Vault-13

ORION ENERGY SYS INC OESX

COM NEW · Common Stock · CUSIP 686275207

36 institutional holders +10 vs Q4 2025
1,996,1312.0m shares reported held*
$17.4mreported value*
9 new 11 added 3 reduced 2 sold out net bought ≈ $5.1m (+586.6k 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 ($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

02040Q3 25: 25Q4 25: 26Q1 26: 3636Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q3 202525
Q4 202526
Q1 202636

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 26
Numbers
QuarterBought or addedCut or sold out
Q4 2025129
Q1 2026205

Biggest buyers

MYDA Advisors LLC New +133,505+133.5k
North Star Investment Management Corp. Added +118,100+118.1k
Manatuck Hill Partners, LLC New +71,428+71.4k
SEI INVESTMENTS CO Added +69,387+69.4k
RENAISSANCE TECHNOLOGIES LLC Added +43,693+43.7k
JANE STREET GROUP, LLC New +27,150+27.1k
BRIDGEWAY CAPITAL MANAGEMENT, LLC New +23,940+23.9k
GRACE & WHITE INC /NY Added +20,400+20.4k
ESSEX INVESTMENT MANAGEMENT CO LLC New +12,557+12.6k
Trexquant Investment LP New +12,376+12.4k

Biggest sellers

Quadrature Capital Ltd Reduced -3,076-3.1k
BANK OF AMERICA CORP /DE/ Sold out -2,027-2.0k
OSAIC HOLDINGS, INC. Reduced -42-42
EverSource Wealth Advisors, LLC Sold out -10-10
SBI Securities Co., Ltd. Reduced -5-5

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.

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 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)

BuyingSelling
505Q2 24: 4 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 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 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20244$43.5k0——
Q3 20240—0——
Q4 20241$4.3k0——
Q1 20255—0——
Q2 20250—0——
Q3 20250—0——
Q4 20251$299.9k0——
Q1 20261$5.5k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-02-27 BRODIN J PER EVP, CFO, CAO & Treasurer Bought 500 $11.07 $5.5k500 shares +0%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 North Star Investment Management Corp. 0.28% of their portfolio CHICAGO, IL 525,552525.6k $4.6m $4.6m 0.28% Added +118.1k +118,100
2 Tieton Capital Management, LLC 0.78% of their portfolio YAKIMA, WA 266,476266.5k $2.3m $2.3m 0.78% Added +10.3k +10,282
3 GRACE & WHITE INC /NY 0.37% of their portfolio NY, NY 241,387241.4k $2.1m $2.1m 0.37% Added +20.4k +20,400
4 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 178,469178.5k $1.6m $1.6m 0.00% Added +43.7k +43,693
5 MYDA Advisors LLC 0.28% of their portfolio WOODMERE, NY 133,505133.5k $1.2m $1.2m 0.28% New
6 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 130,101130.1k $1.1m $1.1m 0.00% Added +69.4k +69,387
7 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 111,924111.9k $978.2k $978.2k 0.00% First filing
8 Manatuck Hill Partners, LLC 0.20% of their portfolio WESTPORT, CT 71,42871.4k $624.3k $624.3k 0.20% New
9 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 70,15570.2k $613.2k $613.2k 0.00% Added +11.6k +11,600
10 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 56,92456.9k $497.5k $497.5k 0.00% Added +11.0k +11,028
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 40,09840.1k $350.5k $350.5k 0.00% Added +5.1k +5,107
12 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 27,15027.1k $237.3k $237.3k 0.00% New
13 BlackRock, Inc. 0.00% of their portfolio New York, NY 24,20924.2k $211.6k $211.6k 0.00% Unchanged
14 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 24,14024.1k $211.0k $211.0k 0.00% Added +9.1k +9,058
15 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 23,94023.9k $209.2k $209.2k 0.00% New
16 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 17,31217.3k $151.3k $151.3k 0.00% First filing
17 ESSEX INVESTMENT MANAGEMENT CO LLC 0.02% of their portfolio BOSTON, MA 12,55712.6k $109.7k $109.7k 0.02% New
18 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 12,37612.4k $108.2k $108.2k 0.00% New
19 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 11,19411.2k $97.8k $97.8k 0.00% New
20 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 10,08010.1k $88.1k $88.1k 0.00% Reduced -3.1k -3,076
21 IAG Wealth Partners, LLC 0.00% of their portfolio WAUKESHA, WI 1,7001.7k $14.9k $14.9k 0.00% Unchanged
22 Firsthand Capital Management, Inc. 0.03% of their portfolio SAN JOSE, CA 1,4001.4k $12.2k $12.2k 0.03% Unchanged
23 Axiom Investment Management LLC 0.01% of their portfolio NEW YORK, NY 1,2061.2k $10.5k $10.5k 0.01% First filing
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 877877 $7.7k $7.7k 0.00% Unchanged
25 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 722722 $6.3k $6.3k 0.00% First filing
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 420420 $3.7k $3.7k 0.00% Added +236 +236
27 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 344344 $3.0k $3.0k 0.00% New
28 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 288288 $2.5k $2.5k 0.00% New
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 200200 $1.7k $1.7k 0.00% Unchanged
30 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 128128 $1.2k $1.2k 0.00% Added +53 +53
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 119119 $1.0k $1.0k 0.00% Reduced -42 -42
32 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4040 $350 $350 0.00% Unchanged
33 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 3131 $271 $271 0.00% Reduced -5 -5
34 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1919 $166 $166 0.00% Unchanged
35 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 33 $26 $26 0.00% Unchanged
36 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11 $9 $9 0.00% Unchanged