ORION ENERGY SYS INC OESX
COM NEW · Common Stock · CUSIP 686275207
- 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 ($3.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $8.74.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 25 |
| Q4 2025 | 26 |
| Q1 2026 | 36 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2025 | 12 | 9 |
| Q1 2026 | 20 | 5 |
Biggest buyers
| MYDA Advisors LLC | New | +133.5k |
| North Star Investment Management Corp. | Added | +118.1k |
| Manatuck Hill Partners, LLC | New | +71.4k |
| SEI INVESTMENTS CO | Added | +69.4k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +43.7k |
| JANE STREET GROUP, LLC | New | +27.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | New | +23.9k |
| GRACE & WHITE INC /NY | Added | +20.4k |
| ESSEX INVESTMENT MANAGEMENT CO LLC | New | +12.6k |
| Trexquant Investment LP | New | +12.4k |
Biggest sellers
| Quadrature Capital Ltd | Reduced | -3.1k |
| BANK OF AMERICA CORP /DE/ | Sold out | -2.0k |
| OSAIC HOLDINGS, INC. | Reduced | -42 |
| EverSource Wealth Advisors, LLC | Sold out | -10 |
| SBI Securities Co., Ltd. | Reduced | -5 |
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 |
|---|---|
| HIRSCHMAN ORIN 13G · institution new · filed 2026-10-19 | 9.9% |
| Tieton Capital Management, LLC 13G · institution filed 2026-05-13 | 6.6% |
| GRACE & WHITE INC /NY 13G · institution filed 2026-01-27 | 6.3% |
Insider purchases and sales in Q1 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2026 | 1 | $5.5k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-27 | BRODIN J PER EVP, CFO, CAO & Treasurer | Bought | $5.5k500 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| North Star Investment Management Corp. 0.28% of their portfolio | 525.6k $4.6m | Added +118.1k |
| Tieton Capital Management, LLC 0.78% of their portfolio | 266.5k $2.3m | Added +10.3k |
| GRACE & WHITE INC /NY 0.37% of their portfolio | 241.4k $2.1m | Added +20.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 178.5k $1.6m | Added +43.7k |
| MYDA Advisors LLC 0.28% of their portfolio | 133.5k $1.2m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 130.1k $1.1m | Added +69.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 111.9k $978.2k | First filing |
| Manatuck Hill Partners, LLC 0.20% of their portfolio | 71.4k $624.3k | New |
| US BANCORP \DE\ 0.00% of their portfolio | 70.2k $613.2k | Added +11.6k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 56.9k $497.5k | Added +11.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 40.1k $350.5k | Added +5.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 27.1k $237.3k | New |
| BlackRock, Inc. 0.00% of their portfolio | 24.2k $211.6k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 24.1k $211.0k | Added +9.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 23.9k $209.2k | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 17.3k $151.3k | First filing |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.02% of their portfolio | 12.6k $109.7k | New |
| Trexquant Investment LP 0.00% of their portfolio | 12.4k $108.2k | New |
| XTX Topco Ltd 0.00% of their portfolio | 11.2k $97.8k | New |
| Quadrature Capital Ltd 0.00% of their portfolio | 10.1k $88.1k | Reduced -3.1k |
| IAG Wealth Partners, LLC 0.00% of their portfolio | 1.7k $14.9k | Unchanged |
| Firsthand Capital Management, Inc. 0.03% of their portfolio | 1.4k $12.2k | Unchanged |
| Axiom Investment Management LLC 0.01% of their portfolio | 1.2k $10.5k | First filing |
| MORGAN STANLEY 0.00% of their portfolio | 877 $7.7k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 722 $6.3k | First filing |
| UBS Group AG 0.00% of their portfolio | 420 $3.7k | Added +236 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 344 $3.0k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 288 $2.5k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 200 $1.7k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 128 $1.2k | Added +53 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 119 $1.0k | Reduced -42 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 40 $350 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 31 $271 | Reduced -5 |
| Parallel Advisors, LLC 0.00% of their portfolio | 19 $166 | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 3 $26 | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 1 $9 | Unchanged |