 13, 2026 |
| Vanguard Fiduciary Trust Co | Buy | +228 | +0.7% | 34,716 | $487.06K | Q2 2026 | Aug 13, 2026 |
| Geode Capital Management, Llc | Buy | +3,776 | +6.0% | 66,501 | $933.74K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +9 | — | 9 | $122.00 | Q2 2026 | Aug 12, 2026 |
| Ritholtz Wealth Management | Sell | -9,269 | -23.0% | 31,114 | $436.53K | Q2 2026 | Aug 11, 2026 |
| Dimensional Fund Advisors Lp | Buy | +8,131 | +28.4% | 36,749 | $515.30K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Sell | -30,865 | -12.1% | 225,007 | $3.16M | Q2 2026 | Aug 07, 2026 |
| Blackrock, Inc. | Buy | +5,414 | +15.2% | 40,920 | $574.11K | Q2 2026 | Aug 07, 2026 |
| Essex Investment Management Co Llc | Sell | -36 | -0.2% | 23,090 | $323.95K | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | Buy | +8 | — | 8 | $112.00 | Q2 2026 | Aug 05, 2026 |
Frequently asked questions about OPXS activity
Which institutional owners are buying OPXS?
Institutional owners buying OPXS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OPXS activity?
"Buy" means an investor increased their reported position in OPXS compared to the prior reporting period. This reflects growing exposure to OPTEX SYSTEMS HOLDINGS INC (OPXS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OPXS increasing?
Institutional interest in OPXS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related OPXS Institutional Insights
- OPXS Overview
- OPXS 13F Institutional Holders
- OPXS Top Institutional Shareholders
- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Industrials Stocks By Institutional Investors
- Most Sold Industrials Stocks By Institutional Investors
- OPXS Insider Trading & SEC Form 4 Activity
- OPXS Articles
- Top Institutional Investor Stock Rankings