Optex Systems Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:OPXS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 Jun 25	SellUS$1,012,297	Topline Capital Management, LLC	Company	88,645	US$11.68
27 Jun 25	SellUS$165,150	Rahul Malhotra	Individual	15,000	US$11.01
17 Jun 25	SellUS$170,370	Sudbury Capital Management, LLC	Company	18,377	US$9.45
09 Jun 25	SellUS$46,850	Nicoya Capital LLC	Company	5,000	US$9.37
06 Jun 25	SellUS$110,520	Karen Hawkins	Individual	12,000	US$9.21
06 Jun 25	SellUS$236,975	Dale Lehmann	Individual	25,537	US$9.47
07 Mar 25	SellUS$169,500	Dale Lehmann	Individual	30,000	US$5.65
30 Dec 24	SellUS$186,541	Topline Capital Management, LLC	Company	26,162	US$7.24

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of OPXS?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,229,813	17.8%
Institutions	1,288,068	18.7%
Hedge Funds	1,477,262	21.4%
General Public	2,895,680	42%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 57.3% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.1%	Danny Schoening	902,608	US$15.5m	-4.45%	no data
11.4%	Sudbury Capital Management, LLC	786,006	US$13.5m	-2.28%	no data
10%	Topline Capital Management, LLC	691,256	US$11.8m	-11.4%	1.65%
4.81%	Punch & Associates Investment Management, Inc.	331,495	US$5.7m	-11%	0.31%
4.79%	Galileo Partners, LLC	330,000	US$5.6m	-22%	100.0%
2.27%	The Vanguard Group, Inc.	156,112	US$2.7m	64.5%	no data
1.72%	Dale Lehmann	118,721	US$2.0m	-17.7%	no data
1.37%	Rahul Malhotra	94,278	US$1.6m	-13.7%	no data
1.05%	Dayton Judd	72,600	US$1.2m	0%	no data
0.87%	Geode Capital Management, LLC	60,263	US$1.0m	-0.31%	no data
0.76%	Marshall Wace LLP	52,573	US$900.0k	0%	no data
0.68%	LPL Financial LLC	46,616	US$798.1k	80.9%	no data
0.61%	The Informed Momentum Company LLC	41,866	US$716.7k	0%	0.08%
0.49%	The Goldman Sachs Group, Inc.	33,808	US$578.8k	0%	no data
0.48%	Huntleigh Advisors, Inc.	33,395	US$571.7k	0%	0.09%
0.46%	Karen Hawkins	31,606	US$541.1k	-27.5%	no data
0.42%	Archon Capital Management LLC	28,910	US$494.9k	0%	0.24%
0.38%	Columbia Management Investment Advisers, LLC	26,450	US$452.8k	0%	no data
0.29%	Essex Investment Management Company, LLC	20,074	US$343.7k	-1.15%	0.04%
0.26%	State Street Global Advisors, Inc.	17,923	US$306.8k	0%	no data
0.25%	Citadel Advisors LLC	17,536	US$300.2k	-22.2%	no data
0.23%	Dimensional Fund Advisors LP	15,956	US$273.2k	15.5%	no data
0.19%	BlackRock, Inc.	12,820	US$219.5k	34.8%	no data
0.19%	FullCircle Wealth LLC	12,800	US$219.1k	-5.07%	0.07%
0.19%	Osaic Wealth, Inc.	12,750	US$218.3k	454%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/10/24 18:54
End of Day Share Price	2025/10/24 00:00
Earnings	2025/06/29
Annual Earnings	2024/09/29

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Optex Systems Holdings, Inc is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.