Optex Systems Holdings, Inc (OPXS)

Accumulating

Strong institutional accumulation: ownership increased +4.31% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

37.98%

QoQ Change

+4.31%

Total Value

$35.0B

Shares Outstanding

7.0M

Crowding AnalysisCrowded

Holders33of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.9x

53th percentile

18 buying20 selling

New

-11

Closed

+268K

Net shares

Holding Period Distribution

estimate

Median: 3 QAvg: 2.6 QHolders: 33

Ownership Concentration

Top 5: 66.4%Top 10: 85.2%

Topline Capital Management,21.9%

WASATCH ADVISORS15.1%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT,12.2%

LPL Financial9.7%

VANGUARD CAPITAL MANAGEMENT7.5%

Others (28)33.6%

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Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 0.35%Max: 1.46%High conviction (>1%): 2

Topline Capital Management,

WASATCH ADVISORS

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT,

LPL Financial

VANGUARD CAPITAL MANAGEMENT

Archon Capital Management

MARSHALL WACE, LLP

AMERIPRISE FINANCIAL

Mink Brook Asset Management

GEODE CAPITAL MANAGEMENT,

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWLPL Financial$3M256K shr

NEWVANGUARD CAPITAL MANAGEMENT$3M199K shr

BOUGHTWASATCH ADVISORS$2M132K shr

SOLDTopline Capital Management$1M94K shr

NEWMink Brook Asset Management$857K65K shr

BOUGHTWASATCH ADVISORS$2M166K shr

BOUGHTArchon Capital Management$1M92K shr

NEWO'SHAUGHNESSY ASSET MANAGEMENT$1M73K shr

BOUGHTVANGUARD GROUP$587K41K shr

BOUGHTAMERIPRISE FINANCIAL$386K27K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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