ORION ENERGY SYS INC OESX
COM · Common Stock · CUSIP 686275108
- SectorConsumer discretionary
- IndustryElectric Lighting & Wiring Equipment
- HeadquartersManitowoc, WI
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 54 |
| Q4 2022 | 58 |
| Q1 2023 | 56 |
| Q2 2023 | 58 |
| Q3 2023 | 54 |
| Q4 2023 | 54 |
| Q1 2024 | 49 |
| Q2 2024 | 45 |
| Q3 2024 | 41 |
| Q4 2024 | 42 |
| Q1 2025 | 42 |
| Q2 2025 | 38 |
| Q3 2025 | 3 |
| Q4 2025 | 0 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 17 | 22 |
| Q2 2024 | 15 | 23 |
| Q3 2024 | 7 | 16 |
| Q4 2024 | 9 | 12 |
| Q1 2025 | 10 | 10 |
| Q2 2025 | 15 | 8 |
| Q3 2025 | 1 | 34 |
| Q4 2025 | 0 | 3 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $2.7k | $0 | 0.00 |
| Q2 2025 | $3.0k | $0 | 0.00 |
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
Biggest buyers
| None |
Biggest sellers
| Annandale Capital, LLC | Sold out | -17.3k |
| OSAIC HOLDINGS, INC. | Sold out | -1.2k |
| IFP Advisors, Inc | Sold out | -55 |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| North Star Investment Management Corp. 13G · institution -1.9 pts · filed 2026-07-02 | 13.0% |
| GRACE & WHITE INC /NY 13G · institution filed 2025-02-05 | 8.5% |
| Tieton Capital Management, LLC 13G · institution filed 2025-02-11 | 8.1% |
| CONNORS KATHLEEN MARIE 13G · passive investor new · filed 2025-08-15 | 7.5% |
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 4 | $43.5k | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 1 | $4.3k | 0 | — | — |
| Q1 2025 | 5 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $299.9k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-11-19 | Washlow Sally A. Chief Executive Officer, director | Bought | $299.9k21.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|