Orion Energy Systems

OESX • NASDAQ

Orion Energy Systems is a electrical equipment & parts company in the industrials sector on NASDAQ, led by Michael W. Altschaefl, with a market cap of $62.4M. As of Q3 2025, 39% of shares are held by 25 institutional investors, with North Star Investment Management Corp. as the largest holder at 10.89%.

Chief Executive OfficerMichael W. Altschaefl

Market Cap$62.4M

Electrical Equipment & Parts

Industrials

Employees260.0

Websiteorionlighting.com

Country

United States of America

Overview

Overview of institutional ownership in OESX as of Q3 2025 with a market cap of $30.8M

All Institutions

Institutions: 25
Value Held: $12.0M
Shares Held: 1.4M
Avg Position: $481.6K
Median Position: $4.1K

Hedge Funds

Hedge Funds: 1
Value Held: $1.2M
Shares Held: 134.3K
Avg Position: $1.2M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

35.23%

$10.9M

Hedge Funds

3.81%

$1.2M

Retail & Other

60.96%

$18.8M

Based on market cap of $30.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in OESX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
North Star Investment Management Corp. RIA/Wealth	Peter David Gottlieb President	$3.4M 0.22% of portfolio	10.89% 383.5K shares	≤ Q2 2013 Held for 12y 5m+	$1.6B
G GRACE & WHITE INC /NY RIA/Wealth	Marc Emil Ravitz President	$2.6M 0.54% of portfolio	8.37% 294.6K shares	Q1 2022 Held for 3y 8m	$481.2M
T Tieton Capital Management, LLC Long Only Manager	William Joseph Dezellem President	$2.2M 0.77% of portfolio	7.23% 254.6K shares	Q4 2021 Held for 3y 11m	$288.1M
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$1.2M 0.00% of portfolio	3.81% 134.3K shares	≤ Q2 2013 Held for 12y 5m+	$75.8B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.1M 0.00% of portfolio	3.57% 125.5K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	$848.1K 0.00% of portfolio	2.75% 96.8K shares	Q3 2019 Held for 6y 2m	$84.3B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$333.0K 0.00% of portfolio	1.08% 38.1K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
B BlackRock, Inc. Institution	-	$212.1K 0.00% of portfolio	0.69% 24.2K shares	Q1 2017 Held for 8y 8m	$5.67T
Penbrook Management LLC RIA/Wealth	Robert Stephen Anderson Managing Partner	$145.8K 0.10% of portfolio	0.47% 16.6K shares	Q4 2018 Held for 6y 11m	$143.0M
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$17.8K 0.00% of portfolio	0.06% 2.0K shares	Q4 2014 Held for 10y 11m	$1.33T

Net Capital Flow

Institutional buying and selling activity for OESX in Q3 2025

Traded: −$94.0K
Buyers: 12
Sellers: 22
Total Bought: +$396.4K
Total Sold: −$490.4K
Avg Position: $316.8K

Biggest Buyers

Institution	Net Bought	Current Position
North Star Investment Management Corp. RIA/Wealth	+$154.2K +17.6K shares	$3.4M 383.5K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$71.0K +8.1K shares	$1.2M 134.3K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	+$60.6K +6.9K shares	$848.1K 96.8K shares
G GRACE & WHITE INC /NY RIA/Wealth	+$54.0K +6.2K shares	$2.6M 294.6K shares
T Tieton Capital Management, LLC Long Only Manager	+$46.9K +5.4K shares	$2.2M 254.6K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$5.8K +658.0 shares	$333.0K 38.1K shares
IAG Wealth Partners, LLC RIA/Wealth	+$1.8K +200.0 shares	$14.0K 1.6K shares
A Advisor Group Holdings, Inc. Institution	+$1.4K +1.2K shares	$1.5K 1.3K shares
T Tower Research Capital LLC Institution	+$639.0 +73.0 shares	$639.0 73.0 shares
BARCLAYS PLC Institution	+$114.0 +13.0 shares	$114.0 13.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$87.2K −14.3K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$77.2K −12.7K shares	Sold Off 0 shares
T THOMPSON DAVIS & CO., INC. Institution	−$58.2K −9.7K shares	Sold Off 0 shares
STATE STREET CORP Institution	−$52.2K −8.6K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$35.7K −4.1K shares	$4.1K 468.0 shares
NORTHERN TRUST CORP Institution	−$33.5K −5.6K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$31.4K −3.6K shares	$1.1M 125.5K shares
Mariner Wealth Advisors, LLC RIA/Wealth	−$26.6K −4.4K shares	Sold Off 0 shares
Beacon Pointe Advisors, LLC RIA/Wealth	−$19.3K −3.2K shares	Sold Off 0 shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	−$12.0K −2.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OESX in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 13
Exited Value: $400.3K

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$87.2K 14.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$77.2K 12.7K shares
T THOMPSON DAVIS & CO., INC. Institution	$58.2K 9.7K shares
STATE STREET CORP Institution	$52.2K 8.6K shares
NORTHERN TRUST CORP Institution	$33.5K 5.6K shares
Mariner Wealth Advisors, LLC RIA/Wealth	$26.6K 4.4K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$19.3K 3.2K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	$12.0K 2.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$9.1K 1.5K shares
Register Financial Advisors LLC RIA/Wealth	$9.0K 1.5K shares

Options Activity

Institutions with the largest Call and Put options positions in OESX as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with OESX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
T Tieton Capital Management, LLC Long Only Manager	William Joseph Dezellem President	0.77% $2.2M	7.23% 254.6K shares	Q4 2021 Held for 3y 11m	$288.1M
G GRACE & WHITE INC /NY RIA/Wealth	Marc Emil Ravitz President	0.54% $2.6M	8.37% 294.6K shares	Q1 2022 Held for 3y 8m	$481.2M
North Star Investment Management Corp. RIA/Wealth	Peter David Gottlieb President	0.22% $3.4M	10.89% 383.5K shares	≤ Q2 2013 Held for 12y 5m+	$1.6B
Penbrook Management LLC RIA/Wealth	Robert Stephen Anderson Managing Partner	0.10% $145.8K	0.47% 16.6K shares	Q4 2018 Held for 6y 11m	$143.0M
Firsthand Capital Management, Inc. Institution	Kevin Michael Landis CEO	0.02% $12.2K	0.04% 1.4K shares	≤ Q2 2013 Held for 12y 5m+	$58.8M
IAG Wealth Partners, LLC RIA/Wealth	Lori Ann Watt President	0.00% $14.0K	0.05% 1.6K shares	Q2 2024 Held for 1y 5m	$832.4M
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	0.00% $1.2M	3.81% 134.3K shares	≤ Q2 2013 Held for 12y 5m+	$75.8B
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	0.00% $848.1K	2.75% 96.8K shares	Q3 2019 Held for 6y 2m	$84.3B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	0.00% $333.0K	1.08% 38.1K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
T Tower Research Capital LLC Institution	-	0.00% $639.0	0.00% 73.0 shares	Q3 2025 Held for 2 months	$3.6B

Hedge Fund Spotlight

Discover hedge funds investing in OESX

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Orion Energy Systems

Market Value: $1.2M
Shares Held: 134.3K
Portfolio Weight: 0.00%
Owned Since: 2013-Q2

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