Institutional Ownership
Optex Sys Hldgs Inc
CUSIP 68384X209COM NEWOPXSQ1 2026
13D / 13G Filings
17
Schedule 13D/13G on record
Beneficial Filers
7
Distinct reporting persons
Largest Stake
16.7%
Max % of class reported
Institutional Holders
31
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
17 filings · latest Aug 14, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Aug 14, 2025 | Punch &Amp; Associates Investment Management, Inc. | 13G/A | 4.8% | 331.5K | SEC |
| 2 | Jul 11, 2025 | Galileo Partners, LLC | 13G/A | 4.8% | 330.0K | SEC |
| 3 | Feb 14, 2025 | Punch &Amp; Associates Investment Management, Inc. | 13G/A | 5.4% | 372.5K | SEC |
| 4 | Feb 14, 2024 | Punch & Associates Investment Management, Inc. | 13G/A | 6.5% | 438.7K | SEC |
| 5 | Feb 12, 2024 | Topline Capital Management, LLC | 13G/A | 11.8% | 806.1K | SEC |
| 6 | Feb 13, 2023 | Punch & Associates Investment Management, Inc. | 13G | 6.5% | 442.2K | SEC |
| 7 | Dec 21, 2022 | Topline Capital Management, LLC | 13G/A | 11.7% | 788.7K | SEC |
| 8 | Oct 25, 2022 | Sudbury Capital Fund, LP | 13D/A | 12.3% | 829.4K | SEC |
| 9 | Mar 11, 2022 | Topline Capital Management, LLC | 13G | 5.9% | 501.9K | SEC |
| 10 | Feb 16, 2022 | Galileo Partners, LLC | 13G | 5.0% | 423.3K | SEC |
7 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Optex Sys Hldgs Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Topline Capital Management, LLC | 579.4K | $7.66M |
| 2 | Wasatch Advisors LP | 398.1K | $5.27M |
| 3 | Punch & Associates Investment Management, Inc. | 323.5K | $4.28M |
| 4 | Lpl Financial LLC | 255.9K | $3.38M |
| 5 | Archon Capital Management LLC | 195.6K | $2.59M |
| 6 | Marshall Wace, LLP | 99.0K | $1.31M |
| 7 | Ameriprise Financial Inc | 73.6K | $972.9K |
| 8 | Mink Brook Asset Management LLC | 64.8K | $857.5K |
| 9 | Geode Capital Management, LLC | 62.7K | $830.2K |
| 10 | O'Shaughnessy Asset Management, LLC | 54.3K | $717.8K |