OESX — ORION ENERGY SYS INC
As of Q2 2026, 8 SEC-registered investment managers reported holding OESX (ORION ENERGY SYS INC) in their latest 13F filings, with a combined reported value of $3.75M across 320.61K shares. That is +6.4% by share count (+19.41K shares) versus the previous quarter, while reported value moved +42.4%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
OESX is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 181.67K | $2.12M | 0.00% | Add |
| Marshall Wace history | 61.34K | $717.09K | 0.00% | Add |
| Geode Capital Management history | 38.12K | $445.79K | 0.00% | Reduce |
| BlackRock Inc history | 36.89K | $431.24K | 0.00% | Add |
| Morgan Stanley history | 1.75K | $20.42K | 0.00% | Add |
| JPMorgan Chase & Co history | 591 | $7.00K | 0.00% | New |
| Wells Fargo & Co history | 200 | $2.34K | 0.00% | Hold |
| UBS Group AG history | 41 | $479 | 0.00% | Reduce |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 178.47K | $1.56M | 0.00% | Add |
| Marshall Wace history | 56.92K | $497.52K | 0.00% | Add |
| Geode Capital Management history | 40.10K | $350.53K | 0.00% | Add |
| BlackRock Inc history | 24.21K | $211.59K | 0.00% | Hold |
| Morgan Stanley history | 877 | $7.67K | 0.00% | Hold |
| UBS Group AG history | 420 | $3.67K | 0.00% | Add |
| Wells Fargo & Co history | 200 | $1.75K | 0.00% | Hold |
| Citigroup Inc history | 1 | $9 | 0.00% | Hold |
Q4 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 134.78K | $2.07M | 0.00% | Hold |
| Vanguard Group history | 129.96K | $2.00M | 0.00% | Add |
| Marshall Wace history | 45.90K | $705.88K | 0.00% | New |
| Geode Capital Management history | 34.99K | $538.29K | 0.00% | Reduce |
| BlackRock Inc history | 24.21K | $372.33K | 0.00% | Hold |
| Bank of America Corp history | 2.03K | $31.18K | 0.00% | Hold |
| Morgan Stanley history | 877 | $13.49K | 0.00% | Add |
| Wells Fargo & Co history | 200 | $3.08K | 0.00% | Hold |
| UBS Group AG history | 184 | $2.83K | 0.00% | Reduce |
| Citigroup Inc history | 1 | $15 | 0.00% | Hold |
Q3 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 134.27K | $1.18M | 0.00% | New |
| Vanguard Group history | 125.52K | $1.10M | 0.00% | New |
| Geode Capital Management history | 38.09K | $332.95K | 0.00% | New |
| BlackRock Inc history | 24.21K | $212.07K | 0.00% | New |
| Bank of America Corp history | 2.03K | $17.76K | 0.00% | New |
| Morgan Stanley history | 468 | $4.10K | 0.00% | New |
| UBS Group AG history | 355 | $3.11K | 0.00% | New |
| Wells Fargo & Co history | 200 | $1.75K | 0.00% | New |
| Citigroup Inc history | 1 | $9 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 591 sh · $7.00K
Fully Exited (vs previous quarter)
- Citigroup Inc sold 1 sh · $9
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| Renaissance Technologies | 181.67K | 178.47K | 134.78K | 134.27K |
| Marshall Wace | 61.34K | 56.92K | 45.90K | — |
| Geode Capital Management | 38.12K | 40.10K | 34.99K | 38.09K |
| BlackRock Inc | 36.89K | 24.21K | 24.21K | 24.21K |
| Morgan Stanley | 1.75K | 877 | 877 | 468 |
| JPMorgan Chase & Co | 591 | — | — | — |
| Wells Fargo & Co | 200 | 200 | 200 | 200 |
| UBS Group AG | 41 | 420 | 184 | 355 |
| Bank of America Corp | — | — | 2.03K | 2.03K |
| Citigroup Inc | — | 1 | 1 | 1 |
| Vanguard Group | — | — | 129.96K | 125.52K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details