Security key
686275207
ORION ENERGY SYSTEMS, INC. - Common stock, no par value (OESX)
CUSIP: 686275207
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common stock, no par value
- Shares outstanding
- 3,530,710
- Total 13F shares
- 1,971,129
- Share change
- +577,508
- Total reported value
- $17,227,803
- Price per share
- $8.74
- Number of holders
- 34
- Value change
- +$5,033,933
- Number of buys
- 19
- Number of sells
- 5
Report period
Q1 2026
Institutions
34
Top holders
10
OESX full security history
Previous quarter: Q4 2025
ORION ENERGY SYSTEMS, INC. SEC filings
ORION ENERGY SYSTEMS, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 686275207
Recent filing periods:
Top shareholders of OESX - ORION ENERGY SYSTEMS, INC. - Common stock, no par value (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Kathleen Marie Connors |
13D/G
|
CONNORS KATHLEEN MARIE |
7.5%
|
2,657,620
|
$1,594,838 | $0 | 16 Jul 2024 | |
| Tieton Capital Management, LLC |
13F
13D/G
|
Company |
6.6%
from 13D/G
|
256,194
|
$3,940,000 | — | 31 Dec 2025 | |
| GRACE & WHITE INC /NY |
13D/G
13F
|
Grace & White, Inc. · Company |
6.3%
|
223,847
|
$3,612,891 | $0 | 31 Dec 2025 | |
| Acuitas Investments, LLC |
13D/G
|
— |
3.1%
|
1,017,701
|
$742,922 | -$509,283 | 31 Mar 2025 | |
| Ellen B. Richstone |
3/4/5
|
Director |
8.3%
|
333,658
|
$193,521 | — | 01 Jul 2025 | |
| Anthony L. Otten |
3/4/5
|
Director |
5.8%
|
234,412
|
$135,958 | — | 01 Jul 2025 | |
| Heather L. Wishart-Smith |
3/4/5
|
Director |
2.3%
|
94,223
|
$54,648 | — | 01 Jul 2025 | |
| Richard A. Shapiro |
3/4/5
|
Director |
1.7%
|
66,878
|
$38,789 | — | 01 Jul 2025 | |
| North Star Investment Management Corp. |
13F
|
Company |
12%
|
407,452
|
$6,266,612 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
3.8%
|
134,776
|
$2,072,855 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
3.7%
|
129,958
|
$1,998,754 | — | 31 Dec 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
1.7%
|
60,714
|
$933,774 | — | 31 Dec 2025 | |
| US BANCORP \DE\ |
13F
|
Company |
1.7%
|
58,555
|
$900,576 | — | 31 Dec 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
1.3%
|
45,896
|
$705,881 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.99%
|
34,991
|
$538,287 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.69%
|
24,209
|
$372,334 | — | 31 Dec 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.43%
|
15,082
|
$231,961 | — | 31 Dec 2025 | |
| Quadrature Capital Ltd |
13F
|
Company |
0.37%
|
13,156
|
$202,339 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.06%
|
2,027
|
$31,175 | — | 31 Dec 2025 | |
| IAG Wealth Partners, LLC |
13F
|
Company |
0.05%
|
1,700
|
$26,146 | — | 31 Dec 2025 | |
| Firsthand Capital Management, Inc. |
13F
|
Company |
0.04%
|
1,400
|
$21,532 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.02%
|
877
|
$13,488 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.01%
|
200
|
$3,076 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.01%
|
184
|
$2,830 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0%
|
161
|
$2,474 | — | 31 Dec 2025 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
0%
|
75
|
$1,154 | — | 31 Dec 2025 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
0%
|
40
|
$615 | — | 31 Dec 2025 | |
| SBI Securities Co., Ltd. |
13F
|
Company |
0%
|
36
|
$554 | — | 31 Dec 2025 | |
| Parallel Advisors, LLC |
13F
|
Company |
0%
|
19
|
$292 | — | 31 Dec 2025 | |
| EverSource Wealth Advisors, LLC |
13F
|
Company |
0%
|
10
|
$154 | — | 31 Dec 2025 | |
| IFP Advisors, Inc |
13F
|
Company |
0%
|
3
|
$46 | — | 31 Dec 2025 | |
| CITIGROUP INC |
13F
|
Company |
0%
|
1
|
$15 | — | 31 Dec 2025 | |
| J. Per Brodin |
3/4/5
|
EVP, CFO, CAO & Treasurer |
—
mixed-class rows
|
105,311
mixed-class rows
|
$1,243,167 | +$5,535 | 27 Feb 2026 | |
| Sally A. Washlow |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
96,624
mixed-class rows
|
$1,122,169 | +$299,922 | 19 Nov 2025 | |
| Michael H. Jenkins |
3/4/5
|
Chief Executive Officer, Director |
—
class O/S missing
|
1,246,254
|
$1,096,454 | — | 25 Feb 2025 | |
| Michael W. Altschaefl |
3/4/5
|
Director |
—
mixed-class rows
|
1,157,676
mixed-class rows
|
$1,020,208 | — | 10 Nov 2022 | |
| Scott A. Green |
3/4/5
|
President and COO |
—
mixed-class rows
|
1,497,262
mixed-class rows
|
$823,494 | — | 18 Jul 2025 | |
| Mark C. Williamson |
3/4/5
|
Director |
—
mixed-class rows
|
194,244
mixed-class rows
|
$143,485 | — | 10 Jun 2022 | |
| Alan B. Howe |
3/4/5
|
Director |
—
class O/S missing
|
51,808
|
$47,145 | — | 10 Jun 2022 |
Institutional Holders of ORION ENERGY SYSTEMS, INC. - Common stock, no par value (OESX) as of Q1 2026
As of 31 Mar 2026,
ORION ENERGY SYSTEMS, INC. - Common stock, no par value (OESX) was held by
34 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,971,129 shares.
The largest 10 holders included
North Star Investment Management Corp., Tieton Capital Management, LLC, GRACE & WHITE INC /NY, RENAISSANCE TECHNOLOGIES LLC, MYDA Advisors LLC, SEI INVESTMENTS CO, VANGUARD CAPITAL MANAGEMENT LLC, Manatuck Hill Partners, LLC, US BANCORP \DE\, and MARSHALL WACE, LLP.
This page lists
35
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
26
Q1 2026 holders
34
Holder diff
8
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.