Vault-13

ORION ENERGY SYS INC OESX

COM NEW · Common Stock · CUSIP 686275207

35 institutional holders -1 vs Q1 2026
1,813,7451.8m shares reported held*
$21.2mreported value*
5 new 15 added 4 reduced 7 sold out net sold ≈ $2.1m (-183.0k shares)

* 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 ($479 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.69.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 25: 25Q4 25: 26Q1 26: 36Q2 26: 3535Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202525
Q4 202526
Q1 202636
Q2 202635

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q4 25: 12 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 20 bought or addedQ1 26: 5 cut or sold outQ1 26Q2 26: 20 bought or addedQ2 26: 11 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 2025129
Q1 2026205
Q2 20262011

Biggest buyers

JANE STREET GROUP, LLC Added +26,535+26.5k
GRACE & WHITE INC /NY Added +22,226+22.2k
Tieton Capital Management, LLC Added +18,050+18.1k
VANGUARD CAPITAL MANAGEMENT LLC Added +15,560+15.6k
BlackRock, Inc. Added +12,681+12.7k
Quadrature Capital Ltd Added +10,139+10.1k
Farther Finance Advisors, LLC New +9,700+9.7k
ESSEX INVESTMENT MANAGEMENT CO LLC Added +8,051+8.1k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Added +7,200+7.2k
VANGUARD FIDUCIARY TRUST CO Added +5,484+5.5k

Biggest sellers

MYDA Advisors LLC Sold out -133,505-133.5k
SEI INVESTMENTS CO Reduced -74,695-74.7k
Manatuck Hill Partners, LLC Sold out -71,428-71.4k
NewEdge Advisors, LLC Reduced -24,140-24.1k
Trexquant Investment LP Sold out -12,376-12.4k
XTX Topco Ltd Sold out -11,194-11.2k
GEODE CAPITAL MANAGEMENT, LLC Reduced -1,973-2.0k
UBS Group AG Reduced -379-379
Tower Research Capital LLC (TRC) Sold out -288-288
IFP Advisors, Inc Sold out -3-3

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.

HolderStakeChangeShares Last filed
HIRSCHMAN ORIN 13G · institution new · filed 2026-10-19 9.9% new 407.0k≈ $4.8m 2026-10-19
Tieton Capital Management, LLC 13G · institution filed 2026-05-13 6.6% 266.7k≈ $3.1m 2026-05-13
GRACE & WHITE INC /NY 13G · institution filed 2026-01-27 6.3% 223.8k≈ $2.6m 2026-01-27

Insider purchases and sales since 1 Apr 2026

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)

BuyingSelling
505Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 5 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 1 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20241$4.3k0——
Q1 20255—0——
Q2 20250—0——
Q3 20250—0——
Q4 20251$299.9k0——
Q1 20261$5.5k0——
Q2 20261$25.9k0——
Q3 20261$20.0k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-20 Wishart-Smith Heather L Director Bought 1,054 $18.96 $20.0k1.1k shares +10%
2026-06-24 Washlow Sally A. Chief Executive Officer, director Bought 1,780 $9.47 $16.9k1.8k shares +4%
2026-06-23 Washlow Sally A. Chief Executive Officer, director Bought 955 $9.50 $9.1k955 shares +2%

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 North Star Investment Management Corp. 0.33% of their portfolio CHICAGO, IL 526,952527.0k $6.2m $6.2m 0.33% Added +1.4k +1,400
2 Tieton Capital Management, LLC 0.96% of their portfolio YAKIMA, WA 284,526284.5k $3.3m $3.3m 0.96% Added +18.1k +18,050
3 GRACE & WHITE INC /NY 0.49% of their portfolio NY, NY 263,613263.6k $3.1m $3.1m 0.49% Added +22.2k +22,226
4 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 181,669181.7k $2.1m $2.1m 0.00% Added +3.2k +3,200
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 127,484127.5k $1.5m $1.5m 0.00% Added +15.6k +15,560
6 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 70,15570.2k $820.1k $820.1k 0.00% Unchanged
7 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 61,34261.3k $717.1k $717.1k 0.00% Added +4.4k +4,418
8 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 55,40655.4k $647.7k $647.7k 0.00% Reduced -74.7k -74,695
9 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 53,68553.7k $627.6k $627.6k 0.00% Added +26.5k +26,535
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 38,12538.1k $445.8k $445.8k 0.00% Reduced -2.0k -1,973
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 36,89036.9k $431.2k $431.2k 0.00% Added +12.7k +12,681
12 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 31,14031.1k $364.0k $364.0k 0.01% Added +7.2k +7,200
13 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 22,79622.8k $266.5k $266.5k 0.00% Added +5.5k +5,484
14 ESSEX INVESTMENT MANAGEMENT CO LLC 0.03% of their portfolio BOSTON, MA 20,60820.6k $240.9k $240.9k 0.03% Added +8.1k +8,051
15 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 20,21920.2k $236.4k $236.4k 0.00% Added +10.1k +10,139
16 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 9,7009.7k $113.4k $113.4k 0.00% New
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,7471.7k $20.4k $20.4k 0.00% Added +870 +870
18 IAG Wealth Partners, LLC 0.00% of their portfolio WAUKESHA, WI 1,7001.7k $19.9k $19.9k 0.00% Unchanged
19 Firsthand Capital Management, Inc. 0.03% of their portfolio SAN JOSE, CA 1,4001.4k $16.4k $16.4k 0.03% Unchanged
20 Axiom Investment Management LLC 0.01% of their portfolio NEW YORK, NY 1,2061.2k $14.1k $14.1k 0.01% Unchanged
21 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 722722 $8.4k $8.4k 0.00% Unchanged
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 634634 $7.0k $7.0k 0.00% New
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 591591 $7.0k $7.0k 0.00% New
24 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 378378 $4.3k $4.3k 0.00% Added +250 +250
25 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 344344 $4.0k $4.0k 0.00% Unchanged
26 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 268268 $3.1k $3.1k 0.00% First filing
27 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 200200 $2.3k $2.3k 0.00% Unchanged
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 119119 $1.4k $1.4k 0.00% Unchanged
29 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 6060 $701 $701 0.00% Added +20 +20
30 UBS Group AG 0.00% of their portfolio ZURICH, V8 4141 $479 $479 0.00% Reduced -379 -379
31 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 3131 $362 $362 0.00% Unchanged
32 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1919 $222 $222 0.00% Unchanged
33 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1515 $174 $174 0.00% New
34 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 11 $12 $12 0.00% New
35 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 00 $0 $0 0.00% Reduced -24.1k -24,140