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. Implied quarter-end price ≈ $0.61. Options: 2 managers hold calls ($3.0k notional), 2 hold puts ($0).
Trends to Q2 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 18 | 25 |
| Q4 2023 | 25 | 19 |
| Q1 2024 | 17 | 22 |
| Q2 2024 | 15 | 23 |
| Q3 2024 | 7 | 16 |
| Q4 2024 | 9 | 12 |
| Q1 2025 | 10 | 10 |
| Q2 2025 | 15 | 8 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $23.1k | $8.0k | 0.34 |
| Q4 2024 | $24.4k | $80 | 0.00 |
| Q1 2025 | $2.7k | $0 | 0.00 |
| Q2 2025 | $3.0k | $0 | 0.00 |
Biggest buyers
| Penbrook Management LLC | Added | +179.9k |
| US BANCORP \DE\ | Added | +99.5k |
| GRACE & WHITE INC /NY | Added | +99.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +47.6k |
| MORGAN STANLEY | Added | +16.9k |
| XTX Topco Ltd | New | +13.4k |
| UBS Group AG | Added | +9.8k |
| THOMPSON DAVIS & CO., INC. | Added | +5.0k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +4.2k |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Added | +2.0k |
Biggest sellers
| Acuitas Investments, LLC | Sold out | -362.2k |
| CITADEL ADVISORS LLC | Reduced | -85.5k |
| North Star Investment Management Corp. | Reduced | -52.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Sold out | -17.0k |
| TWO SIGMA SECURITIES, LLC | Sold out | -12.9k |
| Tieton Capital Management, LLC | Reduced | -9.9k |
| SIMPLEX TRADING, LLC | Sold out | -563 |
| JPMORGAN CHASE & CO | Sold out | -61 |
Biggest calls
| SIMPLEX TRADING, LLC | Added | $3.0k5.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| SIMPLEX TRADING, LLC | Unchanged | $0200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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 Q2 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 |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $2.9k | 0 | — | — |
| Q4 2023 | 5 | $93.0k | 0 | — | — |
| 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 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| North Star Investment Management Corp. 0.15% of their portfolio | 3.7m $2.2m | Reduced -52.5k |
| GRACE & WHITE INC /NY 0.32% of their portfolio | 2.9m $1.7m | Added +99.5k |
| Tieton Capital Management, LLC 0.59% of their portfolio | 2.5m $1.5m | Reduced -9.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.3m $787.6k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 1.3m $757.1k | Added +4.2k |
| US BANCORP \DE\ 0.00% of their portfolio | 899.0k $539.5k | Added +99.5k |
| Penbrook Management LLC 0.13% of their portfolio | 517.5k $351.4k | Added +179.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 374.3k $228.4k | Added +1.1k |
| BlackRock, Inc. 0.00% of their portfolio | 245.7k $147.5k | Unchanged |
| Annandale Capital, LLC 0.02% of their portfolio | 173.3k $106.0k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 143.0k $87.2k | Reduced -85.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 126.5k $77.2k | Added +47.6k |
| THOMPSON DAVIS & CO., INC. 0.04% of their portfolio | 96.9k $58.2k | Added +5.0k |
| STATE STREET CORP 0.00% of their portfolio | 85.6k $52.2k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 55.8k $33.5k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 45.4k $27.3k | Added +16.9k |
| Mariner, LLC 0.00% of their portfolio | 43.5k $26.6k | Unchanged |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 31.6k $19.3k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 20.3k $12.2k | Added +48 |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 20.0k $12.0k | Added +2.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 15.1k $9.1k | Added +75 |
| Smith Anglin Financial, LLC 0.00% of their portfolio | 15.0k $9.0k | Unchanged |
| Register Financial Advisors LLC 0.00% of their portfolio | 15.0k $9.0k | Unchanged |
| Firsthand Capital Management, Inc. 0.02% of their portfolio | 14.0k $8.5k | Unchanged |
| IAG Wealth Partners, LLC 0.00% of their portfolio | 14.0k $8.4k | Added +2.0k |
| XTX Topco Ltd 0.00% of their portfolio | 13.4k $8.2k | New |
| LPL Financial LLC 0.00% of their portfolio | 12.6k $7.5k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 12.1k $7.3k | Added +9.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.0k $1.2k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.2k $714 | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 719 $431 | Added +193 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 650 $390 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 585 $351 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 500 $305 | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 400 $240 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 100 $61 | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 30 $18 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |