OPTEX SYSTEMS HOLDINGS INC (OPXS) Top Institutional Shareholders

OPTEX SYSTEMS HOLDINGS INC (OPXS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $34.98M in OPXS holdings during the latest filing period.

Topline Capital Management, Llc is currently the largest disclosed institutional shareholder of OPXS tracked by InsiderSet, reporting ownership valued at approximately $7.66M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.21M, representing an estimated loss of -5.94% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed OPXS value among the investors covered in this analysis. Major shareholders include Topline Capital Management, Llc, Wasatch Advisors Lp, Punch & Associates Investment Management, Inc., and several other long-term asset managers with concentrated positions in OPTEX SYSTEMS HOLDINGS INC (OPXS).

This page ranks the largest institutional OPXS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

34

Total Reported Value

$34.98M

Largest Holder

Topline Capital Management, Llc

Largest Position

$7.66M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

45

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Topline Capital Management, Llc1.27%579,363$7,662,076$7,207,276-$454,800-5.94%
Wasatch Advisors Lp0.03%398,148$5,265,507$4,952,961-$312,546-5.94%
Punch & Associates Investment Management, Inc.0.25%323,475$4,277,957$4,024,029-$253,928-5.94%
Lpl Financial Llc0.00%255,872$3,383,907$3,183,048-$200,859-5.94%
Vanguard Capital Management Llc0.00%198,805$2,629,196$2,473,134-$156,062-5.94%
Archon Capital Management Llc1.46%195,586$2,586,625$2,433,090-$153,535-5.94%
Marshall Wace, Llp0.00%98,976$1,308,465$1,231,261-$77,204-5.90%
Ameriprise Financial Inc0.00%73,568$972,937$915,186-$57,751-5.94%
Mink Brook Asset Management Llc0.48%64,839$857,496$806,597-$50,899-5.94%
Geode Capital Management, Llc0.00%62,725$830,179$780,299-$49,880-6.01%
O'Shaughnessy Asset Management, Llc0.00%54,273$717,760$675,156-$42,604-5.94%
Ritholtz Wealth Management0.01%40,383$534,065$502,365-$31,700-5.94%
Blackrock, Inc.0.00%35,506$469,567$441,695-$27,872-5.94%
Vanguard Fiduciary Trust Co0.00%34,488$456,104$429,031-$27,073-5.94%
World Investment Advisors0.01%31,603$417,948$393,141-$24,807-5.94%
Dimensional Fund Advisors Lp0.00%28,618$378,219$356,008-$22,211-5.87%
State Street Corp0.00%25,857$341,959$321,661-$20,298-5.94%
Essex Investment Management Co Llc0.05%23,126$305,841$287,687-$18,154-5.94%
Citadel Advisors Llc0.00%20,114$266,008$250,218-$15,790-5.94%
Beacon Pointe Advisors, Llc0.00%16,900$223,503$210,236-$13,267-5.94%
Goldman Sachs Group Inc0.00%16,454$217,604$204,688-$12,916-5.94%
Morgan Dempsey Capital Management Llc0.10%16,124$213,240$200,583-$12,657-5.94%
Man Group Plc0.00%14,109$186,592$175,516-$11,076-5.94%
Northern Trust Corp0.00%11,759$155,513$146,282-$9,231-5.94%
Bridgeway Capital Management, Llc0.00%11,000$145,475$136,840-$8,635-5.94%
Osaic Holdings, Inc.0.00%5,120$67,735$63,693-$4,042-5.97%
Ifp Advisors, Inc0.00%3,950$52,239$49,138-$3,101-5.94%
Morgan Stanley0.00%2,081$27,521$25,888-$1,633-5.93%
Vanguard Global Advisers, Llc0.00%1,641$21,702$20,414-$1,288-5.93%
Royal Bank Of Canada0.00%349$5,000$4,342-$658-13.17%
Advisornet Financial, Inc0.00%200$2,645$2,488-$157-5.94%
Cwm, Llc0.00%100$1,323$1,244-$79-5.97%
Larson Financial Group Llc0.00%100$1,323$1,244-$79-5.97%
Fmr Llc0.00%54$720$672-$48-6.70%

Frequently asked questions about OPXS

  • Who owns the most OPXS stock?

    The largest holders of OPXS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for OPTEX SYSTEMS HOLDINGS INC (OPXS).

  • Is OPXS widely held by superinvestors?

    Many widely followed stocks like OPXS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OPXS is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.